DaveManuel.com · Institutional Ownership · Who Owns It
JANUS DETROIT STR TR (JSML)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
85
Reporting holders
$284.2M
Reported value
0.0%
Calls
0.0%
Puts
+9
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | $44.9M | 482,601 | 1.28% | 2q | +2.8%+$1.2M |
| LPL Financial LLC | $32.0M | 344,288 | 0.01% | 31q | -15.2%-$5.8M |
| RAYMOND JAMES FINANCIAL INC | $22.2M | 238,042 | 0.01% | 7q | +31.2%+$5.3M |
| UBS Group AG | $18.0M | 192,929 | 0.00% | 28q | +64.3%+$7.0M |
| Cambridge Investment Research Advisors, Inc. | $15.2M | 163,342 | 0.02% | 27q | +62.4%+$5.8M |
| ROYAL BANK OF CANADA | $15.1M | 162,478 | 0.00% | 31q | +2.4%+$347.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $13.8M | 148,098 | 0.22% | 31q | -1.2%-$171.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 142,265 | 0.02% | 30q | +4.3%+$545.2K |
| Private Advisor Group, LLC | $11.3M | 120,948 | 0.05% | 13q | +0.6%+$61.9K |
| MCF Advisors LLC | $9.0M | 97,028 | 0.32% | new | NEW |
| Triangle Securities Wealth Management | $8.3M | 89,479 | 1.65% | 11q | +5.9%+$467.4K |
| Z3 Capital Partners, LLC | $6.4M | 69,291 | 1.35% | 3q | -1.0%-$63.0K |
| Farther Finance Advisors, LLC | $6.3M | 68,220 | 0.05% | 6q | -6.7%-$459.1K |
| CHOREO, LLC | $5.2M | 56,418 | 0.06% | new | NEW |
| Quadcap Wealth Management, LLC | $5.2M | 55,931 | 0.51% | 6q | -10.4%-$605.0K |
| FIDELITY D & D BANCORP INC | $5.0M | 53,943 | 1.72% | 7q | +10.7%+$484.4K |
| Purus Wealth Management, LLC | $4.4M | 46,756 | 1.20% | 23q | -15.3%-$786.9K |
| Horizon Family Wealth, Inc. | $4.3M | 45,706 | 1.94% | 3q | +2.1%+$86.9K |
| OSAIC HOLDINGS, INC. | $3.4M | 36,717 | 0.00% | 26q | +377.5%+$2.7M |
| NewEdge Advisors, LLC | $3.2M | 34,719 | 0.01% | 3q | +8.2%+$244.5K |
| Merit Financial Group, LLC | $2.7M | 28,657 | 0.02% | 3q | -6.2%-$177.1K |
| Kestra Advisory Services, LLC | $2.3M | 24,582 | 0.01% | 3q | +75.1%+$981.4K |
| Orgel Wealth Management, LLC | $2.2M | 23,908 | 0.04% | 13q | -1.8%-$41.9K |
| Sovran Advisors, LLC | $1.8M | 20,195 | 0.13% | 7q | +14.5%+$223.8K |
| GUERRA PAN ADVISORS, LLC | $1.5M | 16,525 | 0.86% | 19q | -5.6%-$91.7K |
| TWO SIGMA INVESTMENTS, LP | $1.5M | 16,000 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.4M | 15,220 | 0.01% | 3q | +24.3%+$276.5K |
| BRADLEY FOSTER & SARGENT INC/CT | $1.4M | 15,057 | 0.02% | 5q | +5.8%+$77.1K |
| IFP Advisors, Inc | $1.4M | 14,956 | 0.03% | 18q | +3.7%+$49.7K |
| WILLNER & HELLER, LLC | $1.2M | 13,073 | 0.76% | 11q | -8.2%-$109.2K |
| Belpointe Asset Management LLC | $1.2M | 12,617 | 0.04% | new | NEW |
| CreativeOne Wealth, LLC | $1.2M | 12,545 | 0.03% | 4q | +26.5%+$244.8K |
| Cetera Investment Advisers | $1.1M | 11,297 | 0.00% | 10q | +17.9%+$159.4K |
