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Disclosery

JAAA JANUS DETROIT STR TR

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HENDRSON AAA CL (fund)

665 managers (675 13F filers) reported a position in JAAA shares at 2024-12-31, 230,543,482 shares in all. 122 filers opened a position and 46 filers sold out during the quarter.

Managers
665
13F filers
675
New
122
Added
354
Reduced
115
Sold out
46
Shares held by filers
230,543,482

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC147,065$7.46M0.23%-4,82613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC146,951$7.45M0.06%new13F-HRTimelineGroup
RB Capital Management, LLC146,389$7.42M1.74%+18,24913F-HRTimeline
Asset Allocation & Management Company, …145,736$7.39M4.04%+77,00013F-HRTimeline
Signature Wealth Management Partners, L…145,700$7.39M5.07%+43,84713F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC145,500$7.38M7.33%13F-HRTimeline
MBL Wealth, LLC143,262$7.26M0.73%+6,52413F-HRTimeline
Kingsview Wealth Management, LLC140,976$7.15M0.14%+12,17013F-HRTimeline
Rehmann Capital Advisory Group140,693$7.13M0.45%-2,07513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC138,791$7.04M0.1%+29,68713F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC137,900$6.99M3.3%+4,55213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…135,447$6.87M0.19%+26,88613F-HRTimelineGroup
WEBSTER BANK, N. A.134,516$6.82M0.73%new13F-HRTimeline
World Investment Advisors133,309$6.76M0.19%+49,21113F-HRTimeline
Cynosure Group, LLC132,760$6.73M1.01%+1,64713F-HRTimeline
Guardian Financial Partners, LLC131,178$6.65M3.95%+2,37813F-HRTimeline
Medallion Wealth Advisors, LLC129,096$6.64M3.29%13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC129,630$6.57M3.79%-216,74713F-HRTimeline
GeoWealth Management, LLC128,886$6.54M0.21%+65,50113F-HRTimeline
Breakwater Capital Group128,138$6.5M1.29%+44,08913F-HRTimeline
Regent Peak Wealth Advisors LLC127,657$6.47M1.45%+13,99013F-HR/ATimeline
Atlas Wealth LLC127,133$6.45M2.44%+115,46313F-HRTimeline
Eldridge Investment Advisors, Inc.124,615$6.32M1.47%+19,93213F-HRTimeline
CIBC WORLD MARKET INC.124,593$6.32M0.01%+86,29113F-HRTimeline
Generation Capital Management LLC123,556$6.27M5.37%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …122,205$6.21M0.34%-60,52213F-HRTimelineGroup
Dogwood Wealth Management LLC121,143$6.14M3.25%+30,47213F-HRTimeline
Global Retirement Partners, LLC120,074$6.09M0.17%-103,53613F-HRTimeline
Beverly Hills Private Wealth, LLC119,094$6.04M1.22%-9,47513F-HRTimeline
Sovran Advisors, LLC118,794$6.04M0.86%13F-HRTimeline
Cornerstone Wealth Group, LLC117,002$5.93M0.49%+6,63513F-HRTimeline
IHT Wealth Management, LLC116,925$5.93M0.19%+65,77913F-HRTimeline
Grant/GrossMendelsohn, LLC114,544$5.81M3.04%-23,94013F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC114,508$5.81M4.54%+79913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…114,213$5.79M0.08%+25,16013F-HRTimelineGroup
Integrated Wealth Concepts LLC111,719$5.67M0.07%+17,99413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…110,023$5.58M0.23%-89213F-HRTimelineGroup
COMERICA BANK109,030$5.53M0.02%+22,67713F-HR/ATimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK108,646$5.51M0.18%+14,38013F-HRTimelineGroup
CPC Advisors, LLC107,866$5.47M0.74%+2,78413F-HRTimeline
Crumly & Associates Inc.106,646$5.41M1.47%-4,51113F-HRTimeline
IVC Wealth Advisors LLC105,525$5.35M2.99%+18,01013F-HRTimeline
TOEWS CORP /ADV105,024$5.33M3.16%-4,81013F-HRTimeline
