IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

JNS Hndrsn Incm ETF (JIII)

CUSIP: 47103U712 | NYSE | 29 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Southern Financial Group, LLC1,198,005
15.7% of portfolio›$57.6M
Townsend & Associates, Inc960,223
3.9% of portfolio›$46.3M
Prevail Innovative Wealth Advisors, LLC182,564
1.1% of portfolio›$8.8M
ARQ Wealth Advisors, LLC176,197
1.0% of portfolio›$8.5M
Colonial River Investments, LLC117,635
1.5% of portfolio›$5.7M
Commonwealth Equity Services, LLC71,940
0.0% of portfolio›$3.5M
Truist Financial Corp57,947
0.0% of portfolio›$2.8M
QTR Family Wealth, LLC49,395
0.9% of portfolio›$2.4M
Castle Rock Wealth Management, LLC41,778
0.4% of portfolio›$2.0M
Hidden Cove Wealth Management, LLC18,216
0.5% of portfolio›$876.4K
Financial Security Advisor, Inc.12,879
0.1% of portfolio›$621.9K
Clearview Wealth Management LLC7,752
0.3% of portfolio›$374.4K
Verus Capital Partners, LLC6,574
0.0% of portfolio›$316.3K
Private Trust Co NA419
0.0% of portfolio›$20.2K
StyleTurnoverLocationFiled
Southern Financial Group, LLC
1,198,005$57.6M15.7%ETFVery LowBirmingham, AL2026-10-30
Townsend & Associates, Inc
960,223$46.3M3.9%Deep ValueLowWestminster, CO2026-10-23
Prevail Innovative Wealth Advisors, LLC
182,564$8.8M1.1%CoreVery HighLeawood, KS2026-10-20
ARQ Wealth Advisors, LLC
176,197$8.5M1.0%ETFLowScottsdale, AZ2026-10-29
Colonial River Investments, LLC
117,635$5.7M1.5%GrowthMediumMidlothian, VA2026-10-19
Commonwealth Equity Services, LLC
71,940$3.5M0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
57,947$2.8M0.0%CoreLowCharlotte, NC2026-10-30
QTR Family Wealth, LLC
49,395$2.4M0.9%GrowthMediumLake Mary, FL2026-11-02
Castle Rock Wealth Management, LLC
41,778$2.0M0.4%GrowthMediumWalnut Creek, CA2026-10-09
Hidden Cove Wealth Management, LLC
18,216$876.4K0.5%GrowthHighBainbridge Island, WA2026-10-19
Financial Security Advisor, Inc.
12,879$621.9K0.1%CoreLowVirginia Beach, VA2026-11-03
Clearview Wealth Management LLC
7,752$374.4K0.3%ETFLowIrvine, CA2026-10-16
Verus Capital Partners, LLC
6,574$316.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Private Trust Co NA
419$20.2K0.0%CoreLowCleveland, OH2026-10-20