Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JANUS DETROIT STR TR (JMBS)

248 + Investors. Track Smart Money conviction in JMBS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — JMBS

Based on 248 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added JMBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
248 hedge funds hold JMBS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 68% buying

172 buying80 selling
Last quarter: 172 funds were net buyers (56 opened a brand new position + 116 added to an existing one). Only 80 were sellers (59 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new JMBS position: 32 → 22 → 38 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 26% medium ■ 32% new
103 out of 248 hedge funds have held JMBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

36 → 32 → 22 → 38 → 56 new funds/Q
New funds entering each quarter: 32 → 22 → 38 → 56. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 38% veterans, 37% new entrants

■ 38% veterans ■ 25% 1-2yr ■ 37% new
Of 248 current holders: 95 (38%) held 2+ years, 61 held 1–2 years, 92 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
18 of 248 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in JMBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: JMBS

How many hedge funds hold JMBS — quarterly history vs. share price
Quarterly hedge fund ownership of JMBS vs. share price

Market Analysis: JMBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JMBS

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 16 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: JMBS
2026 Q1 Stats Unlock in 18 days 248 + Investors

Track Smart Money conviction in JMBS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 248 214 15.89%
13F Shares 138M 127M 8.12%
Total Value $6.28B $5.81B 8.06%
New Positions 56 38 +18
Increased Positions 116 113 +3
Closed Positions 22 23 -1
Reduced Positions 59 52 +7
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JMBS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

248 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JMBS. Verified SEC 13F-HR filings.

Top 25 institutional holders of JMBS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Englebert Financial Advisers, LLC 10.85% 211,241 $9.5M
2 FLP Wealth Management, LLC 8.84% 1,039 $4.3M
3 Towneley Capital Management, Inc / DE 5.82% 615,498 $27.8M
4 Seed Wealth Management, Inc. 5.32% 171,079 $7.7M
5 Northwest Financial Advisors 4.96% 56,922 $2.6M
6 FOSTER & MOTLEY INC 4.54% 1,949,409 $88K
7 INSPIRION WEALTH ADVISORS, LLC 4.31% 766,123 $34.6M
8 ARVEST INVESTMENTS, INC. 3.72% 604,333 $27.3M
9 SeaBridge Investment Advisors LLC 3.20% 418,001 $18.9M
10 Advance Capital Management, Inc. 3.02% 1,762,883 $79.6M
11 KWB Wealth 2.80% 620,188 $28.3M
12 IVC Wealth Advisors LLC 2.80% 142,840 $6.5M
13 Pictet North America Advisors SA 2.76% 614,104 $27.7M
14 Pallas Capital Advisors LLC 2.61% 1,533,817 $69.3M
15 CGN Advisors LLC 2.54% 712,479 $32.2M
16 Paladin Wealth, LLC 2.52% 81,029 $3.7M
17 Financial Enhancement Group LLC 2.42% 427,984 $19.6M
18 GENESIS PRIVATE WEALTH, LLC 2.39% 168,172 $7.6M
19 Insight Wealth Strategies, LLC 2.29% 453,389 $20.5M
20 Three Magnolias Financial Advisors, LLC 2.28% 79,183 $3.6M
21 Asio Capital, LLC 2.26% 355,955 $16.1M
22 Split Rock Private Trading & Wealth Management, LLC 2.25% 64,437 $2.9M
23 Traub Capital Management LLC 2.20% 49,059 $2.2M
24 Secure Asset Management, LLC 2.19% 305,601 $13.8M
25 BLUELINE ADVISORS LLC 1.92% 54,628 $2.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — JANUS DETROIT STR TR (JMBS)

What does the Smart Money Trend signal show for JMBS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added JMBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JMBS?

More buyers than sellers — 68% buying: Last quarter: 172 funds were net buyers (56 opened a brand new position + 116 added to an existing one). Only 80 were sellers (59 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JMBS holders?

Elite ownership — 57% AUM from top-100 funds: 18 of 248 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in JMBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JMBS?

42% of holders stayed for 2+ years: 103 out of 248 hedge funds have held JMBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.