JSMD Institutional Ownership & Shareholders
JANUS SMALL MID CAP GR ALP (JSMD) is currently held by 141 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $825.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JSMD tracked by InsiderSet, reporting ownership valued at approximately $98.31M 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 $94.60M, representing an estimated loss of -3.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
141
Total Reported Value
$825.96M
Largest Holder
Lpl Financial Llc
Largest Position
$98.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
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% | 1,100,926 | $98,310,816 | $94,602,351 | -$3,708,465 | -3.77% | |
| Morgan Stanley | 0.00% | 714,191 | $72,303,889 | $61,370,290 | -$10,933,599 | -15.12% | |
| Bank Of America Corp | 0.00% | 660,060 | $66,823,320 | $56,718,824 | -$10,104,496 | -15.12% | |
| Private Advisor Group, Llc | 0.25% | 538,409 | $54,507,922 | $46,265,378 | -$8,242,544 | -15.12% | |
| Royal Bank Of Canada | 0.01% | 448,611 | $45,418,000 | $38,549,054 | -$6,868,946 | -15.12% | |
| Southern Financial Group, Llc | 11.18% | 458,442 | $40,938,087 | $39,393,829 | -$1,544,258 | -3.77% | |
| Raymond James Financial Inc | 0.01% | 383,975 | $38,873,115 | $32,994,895 | -$5,878,220 | -15.12% | |
| Leelyn Smith, Llc | 3.73% | 377,403 | $33,701,476 | $32,430,164 | -$1,271,312 | -3.77% | |
| Envestnet Asset Management Inc | 0.01% | 260,789 | $26,401,986 | $22,409,547 | -$3,992,439 | -15.12% | |
| Rise Advisors, Llc | 6.66% | 264,671 | $23,634,681 | $22,743,126 | -$891,555 | -3.77% | |
| Resonant Capital Advisors, Llc | 1.10% | 256,732 | $22,937,552 | $22,060,929 | -$876,623 | -3.82% | |
| Ameriprise Financial Inc | 0.00% | 225,082 | $22,790,568 | $19,341,251 | -$3,449,317 | -15.13% | |
| &Partners | 0.09% | 213,856 | $21,666,350 | $18,376,603 | -$3,289,747 | -15.18% | |
| Mars Jewett Financial Group, Inc. | 4.04% | 197,267 | $19,971,112 | $16,951,114 | -$3,019,998 | -15.12% | |
| Newedge Advisors, Llc | 0.05% | 162,525 | $16,453,790 | $13,965,741 | -$2,488,049 | -15.12% | |
| Stratos Wealth Partners, Ltd. | 0.15% | 150,818 | $15,268,651 | $12,959,761 | -$2,308,890 | -15.12% | |
| Osaic Holdings, Inc. | 0.02% | 139,068 | $14,083,247 | $11,950,085 | -$2,133,162 | -15.15% | |
| Janney Montgomery Scott Llc | 0.02% | 106,983 | $10,831,000 | $9,193,028 | -$1,637,972 | -15.12% | |
| Ubs Group Ag | 0.00% | 99,655 | $10,088,973 | $8,563,334 | -$1,525,639 | -15.12% | |
| Peapack Gladstone Financial Corp | 0.10% | 83,319 | $8,435,000 | $7,159,585 | -$1,275,415 | -15.12% | |
| Modern Wealth Management, Llc | 0.10% | 81,210 | $8,221,603 | $6,978,359 | -$1,243,244 | -15.12% | |
| Clark Capital Management Group, Inc. | 0.04% | 75,487 | $7,642,222 | $6,486,583 | -$1,155,639 | -15.12% | |
| Z3 Capital Partners, Llc | 1.57% | 73,727 | $7,464,035 | $6,335,346 | -$1,128,689 | -15.12% | |
| Symphony Financial Services, Inc. | 2.94% | 64,552 | $6,535,124 | $5,546,940 | -$988,184 | -15.12% | |
| Commonwealth Equity Services, Llc | 0.01% | 72,449 | $6,469,540 | $6,225,528 | -$244,012 | -3.77% | |
| Three Magnolias Financial Advisors, Llc | 3.54% | 66,013 | $5,894,849 | $5,672,484 | -$222,365 | -3.77% | |
| Worth Financial Advisory Group, Llc | 2.35% | 63,627 | $5,681,783 | $5,467,455 | -$214,328 | -3.77% | |
| Truist Financial Corp | 0.01% | 62,201 | $5,554,456 | $5,344,919 | -$209,537 | -3.77% | |
| Harbour Wealth Management Group, Inc. | 3.54% | 51,753 | $5,239,369 | $4,447,125 | -$792,244 | -15.12% | |
