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Disclosery

JMBS JANUS DETROIT STR TR

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HENDERSON MTG (fund)

267 managers (270 13F filers) reported a position in JMBS shares at 2026-03-31, 131,273,122 shares in all. 39 filers opened a position and 32 filers sold out during the quarter.

Managers
267
13F filers
270
New
39
Added
129
Reduced
79
Sold out
32
Shares held by filers
131,273,122

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Weaver Consulting Group8,600$389K0.09%013F-HRTimeline
Independent Wealth Network Inc.8,578$388K0.12%new13F-HRTimeline
One Charles Private Wealth Services, LLC7,739$350K0.09%-15513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC7,674$347K0.04%+1,45113F-HRTimeline
Presidio Capital Management, LLC7,382$334K0.1%+1,18313F-HRTimeline
Vestmark Advisory Solutions, Inc.7,165$324K<0.01%-173,98213F-HRTimeline
Americana Partners, LLC7,129$322K0.01%-1413F-HRTimeline
SAXON INTERESTS, INC.6,993$316K0.11%-7413F-HRTimeline
Coastal Bridge Advisors, LLC6,855$310K0.02%-9,96113F-HRTimeline
Valmark Advisers, Inc.6,831$309K<0.01%-9413F-HRTimeline
Visionary Wealth Advisors6,727$304K0.01%+2,12813F-HRTimeline
Legacy Capital Wealth Partners, LLC6,724$304K0.06%013F-HRTimeline
United Community Bankin group United Community Bank6,494$293K0.1%new13F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.6,432$292K0.08%-9,02213F-HRTimeline
Greenwich Wealth Management LLC6,373$288K0.01%-41,80913F-HRTimeline
CoreCap Advisors, LLC6,343$287K0.01%-33713F-HRTimeline
Colter Lewis Investment Partners LLC5,946$270K0.25%013F-HRTimeline
Trust Co5,880$266K0.02%+1,79413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,692$257K<0.01%new13F-HRTimeline
Empire Financial Management Company, LLC5,671$256K0.06%+1,12013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,605$253K0.01%new13F-HRTimelineGroup
Essex LLC5,585$252K0.04%+65513F-HRTimeline
Farther Finance Advisors, LLC5,477$248K<0.01%+4,99213F-HRTimeline
LINCOLN CAPITAL CORP5,454$246K0.09%-12213F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,374$243K0.02%+3113F-HRTimeline
Patriot Financial Group Insurance Agenc…5,286$239K0.01%new13F-HRTimeline
Savvy Advisors, Inc.5,087$230K0.01%-75413F-HRTimeline
Csenge Advisory Group4,928$223K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,767$215K<0.01%+67813F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co4,688$212K<0.01%new13F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT4,646$210K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,645$210K0.01%+17913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,848$174K<0.01%+14313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,042$137K<0.01%+54313F-HRTimelineGroup
MATHER GROUP, LLC.3,041$137K<0.01%new13F-HRTimeline
North Star Investment Management Corp.2,879$130K0.01%+1913F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC2,630$119K0.08%013F-HRTimeline
MAI Capital Management2,384$108K<0.01%+90013F-HRTimeline
AE Wealth Management LLC2,261$102K<0.01%+83713F-HRTimeline
Financial Network Wealth Advisors LLC1,549$70K0.07%-8713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,521$68.8K<0.01%-10013F-HRTimeline
PFS Partners, LLC1,504$68K0.03%013F-HRTimeline
Scarborough Advisors, LLC1,351$61K0.01%+1213F-HRTimeline
Sound Income Strategies, LLC1,001$45.3K<0.01%+7913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/838$37.9K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC767$34.7K<0.01%-22813F-HRTimeline
Allworth Financial LP690$31.2K<0.01%+13113F-HRTimeline
Larson Financial Group LLC610$27.6K<0.01%013F-HRTimeline
EPG Wealth Management LLC586$26.5K0.01%013F-HRTimeline
Root Financial Partners, LLC559$25.3K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC527$24K<0.01%+513F-HRTimelineGroup
Advisory Services Network, LLC515$23.3K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners507$22K<0.01%013F-HRTimeline
Clearstead Advisors, LLC398$18K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/294$13.3K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC260$11.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.233$10.5K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC200$9.04K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.186$8.4K<0.01%013F-HRTimeline
Millstone Evans Group, LLC166$7.5K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.122$5.51K<0.01%-3013F-HRTimeline
Arax Advisory Partners111$5.01K<0.01%new13F-HRTimeline
SHP Wealth Management111$5.01K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC92$4.16K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC62$2.8K<0.01%new13F-HRTimelineGroup
Abound Wealth Management15$678<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10$452<0.01%013F-HRTimelineGroup