JANUS SMALL MID CAP GR ALP (JSMD) Institutional Shareholders
JANUS SMALL MID CAP GR ALP (JSMD) 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 $890.75M in JSMD holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JSMD tracked by InsiderSet, reporting ownership valued at approximately $106.68M 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 $95.44M, representing an estimated loss of -10.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed JSMD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in JANUS SMALL MID CAP GR ALP (JSMD).
This page ranks the largest institutional JSMD 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
144
Total Reported Value
$890.75M
Largest Holder
Lpl Financial Llc
Largest Position
$106.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 1,053,754 | $106,680,802 | $95,438,500 | -$11,242,302 | -10.54% | |
| Morgan Stanley | 0.00% | 714,191 | $72,303,889 | $64,684,279 | -$7,619,610 | -10.54% | |
| Bank Of America Corp | 0.00% | 660,060 | $66,823,320 | $59,781,634 | -$7,041,686 | -10.54% | |
| Private Advisor Group, Llc | 0.25% | 538,409 | $54,507,922 | $48,763,703 | -$5,744,219 | -10.54% | |
| Royal Bank Of Canada | 0.01% | 448,611 | $45,418,000 | $40,630,698 | -$4,787,302 | -10.54% | |
| Southern Financial Group, Llc | 11.37% | 439,966 | $44,541,631 | $39,847,721 | -$4,693,910 | -10.54% | |
| Raymond James Financial Inc | 0.01% | 383,975 | $38,873,115 | $34,776,616 | -$4,096,499 | -10.54% | |
| Leelyn Smith, Llc | 4.57% | 370,965 | $37,556,055 | $33,598,300 | -$3,957,755 | -10.54% | |
| Envestnet Asset Management Inc | 0.01% | 260,789 | $26,401,986 | $23,619,660 | -$2,782,326 | -10.54% | |
| Rise Advisors, Llc | 7.33% | 257,207 | $26,039,343 | $23,295,238 | -$2,744,105 | -10.54% | |
| Resonant Capital Advisors, Llc | 1.24% | 256,416 | $25,980,234 | $23,223,597 | -$2,756,637 | -10.61% | |
| Ameriprise Financial Inc | 0.00% | 225,082 | $22,790,568 | $20,385,677 | -$2,404,891 | -10.55% | |
| Thrivent Financial For Lutherans | 0.04% | 214,062 | $21,671,000 | $19,387,595 | -$2,283,405 | -10.54% | |
| &Partners | 0.09% | 213,856 | $21,666,350 | $19,368,938 | -$2,297,412 | -10.60% | |
| Mars Jewett Financial Group, Inc. | 4.04% | 197,267 | $19,971,112 | $17,866,472 | -$2,104,640 | -10.54% | |
| Newedge Advisors, Llc | 0.05% | 162,525 | $16,453,790 | $14,719,889 | -$1,733,901 | -10.54% | |
| Stratos Wealth Partners, Ltd. | 0.15% | 150,818 | $15,268,651 | $13,659,586 | -$1,609,065 | -10.54% | |
| Osaic Holdings, Inc. | 0.02% | 139,068 | $14,083,247 | $12,595,389 | -$1,487,858 | -10.56% | |
| Commonwealth Equity Services, Llc | 0.02% | 138,326 | $14,004,000 | $12,528,186 | -$1,475,814 | -10.54% | |
| D.A. Davidson & Co. | 0.07% | 118,322 | $11,978,775 | $10,716,424 | -$1,262,351 | -10.54% | |
| Janney Montgomery Scott Llc | 0.02% | 106,983 | $10,831,000 | $9,689,450 | -$1,141,550 | -10.54% | |
| Ubs Group Ag | 0.00% | 99,655 | $10,088,973 | $9,025,753 | -$1,063,220 | -10.54% | |
| Peapack Gladstone Financial Corp | 0.10% | 83,319 | $8,435,000 | $7,546,202 | -$888,798 | -10.54% | |
