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JSI Institutional Ownership

Janus Henderson Securitized Income ETF
1W: -0.3% 1M: -1.6% 3M: -2.6% YTD: -3.3% 1Y: -3.4%
$49.93
-0.07 (-0.14%)
 
Weekly Expected Move ±0.7%
$49 $50 $50 $50 $51
ETF AMEX · AUM $1.5B

Institutional Ownership — JSI

180
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
27
New Positions
74
Increased
71
Reduced
18
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (196 total)

# Holder Shares Value Change Change % Holding Period Filing
1 OSAIC HOLDINGS, INC. 2,535,942 127M -8,379 -0.3% 10Q SEC ↗
2 LPL Financial LLC 2,247,471 112M +174,259 +8.4% 7Q SEC ↗
3 TRAPHAGEN INVESTMENT ADVISORS LLC 1,080,779 54M +69,530 +6.9% 5Q SEC ↗
4 UBS Group AG 1,023,104 51M +97,306 +10.5% 8Q SEC ↗
5 Grant Street Asset Management, Inc. 881,588 44M +11,407 +1.3% 6Q SEC ↗
6 Clearwater Capital Advisors, LLC 867,681 43M +96,554 +12.5% 3Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 817,680 41M +64,828 +8.6% 7Q SEC ↗
8 Focus Partners Wealth 738,615 37M -64,028 -8.0% 3Q SEC ↗
9 WEALTH ENHANCEMENT ADVISORY SERVICES, 736,295 37M +27,660 +3.9% 10Q SEC ↗
10 ATWOOD & PALMER INC 715,976 36M +16,713 +2.4% 11Q SEC ↗
11 Sanctuary Advisors, LLC 597,283 30M +20,058 +3.5% 8Q SEC ↗
12 AMERIPRISE FINANCIAL INC 559,720 28M +117,221 +26.5% 4Q SEC ↗
13 Financial Enhancement Group LLC 527,115 26M +21,623 +4.3% 7Q SEC ↗
14 Cambridge Investment Research Advisors 510,145 25M +6,920 +1.4% 10Q SEC ↗
15 Bank of New York Mellon Corp 496,516 25M -62,378 -11.2% 10Q SEC ↗
16 Advisory Resource Group 491,125 25M +25,814 +5.5% 11Q SEC ↗
17 Greenwich Wealth Management LLC 477,767 24M +36,402 +8.2% 6Q SEC ↗
18 Guardian Financial Partners, LLC 432,477 22M +29,265 +7.3% 6Q SEC ↗
19 Marshall Financial Group, LLC 406,255 20M +12,077 +3.1% 4Q SEC ↗
20 AE Wealth Management LLC 384,496 19M -26,085 -6.4% 7Q SEC ↗
21 Modern Wealth Management, LLC 379,913 19M +375,847 +9243.7% 10Q SEC ↗
22 Corient Private Wealth LP 374,898 19M +150,756 +67.3% 11Q SEC ↗
23 NOTTINGHAM ADVISORS, INC. 348,302 17M -147,695 -29.8% 10Q SEC ↗
24 MORGAN STANLEY 308,876 15M -756 -0.2% 4Q SEC ↗
25 ENVESTNET ASSET MANAGEMENT INC 282,596 14M +8,652 +3.2% 10Q SEC ↗
26 Quaker Wealth Management, LLC 267,746 13M -12,014 -4.3% 5Q SEC ↗
27 GOLDMAN SACHS GROUP INC 263,118 13M +193,952 +280.4% 4Q SEC ↗
28 Addison Capital Co 237,546 12M +11,622 +5.1% 3Q SEC ↗
29 Pine Valley Investments Ltd Liability 234,335 12M +32,599 +16.2% 8Q SEC ↗
30 EPIQ PARTNERS, LLC 230,022 11M -4,411 -1.9% 7Q SEC ↗
31 HARBOUR INVESTMENTS, INC. 208,735 10M -2,028 -1.0% 4Q SEC ↗
32 Apollon Wealth Management, LLC 205,187 10M -25,668 -11.1% 10Q SEC ↗
33 JANE STREET GROUP, LLC 202,410 10M +158,409 +360.0% 3Q SEC ↗
34 Buck Wealth Strategies, LLC 201,240 10M +4,766 +2.4% 6Q SEC ↗
35 ROYAL BANK OF CANADA 197,243 10M +3,069 +1.6% 4Q SEC ↗
36 MAI Capital Management 189,716 9M +12,751 +7.2% 7Q SEC ↗
37 Rise Advisors, LLC NEW 186,724 9M — +0.0% 1Q SEC ↗
