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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcBuy+11,391+4.3%274,631$13.10MQ4 2025May 15, 2026
Medallion Wealth Advisors, LlcBuy+292+1.8%16,161$770.88KQ4 2025Apr 24, 2026
Cachetech Inc.Buy+152,080—152,080$7.25MQ4 2025Feb 18, 2026
Adams Wealth ManagementBuy+144,651—144,651$6.90MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+16,166—16,166$771.09KQ4 2025Feb 18, 2026
Ameriprise Financial IncBuy+189,578—189,578$9.03MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+118,861—118,861$5.67MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+104,997—104,997$5.01MQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+58,516—58,516$2.79MQ4 2025Feb 17, 2026
Clark Capital Management Group, Inc.Buy+51,913—51,913$2.48MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+32,540—32,540$1.55MQ4 2025Feb 17, 2026
L2 Asset Management, LlcBuy+24,190—24,190$1.15MQ4 2025Feb 17, 2026
Ancora Advisors LlcBuy+24,130—24,130$1.15MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+19,636—19,636$936.64KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+14,739—14,739$703.06KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+10,229—10,229$487.92KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+10,081—10,081$481.06KQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+7,911—7,911$377.36KQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+6,739—6,739$321.44KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+6,515—6,515$310.75KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+5,232—5,232$249.00KQ4 2025Feb 17, 2026
Wfa Of San Diego, LlcSell-131-100.0%0$0.00Q4 2025Feb 17, 2026
Signature Equity Partners, LlcBuy+31—31$1.48KQ4 2025Feb 17, 2026
Pathstone Holdings, LlcBuy+537,351—537,351$25.63MQ4 2025Feb 13, 2026
Summit Financial, LlcBuy+176,179—176,179$8.40MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+107,308—107,308$5.12MQ4 2025Feb 13, 2026
Flow Traders U.S. LlcBuy+45,230—45,230$2.16MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+27,027—27,027$1.29MQ4 2025Feb 13, 2026
Qtr Family Wealth, LlcBuy+23,445—23,445$1.12MQ4 2025Feb 13, 2026
Focus Partners WealthBuy+23,271—23,271$1.11MQ4 2025Feb 13, 2026
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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.