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Janus Hender SM Cap GRW Alph (JSML)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares362,799 from 344,288
Change+18,511 (+5%)
Value$31.2M (-$863.1K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares312,068 from 482,601
Change-170,533 (-35%)
Value$26.8M (-$18.1M)
Filed 2026-10-13
Choreo, LLC
INCREASED
Shares174,632 from 56,418
Change+118,214 (+210%)
Value$15.0M (+$9.8M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares137,139 from 142,265
Change-5,126 (-4%)
Value$11.8M (-$1.5M)
Filed 2026-11-02
D.A. Davidson & Co.
NEW
Shares91,467
Change+91,467
Value$7.9M
Filed 2026-10-28
Triangle Securities Wealth Management
INCREASED
Shares90,769 from 89,479
Change+1,290 (+1%)
Value$7.8M (-$526.8K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares75,633 from 81,671
Change-6,038 (-7%)
Value$6.5K (-$7.6M)
Filed 2026-11-02
MCF Advisors LLC
DECREASED
Shares75,098 from 97,028
Change-21,930 (-23%)
Value$6.5M (-$2.6M)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares70,429 from 68,220
Change+2,209 (+3%)
Value$6.1M (-$296.3K)
Filed 2026-10-08
Fidelity D & D Bancorp Inc
INCREASED
Shares57,148 from 53,943
Change+3,205 (+6%)
Value$4.9M (-$109.0K)
Filed 2026-11-05
Purus Wealth Management, LLC
DECREASED
Shares43,098 from 46,756
Change-3,658 (-8%)
Value$3.7M (-$647.5K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares33,519 from 24,582
Change+8,937 (+36%)
Value$2.9M (+$592.7K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares30,143 from 28,657
Change+1,486 (+5%)
Value$2.6M (-$76.5K)
Filed 2026-11-06
Quadcap Wealth Management, LLC
DECREASED
Shares28,806 from 55,931
Change-27,125 (-48%)
Value$2.5M (-$2.7M)
Filed 2026-11-02
Orgel Wealth Management, LLC
DECREASED
Shares22,298 from 23,908
Change-1,610 (-7%)
Value$1.9M (-$308.7K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares20,178 from 14,956
Change+5,222 (+35%)
Value$1.7M (+$342.1K)
Filed 2026-10-16
Sovran Advisors, LLC
DECREASED
Shares19,782 from 20,195
Change-413 (-2%)
Value$1.8M (-$1.8K)
Filed 2026-11-02
Guerra PAN Advisors, LLC
DECREASED
Shares16,337 from 16,525
Change-188 (-1%)
Value$1.4M (-$152.5K)
Filed 2026-10-26
Willner & Heller, LLC
DECREASED
Shares12,914 from 13,073
Change-159 (-1%)
Value$1.1M (-$106.9K)
Filed 2026-10-28
HF Advisory Group, LLC
INCREASED
Shares11,457 from 11,164
Change+293 (+3%)
Value$984.5K (-$54.4K)
Filed 2026-10-09
Key FInancial Inc
INCREASED
Shares8,387 from 8,278
Change+109 (+1%)
Value$720.7K (-$49.6K)
Filed 2026-11-02
Earned Wealth Advisors, LLC
DECREASED
Shares8,071 from 8,179
Change-108 (-1%)
Value$693.6K (-$67.5K)
Filed 2026-11-06
KWB Wealth
DECREASED
Shares7,279 from 7,817
Change-538 (-7%)
Value$625.5K (-$101.9K)
Filed 2026-10-16
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares7,219 from 7,285
Change-66 (-1%)
Value$620.3K (-$57.5K)
Filed 2026-10-07
IAG Wealth Partners, LLC
DECREASED
Shares7,147 from 7,699
Change-552 (-7%)
Value$614.1K (-$102.3K)
Filed 2026-11-06
WIN Advisors, Inc
INCREASED
Shares6,931 from 6,759
Change+172 (+3%)
Value$595.6K (-$33.4K)
Filed 2026-11-06
Unified Investment Management
DECREASED
Shares6,188 from 6,228
Change-40 (-1%)
Value$531.7K (-$47.8K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,519 from 5,516
Change+3 (+0%)
Value$478.0K (-$22.2K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$429.6K (-$35.6K)
Filed 2026-10-29
Fifth Third Securities, Inc.