38 One Charles Private Wealth Services, L 176,717 9M -4,795 -2.6% 6Q SEC ↗
39 TRUIST FINANCIAL CORP 175,170 9M -29,817 -14.5% 9Q SEC ↗
40 Englebert Financial Advisers, LLC 174,925 9M +18,104 +11.5% 3Q SEC ↗
41 STIFEL FINANCIAL CORP 172,240 9M +21,168 +14.0% 6Q SEC ↗
42 WINEBRENNER CAPITAL MANAGEMENT LLC 144,792 7M +1,225 +0.9% 4Q SEC ↗
43 Cornerstone Wealth Group, LLC 142,586 7M +3,890 +2.8% 6Q SEC ↗
44 FLAGSHIP HARBOR ADVISORS, LLC 141,819 7M +12,949 +10.0% 4Q SEC ↗
45 HARBOR INVESTMENT ADVISORY, LLC 141,273 7M +21,524 +18.0% 6Q SEC ↗
46 Blue Edge Capital, LLC 132,590 7M +60,390 +83.6% 6Q SEC ↗
47 Waterfront Wealth Inc. 126,246 6M +10,168 +8.8% 8Q SEC ↗
48 Atria Investments, Inc 118,102 6M +14,491 +14.0% 5Q SEC ↗
49 Weaver Consulting Group 113,474 6M +18,337 +19.3% 7Q SEC ↗
50 Sage Advisory Services, Ltd.Co. 112,161 6M +8,282 +8.0% 5Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
Modern Wealth Management, LLC +375,847 +9243.7% 379,913
GOLDMAN SACHS GROUP INC +193,952 +280.4% 263,118
LPL Financial LLC +174,259 +8.4% 2,247,471
JANE STREET GROUP, LLC +158,409 +360.0% 202,410
Corient Private Wealth LP +150,756 +67.3% 374,898
AMERIPRISE FINANCIAL INC +117,221 +26.5% 559,720
UBS Group AG +97,306 +10.5% 1,023,104
Clearwater Capital Advisors, LLC +96,554 +12.5% 867,681
BANK OF AMERICA CORP /DE +71,202 +428.7% 87,810
TRAPHAGEN INVESTMENT ADVISORS LLC +69,530 +6.9% 1,080,779
RAYMOND JAMES FINANCIAL INC +64,828 +8.6% 817,680
Blue Edge Capital, LLC +60,390 +83.6% 132,590
Farther Finance Advisors, LLC +51,154 +116.8% 94,935
SUSQUEHANNA INTERNATIONAL GROUP, LL +41,273 +232.0% 59,061
Greenwich Wealth Management LLC +36,402 +8.2% 477,767
Pine Valley Investments Ltd Liabili +32,599 +16.2% 234,335
Guardian Financial Partners, LLC +29,265 +7.3% 432,477
Core Wealth Partners LLC +29,164 +511.3% 34,868
WEALTH ENHANCEMENT ADVISORY SERVICE +27,660 +3.9% 736,295
Advisory Resource Group +25,814 +5.5% 491,125
Biggest Decreases (20)
HolderReducedChange %Total Shares
Flaharty Asset Management, LLC -363,316 -92.4% 29,751
Private Advisor Group, LLC -361,200 -89.2% 43,588
NOTTINGHAM ADVISORS, INC. -147,695 -29.8% 348,302
Kestra Advisory Services, LLC -141,865 -57.2% 106,293
COURIER CAPITAL LLC -134,828 -74.6% 45,960
CHANNEL WEALTH LLC -110,895 -60.9% 71,149
Talon Private Wealth, LLC -91,916 -70.0% 39,340
Brookstone Capital Management -91,583 -91.8% 8,177
Auour Investments LLC -88,378 -93.2% 6,496
Merkkuri Wealth Advisors LLC -69,037 -91.3% 6,590
Focus Partners Wealth -64,028 -8.0% 738,615
Bank of New York Mellon Corp -62,378 -11.2% 496,516
JANUS HENDERSON GROUP PLC -45,510 -37.4% 76,333
CITADEL ADVISORS LLC -33,411 -87.9% 4,611
TRUIST FINANCIAL CORP -29,817 -14.5% 175,170
AE Wealth Management LLC -26,085 -6.4% 384,496
Apollon Wealth Management, LLC -25,668 -11.1% 205,187
Medallion Wealth Advisors, LLC -12,035 -92.3% 1,000
Quaker Wealth Management, LLC -12,014 -4.3% 267,746
Prasad Wealth Partners, LLC -11,154 -10.1% 98,872

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms