JH SECURITIZED INCOME ETF (JSI) Institutional Ownership Changes & 13F Activity
JH SECURITIZED INCOME ETF (JSI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Ubs Group Ag, Raymond James Financial Inc, Sanctuary Advisors, Llc, and Ameriprise Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Miller Global Investments, Llc | Buy | +7,366 | +8.8% | 91,081 | $4.55M | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -282,596 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Talon Private Wealth, Llc | Sell | -39,340 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Citadel Advisors Llc | Sell | -4,611 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -374,898 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Blue Edge Capital, Llc | Sell | -132,590 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -52,929 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Sell | -22,070 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Sell | -2,535,942 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -817,680 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -559,720 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -379,913 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -263,118 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -202,410 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -197,243 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -189,716 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -87,810 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -59,061 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -49,364 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -21,966 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -12,183 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -8,351 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Sell | -4,062 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -1,000 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -1,023,104 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -597,283 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -308,876 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Community Bank, N.A. | Sell | -15,016 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -10,788 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Sell | -7,664 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
Frequently asked questions about JSI activity
Which institutional owners are buying JSI?
Institutional owners buying JSI 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 JSI activity?
"Buy" means an investor increased their reported position in JSI compared to the prior reporting period. This reflects growing exposure to JH SECURITIZED INCOME ETF (JSI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JSI increasing?
Institutional interest in JSI 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.