Burford Brothers, Inc.104,301$5.29M2.6%new13F-HRTimeline
Clear Creek Financial Management, LLC104,275$5.29M0.57%+17,14113F-HRTimeline
Auour Investments LLC102,850$5.25M1.84%+32213F-HRTimeline
Petix & Botte Co103,062$5.23M1.37%new13F-HRTimeline
Central Pacific Bank - Trust Division102,255$5.19M0.68%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC102,191$5.18M1.45%+24,86913F-HRTimeline
Stewardship Advisors, LLC102,187$5.18M1.44%+2,65213F-HRTimeline
Argent Trust Co101,867$5.17M0.21%+52,39213F-HRTimeline
Andina Capital Management, LLC100,032$5.07M4.13%-59,36013F-HRTimeline
Cox Capital Mgt LLC99,153$5.03M3.23%+3,02613F-HRTimeline
AlphaMark Advisors, LLC98,117$4.98M2.15%-2,30513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…97,108$4.92M2.1%13F-HRTimeline
Comprehensive Financial Planning, Inc./…94,732$4.8M4.06%13F-HRTimeline
Legacy Capital Group California, Inc.93,775$4.76M1.45%+2,03313F-HRTimeline
USAdvisors Wealth Management, LLC92,500$4.69M1.52%+6,83113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC91,231$4.63M0.01%new13F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC90,370$4.58M0.86%+67,37013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC89,799$4.55M0.56%+13,73713F-HRTimelineGroup
Ridgeline Wealth, LLC89,695$4.55M3.71%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC87,151$4.42M<0.01%-33,01313F-HRTimelineGroup
Stonebridge Financial Group, LLC86,534$4.39M0.48%13F-HRTimeline
Blackhawk Capital Partners, LLC85,830$4.35M2.25%+32,28613F-HRTimeline
Lane & Associates LLC84,977$4.34M2.24%+34,62913F-HRTimeline
Waverly Advisors, LLC84,772$4.3M0.07%+11,84113F-HRTimeline
EdgeRock Capital LLC82,489$4.18M2.74%+67,14913F-HRTimeline
BlueChip Wealth Advisors LLC82,240$4.17M2.31%+7,17313F-HRTimeline
Robertson Stephens Wealth Management, L…81,514$4.13M0.15%+61,16013F-HRTimeline
Precision Wealth Strategies, LLC81,407$4.13M3.19%+19,47113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC81,063$4.11M1.85%13F-HRTimeline
Farther Finance Advisors, LLC80,173$4.07M0.15%+31,83213F-HRTimeline
Vantage Financial Partners, LLC79,841$4.05M1.01%new13F-HRTimeline
OneDigital Investment Advisors LLC78,054$3.96M0.05%-158,37013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK78,016$3.96M0.02%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC76,571$3.88M0.17%+7,47313F-HRTimeline
Three Magnolias Financial Advisors, LLC76,075$3.86M4.06%13F-HRTimeline
Whalen Wealth Management Inc.74,319$3.77M2.61%+28,69913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP73,889$3.75M0.28%+5,14513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC72,664$3.68M<0.01%+37,76413F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC72,016$3.65M0.34%+13,02313F-HRTimeline
Gladstone Institutional Advisory LLC71,450$3.62M0.17%+39,16613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …70,368$3.57M0.05%+36,98613F-HRTimelineGroup
Trek Financial, LLC70,192$3.56M0.27%+18,86713F-HRTimeline
J.Safra Asset Management Corp69,555$3.53M0.29%new13F-HRTimeline
Gotham Asset Management, LLC69,121$3.51M0.03%013F-HRTimeline
Brown Financial Advisors68,603$3.48M1.4%+8,57613F-HRTimeline
Kelly Financial Services LLC66,542$3.37M1.22%+16,13713F-HR/ATimeline
Helium Advisors LLC65,968$3.35M2.65%13F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …65,579$3.33M1.37%+54,55613F-HRTimelineGroup
Q3 Asset Management64,879$3.29M2.05%new13F-HRTimeline
Curtis Advisory Group, LLC64,598$3.28M0.87%+24,02813F-HRTimeline
Perigon Wealth Management, LLC64,190$3.27M0.08%-10,99613F-HRTimeline
