Who owns JIII?
Janus Henderson Income ETF · Janus Henderson
19 institutions reported holding JIII, worth $175.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JIII
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Southern Financial Group, LLC | Birmingham, AL | $70.0M | 1,405,479 | New position |
| Townsend & Associates, Inc | Westminster, CO | $46.9M | 942,780 | +22,282 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $14.3M | 286,316 | +59,291 shares |
| LPL Financial LLC | Fort Mill, SC | $10.4M | 208,310 | New position |
| Prevail Innovative Wealth Advisors, LLC | Leawood, KS | $9.5M | 189,626 | −1,942 shares |
| ARQ Wealth Advisors, LLC | Scottsdale, AZ | $8.2M | 165,509 | New position |
| Colonial River Investments, LLC | Midlothian, VA | $4.9M | 99,081 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.4M | 68,532 | +3,508 shares |
| QTR Family Wealth, LLC | Lake Mary, FL | $2.1M | 42,539 | +3,156 shares |
| Castle Rock Wealth Management, LLC | Walnut Creek, CA | $1.9M | 39,111 | +1,691 shares |
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 JIII?
19 institutional managers reported holding JIII in Form 13F filings for June 30, 2026, worth $175.8M in total. The largest reported position was held by Southern Financial Group, LLC, at $70.0M.
Did institutions buy or sell JIII last quarter?
Reported 13F value rose 166.9% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 1 sold all of theirs.
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 JIII 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.