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Disclosery

JMBS JANUS DETROIT STR TR

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HENDERSON MTG (fund)

225 managers (227 13F filers) reported a position in JMBS shares at 2025-03-31, 106,405,900 shares in all. 34 filers opened a position and 19 filers sold out during the quarter.

Managers
225
13F filers
227
New
34
Added
120
Reduced
60
Sold out
19
Shares held by filers
106,405,900

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY18,069,997$817M0.06%+2,193,08113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,324,712$738M0.07%+522,94913F-HRTimelineGroup
Richard Bernstein Advisors LLC9,574,094$433M10.47%-104,65213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co7,921,739$358M0.07%+75,75313F-HR/ATimelineGroup
Hamilton Capital, LLC3,491,401$158M9.55%-58,25713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,973,132$134M0.05%+23,56113F-HRTimelineGroup
CW Advisors, LLC2,552,755$115M1.38%+495,17913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,270,521$103M+215,865Timeline
Haverford Trust Co2,121,705$95.9M0.97%+631,31013F-HRTimeline
NorthCoast Asset Management LLC2,072,474$93.7M0.47%+264,56913F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC1,989,708$89.9M1.81%+444,85113F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC1,848,438$83.5M0.93%+133,12513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,625,952$73.5M0.02%+1,37513F-HRTimelineGroup
BAILARD, INC.1,433,078$64.8M1.67%-41,92513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,384,951$62.6M0.1%-57,07713F-HRTimelineGroup
FOSTER & MOTLEY INC1,381,750$62.5M3.93%+136,47913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,288,121$58.2M0.01%+121,55713F-HRTimelineGroup
Pallas Capital Advisors LLC1,212,305$54.8M2.28%+900,20513F-HRTimeline
Parallel Advisors, LLC1,200,559$54.3M1.23%+596,24813F-HRTimeline
CAPITAL ADVISORS INC/OK1,078,122$48.7M0.97%+82313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,026,504$46.4M0.01%+102,90813F-HR/ATimelineGroup
LPL Financial LLC1,004,878$45.4M0.02%-56,06413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp935,928$42.3M0.01%-9,88013F-HRTimelineGroup
SPC Financial, Inc.804,657$36.4M3.2%+32,50213F-HRTimeline
Divergent Planning, LLC777,355$35.3M11.71%+37,33013F-HRTimeline
CGN Advisors LLC749,839$33.9M3.32%+17,09913F-HRTimeline
Parcion Private Wealth LLC740,716$33.5M2.73%+29,16013F-HRTimeline
Redhawk Wealth Advisors, Inc.704,669$31.9M4.28%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding682,309$30.8M+359,562Timeline
Advance Capital Management, Inc.654,308$29.6M1.41%+288,33713F-HRTimeline
ARVEST INVESTMENTS, INC.642,287$29M4.58%+12,69413F-HRTimeline
Horizon Investments, LLC601,943$27M0.8%+158,66713F-HRTimeline
ALBION FINANCIAL GROUP /UT565,311$25.6M1.81%+23,43613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC496,248$22.4M3.12%+97,36013F-HRTimeline
Legacy Private Trust Co.489,196$22.1M1.52%-3,88913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP481,252$21.8M0.03%+404,86013F-HRTimelineGroup
Financial Enhancement Group LLC483,782$21.4M3.34%-24,59513F-HRTimeline
Towneley Capital Management, Inc / DE447,911$20.2M4.74%+15,30313F-HRTimeline
Moment Partners, LLC428,189$19.4M3.83%+16,23313F-HRTimeline
Cetera Investment Advisers405,669$18.3M0.04%+37,14113F-HRTimeline
True North Advisors, LLC386,452$17.5M3.1%new13F-HRTimeline
Modern Wealth Management, LLC368,754$16.7M0.53%+80,53913F-HR/ATimeline
