Janney Montgomery Scott LLC
All 13F Filings
- Location
- Philadelphia, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 43,593,999
- Description
- Philadelphia Pennsylvania based advisory led wealth manager with an independent advisory structure and a disciplined and process driven investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and fundamental research depth for private client and family mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through mandate specific risk calibration and risk accountability.
- Website
- https://www.janney.com/
- Founded
- 1832
- Chairman
- —
- CEO
- Tony Miller
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 2,909 | 43,593,999 | 13F-HR | Janney Montgomery Scott LLC |
| Q3 2025 | 10/27/2025 | 2,852 | 42,193,188 | 13F-HR | Janney Montgomery Scott LLC |
| Q2 2025 | 7/17/2025 | 2,698 | 38,263,102 | 13F-HR | Janney Montgomery Scott LLC |
| Q1 2014 | 5/14/2014 | 2,044 | 4,132,485 | 13F-HR | Janney Montgomery Scott LLC |
| Q4 2013 | 2/19/2014 | 2,019 | 3,785,733 | 13F-HR | Janney Montgomery Scott LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.55 M | 51.7% | 498 K | 0 | 498 K |
| ETFs | 21.04 M | 48.3% | 903.2 K | 0 | 903.2 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
43,593,999
Holdings
2909
QoQ value change ($000)
1,400,811
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.