JH SECURITIZED INCOME ETF (JSI) Institutional Shareholders
JH SECURITIZED INCOME ETF (JSI) 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 $1.17B in JSI holdings during the latest filing period.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of JSI tracked by InsiderSet, reporting ownership valued at approximately $131.16M in its March 31, 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 $129.65M, representing an estimated loss of -1.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed JSI value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Lpl Financial Llc, Traphagen Investment Advisors Llc, and several other long-term asset managers with concentrated positions in JH SECURITIZED INCOME ETF (JSI).
This page ranks the largest institutional JSI 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
153
Total Reported Value
$1.17B
Largest Holder
Osaic Holdings, Inc.
Largest Position
$131.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.19% | 2,544,321 | $131,159,694 | $129,645,877 | -$1,513,817 | -1.15% | |
| Lpl Financial Llc | 0.03% | 2,073,212 | $106,874,092 | $105,640,517 | -$1,233,575 | -1.15% | |
| Traphagen Investment Advisors Llc | 3.95% | 1,080,779 | $55,346,695 | $55,071,094 | -$275,601 | -0.50% | |
| Ubs Group Ag | 0.01% | 925,798 | $47,724,887 | $47,174,037 | -$550,850 | -1.15% | |
| Grant Street Asset Management, Inc. | 8.64% | 870,181 | $44,857,821 | $44,340,073 | -$517,748 | -1.15% | |
| Focus Partners Wealth | 0.05% | 802,643 | $41,377,199 | $40,898,674 | -$478,525 | -1.16% | |
| Clearwater Capital Advisors, Llc | 3.21% | 771,127 | $39,751,597 | $39,292,776 | -$458,821 | -1.15% | |
| Raymond James Financial Inc | 0.01% | 752,852 | $38,809,492 | $38,361,574 | -$447,918 | -1.15% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 736,295 | $37,720,370 | $37,517,912 | -$202,458 | -0.54% | |
| Atwood & Palmer Inc | 1.96% | 715,976 | $36,665,114 | $36,482,557 | -$182,557 | -0.50% | |
| Sanctuary Advisors, Llc | 0.16% | 577,225 | $29,755,971 | $29,412,500 | -$343,471 | -1.15% | |
| Bank Of New York Mellon Corp | 0.01% | 558,894 | $28,810,977 | $28,478,444 | -$332,533 | -1.15% | |
| Financial Enhancement Group Llc | 3.22% | 527,115 | $26,993,580 | $26,859,145 | -$134,435 | -0.50% | |
| Nottingham Advisors, Inc. | 3.18% | 348,302 | $26,646,454 | $17,747,728 | -$8,898,726 | -33.40% | |
| Advisory Resource Group | 3.78% | 491,125 | $25,150,511 | $25,025,274 | -$125,237 | -0.50% | |
| Ameriprise Financial Inc | 0.01% | 442,499 | $22,664,683 | $22,547,537 | -$117,146 | -0.52% | |
| Guardian Financial Partners, Llc | 8.62% | 432,477 | $22,147,139 | $22,036,866 | -$110,273 | -0.50% | |
| Marshall Financial Group, Llc | 3.03% | 406,255 | $20,804,311 | $20,700,724 | -$103,587 | -0.50% | |
| Kensington Asset Management, Llc | 0.96% | 355,124 | $18,509,063 | $18,095,343 | -$413,720 | -2.24% | |
| Morgan Stanley | 0.00% | 309,632 | $15,961,585 | $15,777,299 | -$184,286 | -1.15% | |
| Envestnet Asset Management Inc | 0.00% | 282,596 | $14,471,746 | $14,399,679 | -$72,067 | -0.50% | |
| Quaker Wealth Management, Llc | 3.99% | 267,746 | $13,711,259 | $13,642,997 | -$68,262 | -0.50% | |
