Who Owns JMBS?
Janus Henderson Mortgage-Backed Securities ETF — Institutional Ownership & 13F Holdings
$45.52
-0.06 (-0.12%)
Market Cap
$6.8B
Shares Outstanding
144,228,694
Institutional Holders
216
Total Inst. Value
$3.9B
% of Float Held
—
QoQ Holder Change
+100
Institutional data as of Q1 2025
New Positions
57
Closed Positions
25
Increased
99
Decreased
49
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $816.8M | 18,069,997 |
| 2 | BANK OF AMERICA CORP /DE/ | $737.9M | 16,324,712 |
| 3 | Richard Bernstein Advisors LLC | $432.7M | 9,574,094 |
| 4 | Hamilton Capital, LLC | $157.8M | 3,491,401 |
| 5 | RAYMOND JAMES FINANCIAL INC | $134.4M | 2,973,132 |
| 6 | CW Advisors, LLC | $115.4M | 2,552,755 |
| 7 | Haverford Trust Co | $95.9M | 2,121,705 |
| 8 | Gradient Investments LLC | $89.9M | 1,989,708 |
| 9 | UBS Group AG | $73.5M | 1,625,952 |
| 10 | BAILARD, INC. | $64.8M | 1,433,078 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +2.2M | $816.8M |
| BANK OF AMERICA CORP /DE/ | +523K | $737.9M |
| RAYMOND JAMES FINANCIAL INC | +24K | $134.4M |
| CW Advisors, LLC | +495K | $115.4M |
| Haverford Trust Co | +631K | $95.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Leo Wealth, LLC | -213K | $6.5M |
| Merit Financial Group, LLC | -189K | $3K |
| GOLDMAN SACHS GROUP INC | -175K | $9.6M |
| Richard Bernstein Advisors LLC | -105K | $432.7M |
| Symphony Financial Services, Inc. | -73K | $7.6M |
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Frequently Asked Questions
How many institutional investors hold JMBS?
As of Q1 2025, 216 institutional investors report holding JMBS (Janus Henderson Mortgage-Backed Securities ETF) in their 13F filings.
Which hedge fund owns the most JMBS?
The largest institutional holder of JMBS is MORGAN STANLEY with $816.8M in shares.
Are institutions buying or selling JMBS?
This quarter, 57 institutions opened new positions in JMBS and 25 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.