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JNS Hndrsn Incm ETF (JIII)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Southern Financial Group, LLC
DECREASED
Shares1,198,005 from 1,405,479
Change-207,474 (-15%)
Value$57.6M (-$12.4M)
Filed 2026-10-30
Townsend & Associates, Inc
INCREASED
Shares960,223 from 942,780
Change+17,443 (+2%)
Value$46.3M (-$558.7K)
Filed 2026-10-23
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares182,564 from 189,626
Change-7,062 (-4%)
Value$8.8M (-$634.8K)
Filed 2026-10-20
ARQ Wealth Advisors, LLC
INCREASED
Shares176,197 from 165,509
Change+10,688 (+6%)
Value$8.5M (+$270.9K)
Filed 2026-10-29
Colonial River Investments, LLC
INCREASED
Shares117,635 from 99,081
Change+18,554 (+19%)
Value$5.7M (+$721.3K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares71,940 from 68,532
Change+3,408 (+5%)
Value$3.5M (+$45.5K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares57,947 from 6,241
Change+51,706 (+828%)
Value$2.8M (+$2.5M)
Filed 2026-10-30
QTR Family Wealth, LLC
INCREASED
Shares49,395 from 42,539
Change+6,856 (+16%)
Value$2.4M (+$256.3K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
INCREASED
Shares41,778 from 39,111
Change+2,667 (+7%)
Value$2.0M (+$72.0K)
Filed 2026-10-09
Hidden Cove Wealth Management, LLC
INCREASED
Shares18,216 from 13,627
Change+4,589 (+34%)
Value$876.4K (+$197.2K)
Filed 2026-10-19
Financial Security Advisor, Inc.
NEW
Shares12,879
Change+12,879
Value$621.9K
Filed 2026-11-03
Clearview Wealth Management LLC
NEW
Shares7,752
Change+7,752
Value$374.4K
Filed 2026-10-16
Verus Capital Partners, LLC
NEW
Shares6,574
Change+6,574
Value$316.3K
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares419 from 397
Change+22 (+6%)
Value$20.2K (+$372)
Filed 2026-10-20
Farther Finance Advisors, LLC
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-08
NewEdge Advisors, LLC
N/A
Shares— from 286,316
Change-286,316 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 208,310
Change-208,310 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 35,930
Change-35,930 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,993
Change-5,993 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Status
Southern Financial Group, LLC
DECREASED1,198,0051,405,479-207,474-15%$70.0M$57.6M-$12.4M2026-10-30
Townsend & Associates, Inc
INCREASED960,223942,780+17,443+2%$46.9M$46.3M-$558.7K2026-10-23
Prevail Innovative Wealth Advisors, LLC
DECREASED182,564189,626-7,062-4%$9.5M$8.8M-$634.8K2026-10-20
ARQ Wealth Advisors, LLC
INCREASED176,197165,509+10,688+6%$8.2M$8.5M+$270.9K2026-10-29
Colonial River Investments, LLC
INCREASED117,63599,081+18,554+19%$4.9M$5.7M+$721.3K2026-10-19
Commonwealth Equity Services, LLC
INCREASED71,94068,532+3,408+5%$3.4M$3.5M+$45.5K2026-11-02
Truist Financial Corp
INCREASED57,9476,241+51,706+828%$311.0K$2.8M+$2.5M2026-10-30
QTR Family Wealth, LLC
INCREASED49,39542,539+6,856+16%$2.1M$2.4M+$256.3K2026-11-02
Castle Rock Wealth Management, LLC
INCREASED41,77839,111+2,667+7%$1.9M$2.0M+$72.0K2026-10-09
Hidden Cove Wealth Management, LLC
INCREASED18,21613,627+4,589+34%$679.2K$876.4K+$197.2K2026-10-19
Financial Security Advisor, Inc.
NEW12,879—+12,879——$621.9K—2026-11-03
Clearview Wealth Management LLC
NEW7,752—+7,752——$374.4K—2026-10-16
Verus Capital Partners, LLC
NEW6,574—+6,574——$316.3K—2026-11-03
Private Trust Co NA
INCREASED419397+22+6%$19.8K$20.2K+$3722026-10-20
Farther Finance Advisors, LLC
CLOSED0185-185-100%$9.2K$0-$9.2K2026-10-08
NewEdge Advisors, LLC
N/A—286,316-286,316-100%$14.3M———
LPL Financial LLC
N/A—208,310-208,310-100%$10.4M———
Jane Street Group, LLC
N/A—35,930-35,930-100%$1.8M———
Envestnet Asset Management Inc
N/A—11,083-11,083-100%$552.4K———
Mosaic Family Wealth Partners, LLC
N/A—5,993-5,993-100%$298.7K———
Arkadios Wealth Advisors
N/A—5,096-5,096-100%$254.0K———
Cary Street Partners Financial LLC
N/A—4,075-4,075-100%$203.1K———
Showing 22 of 22 institutions