Future Financial Wealth Managment LLC63,080$3.2M2.34%+4,84213F-HRTimeline
Whitford Management LLC62,878$3.19M0.94%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Orion Capital Management LLC62,786$3.18M1.4%new13F-HRTimeline
Camelot Portfolios, LLC62,697$3.18M3.43%+19,78313F-HRTimeline
Legacy Capital Wealth Partners, LLC61,633$3.13M0.77%-58,27613F-HRTimeline
Creative Planningin group Creative Planning60,840$3.09M<0.01%+22,31013F-HRTimelineGroup
Fermata Advisors, LLC60,556$3.07M0.57%new13F-HRTimeline
RDA Financial Network60,461$3.07M0.89%+5,82313F-HRTimeline
Elm3 Financial Group, LLC60,158$3.05M2.6%13F-HRTimeline
COUNTRY CLUB BANK60,085$3.05M0.2%new13F-HRTimeline
Castle Rock Wealth Management, LLC59,567$3.03M0.72%+12,66113F-HRTimeline
Mattson Financial Services, LLC58,950$3M0.95%+16,11113F-HRTimeline
M Wealth Management, LLC58,945$2.99M2.73%13F-HRTimeline
WEALTH ALLIANCE, LLC58,517$2.97M0.35%+21,44013F-HRTimeline
Integrated Advisors Network LLC58,117$2.95M0.14%+19,26513F-HRTimeline
KINTRA WEALTH, LLC57,683$2.93M2.04%+33,78013F-HRTimeline
WESPAC Advisors SoCal, LLC57,504$2.92M0.66%-8,86513F-HRTimeline
StoneCrest Wealth Management, Inc.57,422$2.91M1.9%+46,37213F-HRTimeline
Baker Avenue Asset Management, LP56,674$2.87M0.09%-44,16013F-HRTimeline
NovaPoint Capital, LLC56,392$2.86M0.87%-5,20013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC56,047$2.84M0.82%-1,11613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV55,658$2.82M0.01%+9,68113F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.55,552$2.82M2.07%13F-HRTimeline
Innova Wealth Partners55,494$2.81M1.77%new13F-HRTimeline
Sigma Planning Corp55,481$2.81M0.09%+16,50013F-HRTimeline
Pinnacle Financial Partners Inc53,945$2.74M0.06%+4,25013F-HRTimeline
CLG LLC54,038$2.74M0.98%13F-HRTimeline
Focus Financial Network, Inc.53,171$2.7M0.11%+16,31613F-HRTimeline
Marshall Financial Group, LLC52,199$2.65M0.64%-274,70413F-HRTimeline
Trajan Wealth LLC51,388$2.61M0.14%-1,99013F-HRTimeline
M.E. ALLISON & CO., INC.51,356$2.6M2.87%13F-HRTimeline
Citizens National Bank Trust Department51,352$2.6M0.55%+8,22213F-HRTimeline
Cresset Asset Management, LLC51,259$2.6M0.01%+26,12013F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC51,200$2.6M1.02%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC50,668$2.57M2.61%+18,06613F-HRTimeline
Faithward Advisors, LLC50,149$2.54M0.43%-40,09313F-HRTimeline
Almanack Investment Partners, LLC.49,821$2.53M0.39%+7,13213F-HRTimeline
Foundations Investment Advisors, LLC49,805$2.53M0.05%-10,98013F-HRTimeline
Watts Gwilliam & Co., LLC49,500$2.51M0.53%+10,63313F-HRTimeline
Cape Investment Advisory, Inc.49,469$2.51M0.98%+4,34013F-HRTimeline
Bison Wealth, LLC49,316$2.5M0.55%+6,24113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.48,948$2.48M0.02%+10,63713F-HRTimeline
COURIER CAPITAL LLC48,666$2.47M0.17%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC48,556$2.46M0.25%+4,13013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…48,441$2.46M0.47%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC47,524$2.42M1.59%-2,34113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…47,524$2.42M1.59%-2,34113F-HRTimelineGroup
CHANNEL WEALTH LLC47,033$2.39M0.78%+27,53313F-HRTimeline
HARTLINE INVESTMENT CORP/46,642$2.37M0.27%new13F-HRTimeline
Belpointe Asset Management LLC46,285$2.36M0.14%-19213F-HRTimeline
Total Clarity Wealth Management, Inc.44,369$2.25M0.73%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC43,857$2.22M0.2%+13,67613F-HRTimeline
