JANUS HENDERSON B-BBB CLO ET JBBB
$47.37
+0.4% 52w: $44.89 – $47.52
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data44.8946.2047.52
Jun 20, 2025 Jul 2, 2026
Institutional holders
177
-5 QoQ
13F value
$452.7M
-10.1% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $1.8M puts
Institutional value by quarter
Number of holders
Who owns JBBB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | Diversified mechanical | 650.1K | $30.3M | 0.1% | +21.0% |
| LPL Financial LLC | Bank broker | 637.0K | $29.7M | 0.0% | -35.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 500.2K | $23.3M | 0.0% | +320.8% |
| UBS Group AG | Bank broker | 425.9K | $19.9M | 0.0% | +37.8% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 283.3K | $13.2M | 0.3% | +3.1% |
| TT Capital Management LLC | Other | 282.2K | $13.2M | 10.8% | -1.9% |
| Ocean Park Asset Management, LLC | Wealth advisor | 276.2K | $12.9M | 0.7% | New |
| AE Wealth Management LLC | Wealth advisor | 271.9K | $12.7M | 0.1% | +28.6% |
| Border to Coast Pensions Partnership Ltd ★2 | Fundamental diversified | 265.0K | $12.4M | 0.2% | +32.5% |
| EPIQ PARTNERS, LLC | Other | 256.0K | $11.9M | 5.6% | +0.8% |
| Destiny Wealth Partners, LLC | Wealth advisor | 238.6K | $11.1M | 1.2% | -15.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 234.8K | $10.9M | 0.1% | +21.3% |
| Banco BTG Pactual S.A. | Wealth advisor | 215.9K | $10.1M | 2.0% | New |
| MORGAN STANLEY | Bank broker | 203.9K | $9.5M | 0.0% | +7076.1% |
| Summit Financial, LLC | Wealth advisor | 177.4K | $8.3M | 0.1% | +0.7% |
| Insight Wealth Strategies, LLC | Wealth advisor | 173.3K | $8.1M | 0.9% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 157.4K | $7.3M | 0.0% | -17.0% |
| CacheTech Inc. | Wealth advisor | 150.7K | $7.0M | 1.4% | -0.9% |
| Nilsine Partners, LLC | Other | 146.0K | $6.9M | 0.5% | -4.7% |
| Adams Wealth Management | Wealth advisor | 144.4K | $6.7M | 1.5% | -0.2% |
| Financial Enhancement Group LLC | Wealth advisor | 132.2K | $6.2M | 0.8% | New |
| AdvisorNet Financial, Inc | Wealth advisor | 128.5K | $6.0M | 0.3% | +3.0% |
| WT Wealth Management | Wealth advisor | 121.4K | $5.7M | 1.7% | -33.1% |
| CV Advisors LLC | Wealth advisor | 110.9K | $5.2M | 1.4% | +2.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 107.5K | $5.0M | 0.0% | +2.4% |
| Foundations Investment Advisors, LLC | Wealth advisor | 107.5K | $5.0M | 0.1% | -11.8% |
| Keeler Thomas Management LLC | Other | 102.0K | $4.8M | 2.0% | -14.9% |
| MGO ONE SEVEN LLC | Wealth advisor | 98.9K | $4.6M | 0.1% | +9.7% |
| Clearview Wealth Management LLC | Wealth advisor | 92.9K | $4.3M | 3.1% | — |
| Sowell Financial Services LLC | Wealth advisor | 90.4K | $4.2M | 0.2% | +1.0% |
| Flagship Capital Management Inc. | Other | 87.0K | $4.1M | 3.0% | +1.1% |
| Geneos Wealth Management Inc. | Wealth advisor | 86.6K | $4.0M | 0.1% | -34.9% |
| US BANCORP \DE\ | Wealth advisor | 82.7K | $3.9M | 0.0% | +22499.7% |
| Paragon Advisors, LLC | Wealth advisor | 79.2K | $3.7M | 1.0% | -8.2% |
| LFG Wealth Partners, LLC ★2 | Fundamental diversified | 64.9K | $3.0M | 1.8% | +10.7% |
| Auour Investments LLC | Wealth advisor | 64.6K | $3.0M | 0.9% | +43.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 62.6K | $2.9M | 0.0% | -59.1% |
| FIRETHORN WEALTH PARTNERS, LLC | Wealth advisor | 62.2K | $2.9M | 1.1% | +14.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 61.1K | $2.8M | 0.0% | +4.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 59.4K | $2.8M | 0.0% | -13.3% |
| Ridgeline Wealth, LLC | Wealth advisor | 58.8K | $2.7M | 2.0% | +293.0% |
| Clark Capital Management Group, Inc. | Other | 56.6K | $2.6M | 0.0% | +9.1% |
| Gibbs Wealth Management | Other | 53.0K | $2.5M | 0.3% | +58.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 52.8K | $2.5M | 0.0% | +168.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 49.8K | $2.3M | 0.0% | -82.8% |
| Impact Partnership Wealth, LLC | Wealth advisor | 49.4K | $2.3M | 0.3% | +26.3% |
| NewEdge Wealth, LLC | Other | 48.9K | $2.3M | 0.0% | New |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 47.3K | $2.2M | 0.4% | +16.9% |
| Maridea Wealth Management LLC | Wealth advisor | 45.6K | $2.1M | 0.3% | New |
| Stratos Wealth Partners, LTD. | Wealth advisor | 45.4K | $2.1M | 0.0% | -5.1% |
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.