JANUS HENDERSON B-BBB CLO ET (JBBB) Institutional Ownership Changes & 13F Activity
JANUS HENDERSON B-BBB CLO ET (JBBB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pathstone Holdings, Llc, Ameriprise Financial Inc, Summit Financial, Llc, Cachetech Inc., and Adams Wealth Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Buy | +11,391 | +4.3% | 274,631 | $13.10M | Q4 2025 | May 15, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +292 | +1.8% | 16,161 | $770.88K | Q4 2025 | Apr 24, 2026 |
| Cachetech Inc. | Buy | +152,080 | — | 152,080 | $7.25M | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | Buy | +144,651 | — | 144,651 | $6.90M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +16,166 | — | 16,166 | $771.09K | Q4 2025 | Feb 18, 2026 |
| Ameriprise Financial Inc | Buy | +189,578 | — | 189,578 | $9.03M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +118,861 | — | 118,861 | $5.67M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +104,997 | — | 104,997 | $5.01M | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +58,516 | — | 58,516 | $2.79M | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | Buy | +51,913 | — | 51,913 | $2.48M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +32,540 | — | 32,540 | $1.55M | Q4 2025 | Feb 17, 2026 |
| L2 Asset Management, Llc | Buy | +24,190 | — | 24,190 | $1.15M | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors Llc | Buy | +24,130 | — | 24,130 | $1.15M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +19,636 | — | 19,636 | $936.64K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +14,739 | — | 14,739 | $703.06K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +10,229 | — | 10,229 | $487.92K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +10,081 | — | 10,081 | $481.06K | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +7,911 | — | 7,911 | $377.36K | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +6,739 | — | 6,739 | $321.44K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +6,515 | — | 6,515 | $310.75K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +5,232 | — | 5,232 | $249.00K | Q4 2025 | Feb 17, 2026 |
| Wfa Of San Diego, Llc | Sell | -131 | -100.0% | 0 | $0.00 | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, Llc | Buy | +31 | — | 31 | $1.48K | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, Llc | Buy | +537,351 | — | 537,351 | $25.63M | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +176,179 | — | 176,179 | $8.40M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +107,308 | — | 107,308 | $5.12M | Q4 2025 | Feb 13, 2026 |
| Flow Traders U.S. Llc | Buy | +45,230 | — | 45,230 | $2.16M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +27,027 | — | 27,027 | $1.29M | Q4 2025 | Feb 13, 2026 |
| Qtr Family Wealth, Llc | Buy | +23,445 | — | 23,445 | $1.12M | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | Buy | +23,271 | — | 23,271 | $1.11M | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about JBBB activity
Which institutional owners are buying JBBB?
Institutional owners buying JBBB 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 JBBB activity?
"Buy" means an investor increased their reported position in JBBB compared to the prior reporting period. This reflects growing exposure to JANUS HENDERSON B-BBB CLO ET (JBBB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JBBB increasing?
Institutional interest in JBBB 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.