JANUS DETROIT STR TR shareholder history

Current and past JANUS DETROIT STR TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
BANK OF AMERICA CORP /DE/ 21210.00%0.01%0.04%Q3 2018Q3 202321
LPL Financial LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
ROYAL BANK OF CANADA 20200.00%0.00%0.01%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 19190.00%0.01%0.01%Q1 2019Q3 202319
Financial Enhancement Group LLC 19191.65%4.91%8.10%Q1 2019Q3 202319
ATWOOD & PALMER INC 18180.06%1.60%2.84%Q2 2019Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
MORGAN STANLEY 18180.00%0.01%0.02%Q2 2019Q3 202318
Horizon Investments, LLC 740.20%0.49%0.78%Q1 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 17170.00%0.01%0.04%Q3 2019Q3 202317
WELLS FARGO & COMPANY/MN 16160.00%0.00%0.01%Q4 2019Q3 202316
ENVESTNET ASSET MANAGEMENT INC 16160.00%0.01%0.01%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 16160.00%0.01%0.08%Q4 2019Q3 202316
Heritage Trust Co 16160.24%0.32%0.46%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.06%0.10%0.24%Q4 2019Q3 202316
SPC Financial, Inc. 16160.30%4.08%6.29%Q4 2019Q3 202316
Mendel Money Management 1420.40%1.67%2.80%Q3 2019Q3 202316
Flaharty Asset Management, LLC 15150.09%0.35%3.56%Q1 2020Q3 202315
IFP Advisors, Inc 15150.00%0.01%0.03%Q1 2020Q3 202315
Janney Montgomery Scott LLC 960.00%0.01%0.02%Q3 2019Q3 202315
Western Wealth Management, LLC 1050.03%0.18%0.63%Q1 2019Q4 202215
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
Steward Partners Investment Advisory, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Gladstone Institutional Advisory LLC 1320.02%0.25%0.47%Q2 2019Q3 202315
PFS INVESTMENTS INC. 14140.01%0.12%0.29%Q1 2020Q2 202314
Avalon Investment & Advisory 13130.32%0.54%0.86%Q1 2020Q1 202313
B. Riley Wealth Management, Inc. 13130.10%0.31%0.42%Q1 2019Q1 202213
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q1 2019Q3 202313
Orion Portfolio Solutions, LLC 940.01%0.02%0.05%Q2 2020Q3 202313
Geneos Wealth Management Inc. 760.00%0.00%0.00%Q4 2019Q3 202313
Brinker Capital Investments, LLC 13130.02%0.07%0.22%Q4 2019Q4 202213
Sage Advisory Services, Ltd.Co. 13130.27%1.03%2.25%Q1 2020Q1 202313
North Star Investment Management Corp. 12120.01%0.02%0.02%Q4 2020Q3 202312
BAILARD, INC. 12120.60%1.39%1.90%Q4 2020Q3 202312
Citadel Advisors 820.00%0.00%0.00%Q2 2020Q3 202312
MACROVIEW INVESTMENT MANAGEMENT LLC 12122.85%4.13%4.68%Q4 2020Q3 202312
Sargent Investment Group, LLC 12120.10%0.13%0.20%Q4 2019Q3 202212
HARBOR INVESTMENT ADVISORY, LLC 830.00%0.05%0.34%Q4 2020Q3 202311
Argent Trust Co 11110.02%0.06%0.10%Q4 2019Q2 202211
Clear Creek Financial Management, LLC 1010.19%0.29%0.39%Q4 2020Q3 202311
INSPIRION WEALTH ADVISORS, LLC 11110.24%1.24%2.00%Q1 2021Q3 202311
Cetera Advisor Networks LLC 1010.00%0.01%0.03%Q2 2020Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.02%0.08%Q1 2021Q3 202311
Apollon Wealth Management, LLC 530.03%0.11%0.22%Q1 2020Q3 202311
Regal Investment Advisors LLC 1010.04%0.19%0.41%Q4 2020Q3 202311
Good Life Advisors, LLC 550.07%0.20%0.38%Q1 2021Q3 202310
Advisors Asset Management, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
Divergent Planning, LLC 10108.98%12.83%16.51%Q2 2021Q3 202310