INCREASED
Shares4,978 from 4,175
Change+803 (+19%)
Value$427.8K (+$39.2K)
Filed 2026-10-21
BlueChip Wealth Advisors LLC
INCREASED
Shares4,863 from 2,403
Change+2,460 (+102%)
Value$417.9K (+$194.3K)
Filed 2026-11-03
Studio Investment Management LLC
INCREASED
Shares4,541 from 4,300
Change+241 (+6%)
Value$390.4K (-$9.9K)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
INCREASED
Shares4,266 from 3,981
Change+285 (+7%)
Value$367 (-$3)
Filed 2026-10-27
Apollon Financial, LLC
DECREASED
Shares4,207 from 4,638
Change-431 (-9%)
Value$361.5K (-$70.1K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares2,887 from 2,346
Change+541 (+23%)
Value$248 (-$217.8K)
Filed 2026-10-26
Golden State Wealth Management, LLC
DECREASED
Shares2,725 from 2,950
Change-225 (-8%)
Value$234.2K (-$40.4K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares1,172 from 134
Change+1,038 (+775%)
Value$100.7K (+$88.2K)
Filed 2026-11-06
Triumph Capital Management
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$77.3K (-$6.4K)
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$38.7K (-$3.2K)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$25.5K (-$2.1K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$17.5K ($0)
Filed 2026-11-06
Align Financial, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$12.1K (-$1.0K)
Filed 2026-10-16
Community Bank, N.A.
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$8.1K (-$670)
Filed 2026-11-06
Wolff Wiese Magana LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.2K (-$184)
Filed 2026-10-15
Richardson Financial Services Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$172 (-$14)
Filed 2026-10-30
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 8,134
Change-8,134 (-100%)
Value$0 (-$756.9K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 7,214
Change-7,214 (-100%)
Value$0 (-$671.3K)
Filed 2026-10-21
Raymond James Financial Inc
N/A
Shares— from 238,042
Change-238,042 (-100%)
Value—
UBS Group AG
N/A
Shares— from 192,929
Change-192,929 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 162,478
Change-162,478 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 148,098
Change-148,098 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 120,948
Change-120,948 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 69,291
Change-69,291 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 45,706
Change-45,706 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36,717
Change-36,717 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 34,719
Change-34,719 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,220
Change-15,220 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 15,057
Change-15,057 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,617
Change-12,617 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,545
Change-12,545 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,297
Change-11,297 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,632
Change-9,632 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,883
Change-7,883 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,008
Change-7,008 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
&partners
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
FMR LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 410
Change-410 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 367
Change-367 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 151
Change-151 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 140
Change-140 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Status
LPL Financial LLC
INCREASED362,799344,288+18,511+5%$32.0M$31.2M-$863.1K2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED312,068482,601-170,533-35%$44.9M$26.8M-$18.1M2026-10-13
Choreo, LLC
INCREASED174,63256,418+118,214+210%$5.2M$15.0M+$9.8M2026-10-28
Commonwealth Equity Services, LLC
DECREASED137,139142,265-5,126-4%$13.2M$11.8M-$1.5M2026-11-02
D.A. Davidson & Co.
