JANUS HENDERSON AAA CLO ETF JAAA
$50.55
+0.1% 52w: $47.99 – $50.55
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data47.9949.2750.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
836
-6 QoQ
13F value
$17.86B
+10.4% QoQ
Smart-money holders
23
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.9×
$2.4M calls / $2.8M puts
Institutional value by quarter
Number of holders
Who owns JAAA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 40.4M | $2.03B | 0.1% | +33.8% |
| Allianz SE | Wealth advisor | 40.1M | $2.02B | 22.4% | +52.1% |
| MORGAN STANLEY | Bank broker | 20.8M | $1.05B | 0.1% | +1.1% |
| LPL Financial LLC | Bank broker | 13.3M | $667.5M | 0.2% | -0.2% |
| BARINGS LLC | Wealth advisor | 12.9M | $650.2M | 10.8% | +115.2% |
| Focus Partners Wealth | Wealth advisor | 9.3M | $472.3M | 0.5% | +13.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 7.3M | $366.2M | 0.1% | +5.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.9M | $347.0M | 0.1% | -7.6% |
| UBS Group AG | Bank broker | 6.8M | $345.0M | 0.1% | +4.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.3M | $319.5M | 0.1% | -7.6% |
| Cetera Investment Advisers | Wealth advisor | 5.6M | $279.7M | 0.3% | +16.1% |
| ROYAL BANK OF CANADA | Bank broker | 5.3M | $264.5M | 0.1% | +12.0% |
| Sage Mountain Advisors LLC | Wealth advisor | 5.2M | $260.5M | 18.2% | +3.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 4.7M | $236.6M | 0.9% | +4.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.0M | $201.7M | 0.0% | +26.9% |
| HighTower Advisors, LLC | Diversified mechanical | 3.8M | $192.6M | 0.2% | -7.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 3.8M | $191.4M | 0.0% | +2.4% |
| MIDLAND WEALTH ADVISORS, LLC | Wealth advisor | 3.6M | $180.0M | 9.3% | +4.8% |
| SIGNATUREFD, LLC | Wealth advisor | 3.5M | $174.6M | 2.7% | +4.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 3.2M | $162.1M | 0.6% | +19.7% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 2.9M | $148.2M | 0.1% | +152.2% |
| Mariner, LLC | Diversified mechanical | 2.8M | $142.0M | 0.2% | +0.3% |
| Modern Wealth Management, LLC | Wealth advisor | 2.8M | $138.8M | 2.4% | +5.2% |
| RiverFront Investment Group, LLC | Wealth advisor | 2.6M | $133.1M | 2.1% | +1.5% |
| AE Wealth Management LLC | Wealth advisor | 2.6M | $133.0M | 0.7% | +4.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.5M | $124.9M | 0.2% | +1.6% |
| 1900 WEALTH MANAGEMENT LLC | Wealth advisor | 2.5M | $124.0M | 8.0% | +0.7% |
| Invesco Ltd. | Index provider | 2.3M | $115.9M | 0.0% | 0.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 2.3M | $113.7M | 0.2% | +3.4% |
| GREENLEAF TRUST | Other | 2.2M | $113.3M | 1.1% | +21.7% |
| TruWealth Advisors, LLC | Wealth advisor | 2.2M | $110.2M | 5.3% | +3.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 2.1M | $105.7M | 0.3% | +8.4% |
| Haverford Trust Co | Other | 2.0M | $98.7M | 0.9% | +9.1% |
| ADVISORS MANAGEMENT GROUP INC /ADV | Other | 1.9M | $96.6M | 17.6% | +5.2% |
| Merit Financial Group, LLC | Wealth advisor | 1.7M | $83.5M | 0.6% | +5.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.6M | $81.8M | 0.1% | +55.0% |
| Obermeyer Wealth Partners | Other | 1.6M | $80.5M | 3.7% | +5.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.5M | $75.2M | 0.1% | -1.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.5M | $73.1M | 0.0% | +23.7% |
| Gradient Investments LLC | Wealth advisor | 1.4M | $70.9M | 1.1% | +12.0% |
| SIMON QUICK ADVISORS, LLC | Wealth advisor | 1.3M | $65.2M | 3.0% | -0.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 1.3M | $64.1M | 0.3% | +12.7% |
| &PARTNERS | Diversified mechanical | 1.2M | $59.6M | 0.3% | +4.2% |
| Advisor OS, LLC | Wealth advisor | 1.2M | $59.3M | 4.3% | +5.0% |
| ATWOOD & PALMER INC | Other | 1.1M | $57.9M | 3.3% | +3.9% |
| MJP ASSOCIATES INC /ADV | Wealth advisor | 1.1M | $57.6M | 7.0% | +3.0% |
| FMR LLC | Long only active | 1.1M | $54.7M | 0.0% | +49.7% |
| COMMERCE BANK | Diversified mechanical | 1.1M | $54.4M | 0.3% | -42.2% |
| Private Advisor Group, LLC | Wealth advisor | 1.1M | $53.0M | 0.2% | -10.1% |
| EP Wealth Advisors, LLC | Wealth advisor | 1.0M | $52.7M | 0.3% | +75.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.