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Disclosery

JSML JANUS DETROIT STR TR

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MF Closed and MF Open (fund)

68 managers (68 13F filers) reported a position in JSML shares at 2024-12-31, 2,894,596 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
68
13F filers
68
New
10
Added
28
Reduced
14
Sold out
5
Shares held by filers
2,894,596

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Orgel Wealth Management, LLC1,277,751$83.8M2.19%+24,61613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC181,319$11.9M<0.01%13F-HR/ATimelineGroup
LPL Financial LLC145,612$9.54M<0.01%+32,17013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…133,843$8.77M0.2%-24013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC127,012$8.33M0.01%+18,87313F-HRTimeline
Cambridge Investment Research Advisors,…98,771$6.47M0.02%+64,26313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson90,294$5.92M<0.01%-2,16313F-HRTimelineGroup
CWM, LLCin group CWM, LLC73,382$4.81M0.02%+11,00513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,973$4.65M<0.01%-4,54913F-HRTimelineGroup
Private Advisor Group, LLC67,968$4.46M0.03%+3,67613F-HRTimeline
Purus Wealth Management, LLC64,218$4.21M1.67%+64313F-HRTimeline
Colonial River Investments, LLC38,648$2.53M1.23%+2,02513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC38,378$2.52M0.06%+1,97813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,505$2.26M0.01%-54013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,981$2.1M<0.01%+27513F-HR/ATimeline
Sovran Advisors, LLC30,981$2.05M0.29%13F-HRTimeline
Redhawk Wealth Advisors, Inc.28,199$1.85M0.25%-413F-HRTimeline
Caprock Group, LLC26,144$1.71M0.06%-36313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,477$1.54M<0.01%+9,99213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.21,457$1.41M0.01%+3,32513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,173$1.39M<0.01%+18713F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC20,199$1.32M0.96%+4,57513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,608$1.29M<0.01%+23313F-HRTimelineGroup
Triangle Securities Wealth Management19,509$1.28M0.33%+2,65613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIDELITY D & D BANCORP INC17,889$1.17M0.78%new13F-HR/ATimeline
UBS Group AGin group UBS Group AG12,549$823K<0.01%+27113F-HRTimelineGroup
Focus Financial Network, Inc.11,403$747K0.03%new13F-HRTimeline
WILLNER & HELLER, LLC11,334$743K0.65%+1,21613F-HRTimeline
MML INVESTORS SERVICES, LLC10,803$708K<0.01%+63713F-HRTimeline
IFP Advisors, Inc10,678$700K0.02%-2,49013F-HRTimeline
IAG Wealth Partners, LLC10,573$693K0.12%-34513F-HRTimeline
WIN ADVISORS, INC9,926$651K0.31%+2,81313F-HRTimeline
Independent Wealth Network Inc.9,829$644K0.26%new13F-HRTimeline
HF Advisory Group, LLC9,470$621K0.29%+43713F-HRTimeline
Cetera Investment Advisers8,236$540K<0.01%-88013F-HRTimeline
Dominguez Wealth Management Solutions, …7,835$514K0.37%-22513F-HRTimeline
KWB Wealth6,635$434K0.05%-5713F-HRTimeline
Unified Investment Management6,397$419K0.48%13F-HRTimeline
Main Line Retirement Advisors, LLC6,024$395K0.26%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,591$367K0.03%-1,67513F-HRTimeline
Key Financial Inc4,605$302K0.07%013F-HRTimeline
Sanctuary Advisors, LLC4,200$293K<0.01%013F-HRTimeline
SMITH, MOORE & CO.4,255$279K0.03%new13F-HRTimeline
IFG Advisory, LLC4,191$275K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC3,955$259K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,941$258K0.01%+61013F-HRTimelineGroup
&PARTNERS3,809$252K<0.01%+3813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,812$250K0.01%+25513F-HRTimelineGroup
Capital Advisors, Ltd. LLC3,806$249K0.03%013F-HRTimeline
Golden State Wealth Management, LLC3,776$248K0.04%13F-HRTimeline
NewEdge Advisors, LLC3,382$222K<0.01%new13F-HRTimeline
Western Wealth Management, LLC3,318$217K0.01%+4613F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC1,969$129K0.02%+1,03413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,585$104K<0.01%-113F-HR/ATimelineGroup
Capital Investment Advisory Services, L…682$44.7K<0.01%+4613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV625$41K<0.01%+50313F-HRTimeline
Geneos Wealth Management Inc.443$29K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC400$26.2K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC375$24.6K0.01%13F-HRTimeline
AlphaMark Advisors, LLC300$20K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\259$17K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO180$11.8K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC60$3.93K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC42$2.75K<0.01%013F-HRTimeline
Avior Wealth Management, LLC27$1.77K<0.01%013F-HRTimeline
Global Retirement Partners, LLC25$1.64K<0.01%-8013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$3<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.