| Pine Valley Investments Ltd Liability Co | 0.51% | 234,335 | $12,024,486 | $11,940,540 | -$83,946 | -0.70% | |
| Epiq Partners, Llc | 5.00% | 230,022 | $11,779,427 | $11,720,771 | -$58,656 | -0.50% | |
| Addison Capital Co | 2.07% | 225,924 | $11,646,412 | $11,511,957 | -$134,455 | -1.15% | |
| Corient Private Wealth Llc | 0.02% | 224,142 | $11,398,398 | $11,421,156 | +$22,758 | +0.20% | |
| Harbour Investments, Inc. | 0.17% | 210,763 | $10,864,833 | $10,739,429 | -$125,404 | -1.15% | |
| Apollon Wealth Management, Llc | 0.13% | 205,187 | $10,507,621 | $10,455,304 | -$52,317 | -0.50% | |
| Buck Wealth Strategies, Llc | 1.08% | 201,240 | $10,305,506 | $10,254,184 | -$51,322 | -0.50% | |
| Royal Bank Of Canada | 0.00% | 194,174 | $10,010,000 | $9,894,136 | -$115,864 | -1.16% | |
| Rise Advisors, Llc | 2.69% | 186,724 | $9,562,119 | $9,514,521 | -$47,598 | -0.50% | |
| Channel Wealth Llc | 2.27% | 182,044 | $9,384,351 | $9,276,052 | -$108,299 | -1.15% | |
| Mai Capital Management | 0.05% | 176,965 | $9,122,540 | $9,017,252 | -$105,288 | -1.15% | |
| One Charles Private Wealth Services, Llc | 2.09% | 176,717 | $9,049,680 | $9,004,615 | -$45,065 | -0.50% | |
| Truist Financial Corp | 0.01% | 175,170 | $8,970,444 | $8,925,787 | -$44,657 | -0.50% | |
| Englebert Financial Advisers, Llc | 8.87% | 174,925 | $8,957,909 | $8,913,303 | -$44,606 | -0.50% | |
| Stifel Financial Corp | 0.01% | 151,072 | $7,787,765 | $7,697,874 | -$89,891 | -1.15% | |
| Winebrenner Capital Management Llc | 4.51% | 144,792 | $7,414,817 | $7,377,876 | -$36,941 | -0.50% | |
| Cornerstone Wealth Group, Llc | 0.43% | 142,586 | $7,301,817 | $7,265,470 | -$36,347 | -0.50% | |
| Flagship Harbor Advisors, Llc | 0.28% | 141,819 | $7,262,551 | $7,226,387 | -$36,164 | -0.50% | |
| Harbor Investment Advisory, Llc | 0.51% | 141,273 | $7,234,590 | $7,198,566 | -$36,024 | -0.50% | |
| Talon Private Wealth, Llc | 0.90% | 131,256 | $6,766,198 | $6,688,149 | -$78,049 | -1.15% | |
| Waterfront Wealth Inc. | 1.00% | 126,246 | $6,467,587 | $6,432,865 | -$34,722 | -0.54% | |
| Atria Investments, Inc | 0.06% | 118,102 | $6,047,992 | $6,017,887 | -$30,105 | -0.50% | |
| Weaver Consulting Group | 1.19% | 113,474 | $5,810,986 | $5,782,068 | -$28,918 | -0.50% | |
| Sage Advisory Services, Ltd.Co. | 2.83% | 112,161 | $5,744,000 | $5,715,164 | -$28,836 | -0.50% | |
| Kestra Advisory Services, Llc | 0.02% | 106,293 | $5,443,242 | $5,416,160 | -$27,082 | -0.50% | |
| Prasad Wealth Partners, Llc | 1.22% | 98,872 | $5,063,218 | $5,038,023 | -$25,195 | -0.50% | |
| Farther Finance Advisors, Llc | 0.04% | 94,935 | $4,861,633 | $4,837,413 | -$24,220 | -0.50% | |
| Miller Global Investments, Llc | 3.55% | 83,715 | $4,287,045 | $4,265,698 | -$21,347 | -0.50% |
Frequently asked questions about JSI
Who owns the most JSI stock?
The largest holders of JSI 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 JH SECURITIZED INCOME ETF (JSI).
Is JSI widely held by superinvestors?
Many widely followed stocks like JSI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JSI 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.