13FBOX
Janney Montgomery Scott LLC · 13F Holdings
Options Calculator Rankings

Janney Montgomery Scott LLC

No.203 Data as of 2026Q2
Latest AUM (Q2 2026)
$51.67B
QoQ Change Q1 2026
+$11.27B+27.9%
Holdings
3104
New Buys
474
Adds
1417
Reduces
1123
Exits
108
Unchanged
90
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
2.78%3.01%$1.43B5.0M$1.22B4.8M+163,853+3.42%Add
IISHARES TRIVV
2.67%2.28%$1.38B1.8M$922.9M1.4M+428,076+30.30%Add
NVIDIA CORPORATIONNVDA
1.82%1.93%$938.9M4.7M$780.9M4.5M+214,621+4.79%Add
SSELECT SECTOR SPDR TRXLK
1.77%1.56%$914.4M4.8M$628.3M4.7M+71,712+1.52%Add
MICROSOFT CORPMSFT
1.65%2.05%$854.1M2.3M$828.6M2.2M+51,099+2.28%Add
BROADCOM INCAVGO
1.3%1.36%$674.2M1.8M$549.3M1.8M+9,993+0.56%Add
AMAZON COM INCAMZN
1.27%1.42%$658.5M2.8M$572.7M2.7M+12,784+0.46%Add
ALPHABET INCGOOGL
1.27%1.27%$655.8M1.8M$511.7M1.8M+55,634+3.13%Add
IINVESCO QQQ TRVOO
1.22%1.22%$628.0M852,815$491.0M850,685+2,130+0.25%Add
JPMORGAN CHASE & COJPM
1.13%1.29%$584.5M1.8M$523.1M1.8M+7,564+0.43%Add
SSTATE STR SPDR S&P 500 ETF TSPY
1.04%$535.8M717,543$00+717,543New Buy
SSELECT SECTOR SPDR TRXLF
0.99%1.13%$512.0M9.5M$456.9M9.3M+294,718+3.18%Add
IISHARES TRIUSB
0.94%0.88%$487.7M10.6M$356.3M7.7M+2.9M+36.99%Add
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
0.94%$484.2M3.6M$00+3.6MNew Buy
AAlphabet Inc Class CGOOG
0.9%$464.2M1.3M$00+1.3MNew Buy
IISHARES RUSSELLIWF
0.75%$386.9M3.1M$00+3.1MNew Buy
SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.71%0.86%$368.0M2.3M$346.2M2.4M-41,954-1.78%Reduce
ELI LILLY & COLLY
0.69%0.65%$358.0M298,453$262.4M285,246+13,207+4.63%Add
JOHNSON & JOHNSONJNJ
0.65%0.83%$334.0M1.3M$333.9M1.4M-51,079-3.74%Reduce
SSELECT SECTOR SPDR TRXLY
0.64%1.02%$332.0M3.1M$411.4M3.7M-612,555-16.50%Reduce
IISHARES TRIVW
0.64%0.68%$332.0M2.4M$273.3M2.4M-2,761-0.11%Reduce
VVANGUARD INTL EQUITY INDEX FVEU
0.63%0.75%$323.9M3.9M$301.8M4.0M-151,321-3.76%Reduce
META PLATFORMS INCMETA
0.61%0.78%$316.6M561,995$315.0M550,613+11,382+2.07%Add
VVANGUARD WHITEHALL FDSVYM
0.6%0.71%$309.5M2.0M$288.8M1.9M+8,904+0.46%Add
IISHARES TRIEUR
0.6%$309.1M4.1M$00+4.1MNew Buy
ABBVIE INCABBV
0.59%0.65%$304.3M1.2M$262.6M1.2M+2,161+0.18%Add
CATERPILLAR INCCAT
0.59%0.51%$303.4M284,923$205.0M289,401-4,478-1.55%Reduce
BBLACKROCK ETF TRUSTDYNF
0.57%0.61%$296.8M4.4M$245.5M4.2M+145,128+3.44%Add
VISA INCV
0.57%0.62%$292.8M853,450$250.2M827,943+25,507+3.08%Add
VVANGUARD INDEX FDSVOO
0.56%0.57%$290.8M423,413$231.0M386,585+36,828+9.53%Add
VVANGUARD WORLD FDVGT
0.54%0.48%$279.2M2.3M$195.5M280,153+2.1M+733.82%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.52%0.63%$269.6M538,783$253.3M528,679+10,104+1.91%Add
WALMART INCWMT
0.51%0.74%$265.6M2.3M$300.3M2.4M-71,434-2.96%Reduce
VVANGUARD SCOTTSDALE FDSVONG
0.51%0.49%$263.4M2.1M$197.9M1.8M+257,044+14.25%Add
CISCO SYS INCCSCO
0.51%0.42%$261.0M2.2M$169.3M2.2M+40,242+1.84%Add
IISHARES S&PIVE
0.51%0.71%$260.9M1.1M$284.9M1.3M-200,092-14.83%Reduce
VVANGUARD FTSEVEA
0.49%0.55%$255.4M3.6M$221.7M3.5M+123,827+3.58%Add
IISHARES INCIEMG
0.43%0.62%$223.0M2.7M$251.5M3.6M-913,579-25.34%Reduce
IISHARES COREIJR
0.43%0.49%$222.1M1.5M$199.5M1.6M-107,507-6.70%Reduce
IISHARES TRIEFA
0.43%0.53%$221.5M2.3M$214.2M2.4M-72,332-3.06%Reduce
EXXON MOBIL CORPXOM
0.41%0.65%$213.7M1.6M$261.2M1.5M+23,187+1.51%Add
MERCK & CO INCMRK
0.41%0.5%$212.7M1.7M$202.0M1.7M-24,032-1.43%Reduce
EATON CORP PLCETN
0.4%$207.9M487,988$00+487,988New Buy
VVANGUARD SCOTTSDALE FDSBSV
0.4%$207.2M2.6M$00+2.6MNew Buy
CHEVRON CORPORATIONCVX
0.4%0.64%$207.0M1.2M$258.9M1.3M-2,562-0.20%Reduce
TAIWAN SEMICONDUCTOR MANUFACTSM
0.39%0.35%$203.3M425,753$143.3M423,935+1,818+0.43%Add
IINVESCO EXCHANGE TRADED FD TRSP
0.39%0.39%$202.9M953,608$159.5M830,928+122,680+14.76%Add
IISHARES TRIEI
0.39%0.54%$200.7M1.7M$218.8M1.8M-135,574-7.35%Reduce
IINTERNATIONAL BUSINESS MACHSIBM
0.38%0.41%$196.2M697,737$167.0M688,918+8,819+1.28%Add
VVANGUARD SCOTTSDALE FDSVONV
0.37%0.4%$189.6M1.8M$161.1M1.7M+65,177+3.79%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow