JBBB Institutional Ownership & Shareholders
JANUS HENDERSON B-BBB CLO ET (JBBB) is currently held by 195 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $458.16M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JBBB tracked by InsiderSet, reporting ownership valued at approximately $33.93M 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 $33.35M, representing an estimated loss of -1.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed JBBB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Pathstone Holdings, Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in JANUS HENDERSON B-BBB CLO ET (JBBB).
This page ranks the largest institutional JBBB 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
195
Total Reported Value
$458.16M
Largest Holder
Lpl Financial Llc
Largest Position
$33.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 716,664 | $33,934,032 | $33,349,959 | -$584,073 | -1.72% | |
| Pathstone Holdings, Llc | 0.12% | 650,148 | $30,300,154 | $30,254,637 | -$45,517 | -0.15% | |
| Ubs Group Ag | 0.00% | 490,125 | $23,207,419 | $22,807,967 | -$399,452 | -1.72% | |
| Envestnet Asset Management Inc | 0.01% | 479,928 | $22,724,591 | $22,333,449 | -$391,142 | -1.72% | |
| Bank Of New York Mellon Corp | 0.00% | 387,824 | $18,363,426 | $18,047,390 | -$316,036 | -1.72% | |
| Ocean Park Asset Management, Llc | 1.01% | 352,700 | $16,650,967 | $16,412,894 | -$238,073 | -1.43% | |
| Tt Capital Management Llc | 11.75% | 340,382 | $16,069,434 | $15,839,676 | -$229,758 | -1.43% | |
| Banco Btg Pactual S.A. | 1.67% | 264,830 | $12,539,701 | $12,323,864 | -$215,837 | -1.72% | |
| Epiq Partners, Llc | 5.26% | 258,570 | $12,207,090 | $12,032,555 | -$174,535 | -1.43% | |
| Sanctuary Advisors, Llc | 0.05% | 233,474 | $11,054,999 | $10,864,713 | -$190,286 | -1.72% | |
| Summit Financial, Llc | 0.09% | 167,958 | $7,991,057 | $7,815,926 | -$175,131 | -2.19% | |
| Advisornet Financial, Inc | 0.34% | 160,140 | $7,542,608 | $7,452,115 | -$90,493 | -1.20% | |
| Nilsine Partners, Llc | 0.49% | 149,218 | $7,044,582 | $6,943,860 | -$100,722 | -1.43% | |
| Cachetech Inc. | 1.13% | 147,420 | $6,980,314 | $6,860,190 | -$120,124 | -1.72% | |
| Central Pacific Bank - Trust Division | 0.73% | 147,775 | $6,976,458 | $6,876,710 | -$99,748 | -1.43% | |
| Destiny Wealth Partners, Llc | 0.96% | 143,364 | $6,779,670 | $6,671,444 | -$108,226 | -1.60% | |
| Adams Wealth Management | 1.25% | 138,199 | $6,543,700 | $6,431,090 | -$112,610 | -1.72% | |
| Royal Bank Of Canada | 0.00% | 136,090 | $6,444,000 | $6,332,948 | -$111,052 | -1.72% | |
| Ssi Investment Management Llc | 0.37% | 133,209 | $6,307,448 | $6,198,881 | -$108,567 | -1.72% | |
| Client First Investment Management Llc | 2.87% | 127,503 | $6,019,435 | $5,933,352 | -$86,083 | -1.43% | |
| Raymond James Financial Inc | 0.00% | 111,213 | $5,265,941 | $5,175,297 | -$90,644 | -1.72% | |
| Osaic Holdings, Inc. | 0.01% | 104,410 | $4,944,626 | $4,858,719 | -$85,907 | -1.74% | |
| Mgo One Seven Llc | 0.08% | 104,700 | $4,942,872 | $4,872,215 | -$70,658 | -1.43% | |
| Cv Advisors Llc | 0.81% | 101,404 | $4,787,288 | $4,718,835 | -$68,453 | -1.43% | |
| Sage Advisory Services, Ltd.Co. | 2.57% | 101,253 | $4,780,000 | $4,711,808 | -$68,192 | -1.43% | |
| Foundations Investment Advisors, Llc | 0.05% | 97,107 | $4,598,030 | $4,518,874 | -$79,156 | -1.72% | |
| Sowell Financial Services Llc | 0.14% | 93,142 | $4,397,248 | $4,334,363 | -$62,885 | -1.43% | |
| Clearview Wealth Management Llc | 3.29% | 92,955 | $4,388,428 | $4,325,661 | -$62,767 | -1.43% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 90,958 | $4,306,861 | $4,232,731 | -$74,130 | -1.72% | |
