Who Owns Janus Henderson Mortgage-Backed Securities ETF (JMBS)?Hedge Fund & Institutional Holders

$45.47+0.01 (+0.03%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.161000987000703e+253T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$43.53$44.40$45.27$46.14$47.01Sep 24Jun 25Mar 26

JMBS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+3.0M+$138.0M
Focus Partners WealthNew Position+2.8M+$128.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+1.9M+$86.6M
FOSTER & MOTLEY INCNew Position+1.8M+$82.7M
Bank of New York Mellon CorpNew Position+1.2M+$55.0M
CAPITAL ADVISORS INC/OKNew Position+1.1M+$49.0M
Pine Valley Investments Ltd Liability CoNew Position+1.0M+$47.4M
TRUIST FINANCIAL CORPNew Position+708K+$32.4M
ALBION FINANCIAL GROUP /UTNew Position+624K+$28.5M
Towneley Capital Management, Inc / DENew Position+598K+$27.3M
Sanctuary Advisors, LLCNew Position+514K+$23.3M
Sage Mountain Advisors LLCNew Position+468K+$21.4M
AllGen Financial Advisors, Inc.New Position+450K+$20.5M
SeaBridge Investment Advisors LLCNew Position+414K+$18.9M
Asio Capital, LLCNew Position+351K+$16.1M

JMBS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-3K-$836.4B
Richard Bernstein Advisors LLCDecreased-65K-$409.3B
RAYMOND JAMES FINANCIAL INCDecreased-80K-$159.5B
Kovitz Investment Group Partners, LLCClosed Position-2.6M-$118.5B
Corient Private Wealth LLCDecreased-913K-$82.2B
Madison Asset Management, LLCDecreased-109K-$74.9B
ARVEST INVESTMENTS, INC.Decreased-510-$27.8B
Rise Advisors, LLCDecreased-336K-$16.5B
MML INVESTORS SERVICES, LLCDecreased-20K-$15.5B
Brookstone Capital ManagementClosed Position-278K-$12.7B
PNC FINANCIAL SERVICES GROUP, INC.Decreased-10K-$9.9B
Symphony Financial Services, Inc.Decreased-419-$7.7B
RENAISSANCE TECHNOLOGIES LLCDecreased-74K-$4.8B
Transamerica Financial Advisors, LLCDecreased-4K-$4.6B
Brown Financial AdvisorsDecreased-1K-$4.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY25,412,478$1.2B0.07%Share
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC21,610,598$987.0M0.15%Share
3BANK OF AMERICA CORP /DE/15,404,607$703.0M0.05%Share
4Richard Bernstein Advisors LLC8,887,247$406.1M11.93%Share
5RAYMOND JAMES FINANCIAL INC3,264,032$149.0M0.05%Share
6Haverford Trust Co3,213,656$146.0M1.30%Share
7ENVESTNET ASSET MANAGEMENT INC3,028,220$138.0M0.04%Share
8BANK OF AMERICA CORP /DE/2,922,920$133.0M0.01%Share
9Focus Partners Wealth2,806,002$128.0M0.15%Share
10OSAIC HOLDINGS, INC.2,681,873$122.0M0.18%Share
11UBS Group AG2,363,425$108.0M0.02%Share
12Gradient Investments LLC2,227,206$101.8M1.62%Share
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,893,478$86.6M0.12%Share
14ROYAL BANK OF CANADA1,863,436$85.0M0.01%Share
15FOSTER & MOTLEY INC1,809,457$82.7M4.41%Share
16Modern Wealth Management, LLC1,740,200$79.5M1.45%Share
17Pallas Capital Advisors LLC1,647,295$75.3M2.48%Share
18LPL Financial LLC1,562,681$71.0M0.02%Share
19Madison Asset Management, LLC1,532,028$70.0M0.80%Share
20Parallel Advisors, LLC1,507,417$68.0M1.24%Share
21Bank of New York Mellon Corp1,162,198$53.0M0.01%Share
22CAPITAL ADVISORS INC/OK1,071,357$49.0M0.79%Share
23WELLS FARGO & COMPANY/MN1,009,006$46.0M0.01%Share
24Divergent Planning, LLC918,067$41.8M10.69%Share
25CGN Advisors LLC879,758$40.2M3.18%Share
26WELLS FARGO & COMPANY/MN875,260$39.0M0.01%Share
27AlphaCore Capital LLC825,936$37.0M0.83%Share
28Cetera Investment Advisers743,409$33.0M0.04%Share
29TRUIST FINANCIAL CORP707,727$32.3M0.04%Share
30KWB Wealth690,537$31.6M2.99%Share
31INSPIRION WEALTH ADVISORS, LLC653,722$29.9M3.66%Share
32ALBION FINANCIAL GROUP /UT623,852$28.5M1.77%Share
33ARVEST INVESTMENTS, INC.608,488$27.8M3.91%Share
34Corient Private Wealth LLC860,883$27.6M0.04%Share
35Towneley Capital Management, Inc / DE598,262$27.3M5.76%Share
36GREAT VALLEY ADVISOR GROUP, INC.596,680$27.0M0.52%Share
37GUGGENHEIM CAPITAL LLC607,883$27.0M0.19%Share
38Horizon Investments, LLC551,200$25.2M0.32%Share
39Kestra Investment Management, LLC502,128$22.9M0.56%Share
40Legacy Private Trust Co.501,505$22.9M1.34%Share
41Sage Mountain Advisors LLC467,887$21.4M1.13%Share
42AllGen Financial Advisors, Inc.449,678$20.5M4.87%Share
43Leo Wealth, LLC434,248$19.8M1.44%Share
44Financial Enhancement Group LLC419,204$19.2M2.50%Share
45SeaBridge Investment Advisors LLC414,195$18.9M3.12%Share
46STANSBERRY ASSET MANAGEMENT, LLC397,054$18.0M1.82%Share
47AMERIPRISE FINANCIAL INC380,847$17.0M0.00%Share
48Asio Capital, LLC351,297$16.1M2.26%Share
49Insight Wealth Strategies, LLC350,856$16.0M1.84%Share
50Janney Montgomery Scott LLC339,315$15.0M0.03%Share

JMBS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025261$6.4B+126
Q3 2025135$5.1T-57
Q2 2025192$3.9T-25
Q1 2025217$4.7T+33
Q4 2024184$286.8T+46
Q3 2024138$3397.1T-4
Q2 2024142$3093.0T+25
Q1 2024117$3002.3T—

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As of Q4 2025, 50 institutional investors hold JMBS (Janus Henderson Mortgage-Backed Securities ETF). The largest holder is MORGAN STANLEY with $1.2B in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own JMBS?

As of Q4 2025, 50 institutional investors report holding JMBS (Janus Henderson Mortgage-Backed Securities ETF) in their 13F filings.

Who is the largest institutional holder of JMBS?

The largest institutional holder of JMBS is MORGAN STANLEY with $1.2B in shares.

Is institutional ownership of JMBS increasing or decreasing?

This quarter, 15 institutions opened new positions in JMBS and 2 closed their positions.