JIII Institutional Ownership & Shareholders
JNS HNDRSN INCM ETF (JIII) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $166.59M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Southern Financial Group, Llc is currently the largest disclosed institutional shareholder of JIII tracked by InsiderSet, reporting ownership valued at approximately $57.64M in its September 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 $58.03M, representing an estimated gain of +0.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% 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
$166.59M
Largest Holder
Southern Financial Group, Llc
Largest Position
$57.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
26
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 | 15.74% | 1,198,005 | $57,636,027 | $58,031,362 | +$395,335 | +0.69% | |
| Townsend & Associates, Inc | 3.90% | 960,223 | $46,316,361 | $46,513,202 | +$196,841 | +0.42% | |
| Newedge Advisors, Llc | 0.04% | 286,316 | $14,269,732 | $13,869,147 | -$400,585 | -2.81% | |
| Lpl Financial Llc | 0.00% | 208,310 | $10,381,980 | $10,090,536 | -$291,444 | -2.81% | |
| Prevail Innovative Wealth Advisors, Llc | 1.14% | 182,564 | $8,816,016 | $8,843,400 | +$27,384 | +0.31% | |
| Arq Wealth Advisors, Llc | 1.02% | 176,197 | $8,476,850 | $8,534,983 | +$58,133 | +0.69% | |
| Colonial River Investments, Llc | 1.46% | 117,635 | $5,659,420 | $5,698,239 | +$38,819 | +0.69% | |
| Commonwealth Equity Services, Llc | 0.00% | 71,940 | $3,461,040 | $3,484,774 | +$23,734 | +0.69% | |
| Truist Financial Corp | 0.00% | 57,947 | $2,787,842 | $2,806,953 | +$19,111 | +0.69% | |
| Qtr Family Wealth, Llc | 0.88% | 49,395 | $2,376,393 | $2,392,694 | +$16,301 | +0.69% | |
| Castle Rock Wealth Management, Llc | 0.38% | 41,778 | $2,018,713 | $2,023,726 | +$5,013 | +0.25% | |
| Jane Street Group, Llc | 0.00% | 35,930 | $1,790,719 | $1,740,449 | -$50,270 | -2.81% | |
| Hidden Cove Wealth Management, Llc | 0.47% | 18,216 | $876,372 | $882,383 | +$6,011 | +0.69% | |
| Envestnet Asset Management Inc | 0.00% | 11,083 | $552,353 | $536,861 | -$15,492 | -2.80% | |
| Clearview Wealth Management Llc | 0.28% | 7,752 | $374,423 | $375,507 | +$1,084 | +0.29% | |
| Mosaic Family Wealth Partners, Llc | 0.02% | 5,993 | $298,685 | $290,301 | -$8,384 | -2.81% | |
| Arkadios Wealth Advisors | 0.00% | 5,096 | $253,970 | $246,850 | -$7,120 | -2.80% | |
| Cary Street Partners Financial Llc | 0.00% | 4,075 | $203,094 | $197,393 | -$5,701 | -2.81% | |
| Cwm, Llc | 0.00% | 430 | $21,301 | $20,829 | -$472 | -2.21% | |
| Private Trust Co Na | 0.00% | 419 | $20,158 | $20,296 | +$138 | +0.69% |
Frequently asked questions about JIII
Who are the largest institutional holders of JIII?
The largest institutional holders of JIII reported in the latest SEC Form 13F filings include Southern Financial Group, Llc, Townsend & Associates, Inc, Newedge Advisors, Llc, Lpl Financial Llc, and Prevail Innovative Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported JIII position.
What is JIII institutional ownership?
This page tracks JIII positions reported by institutional investment managers through SEC Form 13F. JNS HNDRSN INCM ETF (JIII) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JIII?
InsiderSet currently tracks 20 institutional managers reporting JIII 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 JIII shareholders.
How much JIII stock do institutions own?
Institutional investment managers disclosed approximately $166.59M in JIII holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JIII institutional ownership last updated?
The latest JIII institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 JIII 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 JIII position after the reporting date.
Are institutions buying or selling JIII?
Institutional buying and selling can be analyzed by comparing JIII positions across consecutive 13F reporting periods. InsiderSet's JIII Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JIII ownership changes.
How has JIII institutional ownership changed over time?
InsiderSet tracks JIII institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.