JOHN HANCOCK MORTGAGE-BACKED JHMB
$21.93
+0.2% 52w: $20.58 – $22.20
Latest 13F among current holders filed 20 days ago (Jun 15, 2026)
Price — last 12 months
research preview data20.5821.3922.20
Jun 20, 2025 Jul 2, 2026
Institutional holders
36
+2 QoQ
13F value
$198.6M
+14.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JHMB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | Diversified mechanical | 1.8M | $40.7M | 0.0% | +73.0% |
| LPL Financial LLC | Bank broker | 1.6M | $36.1M | 0.0% | +23.1% |
| Private Advisor Group, LLC | Wealth advisor | 1.0M | $22.9M | 0.1% | -4.0% |
| CABOT WEALTH MANAGEMENT INC | Other | 694.4K | $15.3M | 1.8% | +1.6% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 524.7K | $11.5M | 0.3% | +1.6% |
| FFG RETIREMENT ADVISORS LLC | Wealth advisor | 463.3K | $10.2M | 5.9% | +42.1% |
| FIDELITY D & D BANCORP INC | Wealth advisor | 414.1K | $9.1M | 3.7% | +7.1% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 408.0K | $9.0M | 0.4% | +21.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 402.3K | $8.9M | 0.0% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 311.6K | $6.9M | 0.0% | +12.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 267.5K | $5.9M | 0.0% | -55.7% |
| Peak Wealth Management LLC | Wealth advisor | 165.3K | $3.6M | 3.0% | +3.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 148.8K | $3.3M | 0.1% | +9.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 139.5K | $3.0M | 0.0% | +97.7% |
| IAMS WEALTH MANAGEMENT, LLC | Wealth advisor | 133.3K | $2.9M | 1.0% | +18.9% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 129.0K | $2.8M | 0.1% | New |
| J. R. Prunier Capital Management LLC | Wealth advisor | 78.5K | $1.7M | 0.7% | +26.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 22.0K | $483K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 20.4K | $449K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 20.1K | $442K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 18.8K | $413K | 0.0% | +6.5% |
| Cetera Investment Advisers | Wealth advisor | 18.4K | $406K | 0.0% | +1.2% |
| Legacy Capital Wealth Partners, LLC | Other | 18.1K | $399K | 0.1% | Held |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 16.5K | $364K | 0.0% | +8.7% |
| U.S. Capital Wealth Advisors, LLC | Other | 16.4K | $361K | 0.0% | Held |
| Cadence Wealth Management LLC | Wealth advisor | 14.5K | $320K | 0.1% | +14.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 14.0K | $309K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 9.4K | $206K | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 8.2K | $180K | 0.0% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 3.4K | $76K | 0.0% | -74.4% |
| JPMORGAN CHASE & CO | Bank broker | 3.3K | $72K | 0.0% | -13.0% |
| Triumph Capital Management | Wealth advisor | 2.0K | $44K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 1.0K | $22K | 0.0% | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 1.0K | $22K | 0.0% | Held |
| PRIVATE TRUST CO NA | Diversified mechanical | 700 | $15K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 250 | $6K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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