Who owns JMBS?
Janus Henderson Mortgage-Backed Securities ETF · Janus Henderson
271 institutions reported holding JMBS, worth $6.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JMBS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $1.4B | 30,547,370 | +1,988,890 shares |
| Charles Schwab Investment Management Inc. | San Francisco, CA | $1.0B | 22,369,778 | +534,412 shares |
| Bank of America Corp. | Charlotte, NC | $444.9M | 9,888,964 | +141,766 shares |
| Haverford Trust Co | Radnor, PA | $179.7M | 3,993,467 | +294,447 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $153.4M | 3,410,091 | +146,801 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $151.3M | 3,363,367 | +243,085 shares |
| Corient Private Wealth LP | Miami, FL | $149.5M | 3,321,191 | +1,214,435 shares |
| Focus Partners Wealth | St Louis, MO | $127.2M | 2,825,037 | +534 shares |
| Gradient Investments LLC | Arden Hills, MN | $121.0M | 2,688,767 | +341,852 shares |
| UBS Group AG | Zurich, Switzerland | $116.9M | 2,597,488 | +83,744 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JMBS?
271 institutional managers reported holding JMBS in Form 13F filings for June 30, 2026, worth $6.1B in total. The largest reported position was held by Morgan Stanley, at $1.4B.
Did institutions buy or sell JMBS last quarter?
Reported 13F value rose 5.4% from March 31, 2026, which includes price moves as well as buying and selling. 42 firms reported a new position and 27 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JMBS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.