JNS HNDRSN INCM ETF (JIII) Institutional Shareholders
JNS HNDRSN INCM ETF (JIII) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $175.79M in JIII holdings during the latest filing period.
Southern Financial Group, Llc is currently the largest disclosed institutional shareholder of JIII tracked by InsiderSet, reporting ownership valued at approximately $70.05M 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 $68.62M, representing an estimated loss of -2.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed JIII value among the investors covered in this analysis. Major shareholders include Southern Financial Group, Llc, Townsend & Associates, Inc, Newedge Advisors, Llc, and several other long-term asset managers with concentrated positions in JNS HNDRSN INCM ETF (JIII).
This page ranks the largest institutional JIII 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
20
Total Reported Value
$175.79M
Largest Holder
Southern Financial Group, Llc
Largest Position
$70.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Southern Financial Group, Llc | 17.88% | 1,405,479 | $70,047,803 | $68,616,047 | -$1,431,756 | -2.04% | |
| Townsend & Associates, Inc | 3.99% | 942,780 | $46,875,034 | $46,026,897 | -$848,137 | -1.81% | |
| Newedge Advisors, Llc | 0.04% | 286,316 | $14,269,732 | $13,978,062 | -$291,670 | -2.04% | |
| Lpl Financial Llc | 0.00% | 208,310 | $10,381,980 | $10,169,778 | -$212,202 | -2.04% | |
| Prevail Innovative Wealth Advisors, Llc | 1.41% | 189,626 | $9,450,789 | $9,257,617 | -$193,172 | -2.04% | |
| Arq Wealth Advisors, Llc | 1.02% | 165,509 | $8,205,934 | $8,080,216 | -$125,718 | -1.53% | |
| Colonial River Investments, Llc | 1.40% | 99,081 | $4,938,108 | $4,837,174 | -$100,934 | -2.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 68,532 | $3,415,590 | $3,345,760 | -$69,830 | -2.04% | |
| Qtr Family Wealth, Llc | 0.74% | 42,539 | $2,120,125 | $2,076,771 | -$43,354 | -2.04% | |
| Castle Rock Wealth Management, Llc | 0.38% | 39,111 | $1,946,751 | $1,909,415 | -$37,336 | -1.92% | |
| Jane Street Group, Llc | 0.00% | 35,930 | $1,790,719 | $1,754,117 | -$36,602 | -2.04% | |
| Hidden Cove Wealth Management, Llc | 0.37% | 13,627 | $679,157 | $665,276 | -$13,881 | -2.04% | |
| Envestnet Asset Management Inc | 0.00% | 11,083 | $552,353 | $541,076 | -$11,277 | -2.04% | |
| Truist Financial Corp | 0.00% | 6,241 | $311,046 | $304,688 | -$6,358 | -2.04% | |
| Mosaic Family Wealth Partners, Llc | 0.02% | 5,993 | $298,685 | $292,581 | -$6,104 | -2.04% | |
| Arkadios Wealth Advisors | 0.00% | 5,096 | $253,970 | $248,789 | -$5,181 | -2.04% | |
| Cary Street Partners Financial Llc | 0.00% | 4,075 | $203,094 | $198,943 | -$4,151 | -2.04% | |
| Cwm, Llc | 0.00% | 430 | $21,301 | $20,993 | -$308 | -1.45% | |
| Private Trust Co Na | 0.00% | 397 | $19,786 | $19,382 | -$404 | -2.04% | |
| Farther Finance Advisors, Llc | 0.00% | 185 | $9,220 | $9,032 | -$188 | -2.04% |
Frequently asked questions about JIII
Who owns the most JIII stock?
The largest holders of JIII are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JNS HNDRSN INCM ETF (JIII).
Is JIII widely held by superinvestors?
Many widely followed stocks like JIII appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JIII is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.