3 institutions reported holding $147,652 of JANUS HENDERSON BALANCED I (JBALX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Financial Gravity Asset Management, Inc. ($147,652), KELLEHER FINANCIAL ADVISORS ($0), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Financial Gravity Asset Management, Inc. | $147,652 | 3,229 | New |
| 2 | KELLEHER FINANCIAL ADVISORS | $0 | 0 | Exited |
| 3 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31