JSI Institutional Ownership & Shareholders
JH SECURITIZED INCOME ETF (JSI) is currently held by 149 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.23B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of JSI tracked by InsiderSet, reporting ownership valued at approximately $129.87M 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 $126.87M, representing an estimated loss of -2.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
149
Total Reported Value
$1.23B
Largest Holder
Osaic Holdings, Inc.
Largest Position
$129.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.15% | 2,535,942 | $129,871,263 | $126,873,178 | -$2,998,085 | -2.31% | |
| Lpl Financial Llc | 0.03% | 2,247,471 | $115,092,999 | $112,440,974 | -$2,652,025 | -2.30% | |
| Traphagen Investment Advisors Llc | 4.15% | 1,214,201 | $60,612,938 | $60,746,476 | +$133,538 | +0.22% | |
| Ubs Group Ag | 0.01% | 1,023,104 | $52,393,156 | $51,185,893 | -$1,207,263 | -2.30% | |
| Grant Street Asset Management, Inc. | 7.54% | 926,305 | $46,241,149 | $46,343,039 | +$101,890 | +0.22% | |
| Clearwater Capital Advisors, Llc | 3.26% | 867,681 | $44,433,945 | $43,410,080 | -$1,023,865 | -2.30% | |
| Raymond James Financial Inc | 0.01% | 817,680 | $41,873,416 | $40,908,530 | -$964,886 | -2.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 797,506 | $39,899,204 | $39,899,225 | +$21 | +0.00% | |
| Focus Partners Wealth | 0.04% | 738,615 | $37,825,345 | $36,952,908 | -$872,437 | -2.31% | |
| Atwood & Palmer Inc | 1.94% | 755,491 | $37,714,123 | $37,797,215 | +$83,092 | +0.22% | |
| Sanctuary Advisors, Llc | 0.14% | 597,283 | $30,586,856 | $29,882,068 | -$704,788 | -2.30% | |
| Ameriprise Financial Inc | 0.01% | 559,720 | $28,661,168 | $28,002,792 | -$658,376 | -2.30% | |
| Financial Enhancement Group Llc | 3.14% | 545,120 | $27,277,808 | $27,272,354 | -$5,454 | -0.02% | |
| Advisory Resource Group | 3.72% | 518,591 | $25,888,078 | $25,945,108 | +$57,030 | +0.22% | |
| Bank Of New York Mellon Corp | 0.00% | 496,516 | $25,426,592 | $24,840,695 | -$585,897 | -2.30% | |
| Nottingham Advisors, Inc. | 3.10% | 506,984 | $25,356,075 | $25,364,410 | +$8,335 | +0.03% | |
| Guardian Financial Partners, Llc | 8.62% | 432,477 | $22,147,139 | $21,636,824 | -$510,315 | -2.30% | |
| Marshall Financial Group, Llc | 3.03% | 406,255 | $20,804,311 | $20,324,938 | -$479,373 | -2.30% | |
| Modern Wealth Management, Llc | 0.23% | 379,913 | $19,455,345 | $19,007,047 | -$448,298 | -2.30% | |
| Corient Private Wealth Llc | 0.03% | 374,898 | $19,213,167 | $18,756,147 | -$457,020 | -2.38% | |
| Morgan Stanley | 0.00% | 308,876 | $15,817,582 | $15,453,066 | -$364,516 | -2.30% | |
| Envestnet Asset Management Inc | 0.00% | 282,596 | $14,471,746 | $14,138,278 | -$333,468 | -2.30% | |
| Quaker Wealth Management, Llc | 4.07% | 278,175 | $13,886,514 | $13,917,095 | +$30,581 | +0.22% | |
| Goldman Sachs Group Inc | 0.00% | 263,118 | $13,474,273 | $13,163,794 | -$310,479 | -2.30% | |
| Addison Capital Co | 1.99% | 237,546 | $12,164,717 | $11,884,426 | -$280,291 | -2.30% | |
| Pine Valley Investments Ltd Liability Co | 0.51% | 234,335 | $12,024,486 | $11,723,780 | -$300,706 | -2.50% | |
| Epiq Partners, Llc | 4.90% | 227,862 | $11,374,871 | $11,399,936 | +$25,065 | +0.22% | |
| Apollon Wealth Management, Llc | 0.12% | 214,955 | $10,730,552 | $10,754,199 | +$23,647 | +0.22% | |
| Harbour Investments, Inc. | 0.14% | 208,735 | $10,689,319 | $10,443,012 | -$246,307 | -2.30% | |
