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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
MORGAN STANLEYin group MORGAN STANLEY28,558,480$1.29B0.08%+3,145,93813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co21,835,366$987M0.15%+224,76813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,747,198$440M0.03%-8,580,86713F-HRTimelineGroup
Haverford Trust Co3,699,020$167M1.53%+485,36413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,263,290$147M0.05%-153,11113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,120,282$141M0.21%+37,27613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,824,503$128M0.14%+18,50113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,514,026$114M+150,496Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,398,310$108M-952,376Timeline
Gradient Investments LLCin group Gradient Investments LLC2,346,915$106M1.64%+119,70913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,106,756$93.4M0.13%+1,476,22613F-HRTimelineGroup
Hamilton Capital, LLC2,041,354$92.2M4.78%+149,03313F-HRTimeline
Modern Wealth Management, LLC1,996,621$90.3M1.55%+253,82413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,991,036$89.9M0.02%+1,610,18913F-HR/ATimelineGroup
FOSTER & MOTLEY INC1,949,409$88.1M4.54%+139,95213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,872,770$84.6M0.02%-13,44113F-HR/ATimelineGroup
Advance Capital Management, Inc.1,762,883$79.6M3.02%+1,748,99813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,755,988$79.3M0.02%-322,37613F-HRTimelineGroup
LPL Financial LLC1,635,035$73.9M0.02%+72,35413F-HRTimeline
Pallas Capital Advisors LLC1,533,817$69.3M2.61%-113,47813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,232,072$55.7M0.01%+7,40013F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC1,189,356$53.7M0.67%-342,67213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,073,162$48.7M0.11%-820,31613F-HRTimeline
CAPITAL ADVISORS INC/OK1,065,273$48.1M0.77%-6,08413F-HRTimeline
EP Wealth Advisors, LLC1,025,837$46.3M0.23%new13F-HRTimeline
AlphaCore Capital LLC803,461$36.5M0.86%-22,47513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding796,214$36M+200,839Timeline
INSPIRION WEALTH ADVISORS, LLC766,123$34.6M4.31%+112,40113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP738,847$33.4M0.05%+30,71213F-HRTimelineGroup
CGN Advisors LLC712,479$32.2M2.54%-167,27913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC685,210$31M0.25%+77,32713F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT644,876$29.1M1.88%+21,02413F-HRTimeline
KWB Wealth620,188$28.3M2.8%-70,34913F-HRTimeline
Towneley Capital Management, Inc / DE615,498$27.8M5.82%+17,23613F-HRTimeline
Pictet North America Advisors SA614,104$27.7M2.76%+386,88113F-HRTimeline
Sage Mountain Advisors LLC612,346$27.7M1.94%+144,45913F-HRTimeline
ARVEST INVESTMENTS, INC.604,333$27.3M3.72%-4,15513F-HRTimeline
Leo Wealth, LLC594,085$26.8M1.95%+159,83713F-HRTimeline
Cetera Investment Advisers583,130$26.3M0.03%-160,27913F-HRTimeline
Legacy Private Trust Co.575,274$26M1.61%+30,31113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…519,221$23.5M0.04%+15,82613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…496,311$22.4M0.41%-100,36913F-HRTimelineGroup
HighTower Advisors, LLC488,873$22.1M0.02%+482,50513F-HRTimeline
Moment Partners, LLC454,702$20.6M3.68%new13F-HRTimeline
Insight Wealth Strategies, LLC453,389$20.5M2.29%+102,53313F-HRTimeline
Financial Enhancement Group LLC427,984$19.6M2.43%+8,78013F-HRTimeline
