Who Owns Janus Henderson AAA CLO ETF (JAAA)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$InfinityT
% of Float Held
—
QoQ Change in Holders
+11 / -6
Price History
JAAA — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ALLIANZ SE | New Position | +26.4M | +$1.3T |
| Focus Partners Wealth | Increased | +8.2M | +$414.3B |
| Sage Mountain Advisors LLC | New Position | +5.0M | +$253.8B |
| KEYBANK NATIONAL ASSOCIATION/OH | New Position | +4.5M | +$227.8B |
| 1900 WEALTH MANAGEMENT LLC | New Position | +2.4M | +$123.4B |
| AMERIPRISE FINANCIAL INC | Increased | +1.9M | +$96.3B |
| GREENLEAF TRUST | New Position | +1.8M | +$93.5B |
| Obermeyer Wealth Partners | New Position | +1.5M | +$76.3B |
| ATWOOD & PALMER INC | New Position | +1.1M | +$56.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +1.0M | +$52.0B |
| STATE OF WISCONSIN INVESTMENT BOARD | New Position | +1.0M | +$50.0B |
| EVERGREEN CAPITAL MANAGEMENT LLC | New Position | +921K | +$46.6B |
| Rockefeller Capital Management L.P. | Increased | +780K | +$38.3B |
| FMR LLC | Increased | +75K | +$36.0B |
| Sowell Financial Services LLC | New Position | +696K | +$35.2B |
JAAA — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Corebridge Financial, Inc. | Closed Position | -21.8M | -$1.1T |
| Nuveen, LLC | Closed Position | -11.9M | -$601.9B |
| Kovitz Investment Group Partners, LLC | Closed Position | -7.8M | -$397.0B |
| JPMORGAN CHASE & CO | Decreased | -2.7M | -$139.7B |
| RENAISSANCE TECHNOLOGIES LLC | Closed Position | -2.1M | -$107.8B |
| Brookstone Capital Management | Decreased | -1.1M | -$86.4B |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | Closed Position | -1.1M | -$55.5B |
| GREAT VALLEY ADVISOR GROUP, INC. | Decreased | -16K | -$41.6B |
| WELLS FARGO & COMPANY/MN | Decreased | -674K | -$36.9B |
| Advance Capital Management, Inc. | Decreased | -681K | -$34.8B |
| JANUS HENDERSON GROUP PLC | Decreased | -573K | -$30.3B |
| Invesco Ltd. | Decreased | -550K | -$28.4B |
| OSAIC HOLDINGS, INC. | Decreased | -481K | -$27.5B |
| BARCLAYS PLC | Closed Position | -512K | -$26.0B |
| Arax Advisory Partners | Decreased | -20K | -$25.9B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALLIANZ SE | 26,360,832 | $1.3T | 17166.77% | Share |
| 2 | BANK OF AMERICA CORP /DE/ | 16,521,049 | $835.0B | 60.74% | Share |
| 3 | BANK OF AMERICA CORP /DE/ | 10,678,730 | $540.0B | 39.28% | Share |
| 4 | Focus Partners Wealth | 8,228,884 | $416.0B | 474.11% | Share |
| 5 | UBS Group AG | 6,482,183 | $327.9B | 53.17% | Share |
| 6 | BARINGS LLC | 6,000,000 | $303.5B | 5592.02% | Share |
| 7 | Sage Mountain Advisors LLC | 5,018,296 | $253.8B | 13.46% | Share |
| 8 | ROYAL BANK OF CANADA | 4,613,128 | $233.0B | 37.91% | Share |
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | 4,503,887 | $227.8B | 815.92% | Share |
| 10 | WELLS FARGO & COMPANY/MN | 4,117,186 | $208.0B | 37.88% | Share |
| 11 | GOLDMAN SACHS GROUP INC | 4,048,566 | $204.0B | 25.15% | Share |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,712,944 | $187.0B | 29.06% | Share |
| 13 | RAYMOND JAMES FINANCIAL INC | 3,517,734 | $177.0B | 55.07% | Share |
| 14 | RAYMOND JAMES FINANCIAL INC | 3,332,346 | $168.0B | 52.27% | Share |
| 15 | WELLS FARGO & COMPANY/MN | 3,336,529 | $168.0B | 30.60% | Share |
| 16 | AMERIPRISE FINANCIAL INC | 3,125,366 | $158.0B | 35.71% | Share |
| 17 | BANK OF AMERICA CORP /DE/ | 2,977,485 | $150.0B | 10.91% | Share |
