Stock ownership · SEC 13F · Q3 2025

JANUS HENDERSON B-BBB CLO ETF

A breakdown of JANUS HENDERSON B-BBB CLO ETF's institutional base (CUSIP 47103U753): the holders, the concentration among them, and what changed last quarter.

$5.6M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$5.6M of JANUS HENDERSON B-BBB CLO ETF is reported by 4 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$5.6M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 47103U753 · Q3 2025 $6M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $5.6M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - JANUS HENDERSON B-BBB CLO ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of JANUS HENDERSON B-BBB CLO ETF
  1. 1
    JPMORGAN CHASE & CO $5.0M
  2. 2
    LifeGoal Investments, LLC $485K
  3. 3
    Strategic Advocates LLC $104K
  4. 4
    CIBC Private Wealth Group LLC $22K

Top 4 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a JANUS HENDERSON B-BBB CLO ETF position has risen from 1 to 4 over the last 4 quarters of 13F filings.

012345 Q3'24Q4'24Q2'25Q3'25 4
Distinct 13F filers holding JANUS HENDERSON B-BBB CLO ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 103,318 $5.0M 89.1%
2 LifeGoal Investments, LLC 10,069 $485K 8.7%
3 Strategic Advocates LLC 2,152 $104K 1.9%
4 CIBC Private Wealth Group LLC 456 $22K 0.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among JANUS HENDERSON B-BBB CLO ETF's reported holders for Q3 2025, by reported value:

Shared-defined discretion (DFND)
89.1%
Sole discretion (SOLE)
10.9%

Latest Quarter Activity · Q3 2025

New positions (4)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $5.0M
LifeGoal Investments, LLC $485K
Strategic Advocates LLC $104K
CIBC Private Wealth Group LLC $22K

Complete exits (1)

TT Capital Management LLC exited

Frequently Asked Questions

How many institutions hold JANUS HENDERSON B-BBB CLO ETF?▼
JANUS HENDERSON B-BBB CLO ETF is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of JANUS HENDERSON B-BBB CLO ETF?▼
Institutions report $5.6M of JANUS HENDERSON B-BBB CLO ETF as of Q3 2025.
How concentrated is ownership of JANUS HENDERSON B-BBB CLO ETF?▼
The top five institutional holders account for 100% of the reported institutional value in JANUS HENDERSON B-BBB CLO ETF, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of JANUS HENDERSON B-BBB CLO ETF?▼
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of JANUS HENDERSON B-BBB CLO ETF with $5.0M across 103,318 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.