JANUS HENDERSON AAA CLO ETF (JAAA) Institutional Ownership Changes & 13F Activity

JANUS HENDERSON AAA CLO ETF (JAAA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Charles Schwab Investment Management Inc, Bank Of America Corp, Invesco Ltd., and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+591,485+9.3%6,935,154$350.16MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+53,728+31.7%223,246$11.27MQ2 2026Sep 23, 2026
Talon Private Wealth, LlcBuy+11,341+2.0%583,341$29.45MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+27,507+30.4%118,025$5.96MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+562,825+270.0%771,241$38.94MQ2 2026Sep 02, 2026
Second Line Capital, LlcSell-23,156-82.3%4,982$252.53KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+1,568+21.8%8,751$441.84KQ2 2026Aug 27, 2026
Brown Financial AdvisorsSell-7,384-9.3%71,638$3.62MQ2 2026Aug 26, 2026
Rehmann Capital Advisory GroupBuy+4,950+1.5%343,929$17.38MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+18,152+12.0%169,836$8.58MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-2,346-4.9%45,392$2.29MQ2 2026Aug 19, 2026
49 Wealth Management, LlcSell-454,839-79.6%116,368$5.88MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+52,344+11.2%520,220$26.27MQ2 2026Aug 18, 2026
Rb Capital Management, LlcSell-11,604-7.5%143,526$7.25MQ2 2026Aug 18, 2026
Denver Pwm, LlcBuy+1,215+0.6%188,939$9.56MQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+332,555—332,555$16.79MQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+47,387—47,387$2.39MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+25,960—25,960$1.31MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+22,490+22.3%123,176$6.22MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+12,489—12,489$630.57KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+9,369+2.8%341,727$17.25MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+4,980—4,980$251.44KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+3,081+1.3%249,023$12.57MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-831-5.4%14,681$741.26KQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+91+0.8%10,950$553.00KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+64+0.5%12,784$645.46KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+4,437,860—4,437,860$223.87MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+4,060,780+106.8%7,861,268$396.92MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+2,545,519+6.3%42,923,259$2.17BQ2 2026Aug 14, 2026
Invesco Ltd.Buy+2,301,517—2,301,517$116.20MQ2 2026Aug 14, 2026
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Frequently asked questions about JAAA activity

  • Which institutional owners are buying JAAA?

    Institutional owners buying JAAA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JAAA activity?

    "Buy" means an investor increased their reported position in JAAA compared to the prior reporting period. This reflects growing exposure to JANUS HENDERSON AAA CLO ETF (JAAA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JAAA increasing?

    Institutional interest in JAAA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.