JOHN HANCOCK MORTGAGE-BACKED (JHMB) Institutional Ownership Changes & 13F Activity

JOHN HANCOCK MORTGAGE-BACKED (JHMB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hightower Advisors, Llc, Kestra Advisory Services, Llc, Lpl Financial Llc, Goldman Sachs Group Inc, and Ffg Retirement Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Western Wealth Management, LlcBuy+141—141$3.11KQ1 2026May 19, 2026
Jones Financial Companies LllpBuy+68,900+97.7%139,456$3.04MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+21,956—21,956$483.32KQ1 2026May 15, 2026
Citadel Advisors LlcBuy+14,040—14,040$309.06KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+1,151+6.5%18,763$413.04KQ1 2026May 15, 2026
Gladstone Institutional Advisory LlcBuy+129,046—129,046$2.84MQ1 2026May 14, 2026
Natixis Advisors, LlcBuy+1,320+8.7%16,536$364.00KQ1 2026May 13, 2026
Cetera Investment AdvisersBuy+218+1.2%18,436$405.83KQ1 2026May 13, 2026
Jane Street Group, LlcBuy+20,408—20,408$449.25KQ1 2026May 12, 2026
Cadence Wealth Management LlcBuy+1,845+14.5%14,529$319.83KQ1 2026May 12, 2026
Great Valley Advisor Group, Inc.Buy+13,103+9.7%148,829$3.28MQ1 2026May 11, 2026
Steward Partners Investment Advisory, LlcSell-9,979-74.4%3,436$75.64KQ1 2026May 08, 2026
Lpl Financial LlcBuy+308,191+23.1%1,641,682$36.14MQ1 2026May 06, 2026
Hightower Advisors, LlcBuy+780,536+73.0%1,849,845$40.72MQ1 2026May 05, 2026
Envestnet Asset Management IncBuy+20,064—20,064$441.68KQ1 2026May 04, 2026
Mml Investors Services, LlcBuy+9,351—9,351$205.85KQ1 2026May 04, 2026
Kestra Advisory Services, LlcSell-336,720-55.7%267,510$5.89MQ1 2026Apr 30, 2026
Fidelity D & D Bancorp IncBuy+27,275+7.1%414,145$9.12MQ1 2026Apr 30, 2026
Flagship Harbor Advisors, LlcBuy+70,745+21.0%407,997$8.98MQ1 2026Apr 28, 2026
Private Advisor Group, LlcSell-43,519-4.0%1,042,175$22.94MQ1 2026Apr 27, 2026
Commonwealth Equity Services, LlcBuy+35,474+12.8%311,621$6.86MQ1 2026Apr 27, 2026
Cabot Wealth Management IncBuy+11,167+1.6%694,444$15.29MQ1 2026Apr 27, 2026
Ffg Retirement Advisors LlcBuy+137,307+42.1%463,251$10.20MQ1 2026Apr 15, 2026
Iams Wealth Management, LlcBuy+21,150+18.9%133,286$2.93MQ1 2026Apr 15, 2026
Journey Strategic Wealth LlcBuy+8,455+1.6%524,652$11.55MQ1 2026Apr 15, 2026
Peak Wealth Management LlcBuy+6,079+3.8%165,282$3.64MQ1 2026Apr 14, 2026
Newedge Advisors, LlcSell-8,160-100.0%0$0.00Q1 2026Feb 18, 2026
Jpmorgan Chase & CoSell-3,757-100.0%0$0.00Q1 2026Feb 11, 2026
Goldman Sachs Group IncSell-153,916-100.0%0$0.00Q1 2026Feb 10, 2026
Northwestern Mutual Wealth Management CoSell-55-100.0%0$0.00Q1 2026Feb 05, 2026
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Frequently asked questions about JHMB activity

  • Which institutional owners are buying JHMB?

    Institutional owners buying JHMB 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 JHMB activity?

    "Buy" means an investor increased their reported position in JHMB compared to the prior reporting period. This reflects growing exposure to JOHN HANCOCK MORTGAGE-BACKED (JHMB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JHMB increasing?

    Institutional interest in JHMB 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.