| Jane Street Group, Llc | 0.01% | 202,410 | $10,365,416 | $10,126,572 | -$238,844 | -2.30% | |
| Rise Advisors, Llc | 2.89% | 205,052 | $10,236,192 | $10,258,752 | +$22,560 | +0.22% | |
| Englebert Financial Advisers, Llc | 10.05% | 202,884 | $10,127,954 | $10,150,287 | +$22,333 | +0.22% | |
| Royal Bank Of Canada | 0.00% | 197,243 | $10,100,000 | $9,868,067 | -$231,933 | -2.30% | |
| Buck Wealth Strategies, Llc | 0.94% | 198,433 | $9,905,777 | $9,927,603 | +$21,826 | +0.22% | |
| Mai Capital Management | 0.04% | 189,716 | $9,715,354 | $9,491,491 | -$223,863 | -2.30% | |
| Truist Financial Corp | 0.01% | 191,094 | $9,539,389 | $9,560,433 | +$21,044 | +0.22% | |
| One Charles Private Wealth Services, Llc | 2.09% | 176,717 | $9,049,680 | $8,841,152 | -$208,528 | -2.30% | |
| Stifel Financial Corp | 0.01% | 172,240 | $8,820,419 | $8,617,167 | -$203,252 | -2.30% | |
| Harbor Investment Advisory, Llc | 0.53% | 156,923 | $7,833,596 | $7,850,858 | +$17,262 | +0.22% | |
| Cornerstone Wealth Group, Llc | 0.43% | 149,651 | $7,470,595 | $7,487,040 | +$16,445 | +0.22% | |
| Flagship Harbor Advisors, Llc | 0.27% | 143,371 | $7,157,103 | $7,172,851 | +$15,748 | +0.22% | |
| Blue Edge Capital, Llc | 0.82% | 132,590 | $6,789,924 | $6,633,478 | -$156,446 | -2.30% | |
| Winebrenner Capital Management Llc | 4.33% | 134,803 | $6,729,377 | $6,744,194 | +$14,817 | +0.22% | |
| Weaver Consulting Group | 1.29% | 132,623 | $6,620,535 | $6,635,129 | +$14,594 | +0.22% | |
| Waterfront Wealth Inc. | 1.00% | 126,246 | $6,467,587 | $6,316,087 | -$151,500 | -2.34% | |
| Kestra Advisory Services, Llc | 0.02% | 129,183 | $6,448,839 | $6,463,025 | +$14,186 | +0.22% | |
| Atria Investments, Inc | 0.06% | 127,941 | $6,386,790 | $6,400,888 | +$14,098 | +0.22% | |
| Prasad Wealth Partners, Llc | 1.22% | 98,872 | $5,063,218 | $4,946,566 | -$116,652 | -2.30% | |
| Miller Global Investments, Llc | 3.67% | 91,081 | $4,546,764 | $4,556,782 | +$10,018 | +0.22% | |
| Bank Of America Corp | 0.00% | 87,810 | $4,496,749 | $4,393,134 | -$103,615 | -2.30% |
Frequently asked questions about JSI
Who are the largest institutional holders of JSI?
The largest institutional holders of JSI reported in the latest SEC Form 13F filings include Osaic Holdings, Inc., Lpl Financial Llc, Traphagen Investment Advisors Llc, Ubs Group Ag, and Grant Street Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported JSI position.
What is JSI institutional ownership?
This page tracks JSI positions reported by institutional investment managers through SEC Form 13F. JH SECURITIZED INCOME ETF (JSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JSI?
InsiderSet currently tracks 149 institutional managers reporting JSI 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 JSI shareholders.
How much JSI stock do institutions own?
Institutional investment managers disclosed approximately $1.23B in JSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JSI institutional ownership last updated?
The latest JSI 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 JSI 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 JSI position after the reporting date.
Are institutions buying or selling JSI?
Institutional buying and selling can be analyzed by comparing JSI positions across consecutive 13F reporting periods. InsiderSet's JSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JSI ownership changes.
How has JSI institutional ownership changed over time?
InsiderSet tracks JSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.