MORTGAGE-BACKED SECURITIES (JMTG) Institutional Ownership Changes & 13F Activity
MORTGAGE-BACKED SECURITIES (JMTG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Morgan Stanley, Bank Of America Corp, Captrust Financial Advisors, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +2,377 | +2.1% | 116,093 | $5.88M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +44,138 | — | 44,138 | $2.24M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +8,947 | +3.0% | 306,227 | $15.52M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -726 | -3.4% | 20,945 | $1.06M | Q2 2026 | Aug 18, 2026 |
| Hamilton Capital, Llc | Buy | +46,900 | +1.2% | 3,845,227 | $194.88M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -4,712 | -3.2% | 141,490 | $7.17M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +3,503,450 | — | 3,503,450 | $177.50M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +274,148 | +1.9% | 14,595,712 | $739.71M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +207,420 | — | 207,420 | $10.51M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +128,460 | +402.2% | 160,399 | $8.13M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +110,722 | +21.0% | 638,916 | $32.38M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -81,571 | -76.0% | 25,694 | $1.30M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +57,618 | — | 57,618 | $2.92M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -38,181 | -13.9% | 235,582 | $11.94M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +26,843 | +10.3% | 287,146 | $14.58M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +13,731 | — | 13,731 | $695.89K | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Sell | -10,088 | -1.0% | 967,948 | $49.06M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +7,114 | +87.8% | 15,216 | $771.00K | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Buy | +5,385 | +0.8% | 680,307 | $34.48M | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +3,275 | +2274.3% | 3,419 | $208.58K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,857 | — | 1,857 | $94.11K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +1,646 | +5.1% | 33,891 | $1.72M | Q2 2026 | Aug 14, 2026 |
| Alerus Financial Na | Buy | +1,524 | — | 1,524 | $77.24K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -916 | -0.1% | 663,629 | $33.63M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +801 | — | 801 | $40.61K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +686 | +0.7% | 102,173 | $5.18M | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors Llc | Sell | -70 | -3.8% | 1,794 | $90.92K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -1,183,187 | -21.3% | 4,381,196 | $222.04M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -211,899 | -20.9% | 804,293 | $40.76M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -57,704 | -39.9% | 86,919 | $4.41M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about JMTG activity
Which institutional owners are buying JMTG?
Institutional owners buying JMTG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JMTG activity?
"Buy" means an investor increased their reported position in JMTG compared to the prior reporting period. This reflects growing exposure to MORTGAGE-BACKED SECURITIES (JMTG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JMTG increasing?
Institutional interest in JMTG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.