Nilsine Partners, LLC43,790$2.22M0.24%+10,16313F-HRTimeline
HCR Wealth Advisors43,762$2.22M0.28%+11,69513F-HRTimeline
Family Office Research LLC43,289$2.2M0.96%13F-HRTimeline
Chris Bulman Inc42,908$2.18M1.39%+3,64813F-HRTimeline
Bolthouse Investments, LLC41,997$2.13M1.97%13F-HRTimeline
Mendel Money Management41,131$2.09M0.93%-63113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC40,986$2.08M0.04%new13F-HRTimeline
Ipsen Advisor Group LLC40,843$2.07M1.77%13F-HRTimeline
OBSIDIAN CIO, LLC40,184$2.04M0.37%+7,57513F-HRTimeline
Ausdal Financial Partners, Inc.39,925$2.02M0.17%+10,55913F-HRTimeline
Pasadena Private Wealth, LLC39,731$2.01M0.41%+22,70313F-HRTimeline
Ashton Thomas Private Wealth, LLC39,509$2M0.08%new13F-HRTimeline
tru Independence LLC39,471$2M0.63%-1,29813F-HRTimeline
Arkadios Wealth Advisors39,255$1.99M0.11%+74513F-HRTimeline
WR Wealth Planners, LLC39,167$1.99M0.64%+3,24313F-HRTimeline
OAK FAMILY ADVISORS, LLC39,058$1.98M0.78%+27,67813F-HRTimeline
HARBOUR INVESTMENTS, INC.39,055$1.98M0.06%+29,99713F-HRTimeline
Paladin Wealth, LLC38,891$1.97M1.7%+9,74713F-HRTimeline
North Ground Capital38,750$1.97M2.12%13F-HRTimeline
Gibbs Wealth Management38,064$1.93M0.52%+15,36513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC37,966$1.93M0.05%+5,99913F-HRTimeline
Capital Investment Advisory Services, L…37,870$1.92M0.18%+11,31013F-HRTimeline
StrongBox Wealth, LLC37,790$1.92M0.81%+14,06513F-HRTimeline
Asset Allocation Strategies LLC36,881$1.88M0.45%+6,09613F-HRTimeline
Advisors Asset Management, Inc.37,004$1.88M0.03%+5,19713F-HR/ATimeline
BECK CAPITAL MANAGEMENT, LLC36,476$1.85M0.49%-1,80613F-HRTimeline
Cooper Financial Group35,805$1.82M0.22%+8,55913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…35,500$1.8M0.05%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC35,280$1.79M0.01%+4,02613F-HRTimelineGroup
Westover Capital Advisors, LLC35,269$1.79M0.39%new13F-HRTimeline
Western Wealth Management, LLC35,209$1.79M0.12%-62013F-HR/ATimeline
Beacon Financial Advisory LLC34,976$1.77M0.58%+19,29313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC34,834$1.77M<0.01%-11,46013F-HRTimelineGroup
Clearview Wealth Advisors LLC32,590$1.65M1.26%new13F-HRTimeline
PCG Wealth Advisors, LLC31,795$1.61M0.6%+5,26213F-HRTimeline
PFG Advisors31,321$1.59M0.1%+9,43313F-HRTimeline
Aspen Wealth Strategies, LLC30,891$1.57M1%new13F-HRTimeline
Koshinski Asset Management, Inc.30,806$1.56M0.14%+6,96313F-HRTimeline
Arete Wealth Advisors, LLC30,617$1.55M0.11%+17,82713F-HRTimeline
Avid Wealth Partners LLC29,797$1.51M1.07%-3,22913F-HRTimeline
AXS Investments LLC29,753$1.51M0.42%-1,14013F-HRTimeline
KPP Advisory Services LLC29,653$1.5M0.35%+1,28013F-HRTimeline
Vertex Planning Partners, LLC29,626$1.5M0.33%-141,36113F-HRTimeline
HM PAYSON & CO29,615$1.5M0.03%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC29,134$1.48M0.7%-4,34713F-HRTimeline
Uptown Financial Advisors LLC28,379$1.44M1.55%13F-HRTimeline
Fortis Group Advisors, LLC28,367$1.44M0.27%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC27,859$1.41M0.13%+10,17913F-HRTimeline
Arrowroot Family Office, LLC27,815$1.41M0.73%+3,28613F-HRTimeline
Sebold Capital Management, Inc.27,776$1.41M0.94%+7,23513F-HRTimeline
Naviter Wealth, LLC27,500$1.39M0.17%new13F-HRTimeline
Bleakley Financial Group, LLC27,255$1.38M0.04%-2,73213F-HRTimeline
Core Wealth Partners LLC27,228$1.38M0.79%+4,48013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,765$1.36M0.01%+20,24413F-HRTimelineGroup