JANUS HENDERSON B-BBB CLO ET (JBBB) Top Institutional Shareholders
JANUS HENDERSON B-BBB CLO ET (JBBB) 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 $415.06M in JBBB holdings during the latest filing period.
Pathstone Holdings, Llc is currently the largest disclosed institutional shareholder of JBBB tracked by InsiderSet, reporting ownership valued at approximately $30.30M 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 $30.82M, representing an estimated gain of +1.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed JBBB value among the investors covered in this analysis. Major shareholders include Pathstone Holdings, Llc, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in JANUS HENDERSON B-BBB CLO ET (JBBB).
This page ranks the largest institutional JBBB 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
173
Total Reported Value
$415.06M
Largest Holder
Pathstone Holdings, Llc
Largest Position
$30.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
160
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pathstone Holdings, Llc | 0.12% | 650,148 | $30,300,154 | $30,823,517 | +$523,363 | +1.73% | |
| Lpl Financial Llc | 0.01% | 636,991 | $29,686,938 | $30,199,743 | +$512,805 | +1.73% | |
| Bank Of America Corp | 0.00% | 500,176 | $23,310,702 | $23,713,344 | +$402,642 | +1.73% | |
| Ubs Group Ag | 0.00% | 425,924 | $19,850,188 | $20,193,057 | +$342,869 | +1.73% | |
| Tt Capital Management Llc | 10.84% | 282,161 | $13,150,124 | $13,377,253 | +$227,129 | +1.73% | |
| Ocean Park Asset Management, Llc | 0.63% | 276,200 | $13,078,070 | $13,094,642 | +$16,572 | +0.13% | |
| Ae Wealth Management Llc | 0.07% | 271,891 | $12,671,554 | $12,890,352 | +$218,798 | +1.73% | |
| Epiq Partners, Llc | 5.06% | 251,777 | $11,921,641 | $11,936,748 | +$15,107 | +0.13% | |
| Destiny Wealth Partners, Llc | 1.22% | 238,591 | $11,119,556 | $11,311,599 | +$192,043 | +1.73% | |
| Sanctuary Advisors, Llc | 0.06% | 234,762 | $10,941,081 | $11,130,066 | +$188,985 | +1.73% | |
| Banco Btg Pactual S.A. | 1.96% | 215,894 | $10,061,740 | $10,235,535 | +$173,795 | +1.73% | |
| Morgan Stanley | 0.00% | 203,945 | $9,504,857 | $9,669,032 | +$164,175 | +1.73% | |
| Summit Financial, Llc | 0.11% | 177,416 | $8,307,623 | $8,411,293 | +$103,670 | +1.25% | |
| Ameriprise Financial Inc | 0.00% | 157,355 | $7,349,120 | $7,460,201 | +$111,081 | +1.51% | |
| Cachetech Inc. | 1.35% | 150,736 | $7,025,038 | $7,146,394 | +$121,356 | +1.73% | |
| Nilsine Partners, Llc | 0.54% | 145,982 | $6,931,225 | $6,921,007 | -$10,218 | -0.15% | |
| Adams Wealth Management | 1.48% | 144,417 | $6,730,541 | $6,846,810 | +$116,269 | +1.73% | |
| Financial Enhancement Group Llc | 0.78% | 137,186 | $6,495,757 | $6,503,988 | +$8,231 | +0.13% | |
| Advisornet Financial, Inc | 0.31% | 128,506 | $5,989,024 | $6,092,469 | +$103,445 | +1.73% | |
| Wt Wealth Management | 1.68% | 121,409 | $5,658,283 | $5,756,001 | +$97,718 | +1.73% | |
| Cv Advisors Llc | 1.41% | 110,935 | $5,170,131 | $5,259,428 | +$89,297 | +1.73% | |
| Osaic Holdings, Inc. | 0.01% | 107,535 | $5,013,089 | $5,098,234 | +$85,145 | +1.70% | |