NEW91,467—+91,467——$7.9M—2026-10-28
Triangle Securities Wealth Management
INCREASED90,76989,479+1,290+1%$8.3M$7.8M-$526.8K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED75,63381,671-6,038-7%$7.6M$6.5K-$7.6M2026-11-02
MCF Advisors LLC
DECREASED75,09897,028-21,930-23%$9.0M$6.5M-$2.6M2026-10-28
Farther Finance Advisors, LLC
INCREASED70,42968,220+2,209+3%$6.3M$6.1M-$296.3K2026-10-08
Fidelity D & D Bancorp Inc
INCREASED57,14853,943+3,205+6%$5.0M$4.9M-$109.0K2026-11-05
Purus Wealth Management, LLC
DECREASED43,09846,756-3,658-8%$4.4M$3.7M-$647.5K2026-10-15
Kestra Advisory Services, LLC
INCREASED33,51924,582+8,937+36%$2.3M$2.9M+$592.7K2026-11-02
Merit Financial Group, LLC
INCREASED30,14328,657+1,486+5%$2.7M$2.6M-$76.5K2026-11-06
Quadcap Wealth Management, LLC
DECREASED28,80655,931-27,125-48%$5.2M$2.5M-$2.7M2026-11-02
Orgel Wealth Management, LLC
DECREASED22,29823,908-1,610-7%$2.2M$1.9M-$308.7K2026-10-14
IFP Advisors, Inc
INCREASED20,17814,956+5,222+35%$1.4M$1.7M+$342.1K2026-10-16
Sovran Advisors, LLC
DECREASED19,78220,195-413-2%$1.8M$1.8M-$1.8K2026-11-02
Guerra PAN Advisors, LLC
DECREASED16,33716,525-188-1%$1.5M$1.4M-$152.5K2026-10-26
Willner & Heller, LLC
DECREASED12,91413,073-159-1%$1.2M$1.1M-$106.9K2026-10-28
HF Advisory Group, LLC
INCREASED11,45711,164+293+3%$1.0M$984.5K-$54.4K2026-10-09
Key FInancial Inc
INCREASED8,3878,278+109+1%$770.3K$720.7K-$49.6K2026-11-02
Earned Wealth Advisors, LLC
DECREASED8,0718,179-108-1%$761.1K$693.6K-$67.5K2026-11-06
KWB Wealth
DECREASED7,2797,817-538-7%$727.4K$625.5K-$101.9K2026-10-16
Dominguez Wealth Management Solutions, Inc.
DECREASED7,2197,285-66-1%$677.9K$620.3K-$57.5K2026-10-07
IAG Wealth Partners, LLC
DECREASED7,1477,699-552-7%$716.4K$614.1K-$102.3K2026-11-06
WIN Advisors, Inc
INCREASED6,9316,759+172+3%$629.0K$595.6K-$33.4K2026-11-06
Unified Investment Management
DECREASED6,1886,228-40-1%$579.5K$531.7K-$47.8K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED5,5195,516+3+0%$500.2K$478.0K-$22.2K2026-10-13
Koshinski Asset Management, Inc.
UNCHANGED5,0005,00000%$465.3K$429.6K-$35.6K2026-10-29
Fifth Third Securities, Inc.
INCREASED4,9784,175+803+19%$388.5K$427.8K+$39.2K2026-10-21
BlueChip Wealth Advisors LLC
INCREASED4,8632,403+2,460+102%$223.6K$417.9K+$194.3K2026-11-03
Studio Investment Management LLC
INCREASED4,5414,300+241+6%$400.3K$390.4K-$9.9K2026-10-22
Capital Advisors, Ltd. LLC
INCREASED4,2663,981+285+7%$370$367-$32026-10-27
Apollon Financial, LLC
DECREASED4,2074,638-431-9%$431.6K$361.5K-$70.1K2026-10-23
Park Avenue Securities LLC
INCREASED2,8872,346+541+23%$218.0K$248-$217.8K2026-10-26
Golden State Wealth Management, LLC
DECREASED2,7252,950-225-8%$274.5K$234.2K-$40.4K2026-11-02
PNC Financial Services Group, Inc.
INCREASED1,172134+1,038+775%$12.5K$100.7K+$88.2K2026-11-06
Triumph Capital Management
UNCHANGED90090000%$83.8K$77.3K-$6.4K2026-10-14
Creative Financial Designs Inc
UNCHANGED45045000%$41.9K$38.7K-$3.2K2026-11-04
Fifth Third Bancorp
UNCHANGED29729700%$27.6K$25.5K-$2.1K2026-11-05
Allworth Financial LP
UNCHANGED18818800%$17.5K$17.5K$02026-11-06
Align Financial, LLC
UNCHANGED14114100%$13.1K$12.1K-$1.0K2026-10-16
Community Bank, N.A.