| Auour Investments Llc | 1.21% | 90,626 | $4,278,473 | $4,217,281 | -$61,192 | -1.43% | |
| Flagship Capital Management Inc. | 2.59% | 90,072 | $4,252,299 | $4,191,501 | -$60,798 | -1.43% | |
| Us Bancorp \De\ | 0.00% | 82,834 | $3,922,190 | $3,854,680 | -$67,510 | -1.72% | |
| Keeler Thomas Management Llc | 1.51% | 81,693 | $3,856,710 | $3,801,584 | -$55,126 | -1.43% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 81,335 | $3,841,455 | $3,784,924 | -$56,531 | -1.47% | |
| Paragon Advisors, Llc | 0.70% | 69,937 | $3,311,517 | $3,254,518 | -$56,999 | -1.72% | |
| Ameriprise Financial Inc | 0.00% | 65,177 | $3,090,882 | $3,033,012 | -$57,870 | -1.87% | |
| Impact Partnership Wealth, Llc | 0.30% | 64,190 | $3,039,383 | $2,987,082 | -$52,301 | -1.72% | |
| Firethorn Wealth Partners, Llc | 0.95% | 63,079 | $2,977,960 | $2,935,381 | -$42,579 | -1.43% | |
| Truist Financial Corp | 0.00% | 61,657 | $2,910,850 | $2,869,208 | -$41,642 | -1.43% | |
| Clark Capital Management Group, Inc. | 0.02% | 59,186 | $2,802,481 | $2,754,221 | -$48,260 | -1.72% | |
| Janney Montgomery Scott Llc | 0.01% | 57,969 | $2,745,000 | $2,697,587 | -$47,413 | -1.73% | |
| Private Advisory Group Llc | 0.14% | 54,123 | $2,562,724 | $2,518,614 | -$44,110 | -1.72% | |
| Denver Pwm, Llc | 0.83% | 53,182 | $2,510,733 | $2,474,824 | -$35,909 | -1.43% | |
| Kathmere Capital Management, Llc | 0.12% | 52,276 | $2,467,933 | $2,432,664 | -$35,269 | -1.43% | |
| Gibbs Wealth Management | 0.25% | 51,202 | $2,417,294 | $2,382,685 | -$34,609 | -1.43% | |
| Geneos Wealth Management Inc. | 0.05% | 48,157 | $2,280,234 | $2,240,986 | -$39,248 | -1.72% | |
| Newedge Wealth, Llc | 0.02% | 45,143 | $2,137,520 | $2,100,730 | -$36,790 | -1.72% | |
| Flow Traders U.S. Llc | 0.09% | 45,116 | $2,136,000 | $2,099,473 | -$36,527 | -1.71% | |
| Ridgeline Wealth, Llc | 1.21% | 45,229 | $2,135,276 | $2,104,732 | -$30,544 | -1.43% | |
| Ifp Advisors, Inc | 0.04% | 44,977 | $2,123,364 | $2,093,005 | -$30,359 | -1.43% |
Frequently asked questions about JBBB
Who are the largest institutional holders of JBBB?
The largest institutional holders of JBBB reported in the latest SEC Form 13F filings include Lpl Financial Llc, Pathstone Holdings, Llc, Ubs Group Ag, Envestnet Asset Management Inc, and Bank Of New York Mellon Corp. InsiderSet ranks institutional holders by their latest reported JBBB position.
What is JBBB institutional ownership?
This page tracks JBBB positions reported by institutional investment managers through SEC Form 13F. JANUS HENDERSON B-BBB CLO ET (JBBB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JBBB?
InsiderSet currently tracks 195 institutional managers reporting JBBB 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 JBBB shareholders.
How much JBBB stock do institutions own?
Institutional investment managers disclosed approximately $458.16M in JBBB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JBBB institutional ownership last updated?
The latest JBBB 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 JBBB 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 JBBB position after the reporting date.
Are institutions buying or selling JBBB?
Institutional buying and selling can be analyzed by comparing JBBB positions across consecutive 13F reporting periods. InsiderSet's JBBB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JBBB ownership changes.
How has JBBB institutional ownership changed over time?
InsiderSet tracks JBBB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.