| Foundations Investment Advisors, Llc | 0.06% | 107,502 | $5,010,111 | $5,096,670 | +$86,559 | +1.73% | |
| Keeler Thomas Management Llc | 2.01% | 102,021 | $4,754,694 | $4,836,816 | +$82,122 | +1.73% | |
| Mgo One Seven Llc | 0.09% | 98,921 | $4,610,232 | $4,689,845 | +$79,613 | +1.73% | |
| Medallion Wealth Advisors, Llc | 0.32% | 94,783 | $4,523,896 | $4,493,662 | -$30,234 | -0.67% | |
| Clearview Wealth Management Llc | 3.06% | 92,944 | $4,331,656 | $4,406,475 | +$74,819 | +1.73% | |
| Sowell Financial Services Llc | 0.16% | 90,391 | $4,212,659 | $4,285,437 | +$72,778 | +1.73% | |
| Flagship Capital Management Inc. | 2.98% | 86,955 | $4,052,538 | $4,122,537 | +$69,999 | +1.73% | |
| Geneos Wealth Management Inc. | 0.09% | 86,562 | $4,034,655 | $4,103,904 | +$69,249 | +1.72% | |
| Us Bancorp \De\ | 0.00% | 82,715 | $3,854,933 | $3,921,518 | +$66,585 | +1.73% | |
| Paragon Advisors, Llc | 1.00% | 79,197 | $3,690,997 | $3,754,730 | +$63,733 | +1.73% | |
| Auour Investments Llc | 0.95% | 64,630 | $3,012,066 | $3,064,108 | +$52,042 | +1.73% | |
| Envestnet Asset Management Inc | 0.00% | 62,578 | $2,916,462 | $2,966,823 | +$50,361 | +1.73% | |
| Firethorn Wealth Partners, Llc | 1.06% | 62,247 | $2,901,033 | $2,951,130 | +$50,097 | +1.73% | |
| Independent Financial Group, Llc | 0.03% | 63,465 | $2,779,145 | $3,008,876 | +$229,731 | +8.27% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 59,411 | $2,768,849 | $2,816,676 | +$47,827 | +1.73% | |
| Central Pacific Bank - Trust Division | 0.28% | 57,410 | $2,718,364 | $2,721,808 | +$3,444 | +0.13% | |
| Clark Capital Management Group, Inc. | 0.02% | 56,616 | $2,638,622 | $2,684,165 | +$45,543 | +1.73% | |
| Gibbs Wealth Management | 0.33% | 53,036 | $2,471,764 | $2,514,437 | +$42,673 | +1.73% | |
| Susquehanna International Group, Llp | 0.00% | 52,790 | $2,460,278 | $2,502,774 | +$42,496 | +1.73% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 49,763 | $2,333,388 | $2,359,264 | +$25,876 | +1.11% | |
| Impact Partnership Wealth, Llc | 0.28% | 49,355 | $2,300,178 | $2,339,921 | +$39,743 | +1.73% | |
| Newedge Wealth, Llc | 0.03% | 48,878 | $2,277,973 | $2,317,306 | +$39,333 | +1.73% | |
| Ridgeline Wealth, Llc | 1.32% | 47,575 | $2,252,654 | $2,255,531 | +$2,877 | +0.13% | |
| Prevail Innovative Wealth Advisors, Llc | 0.37% | 47,338 | $2,206,188 | $2,244,295 | +$38,107 | +1.73% | |
| Maridea Wealth Management Llc | 0.31% | 45,650 | $2,127,518 | $2,164,267 | +$36,749 | +1.73% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 45,423 | $2,116,939 | $2,153,504 | +$36,565 | +1.73% | |
| Kathmere Capital Management, Llc | 0.13% | 43,447 | $2,024,841 | $2,059,822 | +$34,981 | +1.73% | |
| Hub Investment Partners, Llc | 0.05% | 43,293 | $2,017,691 | $2,052,521 | +$34,830 | +1.73% |
Frequently asked questions about JBBB
Who owns the most JBBB stock?
The largest holders of JBBB 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 HENDERSON B-BBB CLO ET (JBBB).
Is JBBB widely held by superinvestors?
Many widely followed stocks like JBBB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JBBB 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.