JANUS HENDERSON MORTG BACKED (JMBS) Institutional Shareholders
JANUS HENDERSON MORTG BACKED (JMBS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.06B in JMBS holdings during the latest filing period.
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 -3.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
266
Total Reported Value
$6.06B
Largest Holder
Morgan Stanley
Largest Position
$1.37B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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 | $1,333,087,227 | -$41,238,979 | -3.00% | |
| Charles Schwab Investment Management Inc | 0.13% | 22,369,778 | $1,006,416,312 | $976,217,112 | -$30,199,200 | -3.00% | |
| Bank Of America Corp | 0.03% | 9,888,964 | $444,904,475 | $431,554,389 | -$13,350,086 | -3.00% | |
| Haverford Trust Co | 1.55% | 3,993,467 | $179,666,058 | $174,274,900 | -$5,391,158 | -3.00% | |
| Raymond James Financial Inc | 0.04% | 3,410,091 | $153,419,998 | $148,816,371 | -$4,603,627 | -3.00% | |
| Osaic Holdings, Inc. | 0.18% | 3,363,367 | $151,344,240 | $146,777,336 | -$4,566,904 | -3.02% | |
| Corient Private Wealth Llc | 0.21% | 3,321,191 | $149,523,319 | $144,936,775 | -$4,586,544 | -3.07% | |
| Focus Partners Wealth | 0.13% | 2,825,037 | $127,209,943 | $123,284,615 | -$3,925,328 | -3.09% | |
| Gradient Investments Llc | 1.67% | 2,688,767 | $120,967,618 | $117,337,792 | -$3,629,826 | -3.00% | |
| Ubs Group Ag | 0.02% | 2,597,488 | $116,860,985 | $113,354,376 | -$3,506,609 | -3.00% | |
| Envestnet Asset Management Inc | 0.03% | 2,420,928 | $108,917,547 | $105,649,298 | -$3,268,249 | -3.00% | |
| Ameriprise Financial Inc | 0.02% | 2,206,955 | $99,287,965 | $96,311,516 | -$2,976,449 | -3.00% | |
| Hamilton Capital, Llc | 4.53% | 2,035,111 | $91,559,660 | $88,812,244 | -$2,747,416 | -3.00% | |
| Royal Bank Of Canada | 0.02% | 1,989,959 | $89,529,000 | $86,841,811 | -$2,687,189 | -3.00% | |
| Foster & Motley Inc | 3.84% | 1,856,863 | $83,540,000 | $81,033,501 | -$2,506,499 | -3.00% | |
| Lpl Financial Llc | 0.02% | 1,846,020 | $83,052,438 | $80,560,313 | -$2,492,125 | -3.00% | |
| Wells Fargo & Company/Mn | 0.01% | 1,835,337 | $82,571,775 | $80,094,107 | -$2,477,668 | -3.00% | |
| Advance Capital Management, Inc. | 2.60% | 1,789,564 | $80,512,503 | $78,096,573 | -$2,415,930 | -3.00% | |
| Pallas Capital Advisors Llc | 2.27% | 1,638,165 | $73,701,058 | $71,489,521 | -$2,211,537 | -3.00% | |
| Bank Of New York Mellon Corp | 0.01% | 1,179,100 | $53,047,682 | $51,455,924 | -$1,591,758 | -3.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 1,163,322 | $52,035,383 | $50,767,372 | -$1,268,011 | -2.44% | |
| Madison Asset Management, Llc | 0.59% | 1,106,482 | $49,780,610 | $48,286,874 | -$1,493,736 | -3.00% | |
| Ep Wealth Advisors, Llc | 0.18% | 1,068,068 | $48,052,399 | $46,610,488 | -$1,441,911 | -3.00% | |
| Capital Advisors Inc/Ok | 0.69% | 1,047,135 | $47,110,611 | $45,696,971 | -$1,413,640 | -3.00% | |
