— Know what they know.
Not Investment Advice

VNLA Institutional Ownership

Janus Henderson Short Duration Income ETF
1W: +0.1% 1M: -0.4% 3M: -0.6% YTD: -0.3% 1Y: -0.3% 3Y: +13.1% 5Y: +16.9%
$48.60
+0.00 (+0.00%)
 
Weekly Expected Move ±0.2%
$48 $48 $49 $49 $49
ETF AMEX · AUM $3.3B

Institutional Ownership — VNLA

268
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
25
New Positions
107
Increased
108
Reduced
32
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (289 total)

# Holder Shares Value Change Change % Holding Period Filing
1 AE Wealth Management LLC 8,870,794 $431M +956,351 +12.1% 13Q SEC ↗
2 MORGAN STANLEY 6,693,399 $325M +152,732 +2.3% 35Q SEC ↗
3 BANK OF AMERICA CORP /DE 4,872,823 $237M +372,770 +8.3% 15Q SEC ↗
4 LPL Financial LLC 4,012,624 $195M +325,711 +8.8% 39Q SEC ↗
5 WELLS FARGO & COMPANY/MN 2,934,337 $143M +72,668 +2.5% 33Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 2,173,203 $106M +31,298 +1.5% 7Q SEC ↗
7 Kensington Asset Management, LLC 2,028,176 $99M +136,679 +7.2% 6Q SEC ↗
8 Geneos Wealth Management Inc. 1,352,974 $66M +32,022 +2.4% 30Q SEC ↗
9 Bluespring Wealth Management, LLC NEW 1,317,087 $64M — +0.0% 1Q SEC ↗
10 Private Advisor Group, LLC 1,163,049 $57M -237,791 -17.0% 34Q SEC ↗
11 ROYAL BANK OF CANADA 694,400 $34M +10,074 +1.5% 39Q SEC ↗
12 TEXAS TREASURY SAFEKEEPING TRUST CO 686,991 $33M — +0.0% 26Q SEC ↗
13 CWM, LLC 679,451 $33M +70,622 +11.6% 18Q SEC ↗
14 Schneider Downs Wealth Management Advi 669,210 $33M +25,866 +4.0% 26Q SEC ↗
15 Ritter Daniher Financial Advisory LLC 655,300 $32M +69,707 +11.9% 6Q SEC ↗
16 Cambridge Investment Research Advisors 596,197 $29M +15,641 +2.7% 36Q SEC ↗
17 OSAIC HOLDINGS, INC. 584,979 $28M +128,866 +28.3% 26Q SEC ↗
18 Sovereign Investment Advisors, LLC 545,365 $27M +3,144 +0.6% 27Q SEC ↗
19 COURIER CAPITAL LLC 449,357 $22M +3,089 +0.7% 25Q SEC ↗
20 GREAT VALLEY ADVISOR GROUP, INC. 432,861 $21M +51,872 +13.6% 17Q SEC ↗
21 Buck Wealth Strategies, LLC 379,297 $18M -1,107 -0.3% 12Q SEC ↗
22 Financial Enhancement Group LLC 371,700 $18M +9,304 +2.6% 8Q SEC ↗
23 Trail Ridge Investment Advisors, LLC 352,633 $17M +9,411 +2.7% 17Q SEC ↗
24 Accel Wealth Management 343,952 $17M -676 -0.2% 16Q SEC ↗
25 Stratos Wealth Partners, LTD. 308,676 $15M +193,052 +167.0% 8Q SEC ↗
26 Sovran Advisors, LLC 305,170 $15M +34,206 +12.6% 7Q SEC ↗
27 TRUIST FINANCIAL CORP 302,199 $15M +65,157 +27.5% 8Q SEC ↗
28 Leelyn Smith, LLC 301,590 $15M +9,224 +3.2% 12Q SEC ↗
29 Dynamic Advisor Solutions LLC 295,642 $14M +16,041 +5.7% 16Q SEC ↗
30 STIFEL FINANCIAL CORP 293,830 $14M +187,891 +177.4% 35Q SEC ↗
31 JANUS HENDERSON GROUP PLC 286,317 $14M -43,618 -13.2% 29Q SEC ↗
32 Rise Advisors, LLC 278,720 $14M +13,144 +4.9% 19Q SEC ↗
33 Greenwich Wealth Management LLC 269,234 $13M +181 +0.1% 7Q SEC ↗
34 Waverly Advisors, LLC 241,835 $12M +50,883 +26.6% 10Q SEC ↗
35 Richmond Investment Services, LLC 233,710 $11M -217,041 -48.2% 7Q SEC ↗
36 Three Magnolias Financial Advisors, LL 227,972 $11M +12,453 +5.8% 7Q SEC ↗
37 Kestra Advisory Services, LLC 225,284 $11M -100,451 -30.8% 24Q SEC ↗