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q1 2020Q3 202310
Allworth Financial LP 10100.00%0.00%0.01%Q2 2021Q3 202310
Legacy Private Trust Co. 990.03%0.74%1.16%Q1 2020Q1 20229
Madison Asset Management, LLC 990.38%0.63%1.17%Q3 2021Q3 20239
Raymond James Financial Services Advisors, Inc. 510.00%0.00%0.01%Q4 2020Q3 20239
PFG Advisors 990.03%0.10%0.14%Q3 2020Q3 20229
Capital Market Strategies LLC 880.42%1.20%1.62%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 881.90%2.51%3.09%Q4 2021Q3 20238
USCA RIA LLC 880.02%0.06%0.10%Q1 2019Q4 20208
Icon Wealth Partners, LLC 880.03%0.07%0.12%Q2 2020Q1 20228
CAPITAL ADVISORS INC/OK 880.01%1.46%2.17%Q4 2021Q3 20238
BENJAMIN F. EDWARDS & COMPANY, INC. 530.01%0.02%0.03%Q2 2020Q3 20238
Altus Wealth Group LLC 880.22%0.35%0.41%Q4 2020Q3 20228
Bank of New York Mellon Corp 880.00%0.00%0.00%Q4 2021Q3 20238
Sowell Financial Services LLC 610.02%0.03%0.05%Q4 2019Q1 20237
TRUIST FINANCIAL CORP 770.00%0.02%0.03%Q4 2019Q2 20217
Tranquilli Financial Advisor LLC 610.20%0.36%0.48%Q4 2021Q3 20237
NEXT Financial Group, Inc 610.01%0.02%0.03%Q1 2020Q4 20217
SeaCrest Wealth Management, LLC 770.04%0.07%0.09%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
UBS Group AG 510.00%0.00%0.01%Q2 2020Q3 20237
First Horizon Advisors, Inc. 610.00%0.00%0.00%Q4 2021Q3 20237
GeoWealth Management, LLC 770.03%0.05%0.08%Q2 2021Q4 20227
Private Advisor Group, LLC 610.00%0.01%0.04%Q2 2020Q3 20237
SHEPHERD KAPLAN KROCHUK, LLC 772.80%3.56%4.60%Q1 2022Q3 20237
PNC FINANCIAL SERVICES GROUP, INC. 610.00%0.00%0.00%Q2 2021Q3 20237
Transamerica Financial Advisors, Inc. 610.17%0.20%0.24%Q2 2020Q3 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 770.34%0.52%0.87%Q1 2022Q3 20237
FOUNDERS FINANCIAL SECURITIES LLC 610.03%0.04%0.05%Q4 2021Q3 20237
Kestra Advisory Services, LLC 610.00%0.00%0.01%Q4 2021Q3 20237
WNY Asset Management, LLC 770.08%0.11%0.15%Q4 2020Q2 20227
COLTON GROOME FINANCIAL ADVISORS, LLC 610.29%0.52%0.67%Q4 2021Q3 20237
Pinnacle Advisory Group, Inc. 771.54%3.84%4.78%Q3 2019Q1 20217
Creative Planning 770.00%0.00%0.00%Q3 2020Q1 20227
Mirae Asset Global Investments Co., Ltd. 770.00%0.00%0.01%Q1 2022Q3 20237
US BANCORP \DE\ 610.00%0.00%0.00%Q4 2021Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.18%0.52%Q4 2020Q4 20227
CAPTRUST FINANCIAL ADVISORS 510.00%0.00%0.00%Q2 2021Q4 20226
CreativeOne Wealth, LLC 510.01%0.03%0.06%Q2 2021Q2 20236
Atria Wealth Solutions, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
KWB Wealth 660.04%0.30%0.50%Q2 2022Q3 20236
MARINER INDEPENDENT ADVISOR NETWORK, LLC 660.07%0.19%0.28%Q1 2021Q2 20226
CITY HOLDING CO 660.00%0.02%0.06%Q2 2022Q3 20236
JPMORGAN CHASE & CO 510.00%0.00%0.00%Q3 2018Q3 20236
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.00%Q1 2021Q3 20226
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
OLD MISSION CAPITAL LLC 410.01%0.07%0.21%Q3 2021Q3 20236
Aaron Wealth Advisors LLC 552.46%3.05%3.81%Q4 2020Q4 20215
Center for Financial Planning, Inc. 550.01%0.01%0.01%Q2 2022Q2 20235
Advisory Resource Group 550.78%0.84%0.92%Q3 2022Q3 20235
Atria Investments, Inc 310.02%0.04%0.07%Q4 2021Q3 20235
Bensler, LLC 410.57%0.79%1.58%Q4 2021Q2 20235
RAYMOND JAMES TRUST N.A. 410.01%0.01%0.01%Q1 2022Q3 20235