| HF Advisory Group, LLC | $1.0M | 11,164 | 0.32% | 15q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $896.3K | 9,632 | 0.05% | 17q | -24.3%-$288.2K |
| Key Financial Inc | $770.3K | 8,278 | 0.13% | 13q | +27.2%+$164.7K |
| EARNED WEALTH ADVISORS, LLC | $761.1K | 8,179 | 0.05% | 3q | HELD |
| Redhawk Wealth Advisors, Inc. | $756.9K | 8,134 | 0.07% | 11q | -67.7%-$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $733.6K | 7,883 | 0.00% | 31q | -11.2%-$92.9K |
| KWB Wealth | $727.4K | 7,817 | 0.06% | 11q | -6.5%-$50.3K |
| IAG Wealth Partners, LLC | $716.4K | 7,699 | 0.07% | 26q | HELD |
| Dominguez Wealth Management Solutions, Inc. | $677.9K | 7,285 | 0.37% | 15q | +0.6%+$3.7K |
| Wealthcare Advisory Partners LLC | $671.3K | 7,214 | 0.01% | 3q | -83.0%-$3.3M |
| PRINCIPAL SECURITIES, INC. | $652.2K | 7,008 | 0.01% | 11q | -20.3%-$166.1K |
| WIN ADVISORS, INC | $629.0K | 6,759 | 0.22% | 12q | -1.6%-$10.0K |
| Unified Investment Management | $579.5K | 6,228 | 0.53% | 7q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $500.2K | 5,516 | 0.00% | 8q | -54.9%-$609.0K |
| Koshinski Asset Management, Inc. | $465.3K | 5,000 | 0.02% | new | NEW |
| Apollon Financial, LLC | $431.6K | 4,638 | 0.05% | 2q | -23.8%-$135.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $416.1K | 4,472 | 0.00% | 5q | -62.6%-$696.0K |
| STUDIO INVESTMENT MANAGEMENT LLC | $400.3K | 4,300 | 0.07% | 4q | +2.5%+$9.6K |
| Sanctuary Advisors, LLC | $390.8K | 4,200 | 0.00% | 9q | HELD |
| Fifth Third Securities, Inc. | $388.5K | 4,175 | 0.02% | 4q | +2.9%+$10.8K |
| Capital Advisors, Ltd. LLC | $370.0K | 3,981 | 0.04% | 17q | HELD |
| &PARTNERS | $364.2K | 3,914 | 0.00% | 9q | HELD |
| IFG Advisory, LLC | $343.5K | 3,691 | 0.01% | new | NEW |
| Caprock Group, LLC | $321.4K | 3,452 | 0.01% | 4q | HELD |
| Western Wealth Management, LLC | $285.7K | 3,070 | 0.01% | 5q | HELD |
| Stonebridge Financial Group, LLC / MO | $281.7K | 3,027 | 0.19% | 3q | HELD |
| Golden State Wealth Management, LLC | $274.5K | 2,950 | 0.03% | 12q | HELD |
| IHT Wealth Management, LLC | $270.7K | 2,909 | 0.01% | 5q | -4.0%-$11.2K |
| Advisory Services Network, LLC | $251.3K | 2,700 | 0.00% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $228.9K | 2,460 | 0.00% | new | NEW |
| Greenline Wealth Management LLC | $224.8K | 2,415 | 0.18% | new | NEW |
| BlueChip Wealth Advisors LLC | $223.6K | 2,403 | 0.08% | new | NEW |
| PARK AVENUE SECURITIES LLC | $218.0K | 2,346 | 0.00% | new | NEW |
| MORGAN STANLEY | $154.4K | 1,659 | 0.00% | 18q | HELD |
| Triumph Capital Management | $83.8K | 900 | 0.02% | 3q | HELD |
| FMR LLC | $80.9K | 869 | 0.00% | 11q | +6.5%+$4.9K |
| AE Wealth Management LLC | $78.9K | 848 | 0.00% | 5q | +54.5%+$27.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $41.9K | 450 | 0.00% | 19q | HELD |
