JMBS Institutional Ownership & Shareholders
JANUS HENDERSON MORTG BACKED (JMBS) is currently held by 264 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.94B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of JMBS tracked by InsiderSet, reporting ownership valued at approximately $1.37B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.33B, representing an estimated loss of -3.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed JMBS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Charles Schwab Investment Management Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in JANUS HENDERSON MORTG BACKED (JMBS).
This page ranks the largest institutional JMBS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
264
Total Reported Value
$5.94B
Largest Holder
Morgan Stanley
Largest Position
$1.37B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.07% | 30,547,370 | $1,374,326,206 | $1,325,755,858 | -$48,570,348 | -3.53% | |
| Charles Schwab Investment Management Inc | 0.13% | 22,369,778 | $1,006,416,312 | $970,848,365 | -$35,567,947 | -3.53% | |
| Bank Of America Corp | 0.03% | 9,888,964 | $444,904,475 | $429,181,038 | -$15,723,437 | -3.53% | |
| Haverford Trust Co | 1.55% | 3,993,467 | $179,666,058 | $173,316,468 | -$6,349,590 | -3.53% | |
| Raymond James Financial Inc | 0.04% | 3,410,091 | $153,419,998 | $147,997,949 | -$5,422,049 | -3.53% | |
| Osaic Holdings, Inc. | 0.18% | 3,363,367 | $151,344,240 | $145,970,128 | -$5,374,112 | -3.55% | |
| Corient Private Wealth Llc | 0.21% | 3,321,191 | $149,523,319 | $144,139,689 | -$5,383,630 | -3.60% | |
| Focus Partners Wealth | 0.13% | 2,825,037 | $127,209,943 | $122,606,606 | -$4,603,337 | -3.62% | |
| Ubs Group Ag | 0.02% | 2,597,488 | $116,860,985 | $112,730,979 | -$4,130,006 | -3.53% | |
| Gradient Investments Llc | 1.65% | 2,731,438 | $115,430,578 | $118,544,409 | +$3,113,831 | +2.70% | |
| Envestnet Asset Management Inc | 0.03% | 2,420,928 | $108,917,547 | $105,068,275 | -$3,849,272 | -3.53% | |
| Ameriprise Financial Inc | 0.02% | 2,206,955 | $99,287,965 | $95,781,847 | -$3,506,118 | -3.53% | |
| Royal Bank Of Canada | 0.02% | 1,989,959 | $89,529,000 | $86,364,221 | -$3,164,779 | -3.53% | |
| Hamilton Capital, Llc | 4.70% | 1,978,648 | $83,617,678 | $85,873,323 | +$2,255,645 | +2.70% | |
| Foster & Motley Inc | 3.84% | 1,856,863 | $83,540,000 | $80,587,854 | -$2,952,146 | -3.53% | |
| Lpl Financial Llc | 0.02% | 1,846,020 | $83,052,438 | $80,117,268 | -$2,935,170 | -3.53% | |
| Wells Fargo & Company/Mn | 0.01% | 1,835,337 | $82,571,775 | $79,653,626 | -$2,918,149 | -3.53% | |
| Advance Capital Management, Inc. | 2.60% | 1,789,564 | $80,512,503 | $77,667,078 | -$2,845,425 | -3.53% | |
| Pallas Capital Advisors Llc | 2.27% | 1,638,165 | $73,701,058 | $71,096,361 | -$2,604,697 | -3.53% | |
| Bank Of New York Mellon Corp | 0.01% | 1,179,100 | $53,047,682 | $51,172,940 | -$1,874,742 | -3.53% | |
| Madison Asset Management, Llc | 0.59% | 1,106,482 | $49,780,610 | $48,021,319 | -$1,759,291 | -3.53% | |
| Ep Wealth Advisors, Llc | 0.18% | 1,068,068 | $48,052,399 | $46,354,151 | -$1,698,248 | -3.53% | |
| Capital Advisors Inc/Ok | 0.69% | 1,047,135 | $47,110,611 | $45,445,659 | -$1,664,952 | -3.53% | |
| Inspirion Wealth Advisors, Llc | 4.24% | 882,191 | $37,281,380 | $38,287,089 | +$1,005,709 | +2.70% | |
| Truist Financial Corp | 0.04% | 852,249 | $36,016,041 | $36,987,607 | +$971,566 | +2.70% | |
| Alphacore Capital Llc | 0.64% | 775,881 | $35,057,617 | $33,673,235 | -$1,384,382 | -3.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 820,263 | $34,828,359 | $35,599,414 | +$771,055 | +2.21% | |
| Sage Mountain Advisors Llc | 2.04% | 786,517 | $33,238,215 | $34,134,838 | +$896,623 | +2.70% | |
