Filing Research | JBI - Janus International Group, Inc Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	4.4MSH	$24.2M
2	DAVENPORT & Co LLC	Shares	2.8MSH	$15.5M
3	BERNZOTT CAPITAL ADVISORS	Shares	1.2MSH	$6.7M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	530.8KSH	$2.9M
5	ISTHMUS PARTNERS, LLC	Shares	464.4KSH	$2.6M
6	HOWARD FINANCIAL SERVICES, LTD.	Shares	104.9KSH	$582.3K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	56.0KSH	$291.5K
8	EXCHANGE TRADED CONCEPTS, LLC	Shares	50.3KSH	$279.2K
9	Police & Firemen's Retirement System of New Jersey	Shares	37.6KSH	$208.9K
10	DBA TRADING, LLC	Shares	40.0KSH	$206.0K
11	Williams & Novak, LLC	Shares	17.1KSH	$95.0K
12	Olympiad Research LP	Shares	15.9KSH	$88.3K
13	Merit Financial Group, LLC	Shares	14.9KSH	$82.5K
14	ANCHYRA PARTNERS LLC	Shares	13.8KSH	$76.8K
15	Symmetry Partners, LLC	Shares	12.7KSH	$70.2K
16	Revolve Wealth Partners, LLC	Shares	12.6KSH	$69.7K
17	Fifth Third Wealth Advisors LLC	Shares	10.8KSH	$60.2K
18	Cyndeo Wealth Partners, LLC	Shares	10.3KSH	$57.2K
19	Farther Finance Advisors, LLC	Shares	6.9KSH	$38.3K
20	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$6.4K
21	IFP Advisors, Inc	Shares	1.1KSH	$6.1K
22	True Wealth Design, LLC	Shares	872SH	$4.8K
23	SJS Investment Consulting Inc.	Shares	625SH	$3.5K
24	GAMMA Investing LLC	Shares	260SH	$1.4K
25	Wealth Enhancement Trust Services, Inc.	Shares	132SH	$733
26	Robinswood Financial LLC	Shares	25SH	$138
27	State of Alaska, Department of Revenue	Shares	7.2KSH	$39
28	SBI Securities Co., Ltd.	Shares	5SH	$28
29	Hughes Financial Services, LLC	Shares	1SH	$6

Manager changes2026-06-30 vs 2026-03-31

31 / 31 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+170.0K	+$2.0M	$15.5M
2	BERNZOTT CAPITAL ADVISORS added	Shares	+123.9K	+$1.1M	$6.7M
3	River Road Asset Management, LLC trimmed	Shares	-139.6K	+$1.0M	$24.2M
4	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+39.9K	+$417.9K	$2.9M
5	ISTHMUS PARTNERS, LLC added	Shares	+21.4K	+$295.9K	$2.6M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+45.5K	+$240.0K	$291.5K
7	Olympiad Research LP new	Shares	+15.9K	+$88.3K	$88.3K
8	Merit Financial Group, LLC new	Shares	+14.9K	+$82.5K	$82.5K
9	ANCHYRA PARTNERS LLC new	Shares	+13.8K	+$76.8K	$76.8K
10	Symmetry Partners, LLC new	Shares	+12.7K	+$70.2K	$70.2K
11	Revolve Wealth Partners, LLC new	Shares	+12.6K	+$69.7K	$69.7K
12	Fifth Third Wealth Advisors LLC new	Shares	+10.8K	+$60.2K	$60.2K
13	Cyndeo Wealth Partners, LLC new	Shares	+10.3K	+$57.2K	$57.2K
14	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+6.6K	+$54.2K	$279.2K
15	HOWARD FINANCIAL SERVICES, LTD. unchanged	Shares	0	+$42.0K	$582.3K
16	Farther Finance Advisors, LLC added	Shares	+6.8K	+$38.1K	$38.3K
17	Williams & Novak, LLC added	Shares	+1.7K	+$17.2K	$95.0K
18	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$15.1K	$208.9K
19	IFP Advisors, Inc added	Shares	+1.1K	+$6.0K	$6.1K
20	True Wealth Design, LLC added	Shares	+866	+$4.8K	$4.8K
21	EverSource Wealth Advisors, LLC added	Shares	+789	+$4.5K	$6.4K
22	SJS Investment Consulting Inc. added	Shares	+547	+$3.1K	$3.5K
23	Wealth Enhancement Trust Services, Inc. new	Shares	+132	+$733	$733
24	Robinswood Financial LLC unchanged	Shares	0	+$10	$138
25	Hughes Financial Services, LLC new	Shares	+1	+$6	$6
26	State of Alaska, Department of Revenue unchanged	Shares	0	+$3	$39
27	SBI Securities Co., Ltd. unchanged	Shares	0	+$2	$28
28	DBA TRADING, LLC unchanged	Shares	0	$0	$206.0K
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-12.5K	-$64	$0
30	GAMMA Investing LLC trimmed	Shares	-402	-$2.0K	$1.4K
31	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-13.1K	-$67.4K	$0