JANUS HENDERSON MORTG BACKED JMBS
$44.99
+0.3% 52w: $42.13 – $45.50
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data42.1343.8145.50
Jun 20, 2025 Jul 2, 2026
Institutional holders
268
+0 QoQ
13F value
$5.91B
-8.4% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$493K calls / — puts
Institutional value by quarter
Number of holders
Who owns JMBS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 28.6M | $1.29B | 0.1% | +12.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 21.8M | $986.5M | 0.2% | +1.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.7M | $440.4M | 0.0% | -46.8% |
| Haverford Trust Co | Other | 3.7M | $167.1M | 1.5% | +15.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.3M | $147.4M | 0.0% | -4.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.1M | $141.0M | 0.2% | +1.2% |
| Focus Partners Wealth | Wealth advisor | 2.8M | $127.7M | 0.1% | +0.7% |
| UBS Group AG | Bank broker | 2.5M | $113.6M | 0.0% | +6.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.4M | $107.3M | 0.0% | -21.6% |
| Gradient Investments LLC | Wealth advisor | 2.3M | $106.0M | 1.6% | +5.4% |
| Corient Private Wealth LLC | Diversified mechanical | 2.1M | $93.4M | 0.1% | +38.7% |
| Hamilton Capital, LLC | Wealth advisor | 2.0M | $92.2M | 4.8% | +7.9% |
| Modern Wealth Management, LLC | Wealth advisor | 2.0M | $90.3M | 1.6% | +14.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.0M | $89.9M | 0.0% | +422.8% |
| FOSTER & MOTLEY INC | Other | 1.9M | $88.1M | 4.5% | +7.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.9M | $84.6M | 0.0% | -0.7% |
| Advance Capital Management, Inc. | Wealth advisor | 1.8M | $79.6M | 3.0% | +12596.3% |
| ROYAL BANK OF CANADA | Bank broker | 1.8M | $79.3M | 0.0% | -15.5% |
| LPL Financial LLC | Bank broker | 1.6M | $73.9M | 0.0% | +4.6% |
| Pallas Capital Advisors LLC | Other | 1.5M | $69.3M | 2.6% | -6.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.2M | $55.7M | 0.0% | +0.6% |
| Madison Asset Management, LLC | Other | 1.2M | $53.7M | 0.7% | -22.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.1M | $48.7M | 0.1% | -43.3% |
| CAPITAL ADVISORS INC/OK | Other | 1.1M | $48.1M | 0.8% | -0.6% |
| EP Wealth Advisors, LLC | Wealth advisor | 1.0M | $46.3M | 0.2% | New |
| AlphaCore Capital LLC | Wealth advisor | 803.5K | $36.5M | 0.9% | -2.7% |
| INSPIRION WEALTH ADVISORS, LLC | Wealth advisor | 766.1K | $34.6M | 4.3% | +17.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 738.8K | $33.4M | 0.0% | +4.3% |
| CGN Advisors LLC | Wealth advisor | 712.5K | $32.2M | 2.5% | -19.0% |
| Kestra Investment Management, LLC | Wealth advisor | 696.6K | $31.5M | 0.5% | +38.7% |
| GUGGENHEIM CAPITAL LLC | Diversified mechanical | 685.2K | $31.0M | 0.2% | +12.7% |
| ALBION FINANCIAL GROUP /UT | Other | 644.9K | $29.1M | 1.9% | +3.4% |
| KWB Wealth | Wealth advisor | 620.2K | $28.3M | 2.8% | -10.2% |
| Towneley Capital Management, Inc / DE | Wealth advisor | 615.5K | $27.8M | 5.8% | +2.9% |
| Pictet North America Advisors SA | Other | 614.1K | $27.7M | 2.8% | +170.3% |
| Sage Mountain Advisors LLC | Wealth advisor | 612.3K | $27.7M | 1.9% | +30.9% |
| ARVEST INVESTMENTS, INC. | Wealth advisor | 604.3K | $27.3M | 3.7% | -0.7% |
| Leo Wealth, LLC | Wealth advisor | 594.1K | $26.8M | 1.9% | +36.8% |
| Cetera Investment Advisers | Wealth advisor | 583.1K | $26.3M | 0.0% | -21.6% |
| Legacy Private Trust Co. | Wealth advisor | 575.3K | $26.0M | 1.6% | +5.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 519.2K | $23.5M | 0.0% | +3.1% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 496.3K | $22.4M | 0.4% | -16.8% |
| HighTower Advisors, LLC | Diversified mechanical | 488.9K | $22.1M | 0.0% | +7577.0% |
| Moment Partners, LLC | Wealth advisor | 454.7K | $20.6M | 3.7% | New |
| Insight Wealth Strategies, LLC | Wealth advisor | 453.4K | $20.5M | 2.3% | +29.2% |
| Financial Enhancement Group LLC | Wealth advisor | 428.0K | $19.6M | 2.4% | +2.1% |
| SeaBridge Investment Advisors LLC | Other | 418.0K | $18.9M | 3.2% | +0.9% |
| Horizon Investments, LLC | Diversified mechanical | 419.4K | $18.9M | 0.2% | -23.9% |
| Parallel Advisors, LLC | Wealth advisor | 393.4K | $17.8M | 0.3% | -73.9% |
| Blue Edge Capital, LLC | Wealth advisor | 386.2K | $17.4M | 2.3% | +18.7% |
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.