| Cgn Advisors Llc | 2.38% | 727,458 | $30,742,385 | $31,571,677 | +$829,292 | +2.70% | |
| Guggenheim Capital Llc | 0.19% | 666,521 | $29,986,780 | $28,927,011 | -$1,059,769 | -3.53% | |
| Albion Financial Group | 1.67% | 698,699 | $29,527,022 | $30,323,537 | +$796,515 | +2.70% | |
| Modern Wealth Management, Llc | 0.35% | 653,740 | $29,411,749 | $28,372,316 | -$1,039,433 | -3.53% | |
| Arvest Investments, Inc. | 3.45% | 681,829 | $28,814,108 | $29,591,379 | +$777,271 | +2.70% | |
| Cetera Investment Advisers | 0.02% | 606,920 | $27,305,346 | $26,340,328 | -$965,018 | -3.53% | |
| Towneley Capital Management, Inc / De | 5.31% | 633,992 | $26,792,508 | $27,515,253 | +$722,745 | +2.70% | |
| Great Valley Advisor Group, Inc. | 0.36% | 510,655 | $22,974,597 | $22,162,427 | -$812,170 | -3.54% | |
| Rockefeller Capital Management L.P. | 0.03% | 501,234 | $22,574,917 | $21,753,556 | -$821,361 | -3.64% | |
| Legacy Private Trust Co. | 1.25% | 533,881 | $22,561,811 | $23,170,435 | +$608,624 | +2.70% | |
| Cypress Financial Planning Llc | 5.63% | 493,861 | $20,870,568 | $21,433,567 | +$562,999 | +2.70% | |
| Financial Enhancement Group Llc | 2.25% | 463,609 | $19,564,296 | $20,120,631 | +$556,335 | +2.84% | |
| Stansberry Asset Management, Llc | 1.76% | 426,966 | $19,209,207 | $18,530,324 | -$678,883 | -3.53% | |
| Blue Edge Capital, Llc | 2.10% | 387,864 | $17,450,007 | $16,833,298 | -$616,709 | -3.53% | |
| Horizon Investments, Llc | 0.19% | 377,860 | $16,928,128 | $16,399,124 | -$529,004 | -3.13% | |
| Medallion Wealth Advisors, Llc | 5.12% | 321,613 | $16,252,994 | $13,958,004 | -$2,294,990 | -14.12% | |
| Pine Valley Investments Ltd Liability Co | 0.68% | 356,418 | $16,071,418 | $15,468,541 | -$602,877 | -3.75% | |
| Focused Wealth Management, Inc | 1.38% | 379,739 | $16,047,790 | $16,480,673 | +$432,883 | +2.70% | |
| Citadel Advisors Llc | 0.01% | 353,394 | $15,899,196 | $15,337,300 | -$561,896 | -3.53% | |
| Parallel Advisors, Llc | 0.24% | 351,290 | $15,804,538 | $15,245,986 | -$558,552 | -3.53% | |
| Janney Montgomery Scott Llc | 0.03% | 346,402 | $15,585,000 | $15,033,847 | -$551,153 | -3.54% | |
| Secure Asset Management, Llc | 2.03% | 360,209 | $15,222,414 | $15,633,071 | +$410,657 | +2.70% |
Frequently asked questions about JMBS
Who are the largest institutional holders of JMBS?
The largest institutional holders of JMBS reported in the latest SEC Form 13F filings include Morgan Stanley, Charles Schwab Investment Management Inc, Bank Of America Corp, Haverford Trust Co, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported JMBS position.
What is JMBS institutional ownership?
This page tracks JMBS positions reported by institutional investment managers through SEC Form 13F. JANUS HENDERSON MORTG BACKED (JMBS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JMBS?
InsiderSet currently tracks 264 institutional managers reporting JMBS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JMBS shareholders.
How much JMBS stock do institutions own?
Institutional investment managers disclosed approximately $5.94B in JMBS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JMBS institutional ownership last updated?
The latest JMBS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JMBS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JMBS position after the reporting date.
Are institutions buying or selling JMBS?
Institutional buying and selling can be analyzed by comparing JMBS positions across consecutive 13F reporting periods. InsiderSet's JMBS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JMBS ownership changes.
How has JMBS institutional ownership changed over time?
InsiderSet tracks JMBS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.