Sage Mountain Advisors LLC348,170$15.7M1.16%+63,35213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…338,318$15.3M0.04%+108,55913F-HRTimelineGroup
Transform Wealth, LLC334,255$15.1M0.91%+30,05013F-HRTimeline
Blue Edge Capital, LLC326,068$14.7M2.37%+139,08813F-HRTimeline
Rise Advisors, LLC317,886$14.4M6.35%+25,58613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management311,827$14.1M0.2%-20,76113F-HRTimelineGroup
Goelzer Investment Management, Inc.311,312$14.1M0.81%+11,43913F-HR/ATimeline
Cambridge Investment Research Advisors,…272,775$12.3M0.04%+2,49413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC264,426$12M0.11%+101,80813F-HRTimelineGroup
SeaBridge Investment Advisors LLC258,108$11.7M2.52%+145,10013F-HRTimeline
MML INVESTORS SERVICES, LLC256,257$11.6M0.04%+119,20713F-HRTimeline
Asio Capital, LLC249,656$11.3M2.18%+38,19913F-HRTimeline
Janney Montgomery Scott LLC248,944$11.3M0.03%+9,64413F-HRTimeline
Pine Valley Investments Ltd Liability Co243,270$11M0.71%+77,76413F-HRTimeline
Secure Asset Management, LLC221,058$9.99M2.02%+89,91213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC213,199$9.64M<0.01%-175,27413F-HR/ATimelineGroup
Fourth Dimension Wealth, LLC206,358$9.33M4.51%+66,41313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,416$9.19M0.02%+44,63313F-HRTimelineGroup
Allen Capital Group, LLC200,227$9.05M1.04%+10,22513F-HRTimeline
Pictet North America Advisors SA189,758$8.58M0.86%-68,03513F-HRTimeline
Symphony Financial Services, Inc.168,786$7.63M4.98%-73,05713F-HRTimeline
Leo Wealth, LLC143,077$6.47M0.93%-213,08813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC141,505$6.4M0.46%+35813F-HRTimeline
Seed Wealth Management, Inc.139,573$6.31M5.14%+10,03113F-HRTimeline
LINCOLN CAPITAL CORP138,981$6.28M2.62%+4,28213F-HRTimeline
WESPAC Advisors SoCal, LLC136,787$6.18M1.61%+67,75513F-HRTimeline
Cornerstone Wealth Group, LLC130,327$5.89M0.49%new13F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC128,233$5.8M0.7%-7,49113F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA126,150$5.7M1.57%+35,30513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP123,782$5.59M0.01%+14,16913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC122,557$5.54M0.12%+2,01413F-HRTimelineGroup
Unique Wealth Strategies, LLC117,817$5.33M2.42%+93813F-HRTimeline
Sanctuary Advisors, LLC115,170$5.21M0.04%-3,18113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…109,868$4.97M0.51%-32,90513F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC94,789$4.28M0.05%-5,54413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC94,784$4.28M0.1%+1,12513F-HRTimelineGroup
Brown Financial Advisors92,921$4.2M1.73%+20,75413F-HRTimeline
Destiny Wealth Partners, LLC90,145$4.07M0.65%-3,14413F-HRTimeline
KWB Wealth91,954$4.06M0.49%+16,75613F-HRTimeline
Paladin Wealth, LLC84,134$3.8M3.42%+15,61313F-HRTimeline
Three Magnolias Financial Advisors, LLC81,571$3.69M3.12%+1,31513F-HRTimeline
Rothschild Wealth LLC78,856$3.56M1%+12,14613F-HRTimeline
Atria Investments, Inc75,972$3.43M0.04%+2,13513F-HRTimeline
Marcum Wealth, LLC74,065$3.35M0.29%+89713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…71,832$3.25M0.01%-3,93313F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC71,635$3.24M2.77%-60513F-HRTimelineGroup
COMERICA BANK70,756$3.2M0.01%+6,31813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,796$3.11M<0.01%-18,70513F-HRTimeline
Merit Financial Group, LLC68,563$3.1M0.05%-189,42913F-HRTimeline
Greenwich Wealth Management LLC67,923$3.07M0.23%+7,86513F-HRTimeline