| Cetera Investment Advisers | 0.00% | 49,300 | $4,991,013 | $4,236,339 | -$754,674 | -15.12% | |
| Mcdonald Partners Llc | 1.17% | 55,553 | $4,960,801 | $4,773,658 | -$187,143 | -3.77% | |
| Pnc Financial Services Group, Inc. | 0.00% | 51,647 | $4,611,950 | $4,438,016 | -$173,934 | -3.77% | |
| Oppenheimer & Co Inc | 0.05% | 51,078 | $4,561,179 | $4,389,122 | -$172,057 | -3.77% | |
| Stifel Financial Corp | 0.00% | 44,937 | $4,549,360 | $3,861,427 | -$687,933 | -15.12% | |
| Kintra Wealth, Llc | 0.21% | 40,666 | $3,955,140 | $3,494,421 | -$460,719 | -11.65% | |
| Baird Financial Group, Inc. | 0.00% | 31,434 | $3,182,340 | $2,701,117 | -$481,223 | -15.12% | |
| Breakwater Capital Group | 0.37% | 34,842 | $3,111,288 | $2,993,966 | -$117,322 | -3.77% | |
| Kestra Advisory Services, Llc | 0.01% | 34,072 | $3,044,126 | $2,927,800 | -$116,326 | -3.82% | |
| Visionary Wealth Advisors | 0.11% | 32,616 | $2,912,557 | $2,802,686 | -$109,871 | -3.77% | |
| Ameritas Advisory Services, Llc | 0.05% | 23,964 | $2,426,108 | $2,059,222 | -$366,886 | -15.12% | |
| Focused Alpha, Llc | 0.60% | 26,833 | $2,396,155 | $2,305,754 | -$90,401 | -3.77% | |
| Wealthspire Advisors, Llc | 0.01% | 23,094 | $2,337,971 | $1,984,463 | -$353,508 | -15.12% | |
| Western Wealth Management, Llc | 0.07% | 22,509 | $2,278,786 | $1,934,194 | -$344,592 | -15.12% | |
| Assuredpartners Investment Advisors, Llc | 0.22% | 22,054 | $2,232,680 | $1,895,096 | -$337,584 | -15.12% | |
| Unique Wealth, Llc | 0.25% | 24,440 | $2,182,450 | $2,100,124 | -$82,326 | -3.77% | |
| Iag Wealth Partners, Llc | 0.20% | 23,882 | $2,132,591 | $2,052,175 | -$80,416 | -3.77% | |
| Principal Securities, Inc. | 0.02% | 19,031 | $1,926,714 | $1,635,330 | -$291,384 | -15.12% | |
| Nova Wealth Management, Inc. | 1.05% | 18,745 | $1,897,768 | $1,610,754 | -$287,014 | -15.12% | |
| Mutual Advisors, Llc | 0.04% | 18,560 | $1,878,994 | $1,594,857 | -$284,137 | -15.12% | |
| Cary Street Partners Financial Llc | 0.04% | 18,545 | $1,877,482 | $1,593,568 | -$283,914 | -15.12% |
Frequently asked questions about JSMD
Who are the largest institutional holders of JSMD?
The largest institutional holders of JSMD reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, Private Advisor Group, Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported JSMD position.
What is JSMD institutional ownership?
This page tracks JSMD positions reported by institutional investment managers through SEC Form 13F. JANUS SMALL MID CAP GR ALP (JSMD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JSMD?
InsiderSet currently tracks 141 institutional managers reporting JSMD 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 JSMD shareholders.
How much JSMD stock do institutions own?
Institutional investment managers disclosed approximately $825.96M in JSMD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JSMD institutional ownership last updated?
The latest JSMD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 JSMD 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 JSMD position after the reporting date.
Are institutions buying or selling JSMD?
Institutional buying and selling can be analyzed by comparing JSMD positions across consecutive 13F reporting periods. InsiderSet's JSMD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JSMD ownership changes.
How has JSMD institutional ownership changed over time?
InsiderSet tracks JSMD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.