| Geneos Wealth Management Inc. | $38.2K | 410 | 0.00% | 7q | -31.4%-$17.5K |
| WELLS FARGO & COMPANY/MN | $34.1K | 367 | 0.00% | 14q | HELD |
| FIFTH THIRD BANCORP | $27.6K | 297 | 0.00% | 2q | HELD |
| Allworth Financial LP | $17.5K | 188 | 0.00% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $13.7K | 151 | 0.00% | new | NEW |
| Align Financial, LLC | $13.1K | 141 | 0.01% | 3q | HELD |
| JPMORGAN CHASE & CO | $12.9K | 140 | 0.00% | 4q | HELD |
| PNC Financial Services Group, Inc. | $12.5K | 134 | 0.00% | 2q | HELD |
| Community Bank, N.A. | $8.7K | 94 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $6.8K | 73 | 0.00% | 14q | HELD |
| Aventura Private Wealth, LLC | $5.2K | 56 | 0.00% | 2q | HELD |
| Glen Eagle Advisors, LLC | $3.9K | 42 | 0.00% | 23q | HELD |
| WOLFF WIESE MAGANA LLC | $2.4K | 26 | 0.00% | 2q | HELD |
| RICHARDSON FINANCIAL SERVICES INC. | $186 | 2 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 25 | $85.4M | 993,896 | 1 | 9 | 10 | 0.0% |
| Q2 2026 | 85 | $284.2M | 3,055,577 | 12 | 25 | 22 | 0.0% |
| Q1 2026 | 76 | $202.4M | 2,886,502 | 8 | 27 | 27 | 0.0% |
| Q4 2025 | 82 | $189.4M | 2,573,133 | 16 | 27 | 23 | 0.0% |
| Q3 2025 | 67 | $161.3M | 2,159,719 | 8 | 25 | 23 | 0.0% |
| Q2 2025 | 67 | $130.5M | 1,935,073 | 9 | 19 | 26 | 0.0% |
| Q1 2025 | 67 | $115.9M | 1,902,031 | 12 | 20 | 23 | 0.2% |
| Q4 2024 | 67 | $190.9M | 2,912,485 | 10 | 28 | 12 | 0.0% |
| Q3 2024 | 59 | $173.1M | 2,646,361 | 5 | 24 | 16 | 0.0% |
| Q2 2024 | 59 | $166.6M | 2,821,263 | 7 | 19 | 16 | 0.0% |
| Q1 2024 | 59 | $159.2M | 2,632,385 | 11 | 21 | 18 | 0.0% |
| Q4 2023 | 52 | $127.5M | 2,161,665 | 8 | 20 | 14 | 0.0% |
| Q3 2023 | 45 | $90.9M | 1,781,892 | 6 | 19 | 8 | 0.0% |
| Q2 2023 | 43 | $92.0M | 1,621,832 | 11 | 12 | 14 | 0.0% |
| Q1 2023 | 40 | $30.1M | 601,611 | 7 | 10 | 12 | 0.0% |
| Q4 2022 | 36 | $25.6M | 564,215 | 4 | 5 | 17 | 0.0% |
| Q3 2022 | 37 | $1.5B | 33,825,403 | 3 | 15 | 10 | 0.0% |
| Q2 2022 | 39 | $1.6B | 34,716,856 | 7 | 11 | 13 | 0.0% |
| Q1 2022 | 37 | $2.0B | 35,066,924 | 6 | 16 | 11 | 0.0% |
| Q4 2021 | 49 | $131.1M | 2,017,583 | 7 | 16 | 16 | 0.0% |
| Q3 2021 | 40 | $149.0M | 2,292,704 | 4 | 21 | 10 | 0.0% |
| Q2 2021 | 40 | $155.2M | 2,295,397 | 9 | 15 | 9 | 0.0% |
| Q1 2021 | 38 | $147.7M | 2,188,730 | 10 | 12 | 8 | 0.0% |
| Q4 2020 | 29 | $94.1M | 1,485,868 | 4 | 9 | 10 | 0.0% |
| Q3 2020 | 26 | $26.6M | 563,741 | 5 | 6 | 6 | 0.0% |
| Q2 2020 | 26 | $28.7M | 625,306 | 8 | 8 | 6 | 0.0% |
| Q1 2020 | 22 | $14.8M | 436,036 | 6 | 4 | 8 | 0.0% |
| Q4 2019 | 18 | $15.4M | 327,194 | 3 | 7 | 2 | 0.0% |
| Q3 2019 | 20 | $13.0M | 308,725 | 6 | 6 | 5 | 0.0% |
| Q2 2019 | 14 | $10.1M | 230,736 | 2 | 6 | 4 | 0.0% |
| Q1 2019 | 14 | $8.2M | 196,960 | 3 | 6 | 4 | 0.0% |
| Q4 2018 | 14 | $5.9M | 166,784 | 1 | 0 | 0 | 0.0% |