DOSSIER · 13F Holders · Q2 2026
JBALX

JANUS HENDERSON BALANCED I

2 institutions still hold JANUS HENDERSON BALANCED I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 47103C704·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$308K
visible holders
Holders
2
filers reporting
Concentration
52.13%
Financial Gravity Companies, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported JBALX in Q2 2026. Financial Gravity Companies, Inc. leads at 52.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Gravity Companies, Inc.
CIK 0001377167
$161K3K0.03%Q2 2026
02
Financial Gravity Asset Management, Inc.
CIK 0001741736
$148K3K0.03%Q1 2026