JH SECURITIZED INCOME ETF JSI
$51.19
+0.1% 52w: $48.89 – $51.34
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data48.8950.1151.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
154
+2 QoQ
13F value
$1.29B
+6.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $12.5M puts
Institutional value by quarter
Number of holders
Who owns JSI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.5M | $131.2M | 0.2% | +5.4% |
| LPL Financial LLC | Bank broker | 2.1M | $106.9M | 0.0% | +88.5% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | Wealth advisor | 1.0M | $52.1M | 4.2% | +14.4% |
| UBS Group AG | Bank broker | 925.8K | $47.7M | 0.0% | +35.3% |
| Grant Street Asset Management, Inc. | Wealth advisor | 870.2K | $44.9M | 8.6% | +3.7% |
| Focus Partners Wealth | Wealth advisor | 802.6K | $41.4M | 0.0% | +0.6% |
| Clearwater Capital Advisors, LLC | Wealth advisor | 771.1K | $39.8M | 3.2% | +28.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 752.9K | $38.8M | 0.0% | -2.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 708.6K | $36.6M | 0.1% | -45.8% |
| ATWOOD & PALMER INC | Other | 699.3K | $36.0M | 2.0% | +2.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 577.2K | $29.8M | 0.2% | +12.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 558.9K | $28.8M | 0.0% | +10.6% |
| Financial Enhancement Group LLC | Wealth advisor | 505.5K | $26.3M | 3.3% | +3.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 503.2K | $25.9M | 0.1% | +5.0% |
| NOTTINGHAM ADVISORS, INC. | Wealth advisor | 496.0K | $25.6M | 3.3% | +32.2% |
| Advisory Resource Group | Wealth advisor | 465.3K | $24.0M | 4.1% | -4.5% |
| Greenwich Wealth Management LLC | Other | 441.4K | $22.8M | 0.9% | +1.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 442.5K | $22.7M | 0.0% | -11.3% |
| AE Wealth Management LLC | Wealth advisor | 410.6K | $21.2M | 0.1% | +28.4% |
| Private Advisor Group, LLC | Wealth advisor | 404.8K | $20.9M | 0.1% | +36.1% |
| Guardian Financial Partners, LLC | Wealth advisor | 403.2K | $20.8M | 8.8% | +23.4% |
| Marshall Financial Group, LLC | Wealth advisor | 394.2K | $20.3M | 3.3% | -4.3% |
| Flaharty Asset Management, LLC | Wealth advisor | 393.1K | $20.3M | 2.5% | +1.8% |
| MORGAN STANLEY | Bank broker | 309.6K | $16.0M | 0.0% | +32.0% |
| Quaker Wealth Management, LLC | Wealth advisor | 279.8K | $14.4M | 4.5% | +2.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 273.9K | $14.1M | 0.0% | +14.0% |
| Kensington Asset Management, LLC | Wealth advisor | 264.4K | $13.6M | 0.7% | -25.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 248.2K | $12.8M | 0.0% | +51.1% |
| EPIQ PARTNERS, LLC | Other | 234.4K | $12.1M | 5.6% | +2.5% |
| Apollon Wealth Management, LLC | Diversified mechanical | 230.9K | $11.9M | 0.2% | +43.1% |
| Addison Capital Co | Wealth advisor | 225.9K | $11.6M | 2.1% | +196.7% |
| Corient Private Wealth LLC | Diversified mechanical | 224.1K | $11.4M | 0.0% | +36.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 210.8K | $10.9M | 0.2% | +0.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 205.0K | $10.6M | 0.0% | +1.4% |
| Pine Valley Investments Ltd Liability Co | Other | 201.7K | $10.4M | 0.5% | +11.7% |
| Buck Wealth Strategies, LLC | Wealth advisor | 196.5K | $10.1M | 1.3% | -12.8% |
| ROYAL BANK OF CANADA | Bank broker | 194.2K | $10.0M | 0.0% | -8.8% |
| CHANNEL WEALTH LLC | Other | 182.0K | $9.4M | 2.3% | +31.2% |
| One Charles Private Wealth Services, LLC | Wealth advisor | 181.5K | $9.4M | 2.3% | +30.1% |
| COURIER CAPITAL LLC | Wealth advisor | 180.8K | $9.3M | 0.5% | +8.4% |
| MAI Capital Management | Wealth advisor | 177.0K | $9.1M | 0.1% | +25.2% |
| Englebert Financial Advisers, LLC | Wealth advisor | 156.8K | $8.1M | 9.2% | +13.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 151.1K | $7.8M | 0.0% | +21.4% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | Wealth advisor | 143.6K | $7.4M | 4.8% | +18.0% |
| Cornerstone Wealth Group, LLC | Other | 138.7K | $7.2M | 0.5% | +10.6% |
| Talon Private Wealth, LLC | Wealth advisor | 131.3K | $6.8M | 0.9% | — |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 128.9K | $6.6M | 0.3% | +19.1% |
| HARBOR INVESTMENT ADVISORY, LLC | Diversified mechanical | 119.7K | $6.2M | 0.5% | +38.4% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 117.1K | $6.0M | 0.1% | +6.0% |
| Waterfront Wealth Inc. | Other | 116.1K | $6.0M | 1.1% | +21.9% |
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.