| Inspirion Wealth Advisors, Llc | 4.37% | 850,946 | $38,173,434 | $37,135,283 | -$1,038,151 | -2.72% | |
| Truist Financial Corp | 0.04% | 803,929 | $36,168,768 | $35,083,462 | -$1,085,306 | -3.00% | |
| Alphacore Capital Llc | 0.64% | 775,881 | $35,057,617 | $33,859,447 | -$1,198,170 | -3.42% | |
| Cgn Advisors Llc | 2.43% | 739,199 | $33,256,573 | $32,258,644 | -$997,929 | -3.00% | |
| Sage Mountain Advisors Llc | 1.98% | 716,333 | $32,227,811 | $31,260,772 | -$967,039 | -3.00% | |
| Albion Financial Group | 1.76% | 676,034 | $30,414,760 | $29,502,124 | -$912,636 | -3.00% | |
| Guggenheim Capital Llc | 0.19% | 666,521 | $29,986,780 | $29,086,976 | -$899,804 | -3.00% | |
| Modern Wealth Management, Llc | 0.35% | 653,740 | $29,411,749 | $28,529,214 | -$882,535 | -3.00% | |
| Arvest Investments, Inc. | 3.50% | 643,610 | $28,956,033 | $28,087,140 | -$868,893 | -3.00% | |
| Towneley Capital Management, Inc / De | 5.52% | 624,815 | $28,110,419 | $27,266,927 | -$843,492 | -3.00% | |
| Cetera Investment Advisers | 0.02% | 606,920 | $27,305,346 | $26,485,989 | -$819,357 | -3.00% | |
| Legacy Private Trust Co. | 1.51% | 602,038 | $27,085,689 | $26,272,938 | -$812,751 | -3.00% | |
| Leo Wealth, Llc | 1.95% | 594,085 | $26,840,064 | $25,925,869 | -$914,195 | -3.41% | |
| Pictet North America Advisors Sa | 2.32% | 584,021 | $26,275,105 | $25,486,676 | -$788,429 | -3.00% | |
| Great Valley Advisor Group, Inc. | 0.36% | 510,655 | $22,974,597 | $22,284,984 | -$689,613 | -3.00% | |
| Rockefeller Capital Management L.P. | 0.03% | 501,234 | $22,574,917 | $21,873,852 | -$701,065 | -3.11% | |
| Seabridge Investment Advisors Llc | 2.91% | 446,615 | $20,093,226 | $19,490,279 | -$602,947 | -3.00% | |
| Financial Enhancement Group Llc | 2.36% | 439,049 | $19,752,799 | $19,160,098 | -$592,701 | -3.00% | |
| Stansberry Asset Management, Llc | 1.76% | 426,966 | $19,209,207 | $18,632,796 | -$576,411 | -3.00% | |
| Kwb Wealth | 1.62% | 420,361 | $18,912,054 | $18,344,554 | -$567,500 | -3.00% | |
| Cypress Financial Planning Llc | 4.58% | 415,201 | $18,679,892 | $18,119,372 | -$560,520 | -3.00% | |
| Blue Edge Capital, Llc | 2.10% | 387,864 | $17,450,007 | $16,926,385 | -$523,622 | -3.00% | |
| Horizon Investments, Llc | 0.19% | 377,860 | $16,928,128 | $16,489,810 | -$438,318 | -2.59% | |
| Medallion Wealth Advisors, Llc | 5.12% | 321,613 | $16,252,994 | $14,035,191 | -$2,217,803 | -13.65% | |
| Pine Valley Investments Ltd Liability Co | 0.68% | 356,418 | $16,071,418 | $15,554,082 | -$517,336 | -3.22% | |
| Citadel Advisors Llc | 0.01% | 353,394 | $15,899,196 | $15,422,114 | -$477,082 | -3.00% |
Frequently asked questions about JMBS
Who owns the most JMBS stock?
The largest holders of JMBS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JANUS HENDERSON MORTG BACKED (JMBS).
Is JMBS widely held by superinvestors?
Many widely followed stocks like JMBS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JMBS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.