Eldridge Investment Advisors, Inc.67,200$3.02M0.7%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…65,765$2.97M<0.01%-1,90413F-HRTimelineGroup
Mendel Money Management63,784$2.88M1.37%-98013F-HRTimeline
MONECO ADVISORS, LLC59,102$2.67M0.28%+25,25213F-HR/ATimeline
Mariner, LLCin group Mariner, LLC59,079$2.67M<0.01%+2,45313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…59,000$2.66M0.01%+4,10013F-HRTimelineGroup
MACROVIEW INVESTMENT MANAGEMENT LLC54,258$2.45M2.31%-3613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC52,468$2.36M0.2%+40,34913F-HRTimeline
Gibbs Wealth Management51,882$2.35M0.57%+75913F-HRTimeline
Northwest Financial Advisors51,872$2.34M1.94%+9,04613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC51,172$2.31M0.23%-5,84313F-HRTimeline
Waverly Advisors, LLC48,749$2.2M0.03%+7,09113F-HRTimeline
Acropolis Investment Management, LLC47,755$2.16M0.13%-1,75513F-HRTimeline
VestGen Advisors, LLC43,331$1.96M0.09%13F-HRTimeline
Atria Wealth Solutions, Inc.43,310$1.96M0.02%+6,70513F-HRTimeline
EHRLICH FINANCIAL GROUP42,547$1.92M1.4%-33513F-HRTimeline
Redwood Wealth Management Group, LLC41,935$1.9M0.96%-38913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …41,208$1.86M0.12%+2,98413F-HRTimelineGroup
Orion Porfolio Solutions, LLC40,531$1.83M0.02%-6,08513F-HRTimeline
Orion Portfolio Solutions, LLC40,531$1.83M0.02%-6,08513F-HR/ATimeline
Sovran Advisors, LLC40,575$1.8M0.23%new13F-HRTimeline
Mattson Financial Services, LLC39,813$1.8M0.54%+15,51913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC38,752$1.75M0.47%-25,79913F-HRTimeline
FDx Advisors, Inc.33,272$1.5M0.49%-2,40513F-HRTimeline
Tranquilli Financial Advisor LLC33,033$1.49M0.94%+3,45713F-HRTimeline
Good Life Advisors, LLC30,795$1.39M0.1%-4,21813F-HRTimeline
BANQUE PICTET & CIE SA30,357$1.37M0.01%+1,41913F-HRTimeline
IVC Wealth Advisors LLC29,047$1.31M0.71%+19,93813F-HRTimeline
IHT Wealth Management, LLC28,118$1.27M0.04%-3,00213F-HRTimeline
Coastal Bridge Advisors, LLC28,114$1.27M0.12%new13F-HR/ATimeline
Private Advisor Group, LLC27,971$1.26M0.01%-18,62213F-HRTimeline
PATRON PARTNERS, LLC27,040$1.22M0.66%-3,06813F-HRTimeline
B. Riley Wealth Advisors, Inc.26,922$1.22M0.04%+12,46813F-HRTimeline
Lionshead Wealth Management, LLC26,499$1.2M1.24%new13F-HRTimeline
Farther Finance Advisors, LLC26,269$1.19M0.03%-2,92513F-HRTimeline
NewEdge Advisors, LLC26,216$1.18M0.01%+20,43513F-HRTimeline
Blue Trust, Inc.25,650$1.16M0.01%+15,62713F-HRTimeline
ATWOOD & PALMER INC24,030$1.09M0.08%-1,14013F-HRTimeline
Clear Creek Financial Management, LLC23,562$1.07M0.11%+44513F-HRTimeline
PLANWISER FINANCIAL, LLC22,611$1.01M0.92%13F-HRTimeline
Heritage Trust Co22,277$1.01M0.12%-8,12013F-HRTimeline
Tidemark, LLC20,616$932K0.34%+5,04713F-HRTimeline
Advisor Resource Council20,130$910K0.07%new13F-HRTimeline
AlphaQ Advisors LLC19,959$902K2.16%new13F-HRTimeline
Fire Capital Management LLC19,602$886K0.65%+8,22213F-HRTimeline
Verdence Capital Advisors LLC18,200$823K0.06%+5,27013F-HRTimeline
Compound Planning, Inc.18,188$822K0.04%new13F-HRTimeline
Advisors Asset Management, Inc.17,061$771K0.01%+1,61013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,968$767K<0.01%-41,80913F-HRTimelineGroup
Aspen Wealth Strategies, LLC16,599$750K0.49%+2,38513F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC16,551$748K0.3%+8,43813F-HRTimeline
AIFG Consultants Ltd.16,254$735K1.21%+9,02313F-HRTimeline
Impact Capital Partners LLC15,337$693K0.25%+59313F-HRTimeline
Medallion Wealth Advisors, LLC15,157$685K0.31%-2,32313F-HRTimeline
