JANUS HENDERSON MORTG BACKED (JMBS) Institutional Ownership Changes & 13F Activity

JANUS HENDERSON MORTG BACKED (JMBS). 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, Modern Wealth Management, Llc, Corient Private Wealth Llc, Charles Schwab Investment Management Inc, and Blue Edge Capital, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+45,839+1.9%2,420,928$108.92MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+268+1.2%23,489$1.06MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+6,845—6,845$307.97KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+273,245+340.9%353,394$15.90MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+1,214,435+57.6%3,321,191$149.52MQ2 2026Aug 27, 2026
Brown Financial AdvisorsBuy+5,996+6.5%97,579$4.39MQ2 2026Aug 26, 2026
Mercer Global Advisors IncSell-487-8.6%5,205$234.16KQ2 2026Aug 19, 2026
Rb Capital Management, LlcBuy+7,960+38.7%28,550$1.28MQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+387,864—387,864$17.45MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+8,092+24.0%41,792$1.88MQ2 2026Aug 17, 2026
Hamilton Capital, LlcSell-6,243-0.3%2,035,111$91.56MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-780-0.8%91,949$4.14MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+36+0.5%6,891$310.03KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+2,206,955—2,206,955$99.29MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-1,342,881-67.3%653,740$29.41MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+534,412+2.4%22,369,778$1.01BQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+296,682+1190.0%321,613$16.25MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+243,085+7.8%3,363,367$151.34MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+233,971+13.3%1,989,959$89.53MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+146,801+4.5%3,410,091$153.42MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+141,766+1.5%9,888,964$444.90MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+63,146—63,146$2.84MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+47,201+154.8%77,684$3.50MQ2 2026Aug 14, 2026
Stansberry Asset Management, LlcBuy+41,886+10.9%426,966$19.21MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-37,433-2.0%1,835,337$82.57MQ2 2026Aug 14, 2026
Headinvest, LlcBuy+25,745+25.6%126,321$5.68MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+19,468+271.7%26,633$1.20MQ2 2026Aug 14, 2026
Shelton Capital ManagementBuy+17,819+383.5%22,465$1.01MQ2 2026Aug 14, 2026
Ancora Advisors LlcSell-11,494-8.3%127,188$5.72MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+8,446+17.3%57,369$2.58MQ2 2026Aug 14, 2026
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Frequently asked questions about JMBS activity

  • Which institutional owners are buying JMBS?

    Institutional owners buying JMBS 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 JMBS activity?

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

  • Is institutional interest in JMBS increasing?

    Institutional interest in JMBS 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.