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Disclosery

JMBS JANUS DETROIT STR TR

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HENDERSON MTG (fund)

267 managers (269 13F filers) reported a position in JMBS shares at 2025-12-31, 140,552,129 shares in all. 47 filers opened a position and 23 filers sold out during the quarter.

Managers
267
13F filers
269
New
47
Added
128
Reduced
61
Sold out
23
Shares held by filers
140,552,129

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
GREENWOOD CAPITAL ASSOCIATES LLC6,223$284K0.03%new13F-HRTimeline
Presidio Capital Management, LLC6,199$283K0.09%-71313F-HRTimeline
Colter Lewis Investment Partners LLC5,946$272K0.31%13F-HRTimeline
Savvy Advisors, Inc.5,841$267K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd5,778$264K<0.01%+1,96213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,657$258K<0.01%new13F-HRTimelineGroup
LINCOLN CAPITAL CORP5,576$255K0.09%-136,22413F-HRTimeline
OPAL CAPITAL LLC5,524$253K0.06%13F-HRTimeline
Safe Harbor Wealth Advisors, LLC5,492$253K0.25%13F-HRTimeline
United Asset Strategies, Inc.5,345$244K0.02%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,343$244K0.02%+56113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,283$241K0.02%-1,58713F-HRTimelineGroup
Essex LLC4,930$225K0.04%new13F-HRTimeline
Visionary Wealth Advisors4,599$210K0.01%new13F-HRTimeline
Empire Financial Management Company, LLC4,551$208K0.05%-14413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,499$206K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,466$204K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,313$197K<0.01%-413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,302$197K<0.01%+1,64213F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,089$187K<0.01%-11813F-HRTimelineGroup
Trust Co4,086$187K0.02%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,901$178K0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,705$169K<0.01%+8813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,150$144K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.2,860$131K0.01%-27013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC2,630$120K0.08%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,499$114K<0.01%+20213F-HRTimelineGroup
IFP Advisors, Inc2,042$93.3K<0.01%-46513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,807$82.6K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,636$74.7K0.08%-12813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,621$74.1K0.01%new13F-HRTimeline
PFS Partners, LLC1,504$68.7K0.03%013F-HRTimeline
MAI Capital Management1,484$67.8K<0.01%-1013F-HRTimeline
Running Point Capital Advisors, LLC1,476$67.4K0.02%013F-HRTimeline
HighMark Wealth Management LLC1,440$65.8K0.03%new13F-HRTimeline
AE Wealth Management LLC1,424$65.1K<0.01%-51013F-HRTimeline
Scarborough Advisors, LLC1,339$61.2K0.01%+2313F-HRTimeline
Smartleaf Asset Management LLC1,050$48.1K<0.01%013F-HRTimeline
SIGNATUREFD, LLC995$45.5K<0.01%+2113F-HRTimeline
Sound Income Strategies, LLC922$42.3K<0.01%+1113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/838$38.3K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC784$35.8K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.677$30.9K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC642$29.3K<0.01%+25713F-HRTimeline
Larson Financial Group LLC610$27.9K<0.01%013F-HRTimeline
EPG Wealth Management LLC586$26.8K0.01%+613F-HRTimeline
Allworth Financial LP559$25.5K<0.01%013F-HRTimeline
Root Financial Partners, LLC559$25.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC522$24K<0.01%+913F-HR/ATimelineGroup
Coston, McIsaac & Partners507$23K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management494$22.6K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC485$22.2K<0.01%+48213F-HRTimeline
Key Capital Management, INC354$16.2K0.02%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/294$13.4K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC260$11.9K<0.01%new13F-HRTimeline
Essential Partners LLC241$11K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC200$9.14K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.186$8.5K<0.01%013F-HRTimeline
Millstone Evans Group, LLC166$7.58K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.152$6.95K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC151$6.9K<0.01%new13F-HRTimeline
Align Financial, LLC4,797$4.8K<0.01%13F-HRTimeline
Garton & Associates Financial Advisors …99$4.52K<0.01%13F-HRTimeline
DecisionPoint Financial, LLC92$4.2K<0.01%-30613F-HRTimeline
Lodestone Wealth Management LLC35$1.6K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC14$640<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10$457<0.01%new13F-HRTimelineGroup