JAAA Institutional Ownership & Shareholders
JANUS HENDERSON AAA CLO ETF (JAAA) is currently held by 912 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $18.50B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of JAAA tracked by InsiderSet, reporting ownership valued at approximately $2.17B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.17B, representing an estimated loss of -0.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed JAAA value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Allianz Se, Morgan Stanley, and several other long-term asset managers with concentrated positions in JANUS HENDERSON AAA CLO ETF (JAAA).
This page ranks the largest institutional JAAA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
912
Total Reported Value
$18.50B
Largest Holder
Bank Of America Corp
Largest Position
$2.17B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.14% | 42,923,259 | $2,167,195,323 | $2,165,049,184 | -$2,146,139 | -0.10% | |
| Allianz Se | 17.72% | 33,277,132 | $1,680,162,395 | $1,678,498,538 | -$1,663,857 | -0.10% | |
| Morgan Stanley | 0.06% | 21,645,510 | $1,092,881,859 | $1,091,799,524 | -$1,082,335 | -0.10% | |
| Lpl Financial Llc | 0.15% | 13,027,417 | $657,754,265 | $657,102,913 | -$651,352 | -0.10% | |
| Focus Partners Wealth | 0.49% | 9,443,123 | $478,343,813 | $476,311,124 | -$2,032,689 | -0.42% | |
| Charles Schwab Investment Management Inc | 0.05% | 7,861,268 | $396,915,410 | $396,522,358 | -$393,052 | -0.10% | |
| Wells Fargo & Company/Mn | 0.07% | 7,799,973 | $393,820,612 | $393,430,638 | -$389,974 | -0.10% | |
| Raymond James Financial Inc | 0.10% | 7,424,718 | $374,873,992 | $374,502,776 | -$371,216 | -0.10% | |
| Ubs Group Ag | 0.06% | 7,403,730 | $373,814,328 | $373,444,141 | -$370,187 | -0.10% | |
| Envestnet Asset Management Inc | 0.08% | 6,935,154 | $350,155,904 | $349,809,168 | -$346,736 | -0.10% | |
| Rpoa Advisors, Inc. | 9.35% | 6,214,070 | $313,624,113 | $313,437,691 | -$186,422 | -0.06% | |
| Barings Llc | 5.18% | 6,000,000 | $302,820,000 | $302,640,000 | -$180,000 | -0.06% | |
| Cetera Investment Advisers | 0.27% | 5,899,743 | $297,877,986 | $297,583,037 | -$294,949 | -0.10% | |
| Sage Mountain Advisors Llc | 16.82% | 5,438,759 | $274,494,185 | $274,331,004 | -$163,181 | -0.06% | |
| Royal Bank Of Canada | 0.05% | 5,367,896 | $271,026,000 | $270,756,674 | -$269,326 | -0.10% | |
| Keybank National Association/Oh | 0.83% | 5,016,481 | $253,282,146 | $253,031,302 | -$250,844 | -0.10% | |
| Ameriprise Financial Inc | 0.05% | 4,437,860 | $223,865,868 | $223,845,658 | -$20,210 | -0.01% | |
| Signaturefd, Llc | 2.42% | 3,720,260 | $187,761,515 | $187,649,914 | -$111,601 | -0.06% | |
| Kestra Advisory Services, Llc | 0.51% | 3,522,795 | $178,506,325 | $177,689,780 | -$816,545 | -0.46% | |
| Midland Wealth Advisors, Llc | 7.49% | 3,214,293 | $162,225,368 | $162,128,939 | -$96,429 | -0.06% | |
| Modern Wealth Management, Llc | 1.78% | 2,957,809 | $149,339,787 | $149,191,886 | -$147,901 | -0.10% | |
| Janus Henderson Group Plc | 0.07% | 2,941,973 | $148,187,180 | $148,393,118 | +$205,938 | +0.14% | |
| Mariner, Llc | 0.15% | 2,774,800 | $140,099,650 | $139,960,912 | -$138,738 | -0.10% | |
| Greenleaf Trust | 1.39% | 2,694,444 | $135,988,588 | $135,907,755 | -$80,833 | -0.06% | |
| Osaic Holdings, Inc. | 0.16% | 2,678,235 | $135,253,822 | $135,090,173 | -$163,649 | -0.12% | |
| Riverfront Investment Group, Llc | 1.76% | 2,641,984 | $133,393,789 | $133,261,673 | -$132,116 | -0.10% | |
| Truist Financial Corp | 0.15% | 2,564,403 | $129,425,427 | $129,348,487 | -$76,940 | -0.06% | |
| Waverly Advisors, Llc | 0.73% | 2,495,518 | $125,998,727 | $125,873,928 | -$124,799 | -0.10% | |