SeaBridge Investment Advisors LLC418,001$18.9M3.2%+3,80613F-HRTimeline
Horizon Investments, LLC419,377$18.9M0.21%-131,82313F-HRTimeline
Parallel Advisors, LLC393,378$17.8M0.32%-1,114,03913F-HR/ATimeline
Blue Edge Capital, LLC386,161$17.4M2.32%+60,71113F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC385,080$17.4M1.79%-11,97413F-HRTimeline
Asio Capital, LLC355,955$16.1M2.26%+4,65813F-HRTimeline
Goelzer Investment Management, Inc.332,955$15M0.73%+6,96413F-HRTimeline
Janney Montgomery Scott LLC322,170$14.6M0.04%-17,14513F-HRTimeline
Pine Valley Investments Ltd Liability Co311,683$14.1M0.69%+30,87613F-HRTimeline
AllGen Financial Advisors, Inc.311,014$14.1M3.33%-138,66413F-HRTimeline
Focused Wealth Management, Inc309,085$14M1.46%+17,35313F-HRTimeline
Secure Asset Management, LLC305,601$13.8M2.19%+31,40013F-HRTimeline
Allen Capital Group, LLC302,550$13.7M1.23%+28,61713F-HRTimeline
Cambridge Investment Research Advisors,…302,480$13.7M0.04%-21,93713F-HRTimeline
Fourth Dimension Wealth, LLC271,035$12.2M4.64%+6,44213F-HRTimeline
MML INVESTORS SERVICES, LLC258,569$11.7M0.03%-61,08313F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA250,615$11.3M2.96%+11,45013F-HRTimeline
Sage Advisory Services, Ltd.Co.237,532$10.7M5.88%+6,28913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC231,737$10.5M0.72%+213,01213F-HRTimeline
True North Advisors, LLC226,739$10.2M1.17%+1,40413F-HRTimeline
Englebert Financial Advisers, LLC211,241$9.54M10.85%+21,26913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…208,017$9.4M0.01%+75013F-HRTimelineGroup
WESPAC Advisors SoCal, LLC197,015$8.9M1.89%+29,89713F-HRTimeline
Seed Wealth Management, Inc.171,079$7.73M5.32%-57313F-HRTimeline
GENESIS PRIVATE WEALTH, LLC168,172$7.6M2.39%+1,65513F-HRTimeline
Symphony Financial Services, Inc.168,065$7.59M3.9%-74913F-HRTimeline
NewEdge Wealth, LLC165,104$7.46M0.09%new13F-HRTimeline
Cornerstone Wealth Group, LLC158,383$7.21M0.46%+13,12213F-HRTimeline
Meridian Wealth Management, LLC153,802$6.95M0.25%+17,61213F-HRTimeline
Steward Partners Investment Advisory, L…151,732$6.86M0.03%+147,41913F-HRTimeline
Prasad Wealth Partners, LLC144,355$6.52M1.78%+12,51013F-HRTimeline
IVC Wealth Advisors LLC142,840$6.45M2.8%+9,53613F-HRTimeline
MONECO ADVISORS, LLC139,226$6.29M0.49%-3,98613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC138,682$6.27M0.13%-3,84113F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson138,124$6.24M<0.01%-17,20313F-HR/ATimelineGroup
Unique Wealth Strategies, LLC129,038$5.83M2.39%+6,94713F-HRTimeline
Rothschild Wealth LLC113,440$5.13M0.46%+8,73813F-HRTimeline
HEADINVEST, LLC100,576$4.54M0.93%+14,66013F-HRTimeline
BAILARD, INC.98,520$4.45M0.1%+1,75913F-HRTimeline
FDx Advisors, Inc.96,493$4.36M1.39%new13F-HRTimeline
OLD MISSION CAPITAL LLC95,994$4.34M0.1%+86,96613F-HRTimeline
FLP Wealth Management, LLC95,743$4.33M8.91%new13F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…92,729$4.19M0.36%-4,08013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC91,775$4.15M0.01%+57,15113F-HRTimeline
Brown Financial Advisors91,583$4.14M1.57%-2,94213F-HRTimeline
Destiny Wealth Partners, LLC88,289$3.99M0.44%+65613F-HRTimeline
Lionshead Wealth Management, LLC85,946$3.9M2.87%+15,51113F-HRTimeline
VestGen Advisors, LLC85,399$3.85M0.11%+32,21713F-HRTimeline
Sanctuary Advisors, LLC83,438$3.77M0.02%-64,55113F-HRTimeline
Paladin Wealth, LLC81,029$3.66M2.52%+2,16213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,149$3.62M<0.01%new13F-HRTimelineGroup