| Modern Wealth Management, Llc | 0.10% | 81,210 | $8,221,603 | $7,355,190 | -$866,413 | -10.54% | |
| Clark Capital Management Group, Inc. | 0.04% | 75,487 | $7,642,222 | $6,836,858 | -$805,364 | -10.54% | |
| Z3 Capital Partners, Llc | 1.57% | 73,727 | $7,464,035 | $6,677,454 | -$786,581 | -10.54% | |
| Three Magnolias Financial Advisors, Llc | 3.72% | 65,881 | $6,669,713 | $5,966,842 | -$702,871 | -10.54% | |
| Symphony Financial Services, Inc. | 2.94% | 64,552 | $6,535,124 | $5,846,475 | -$688,649 | -10.54% | |
| Worth Financial Advisory Group, Llc | 2.54% | 60,332 | $6,107,939 | $5,464,269 | -$643,670 | -10.54% | |
| Truist Financial Corp | 0.01% | 59,807 | $6,054,818 | $5,416,720 | -$638,098 | -10.54% | |
| Harbour Wealth Management Group, Inc. | 3.54% | 51,753 | $5,239,369 | $4,687,269 | -$552,100 | -10.54% | |
| Cetera Investment Advisers | 0.00% | 49,300 | $4,991,013 | $4,465,101 | -$525,912 | -10.54% | |
| Mcdonald Partners Llc | 1.18% | 47,967 | $4,856,089 | $4,344,371 | -$511,718 | -10.54% | |
| Oppenheimer & Co Inc | 0.05% | 45,265 | $4,582,574 | $4,099,651 | -$482,923 | -10.54% | |
| Stifel Financial Corp | 0.00% | 44,937 | $4,549,360 | $4,069,944 | -$479,416 | -10.54% | |
| Kintra Wealth, Llc | 0.21% | 40,666 | $3,955,140 | $3,683,120 | -$272,020 | -6.88% | |
| Breakwater Capital Group | 0.41% | 33,997 | $3,441,765 | $3,079,108 | -$362,657 | -10.54% | |
| Visionary Wealth Advisors | 0.13% | 31,829 | $3,222,330 | $2,882,753 | -$339,577 | -10.54% | |
| Baird Financial Group, Inc. | 0.00% | 31,434 | $3,182,340 | $2,846,977 | -$335,363 | -10.54% | |
| Iag Wealth Partners, Llc | 0.26% | 25,726 | $2,604,472 | $2,330,004 | -$274,468 | -10.54% | |
| Kestra Advisory Services, Llc | 0.01% | 24,664 | $2,496,953 | $2,233,818 | -$263,135 | -10.54% | |
| Ameritas Advisory Services, Llc | 0.05% | 23,964 | $2,426,108 | $2,170,419 | -$255,689 | -10.54% | |
| Wealthspire Advisors, Llc | 0.01% | 23,094 | $2,337,971 | $2,091,624 | -$246,347 | -10.54% | |
| Western Wealth Management, Llc | 0.07% | 22,509 | $2,278,786 | $2,038,640 | -$240,146 | -10.54% | |
| Assuredpartners Investment Advisors, Llc | 0.22% | 22,054 | $2,232,680 | $1,997,431 | -$235,249 | -10.54% | |
| Unique Wealth, Llc | 0.25% | 20,953 | $2,121,257 | $1,897,713 | -$223,544 | -10.54% | |
| Principal Securities, Inc. | 0.02% | 19,031 | $1,926,714 | $1,723,638 | -$203,076 | -10.54% | |
| Nova Wealth Management, Inc. | 1.05% | 18,745 | $1,897,768 | $1,697,735 | -$200,033 | -10.54% | |
| Mutual Advisors, Llc | 0.04% | 18,560 | $1,878,994 | $1,680,979 | -$198,015 | -10.54% | |
| Cary Street Partners Financial Llc | 0.04% | 18,545 | $1,877,482 | $1,679,621 | -$197,861 | -10.54% |
Frequently asked questions about JSMD
Who owns the most JSMD stock?
The largest holders of JSMD 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 JANUS SMALL MID CAP GR ALP (JSMD).
Is JSMD widely held by superinvestors?
Many widely followed stocks like JSMD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JSMD 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.