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Who owns JMBSWhat JMBS owns — n/a

Who owns Janus Henderson Mortgage-Backed Securities ETF?

Institutional ownership of JMBS from SEC Form 13F filings across 151 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

151

13F holders

$5.83B

value, 2026 filers

84.9%

of shares outstanding (130.5M sh)

27

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of JMBS's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY30.5M$1.37B0.1%19.9%+7.0%
2Sixth Street Partners Management Company, L.P.NEW22.4M$1.01B14.5%new
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC22.4M$1.01B0.1%14.5%+2.4%
4BANK OF AMERICA CORP /DE/9.9M$444.9M0.0%6.4%+1.5%
5RAYMOND JAMES FINANCIAL INC3.4M$153.4M0.0%2.2%+4.5%
6OSAIC HOLDINGS, INC.3.4M$151.3M0.2%2.2%+7.8%
7Corient Private Wealth LP3.3M$149.5M0.2%2.2%+57.7%
8Focus Partners Wealth2.8M$127.2M0.1%1.8%0.0%
9UBS Group AG2.6M$116.9M0.0%1.7%+3.3%
10ENVESTNET ASSET MANAGEMENT INC2.4M$108.9M0.0%1.6%+1.9%
11AMERIPRISE FINANCIAL INC2.2M$99.3M0.0%1.4%+10.8%
12ROYAL BANK OF CANADA2.0M$89.5M0.0%1.3%+13.3%
13LPL Financial LLC1.8M$83.1M0.0%1.2%+12.9%
14WELLS FARGO & COMPANY/MN1.8M$82.6M0.0%1.2%-2.0%
15Pallas Capital Advisors LLC1.6M$73.7M2.3%1.1%+6.8%
16Bank of New York Mellon Corp1.2M$53.0M0.0%0.8%-4.3%
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.2M$52.0M0.1%0.8%+8.4%
18EP Wealth Advisors, LLC1.1M$48.1M0.2%0.7%+4.1%
19CAPITAL ADVISORS INC/OK1.0M$47.1M0.7%0.7%-1.7%
20TRUIST FINANCIAL CORP803,929$36.2M0.0%0.5%+8.8%
21AlphaCore Capital LLC775,881$35.1M0.6%0.5%-3.4%
22ALBION FINANCIAL GROUP /UT676,034$30.4M1.8%0.4%+4.8%
23Modern Wealth Management, LLC653,740$29.4M0.4%0.4%-67.3%
24Cambridge Investment Research Advisors, Inc.619,658$27,8780.1%0.4%+104.9%
25Cetera Investment Advisers606,920$27.3M0.0%0.4%+4.1%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.