| 18 | Modern Wealth Management, LLC | 2,618,302 | $132.4B | 2414.85% | Share |
| 19 | RiverFront Investment Group, LLC | 2,605,154 | $131.8B | 2173.18% | Share |
| 20 | 1900 WEALTH MANAGEMENT LLC | 2,439,386 | $123.4B | 7.91% | Share |
| 21 | OSAIC HOLDINGS, INC. | 2,357,071 | $119.0B | 173.88% | Share |
| 22 | Invesco Ltd. | 2,302,399 | $116.5B | 17.86% | Share |
| 23 | TruWealth Advisors, LLC | 2,116,442 | $107.0B | 5.24% | Share |
| 24 | GREENLEAF TRUST | 1,848,999 | $93.5B | 857.20% | Share |
| 25 | Haverford Trust Co | 1,796,770 | $90.0B | 802.57% | Share |
| 26 | COMMERCE BANK | 1,705,472 | $86.0B | 474.90% | Share |
| 27 | Obermeyer Wealth Partners | 1,508,798 | $76.3B | 3.49% | Share |
| 28 | STIFEL FINANCIAL CORP | 1,507,907 | $76.0B | 68.36% | Share |
| 29 | Rockefeller Capital Management L.P. | 1,358,565 | $68.0B | 122.42% | Share |
| 30 | Gradient Investments LLC | 1,257,023 | $63.6B | 1009.24% | Share |
| 31 | Private Advisor Group, LLC | 1,169,556 | $59.0B | 277.57% | Share |
| 32 | JANUS HENDERSON GROUP PLC | 1,166,319 | $58.0B | 25.97% | Share |
| 33 | Advisor OS, LLC | 1,109,468 | $56.1B | 4.52% | Share |
| 34 | MJP ASSOCIATES INC /ADV | 1,109,468 | $56.1B | 7.02% | Share |
| 35 | ATWOOD & PALMER INC | 1,106,508 | $56.0B | 3.18% | Share |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 1,047,661 | $52.0B | 69.32% | Share |
| 37 | STATE OF WISCONSIN INVESTMENT BOARD | 1,000,000 | $50.0B | 111.76% | Share |
| 38 | Fragasso Financial Advisors Inc | 946,255 | $47.9B | 2.90% | Share |
| 39 | EVERGREEN CAPITAL MANAGEMENT LLC | 921,304 | $46.6B | 1.04% | Share |
| 40 | DELPHI FINANCIAL GROUP, INC. | 846,695 | $42.8B | 21.38% | Share |
| 41 | Advance Capital Management, Inc. | 840,218 | $42.5B | 1.80% | Share |
| 42 | ST GERMAIN D J CO INC | 820,697 | $41.5B | 1.61% | Share |
| 43 | Ancora Advisors LLC | 789,566 | $39.0B | 0.80% | Share |
| 44 | Hilton Capital Management, LLC | 770,082 | $39.0B | 2.93% | Share |
| 45 | TRAPHAGEN INVESTMENT ADVISORS LLC | 749,564 | $37.9B | 3.12% | Share |
| 46 | FMR LLC | 726,056 | $36.0B | 1.84% | Share |
| 47 | Destiny Wealth Partners, LLC | 708,253 | $36.0B | 4.13% | Share |
| 48 | Sowell Financial Services LLC | 696,333 | $35.2B | 1.29% | Share |
| 49 | Evercore Wealth Management, LLC | 673,781 | $34.0B | 498.24% | Share |
| 50 | New England Private Wealth Advisors LLC | 640,771 | $32.4B | 1.95% | Share |
JAAA Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 825 | $10.5T | +387 |
| Q3 2025 | 438 | $9.1T | -264 |
| Q2 2025 | 702 | $12.7T | -37 |
| Q1 2025 | 739 | $12.7T | +213 |
| Q4 2024 | 526 | $355.2T | +182 |
| Q3 2024 | 344 | $1027.0T | +29 |
| Q2 2024 | 315 | $522.2T | +80 |
| Q1 2024 | 235 | $353.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold JAAA (Janus Henderson AAA CLO ETF). The largest holder is ALLIANZ SE with $1.3T in shares. This quarter, 11 institutions opened new positions and 6 closed their positions.
Frequently Asked Questions
How many hedge funds own JAAA?
As of Q4 2025, 50 institutional investors report holding JAAA (Janus Henderson AAA CLO ETF) in their 13F filings.
Who is the largest institutional holder of JAAA?
The largest institutional holder of JAAA is ALLIANZ SE with $1.3T in shares.
Is institutional ownership of JAAA increasing or decreasing?
This quarter, 11 institutions opened new positions in JAAA and 6 closed their positions.