Three Magnolias Financial Advisors, LLC79,183$3.58M2.28%+18813F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC79,016$3.57M3%-5,47013F-HRTimelineGroup
Waverly Advisors, LLC75,852$3.43M0.03%+3,85113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…75,009$3.39M0.01%new13F-HRTimelineGroup
Split Rock Private Trading & Wealth Man…64,437$2.91M2.25%+35,41913F-HRTimeline
Sterneck Capital Management, LLC61,518$2.78M1.25%+1,60413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…59,000$2.67M0.01%013F-HR/ATimelineGroup
COLUMBIA ADVISORY PARTNERS LLC58,932$2.66M1.7%new13F-HRTimeline
VIAWEALTH, LLC58,830$2.66M1.48%-12,76713F-HRTimeline
Northwest Financial Advisors56,922$2.57M4.96%+5,00713F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC56,565$2.56M1.78%+1,16713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC56,300$2.54M<0.01%+26,03713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56,110$2.54M<0.01%+34,07313F-HR/ATimelineGroup
WEALTH ALLIANCE, LLC55,117$2.49M0.25%+30,56413F-HRTimeline
BLUELINE ADVISORS LLC54,628$2.47M1.92%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC54,123$2.45M0.41%+1,70013F-HRTimeline
Fire Capital Management LLC53,049$2.4M1.12%+11,54213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC51,996$2.37M0.13%-2,49413F-HR/ATimeline
Family Legacy, Inc.51,827$2.34M0.7%new13F-HRTimeline
Richard Bernstein Advisors LLC49,974$2.26M0.07%-8,837,27313F-HRTimeline
CWM, LLCin group CWM, LLC49,144$2.22M0.01%+19,99813F-HRTimelineGroup
Traub Capital Management LLC49,059$2.22M2.2%+9,58613F-HRTimeline
Gotham Asset Management, LLC48,923$2.21M0.01%new13F-HRTimeline
Mattson Financial Services, LLC46,942$2.12M0.51%+1,80913F-HRTimeline
Financial Management, Inc.46,453$2.1M1.97%+2,54713F-HRTimeline
Gibbs Wealth Management45,415$2.05M0.27%-1,60513F-HRTimeline
BANQUE PICTET & CIE SA44,150$1.99M0.02%+12,29013F-HRTimeline
Richard W. Paul & Associates, LLC43,739$1.98M0.67%+73613F-HRTimeline
Whalen Wealth Management Inc.43,044$1.94M1.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.41,432$1.87M0.03%+7,77313F-HRTimeline
Carter Financial Group, INC.41,343$1.87M1.16%+4,08413F-HRTimeline
Autumn Glory Partners, LLC40,985$1.85M0.68%new13F-HRTimeline
Clear Creek Financial Management, LLC40,612$1.84M0.14%+13,43213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC40,735$1.84M0.15%-9,32613F-HRTimeline
Bulwark Capital Corp40,506$1.83M1.13%+72013F-HRTimeline
Acropolis Investment Management, LLC40,434$1.83M0.08%-1,97013F-HRTimeline
IHT Wealth Management, LLC40,355$1.82M0.04%+9,54713F-HRTimeline
Impact Capital Partners LLC39,729$1.79M0.54%+4,90313F-HRTimeline
Redwood Wealth Management Group, LLC37,930$1.71M0.74%-75313F-HRTimeline
&PARTNERS37,055$1.67M0.01%+53513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,260$1.64M<0.01%-135,92513F-HRTimelineGroup
Ergawealth Advisors, Inc.35,503$1.6M0.71%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,225$1.59M<0.01%+30,92313F-HRTimelineGroup
Atria Investments, Inc34,965$1.58M0.02%-39,02813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,700$1.54M0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC33,903$1.53M0.06%+1,16713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC33,376$1.51M0.02%-8,42613F-HRTimelineGroup
Cornerstone Wealth, LLC/TN32,718$1.49M0.84%13F-HRTimeline
Black Swift Group, LLC32,632$1.47M0.26%new13F-HRTimeline
PATRON PARTNERS, LLC31,835$1.44M0.64%-47713F-HRTimeline
