JELM JANUS DETROIT STR TR
FollowHEND EQ LI MODE A (fund)
6 managers (6 13F filers) reported a position in JELM shares at 2026-06-30, 1,128,633 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 6
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 1,128,633
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, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Marshall Financial Group, LLC | 535,895 | $13.6M | 1.98% | new | 13F-HRTimeline |
| UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI… | 487,000 | $12.2M | 0.07% | new | 13F-HRTimelineGroup |
| Triad Wealth Partners, LLC | 71,080 | $1.8M | 0.11% | new | 13F-HRTimeline |
| Ankerstar Wealth, LLC | 17,390 | $441K | 0.37% | new | 13F-HRTimeline |
| Clear Creek Financial Management, LLC | 12,924 | $327K | 0.02% | new | 13F-HRTimeline |
| Capital Analysts, LLCin group Capital Analysts, LLC | 4,344 | $110K | <0.01% | new | 13F-HRTimelineGroup |