Who owns JELM?
Janus Henderson Equity Linked Moderate Income ETF · Janus Henderson
6 institutions reported holding JELM, worth $28.4M, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of JELM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Marshall Financial Group, LLC | Hunt Valley, MD | $13.6M | 535,895 | New position |
| United Capital Financial Advisors, LLC | Irving, TX | $12.2M | 487,000 | New position |
| Triad Wealth Partners, LLC | Lawrence, KS | $1.8M | 71,080 | New position |
| Ankerstar Wealth, LLC | Leander, TX | $441K | 17,390 | New position |
| Clear Creek Financial Management, LLC | Silverdale, WA | $327K | 12,924 | New position |
| Capital Analysts, LLC | Fort Washington, PA | $110K | 4,344 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JELM?
6 institutional managers reported holding JELM in Form 13F filings for June 30, 2026, worth $28.4M in total. The largest reported position was held by Marshall Financial Group, LLC, at $13.6M.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JELM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.