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 $701.72M 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 $83.67M in its March 31, 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 $99.90M, representing an estimated gain of +19.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed JSMD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Private Advisor Group, Llc, Morgan Stanley, 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
130
Total Reported Value
$701.72M
Largest Holder
Lpl Financial Llc
Largest Position
$83.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
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% | 1,054,486 | $83,673,446 | $99,901,055 | +$16,227,609 | +19.39% | |
| Private Advisor Group, Llc | 0.25% | 538,409 | $54,507,922 | $51,008,384 | -$3,499,538 | -6.42% | |
| Morgan Stanley | 0.00% | 670,369 | $53,193,831 | $63,510,156 | +$10,316,325 | +19.39% | |
| Bank Of America Corp | 0.00% | 641,429 | $50,897,391 | $60,768,406 | +$9,871,015 | +19.39% | |
| Southern Financial Group, Llc | 11.37% | 439,966 | $44,541,631 | $41,681,983 | -$2,859,648 | -6.42% | |
| Leelyn Smith, Llc | 4.57% | 370,965 | $37,556,055 | $35,144,890 | -$2,411,165 | -6.42% | |
| Royal Bank Of Canada | 0.01% | 447,934 | $35,544,000 | $42,436,864 | +$6,892,864 | +19.39% | |
| Mars Jewett Financial Group, Inc. | 9.58% | 380,975 | $30,230,335 | $36,093,229 | +$5,862,894 | +19.39% | |
| Raymond James Financial Inc | 0.01% | 338,895 | $26,891,312 | $32,106,607 | +$5,215,295 | +19.39% | |
| Rise Advisors, Llc | 7.33% | 257,207 | $26,039,343 | $24,367,560 | -$1,671,783 | -6.42% | |
| Resonant Capital Advisors, Llc | 1.24% | 256,416 | $25,980,234 | $24,292,621 | -$1,687,613 | -6.50% | |
| Envestnet Asset Management Inc | 0.01% | 278,960 | $22,135,437 | $26,428,419 | +$4,292,982 | +19.39% | |
| Ameriprise Financial Inc | 0.00% | 247,440 | $19,627,804 | $23,442,243 | +$3,814,439 | +19.43% | |
| &Partners | 0.09% | 224,833 | $17,962,691 | $21,300,476 | +$3,337,785 | +18.58% | |
| Commonwealth Equity Services, Llc | 0.02% | 138,326 | $14,004,000 | $13,104,881 | -$899,119 | -6.42% | |
| D.A. Davidson & Co. | 0.07% | 118,322 | $11,978,775 | $11,209,720 | -$769,055 | -6.42% | |
| Ubs Group Ag | 0.00% | 98,610 | $7,824,704 | $9,342,223 | +$1,517,519 | +19.39% | |
| Clark Capital Management Group, Inc. | 0.05% | 95,709 | $7,594,515 | $9,067,385 | +$1,472,870 | +19.39% | |
| Osaic Holdings, Inc. | 0.01% | 94,943 | $7,534,383 | $8,994,814 | +$1,460,431 | +19.38% | |
| Z3 Capital Partners, Llc | 1.57% | 73,727 | $7,464,035 | $6,984,830 | -$479,205 | -6.42% | |
| Symphony Financial Services, Inc. | 2.94% | 64,552 | $6,535,124 | $6,115,598 | -$419,526 | -6.42% | |
| Truist Financial Corp | 0.01% | 59,807 | $6,054,818 | $5,666,061 | -$388,757 | -6.42% | |
| Mariner, Llc | 0.01% | 70,267 | $5,575,719 | $6,657,032 | +$1,081,313 | +19.39% | |
| Kintra Wealth, Llc | 0.38% | 67,240 | $5,335,485 | $6,370,257 | +$1,034,772 | +19.39% | |
| Mcdonald Partners Llc | 1.18% | 47,967 | $4,856,089 | $4,544,350 | -$311,739 | -6.42% | |
| Three Magnolias Financial Advisors, Llc | 3.03% | 59,993 | $4,760,445 | $5,683,683 | +$923,238 | +19.39% | |
| Harbour Wealth Management Group, Inc. | 2.97% | 49,759 | $3,948,377 | $4,714,123 | +$765,746 | +19.39% | |
| Cetera Investment Advisers | 0.00% | 48,050 | $3,812,729 | $4,552,214 | +$739,485 | +19.40% | |
| Breakwater Capital Group | 0.41% | 33,997 | $3,441,765 | $3,220,845 | -$220,920 | -6.42% | |
| Hightower Advisors, Llc | 0.00% | 40,922 | $3,247,199 | $3,876,913 | +$629,714 | +19.39% | |
| Stifel Financial Corp | 0.00% | 36,981 | $2,934,475 | $3,503,547 | +$569,072 | +19.39% | |
| Oppenheimer & Co Inc | 0.03% | 35,165 | $2,790,343 | $3,331,500 | +$541,157 | +19.39% | |
| Kestra Advisory Services, Llc | 0.01% | 24,664 | $2,496,953 | $2,336,645 | -$160,308 | -6.42% | |
| Baird Financial Group, Inc. | 0.00% | 31,392 | $2,490,955 | $2,974,050 | +$483,095 | +19.39% | |
| Citadel Advisors Llc | 0.00% | 30,997 | $2,459,612 | $2,936,628 | +$477,016 | +19.39% | |
| Iag Wealth Partners, Llc | 0.25% | 27,929 | $2,216,171 | $2,645,968 | +$429,797 | +19.39% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 27,539 | $2,185,250 | $2,609,020 | +$423,770 | +19.39% | |
| Unique Wealth, Llc | 0.25% | 20,953 | $2,121,257 | $1,985,068 | -$136,189 | -6.42% | |
| Wealthspire Advisors, Llc | 0.02% | 24,721 | $1,961,574 | $2,342,045 | +$380,471 | +19.40% | |
| Nova Wealth Management, Inc. | 1.05% | 18,745 | $1,897,768 | $1,775,884 | -$121,884 | -6.42% | |
| Cary Street Partners Financial Llc | 0.04% | 18,545 | $1,877,482 | $1,756,937 | -$120,545 | -6.42% | |
| Principal Securities, Inc. | 0.03% | 23,010 | $1,825,855 | $2,179,947 | +$354,092 | +19.39% | |
| Assuredpartners Investment Advisors, Llc | 0.19% | 21,945 | $1,773,887 | $2,079,050 | +$305,163 | +17.20% | |
| Blue Jean Financial Llc | 1.22% | 17,335 | $1,754,975 | $1,642,302 | -$112,673 | -6.42% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 16,669 | $1,625,568 | $1,579,206 | -$46,362 | -2.85% | |
| Pfg Advisors | 0.08% | 15,317 | $1,550,694 | $1,451,119 | -$99,575 | -6.42% | |
| Stonebridge Wealth Management, Llc | 1.37% | 15,109 | $1,529,617 | $1,431,413 | -$98,204 | -6.42% | |
| Ifp Advisors, Inc | 0.03% | 14,303 | $1,448,021 | $1,355,053 | -$92,968 | -6.42% | |
| Ashton Thomas Private Wealth, Llc | 0.03% | 13,184 | $1,334,706 | $1,249,040 | -$85,666 | -6.42% | |
| Kingsview Wealth Management, Llc | 0.02% | 15,832 | $1,256,269 | $1,499,909 | +$243,640 | +19.39% |
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.