Ten Capital Wealth Advisors, LLC 550.80%0.95%1.08%Q2 2022Q2 20235
Baker Ellis Asset Management LLC 550.23%0.39%0.71%Q3 2021Q3 20225
JAMES INVESTMENT RESEARCH INC 550.00%0.01%0.02%Q1 2022Q1 20235
Ranch Capital Advisors Inc. 550.04%0.04%0.05%Q3 2020Q3 20215
Belpointe Asset Management LLC 410.01%0.03%0.04%Q4 2021Q3 20235
JANUS HENDERSON GROUP PLC 310.00%0.00%0.00%Q1 2019Q3 20234
Cetera Investment Advisers 440.01%0.02%0.03%Q4 2022Q3 20234
Laidlaw Wealth Management LLC 440.08%0.17%0.26%Q4 2020Q3 20214
Altman Advisors, Inc. 440.16%1.34%2.20%Q3 2020Q2 20214
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
Seed Wealth Management, Inc. 441.84%1.98%2.17%Q4 2022Q3 20234
Hilltop Holdings Inc. 440.03%0.05%0.07%Q1 2021Q4 20214
Aspire Private Capital, LLC 440.01%0.02%0.03%Q2 2022Q1 20234
Arden Trust Co 441.57%2.02%2.85%Q1 2023Q4 20234
Mutual Advisors, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Merit Financial Group, LLC 440.12%0.22%0.31%Q4 2022Q3 20234
Cetera Advisors LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Greenwich Wealth Management LLC 330.08%0.15%0.22%Q1 2023Q3 20233
FMR LLC 110.00%0.00%0.00%Q4 2021Q3 20233
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.02%0.02%0.03%Q2 2019Q4 20193
Gradient Investments LLC 331.74%1.94%2.04%Q1 2023Q3 20233
SeaBridge Investment Advisors LLC 210.08%0.56%0.80%Q2 2022Q3 20233
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 330.24%0.73%1.26%Q4 2018Q2 20193
WBH ADVISORY INC 330.03%0.19%0.40%Q3 2021Q1 20223
Pine Valley Investments Ltd Liability Co 330.25%0.29%0.36%Q1 2023Q3 20233
SIGNATUREFD, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
American Portfolios Advisors 330.00%0.00%0.00%Q1 2022Q3 20223
SAXON INTERESTS, INC. 330.63%0.75%0.90%Q4 2022Q2 20233
WESPAC Advisors SoCal, LLC 330.15%0.19%0.24%Q1 2023Q3 20233
ROSENBLUM SILVERMAN SUTTON S F INC /CA 210.86%0.96%1.05%Q3 2022Q3 20233
Pensionmark Financial Group, LLC 330.05%0.05%0.06%Q4 2020Q2 20213
Advisory Services Network, LLC 210.00%0.00%0.00%Q3 2020Q2 20213
Andesa Financial Management Inc. 332.25%2.54%2.88%Q3 2020Q1 20213
Ifrah Financial Services, Inc. 220.28%0.55%0.81%Q4 2021Q1 20222
StrategIQ Financial Group, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Americana Partners, LLC 110.04%0.05%0.06%Q3 2022Q2 20232
Venturi Wealth Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q4 20222
BESSEMER GROUP INC 220.00%0.00%0.00%Q4 2021Q1 20222
AVANTAX ADVISORY SERVICES, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Corient Private Wealth LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Richard Bernstein Advisors LLC 221.27%2.37%3.47%Q2 2023Q3 20232
Mariner, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2020Q2 20222
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.07%0.10%0.13%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.07%0.07%0.07%Q1 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
ERn Financial, LLC 220.26%0.29%0.33%Q4 2021Q1 20222
STRINGER ASSET MANAGEMENT, LLC 220.69%2.71%4.74%Q2 2022Q3 20222
WOLFF WIESE MAGANA LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CITIGROUP INC 220.00%0.01%0.01%Q3 2018Q4 20182
AlphaCore Capital LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
