JANUS HENDERSON B-BBB CLO ET (JBBB) 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 $443.83M in JBBB holdings during the latest filing period.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of JBBB tracked by InsiderSet, reporting ownership valued at approximately $33.93M 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 $34.13M, representing an estimated gain of +0.57% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed JBBB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Pathstone Holdings, Llc, Ubs Group Ag, 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

191

Total Reported Value

$443.83M

Largest Holder

Lpl Financial Llc

Largest Position

$33.93M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

55

Funds Exiting Positions

0

Page 1 of 4
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.01%716,664$33,934,032$34,127,540+$193,508+0.57%
Pathstone Holdings, Llc0.12%650,148$30,300,154$30,960,048+$659,894+2.18%
Ubs Group Ag0.00%490,125$23,207,419$23,339,753+$132,334+0.57%
Envestnet Asset Management Inc0.01%479,928$22,724,591$22,854,171+$129,580+0.57%
Bank Of New York Mellon Corp0.00%387,824$18,363,426$18,468,179+$104,753+0.57%
Tt Capital Management Llc10.69%289,726$13,718,519$13,796,752+$78,233+0.57%
Ocean Park Asset Management, Llc0.63%276,200$13,078,070$13,152,644+$74,574+0.57%
Banco Btg Pactual S.A.1.67%264,830$12,539,701$12,611,205+$71,504+0.57%
Epiq Partners, Llc5.06%251,777$11,921,641$11,989,621+$67,980+0.57%
Sanctuary Advisors, Llc0.05%233,474$11,054,999$11,118,032+$63,033+0.57%
Summit Financial, Llc0.09%167,958$7,991,057$7,998,160+$7,103+0.09%
Advisornet Financial, Inc0.33%151,814$7,188,374$7,229,383+$41,009+0.57%
Foguth Wealth Management, Llc.0.80%148,459$7,042,913$7,069,618+$26,705+0.38%
Cachetech Inc.1.13%147,420$6,980,314$7,020,140+$39,826+0.57%
Destiny Wealth Partners, Llc0.96%143,364$6,779,670$6,826,994+$47,324+0.70%
Nilsine Partners, Llc0.46%140,482$6,651,823$6,689,753+$37,930+0.57%
Adams Wealth Management1.25%138,199$6,543,700$6,581,036+$37,336+0.57%
Financial Enhancement Group Llc0.78%137,186$6,495,757$6,532,797+$37,040+0.57%
Royal Bank Of Canada0.00%136,090$6,444,000$6,480,606+$36,606+0.57%
Wt Wealth Management1.78%135,640$6,422,549$6,459,177+$36,628+0.57%
Ssi Investment Management Llc0.37%133,209$6,307,448$6,343,413+$35,965+0.57%
Cv Advisors Llc1.01%112,170$5,311,255$5,341,535+$30,280+0.57%
Raymond James Financial Inc0.00%111,213$5,265,941$5,295,963+$30,022+0.57%
Osaic Holdings, Inc.0.01%104,410$4,944,626$4,972,004+$27,378+0.55%
Foundations Investment Advisors, Llc0.05%97,107$4,598,030$4,624,235+$26,205+0.57%
Mgo One Seven Llc0.07%92,242$4,367,670$4,392,564+$24,894+0.57%
Sowell Financial Services Llc0.14%91,654$4,339,803$4,364,563+$24,760+0.57%
Clearview Wealth Management Llc2.78%91,449$4,330,126$4,354,801+$24,675+0.57%
Envestnet Portfolio Solutions, Inc.0.02%90,958$4,306,861$4,331,420+$24,559+0.57%
Keeler Thomas Management Llc1.51%90,229$4,272,354$4,296,705+$24,351+0.57%
Flagship Capital Management Inc.2.65%88,610$4,195,684$4,219,608+$23,924+0.57%
Auour Investments Llc1.15%84,611$4,006,350$4,029,176+$22,826+0.57%
Us Bancorp \De\0.00%82,834$3,922,190$3,944,555+$22,365+0.57%
Wealth Enhancement Advisory Services, Llc0.01%78,454$3,719,494$3,735,979+$16,485+0.44%
Paragon Advisors, Llc0.70%69,937$3,311,517$3,330,400+$18,883+0.57%
Firethorn Wealth Partners, Llc1.05%69,032$3,268,674$3,287,304+$18,630+0.57%
Ameriprise Financial Inc0.00%65,177$3,090,882$3,103,729+$12,847+0.42%
Impact Partnership Wealth, Llc0.30%64,190$3,039,383$3,056,728+$17,345+0.57%
Truist Financial Corp0.00%62,127$2,941,726$2,958,488+$16,762+0.57%
Clark Capital Management Group, Inc.0.02%59,186$2,802,481$2,818,437+$15,956+0.57%
Central Pacific Bank - Trust Division0.28%57,410$2,718,364$2,733,864+$15,500+0.57%
Private Advisory Group Llc0.14%54,123$2,562,724$2,577,337+$14,613+0.57%
Gibbs Wealth Management0.33%53,036$2,471,764$2,525,574+$53,810+2.18%
Kathmere Capital Management, Llc0.12%49,324$2,335,478$2,348,809+$13,331+0.57%
Geneos Wealth Management Inc.0.05%48,157$2,280,234$2,293,236+$13,002+0.57%
Ridgeline Wealth, Llc1.32%47,575$2,252,654$2,265,522+$12,868+0.57%
Denver Pwm, Llc0.73%47,354$2,243,144$2,254,997+$11,853+0.53%
Newedge Wealth, Llc0.02%45,143$2,137,520$2,149,710+$12,190+0.57%
Advisory Alpha, Llc0.05%44,309$2,098,051$2,109,995+$11,944+0.57%
Stratos Wealth Partners, Ltd.0.02%43,515$2,060,435$2,072,184+$11,749+0.57%

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.