| Invesco Ltd. | 0.01% | 2,301,517 | $116,203,593 | $116,088,517 | -$115,076 | -0.10% | |
| Ameritas Advisory Services, Llc | 2.27% | 2,231,635 | $112,675,254 | $112,563,669 | -$111,585 | -0.10% | |
| Truwealth Advisors, Llc | 5.29% | 2,186,984 | $110,158,518 | $110,311,473 | +$152,955 | +0.14% | |
| Haverford Trust Co | 0.94% | 2,146,668 | $108,385,248 | $108,277,934 | -$107,314 | -0.10% | |
| Verdence Capital Advisors Llc | 4.57% | 2,129,157 | $107,458,573 | $107,394,679 | -$63,894 | -0.06% | |
| Advisors Management Group Inc | 16.47% | 1,968,855 | $99,407,000 | $99,309,046 | -$97,954 | -0.10% | |
| Commonwealth Equity Services, Llc | 0.13% | 1,917,448 | $96,773,619 | $96,716,077 | -$57,542 | -0.06% | |
| Obermeyer Wealth Partners | 3.69% | 1,839,357 | $92,832,341 | $92,777,167 | -$55,174 | -0.06% | |
| Arax Advisory Partners | 0.60% | 1,781,343 | $89,940,006 | $89,850,941 | -$89,065 | -0.10% | |
| Stifel Financial Corp | 0.07% | 1,729,233 | $87,309,260 | $87,222,513 | -$86,747 | -0.10% | |
| Merit Financial Group, Llc | 0.53% | 1,696,203 | $85,641,313 | $85,556,479 | -$84,834 | -0.10% | |
| Bank Of New York Mellon Corp | 0.01% | 1,479,152 | $74,682,367 | $74,608,427 | -$73,940 | -0.10% | |
| Janney Montgomery Scott Llc | 0.14% | 1,464,284 | $73,932,000 | $73,858,485 | -$73,515 | -0.10% | |
| Simon Quick Advisors, Llc | 2.81% | 1,460,864 | $73,729,830 | $73,685,980 | -$43,850 | -0.06% | |
| &Partners | 0.29% | 1,382,506 | $69,999,807 | $69,733,603 | -$266,204 | -0.38% | |
| Sanctuary Advisors, Llc | 0.30% | 1,298,504 | $65,561,449 | $65,496,542 | -$64,907 | -0.10% | |
| Gradient Investments Llc | 0.90% | 1,247,618 | $62,967,280 | $62,929,852 | -$37,428 | -0.06% | |
| Atwood & Palmer Inc | 3.17% | 1,224,066 | $61,778,611 | $61,741,889 | -$36,722 | -0.06% | |
| Advisor Os, Llc | 4.07% | 1,207,725 | $60,978,081 | $60,917,649 | -$60,432 | -0.10% | |
| Rockefeller Capital Management L.P. | 0.09% | 1,157,536 | $58,444,019 | $58,386,116 | -$57,903 | -0.10% | |
| Cgc Financial Services, Llc | 12.93% | 1,154,878 | $58,286,693 | $58,252,046 | -$34,647 | -0.06% | |
| Mjp Associates Inc | 6.36% | 1,152,040 | $58,166,524 | $58,108,898 | -$57,626 | -0.10% |
Frequently asked questions about JAAA
Who are the largest institutional holders of JAAA?
The largest institutional holders of JAAA reported in the latest SEC Form 13F filings include Bank Of America Corp, Allianz Se, Morgan Stanley, Lpl Financial Llc, and Focus Partners Wealth. InsiderSet ranks institutional holders by their latest reported JAAA position.
What is JAAA institutional ownership?
This page tracks JAAA positions reported by institutional investment managers through SEC Form 13F. JANUS HENDERSON AAA CLO ETF (JAAA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JAAA?
InsiderSet currently tracks 912 institutional managers reporting JAAA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JAAA shareholders.
How much JAAA stock do institutions own?
Institutional investment managers disclosed approximately $18.50B in JAAA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JAAA institutional ownership last updated?
The latest JAAA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JAAA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JAAA position after the reporting date.
Are institutions buying or selling JAAA?
Institutional buying and selling can be analyzed by comparing JAAA positions across consecutive 13F reporting periods. InsiderSet's JAAA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JAAA ownership changes.
How has JAAA institutional ownership changed over time?
InsiderSet tracks JAAA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.