CoreCap Advisors, LLC 110.01%0.01%0.01%Q2 2022Q4 20222
TRANSATLANTIQUE PRIVATE WEALTH LLC 220.11%0.11%0.12%Q2 2023Q3 20232
Inspire Advisors, LLC 220.20%0.22%0.24%Q2 2023Q3 20232
FOSTER & MOTLEY INC 221.18%1.25%1.32%Q2 2023Q3 20232
TRANSCEND CAPITAL ADVISORS, LLC 220.12%0.19%0.26%Q2 2023Q3 20232
TrinityPoint Wealth, LLC 220.04%0.06%0.09%Q2 2023Q3 20232
THRIVENT FINANCIAL FOR LUTHERANS 220.01%0.01%0.01%Q3 2022Q4 20222
Sequoia Wealth Management, LLC 220.67%0.70%0.72%Q1 2019Q2 20192
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q3 2019Q1 20202
FLOW TRADERS U.S. LLC 110.01%0.01%0.01%Q2 2021Q3 20222
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2023Q2 20232
GUARDIAN WEALTH ADVISORS, LLC / NC 220.00%0.00%0.00%Q4 2021Q1 20222
Castleview Partners, LLC 110.00%0.01%0.02%Q2 2021Q4 20212
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q2 2021Q3 20232
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Sandbox Financial Partners, LLC 110.26%0.26%0.26%Q2 2021Q2 20211
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Hochman Cole Investment Advisors, Inc. 110.18%0.18%0.18%Q3 2020Q3 20201
Grey Fox Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Cerro Pacific Wealth Advisors LLC 110.68%0.68%0.68%Q1 2023Q1 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Executive Wealth Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Asio Capital, LLC 111.17%1.17%1.17%Q3 2023Q3 20231
United Community Bank 110.13%0.13%0.13%Q3 2023Q3 20231
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q1 2022Q1 20221
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q1 2023Q1 20231
3EDGE Asset Management, LP 110.02%0.02%0.02%Q4 2022Q4 20221
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Strategic Blueprint, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Relative Value Partners Group, LLC 111.17%1.17%1.17%Q3 2023Q3 20231
Leicht Financial Planning & Wealth Management, Inc. 110.14%0.14%0.14%Q4 2022Q4 20221
SouthState Corp 110.02%0.02%0.02%Q4 2019Q4 20191
CGN Advisors LLC 113.01%3.01%3.01%Q4 2023Q4 20231
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BB&T SECURITIES, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Valmark Advisers, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Presidio Capital Management, LLC 110.59%0.59%0.59%Q3 2023Q3 20231
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Glassman Wealth Services 110.01%0.01%0.01%Q1 2023Q1 20231
Vestmark Advisory Solutions, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Capital Analysts, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2019Q2 20191
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Elequin Capital, LP 110.00%0.00%0.00%Q4 2022Q4 20221
Mayfair Advisory Group, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Ellevest, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
First National Bank of South Miami 110.14%0.14%0.14%Q2 2023Q2 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
OneAscent Wealth Management LLC 110.11%0.11%0.11%Q1 2022Q1 20221
PATRON PARTNERS, LLC 110.37%0.37%0.37%Q3 2023Q3 20231
Renaissance Technologies 110.00%0.00%0.00%Q3 2023Q3 20231
External links

This page lists all the filers that currently own JANUS DETROIT STR TR or have owned JANUS DETROIT STR TR in the past.