UNCHANGED949400%$8.7K$8.1K-$6702026-11-06
Wolff Wiese Magana LLC
UNCHANGED262600%$2.4K$2.2K-$1842026-10-15
Richardson Financial Services Inc.
UNCHANGED2200%$186$172-$142026-10-30
Redhawk Wealth Advisors, Inc.
CLOSED08,134-8,134-100%$756.9K$0-$756.9K2026-10-14
Wealthcare Advisory Partners LLC
CLOSED07,214-7,214-100%$671.3K$0-$671.3K2026-10-21
Raymond James Financial Inc
N/A—238,042-238,042-100%$22.2M———
UBS Group AG
N/A—192,929-192,929-100%$18.0M———
Royal Bank of Canada
N/A—162,478-162,478-100%$15.1M———
Great Valley Advisor Group, Inc.
N/A—148,098-148,098-100%$13.8M———
Private Advisor Group, LLC
N/A—120,948-120,948-100%$11.3M———
Z3 Capital Partners, LLC
N/A—69,291-69,291-100%$6.4M———
Horizon Family Wealth, Inc.
N/A—45,706-45,706-100%$4.3M———
Osaic Holdings, Inc.
N/A—36,717-36,717-100%$3.4M———
NewEdge Advisors, LLC
N/A—34,719-34,719-100%$3.2M———
Two Sigma Investments, LP
N/A—16,000-16,000-100%$1.5M———
Steward Partners Investment Advisory, LLC
N/A—15,220-15,220-100%$1.4M———
Bradley Foster & Sargent Inc
N/A—15,057-15,057-100%$1.4M———
Belpointe Asset Management LLC
N/A—12,617-12,617-100%$1.2M———
CreativeOne Wealth, LLC
N/A—12,545-12,545-100%$1.2M———
Cetera Investment Advisers
N/A—11,297-11,297-100%$1.1M———
Silver OAK Securities, Incorporated
N/A—9,632-9,632-100%$896.3K———
Envestnet Asset Management Inc
N/A—7,883-7,883-100%$733.6K———
Principal Securities, Inc.
N/A—7,008-7,008-100%$652.2K———
Susquehanna International Group, LLP
N/A—4,472-4,472-100%$416.1K———
Sanctuary Advisors, LLC
N/A—4,200-4,200-100%$390.8K———
&partners
N/A—3,914-3,914-100%$364.2K———
IFG Advisory, LLC
N/A—3,691-3,691-100%$343.5K———
Caprock Group, LLC
N/A—3,452-3,452-100%$321.4K———
Western Wealth Management, LLC
N/A—3,070-3,070-100%$285.7K———
Stonebridge Financial Group, LLC / MO
N/A—3,027-3,027-100%$281.7K———
IHT Wealth Management, LLC
N/A—2,909-2,909-100%$270.7K———
Advisory Services Network, LLC
N/A—2,700-2,700-100%$251.3K———
MML Investors Services, LLC
N/A—2,460-2,460-100%$228.9K———
Greenline Wealth Management LLC
N/A—2,415-2,415-100%$224.8K———
Morgan Stanley
N/A—1,659-1,659-100%$154.4K———
FMR LLC
N/A—869-869-100%$80.9K———
AE Wealth Management LLC
N/A—848-848-100%$78.9K———
Geneos Wealth Management Inc.
N/A—410-410-100%$38.2K———
Wells Fargo & Company
N/A—367-367-100%$34.1K———
Jones Financial Companies Lllp
N/A—151-151-100%$13.7K———
JPMorgan Chase & Co
N/A—140-140-100%$12.9K———
Global Retirement Partners, LLC
N/A—73-73-100%$6.8K———
Aventura Private Wealth, LLC
N/A—56-56-100%$5.2K———
Glen Eagle Advisors, LLC
N/A—42-42-100%$3.9K———
Showing 86 of 86 institutions