38 Burford Brothers, Inc. 224,695 $11M -7,177 -3.1% 11Q SEC ↗
39 Vigilare Wealth Management 220,321 $11M +85,082 +62.9% 3Q SEC ↗
40 Coastal Bridge Advisors, LLC 207,321 $10M -2,863 -1.4% 34Q SEC ↗
41 OneDigital Investment Advisors LLC 189,401 $9M +8,556 +4.7% 35Q SEC ↗
42 FORTEM FINANCIAL GROUP, LLC 163,614 $8M +23,839 +17.1% 6Q SEC ↗
43 Clear Trail Advisors, LLC 160,783 $8M +6,950 +4.5% 3Q SEC ↗
44 Cetera Investment Advisers 142,323 $7M -2,219 -1.5% 23Q SEC ↗
45 Jupiter Topco LLC NEW 140,853 $7M — +0.0% 1Q SEC ↗
46 CITADEL ADVISORS LLC NEW 134,997 $7M — +0.0% 1Q SEC ↗
47 WEALTH ENHANCEMENT ADVISORY SERVICES, 129,096 $6M +6,897 +5.6% 12Q SEC ↗
48 Creative Planning 121,501 $6M +24,862 +25.7% 19Q SEC ↗
49 MOSAIC FAMILY WEALTH PARTNERS, LLC 117,609 $6M +45,309 +62.7% 3Q SEC ↗
50 First Financial Group Corp 112,906 $5M -2,042 -1.8% 7Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
AE Wealth Management LLC +956,351 +12.1% 8,870,794
BANK OF AMERICA CORP /DE +372,770 +8.3% 4,872,823
LPL Financial LLC +325,711 +8.8% 4,012,624
Stratos Wealth Partners, LTD. +193,052 +167.0% 308,676
STIFEL FINANCIAL CORP +187,891 +177.4% 293,830
MORGAN STANLEY +152,732 +2.3% 6,693,399
Kensington Asset Management, LLC +136,679 +7.2% 2,028,176
OSAIC HOLDINGS, INC. +128,866 +28.3% 584,979
OLD MISSION CAPITAL LLC +103,551 +1204.4% 112,149
Vigilare Wealth Management +85,082 +62.9% 220,321
WELLS FARGO & COMPANY/MN +72,668 +2.5% 2,934,337
CWM, LLC +70,622 +11.6% 679,451
Ritter Daniher Financial Advisory L +69,707 +11.9% 655,300
TRUIST FINANCIAL CORP +65,157 +27.5% 302,199
GREAT VALLEY ADVISOR GROUP, INC. +51,872 +13.6% 432,861
Waverly Advisors, LLC +50,883 +26.6% 241,835
Ameritas Advisory Services, LLC +47,358 +177.7% 74,010
MOSAIC FAMILY WEALTH PARTNERS, LLC +45,309 +62.7% 117,609
Sovran Advisors, LLC +34,206 +12.6% 305,170
Geneos Wealth Management Inc. +32,022 +2.4% 1,352,974
Biggest Decreases (20)
HolderReducedChange %Total Shares
Private Advisor Group, LLC -237,791 -17.0% 1,163,049
Richmond Investment Services, LLC -217,041 -48.2% 233,710
49 WEALTH MANAGEMENT, LLC -154,218 -96.2% 6,086
Kestra Advisory Services, LLC -100,451 -30.8% 225,284
TOUNJIAN ADVISORY PARTNERS, LLC -90,567 -100.0% 13
COMMONWEALTH EQUITY SERVICES, LLC -75,595 -68.4% 34,974
RAHLFS CAPITAL, LLC -50,000 -90.9% 5,000
JANUS HENDERSON GROUP PLC -43,618 -13.2% 286,317
Triton Financial Group Inc -27,427 -66.6% 13,736
Rockefeller Capital Management L.P. -20,304 -41.6% 28,487
ENVESTNET ASSET MANAGEMENT INC -19,461 -19.6% 79,599
Strategic Family Wealth Counselors, -13,902 -21.0% 52,215
Mariner, LLC -13,790 -17.2% 66,184
Modern Wealth Management, LLC -12,289 -74.3% 4,248
Csenge Advisory Group -11,649 -31.4% 25,440
Rothschild Wealth LLC -11,457 -49.6% 11,660
Hidden Cove Wealth Management, LLC -8,124 -8.7% 84,790
Advisory Services Network, LLC -7,410 -15.6% 40,242
Burford Brothers, Inc. -7,177 -3.1% 224,695
Bensler, LLC -6,458 -8.4% 70,663

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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