Breakwater Capital Group15,006$678K0.12%-27,22513F-HRTimeline
Triad Wealth Partners, LLC14,974$677K0.21%new13F-HRTimeline
Belpointe Asset Management LLC14,269$642K0.03%+3,46213F-HRTimeline
Mutual Advisors, LLC14,171$635K0.02%new13F-HRTimeline
Haverford Financial Services, Inc.13,885$628K0.19%+2,69513F-HRTimeline
Flaharty Asset Management, LLC13,690$619K0.09%013F-HRTimeline
Richmond Investment Services, LLC12,982$587K0.32%-4413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,803$579K0.02%-28,73013F-HRTimelineGroup
HRT FINANCIAL LP12,372$559K<0.01%+3,76913F-HRTimeline
Sage Advisory Services, Ltd.Co.12,040$544K0.32%+23213F-HRTimeline
SFI Advisors, LLC11,762$532K0.39%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,401$515K0.07%+1,13213F-HRTimeline
HARBOUR INVESTMENTS, INC.10,834$490K0.01%+8,86713F-HRTimeline
Crossmark Global Holdings, Inc.10,306$466K0.01%new13F-HRTimeline
Bensler, LLC10,180$460K0.06%013F-HRTimeline
Bulltick Wealth Management, LLC9,541$431K0.11%+2,39913F-HRTimeline
Creative Planningin group Creative Planning9,470$428K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,423$426K<0.01%+1,50313F-HRTimeline
Arkadios Wealth Advisors8,973$406K0.02%new13F-HRTimeline
Presidio Capital Management, LLC8,840$400K0.17%-6,43413F-HRTimeline
Legacy Capital Wealth Partners, LLC8,746$395K0.1%+2,57313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.8,420$381K0.21%+1,36213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,410$380K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC8,332$377K0.02%+30113F-HRTimeline
Venturi Wealth Management, LLC7,988$361K0.02%+96113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,454$337K<0.01%+4913F-HRTimeline
Valmark Advisers, Inc.7,097$321K<0.01%-27613F-HRTimeline
United Community Bankin group United Community Bank6,971$315K0.12%-89213F-HRTimelineGroup
Americana Partners, LLC6,898$312K0.01%013F-HRTimeline
Chris Bulman Inc6,400$289K0.18%013F-HRTimeline
Aaron Wealth Advisors LLC6,126$277K0.03%new13F-HRTimeline
SAXON INTERESTS, INC.6,020$272K0.13%-1,38613F-HRTimeline
HighTower Advisors, LLC5,870$265K<0.01%-26,00613F-HRTimeline
Johnson Financial Group, LLC5,073$229K0.02%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,662$211K0.03%-10113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,607$208K0.08%-71913F-HRTimeline
Gladstone Institutional Advisory LLC4,433$200K0.01%-9,84613F-HRTimeline
GeoWealth Management, LLC4,403$199K0.01%+1,68413F-HRTimeline
AlphaCore Capital LLC4,353$197K0.02%new13F-HRTimeline
Stonebridge Financial Group, LLC4,266$193K0.02%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,901$176K0.01%013F-HRTimelineGroup
AE Wealth Management LLC3,824$173K<0.01%+77113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,617$163K<0.01%+53113F-HRTimelineGroup
North Star Investment Management Corp.3,425$155K0.01%-43113F-HRTimeline
Steward Partners Investment Advisory, L…3,422$155K<0.01%-3,73313F-HRTimeline
BLAIR WILLIAM & CO/IL3,383$153K<0.01%+713F-HRTimeline
SVB WEALTH LLC3,203$145K0.01%new13F-HRTimeline
IFP Advisors, Inc3,002$136K<0.01%-78913F-HRTimeline
EPG Wealth Management LLC2,830$128K0.04%-44,79713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,962$88.7K<0.01%+57413F-HRTimelineGroup
MAI Capital Management1,910$86.3K<0.01%+85813F-HRTimeline
Financial Network Wealth Advisors LLC1,730$78.2K0.1%+49413F-HRTimeline
Running Point Capital Advisors, LLC1,476$66.7K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,102$49.8K<0.01%-25113F-HRTimelineGroup