Tenzing Financial LLC30,297$1.38M1.04%+4,70013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,483$1.38M<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC30,117$1.36M0.03%+23,85213F-HRTimeline
Verdence Capital Advisors LLC28,864$1.3M0.08%+2,16213F-HRTimeline
Private Advisor Group, LLC27,830$1.26M0.01%-69213F-HRTimeline
Mariner, LLCin group Mariner, LLC27,304$1.23M<0.01%+2,72613F-HRTimelineGroup
STABLEFORD CAPITAL II LLC27,090$1.22M0.45%-36913F-HRTimeline
Medallion Wealth Advisors, LLC26,912$1.22M0.4%+4,45113F-HRTimeline
Able Wealth Management LLC26,559$1.2M0.32%+19,83613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.26,243$1.19M0.13%+10,56613F-HRTimeline
B. Riley Wealth Advisors, Inc.25,019$1.13M0.07%-6,22313F-HRTimeline
Richmond Investment Services, LLC24,754$1.12M0.18%-1,05613F-HRTimeline
SAX WEALTH ADVISORS, LLC23,901$1.09M0.05%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…23,453$1.06M0.32%+2,20813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,566$1.02M<0.01%new13F-HRTimelineGroup
ATWOOD & PALMER INC22,550$1.02M0.06%-7513F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC22,182$1.01M0.43%-77613F-HRTimeline
PLANWISER FINANCIAL, LLC21,902$999K0.72%+40513F-HRTimeline
Tidemark, LLC21,650$978K0.25%+92713F-HRTimeline
RB Capital Management, LLC20,590$930K0.2%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,191$912K0.01%+9,29113F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC19,338$874K0.03%-47713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,303$872K<0.01%-8,96613F-HRTimelineGroup
Advisors Asset Management, Inc.19,062$861K0.01%+72213F-HRTimeline
Aspen Wealth Strategies, LLC18,494$836K0.45%+3613F-HRTimeline
Mendel Money Management18,102$818K0.34%-3,07013F-HRTimeline
Creative Planningin group Creative Planning17,992$813K<0.01%+5,23513F-HRTimelineGroup
Orion Porfolio Solutions, LLC17,285$781K0.01%-19,26713F-HRTimeline
Haverford Financial Services, Inc.17,169$776K0.23%-23013F-HRTimeline
IFP Advisors, Inc17,057$771K0.02%+15,01513F-HRTimeline
Heritage Trust Co17,043$770K0.08%-3013F-HRTimeline
NewEdge Advisors, LLC17,004$768K<0.01%-15,34413F-HR/ATimeline
Banque Transatlantique SAin group Banque Transatlantique SA16,880$763K0.02%new13F-HRTimelineGroup
FIRST HORIZON CORP16,016$724K0.03%-1,10813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,772$713K0.02%+1,49913F-HRTimelineGroup
Argent Trust Co15,201$687K0.02%+2,66513F-HRTimeline
HRT FINANCIAL LP15,006$677K<0.01%new13F-HRTimeline
Tranquilli Financial Advisor LLC14,741$666K0.39%-9,48213F-HRTimeline
Mutual Advisors, LLC14,171$640K0.01%013F-HRTimeline
Belpointe Asset Management LLC13,918$629K0.02%+21913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,537$612K0.01%+9,03813F-HR/ATimeline
Flaharty Asset Management, LLC13,360$604K0.07%013F-HRTimeline
LANARK FINANCIAL, INC.11,864$536K0.04%+2,64213F-HRTimeline
Blue Trust, Inc.11,826$534K0.01%-23,42813F-HRTimeline
Arkadios Wealth Advisors10,606$479K0.01%-41713F-HRTimeline
A4 Wealth Advisors LLC10,344$467K0.39%-8,64713F-HRTimeline
Parcion Private Wealth LLC10,165$459K0.03%-1,64613F-HRTimeline
Breakwater Capital Group10,062$455K0.06%+41513F-HRTimeline
Daybright Advisory Services, Inc.10,023$453K0.13%+20013F-HRTimeline
Independent Advisor Alliance10,003$452K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,668$438K0.01%-161,31013F-HRTimeline
TRUE Private Wealth Advisors9,300$420K0.04%013F-HRTimeline
Merit Financial Group, LLC9,121$412K<0.01%-8,55913F-HRTimeline