JH SECURITIZED INCOME ETF (JSI) Institutional Ownership Changes & 13F Activity

JH SECURITIZED INCOME ETF (JSI). 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, Goldman Sachs Group Inc, Jane Street Group, Llc, and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+8,652+3.2%282,596$14.47MQ2 2026Sep 23, 2026
Talon Private Wealth, LlcSell-91,916-70.0%39,340$2.01MQ2 2026Sep 11, 2026
Citadel Advisors LlcSell-33,411-87.9%4,611$236.13KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+150,756+67.3%374,898$19.21MQ2 2026Aug 27, 2026
Blue Edge Capital, LlcBuy+132,590—132,590$6.79MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+15,919+258.8%22,070$1.13MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-7,122-11.9%52,929$2.71MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+559,720—559,720$28.66MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+375,847+9243.7%379,913$19.46MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+193,952+280.4%263,118$13.47MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+158,409+360.0%202,410$10.37MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+71,202+428.7%87,810$4.50MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+64,828+8.6%817,680$41.87MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+41,273+232.0%59,061$3.02MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+12,751+7.2%189,716$9.72MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-11,315-91.9%1,000$51.21KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-8,379-0.3%2,535,942$129.87MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-8,033-39.7%12,183$623.89KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+7,433+51.1%21,966$1.12MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-6,194-42.6%8,351$427.63KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-4,733-8.7%49,364$2.53MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+4,062—4,062$208.03KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,069+1.6%197,243$10.10MQ2 2026Aug 14, 2026
Ubs Group AgBuy+97,306+10.5%1,023,104$52.39MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+20,058+3.5%597,283$30.59MQ2 2026Aug 13, 2026
Elequin Capital, LpBuy+7,664—7,664$392.47KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+4,224—4,224$216.31KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+1,625+17.7%10,788$552.45KQ2 2026Aug 13, 2026
Morgan StanleySell-756-0.2%308,876$15.82MQ2 2026Aug 13, 2026
Community Bank, N.A.Buy+382+2.6%15,016$768.81KQ2 2026Aug 13, 2026
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Frequently asked questions about JSI activity

  • Which institutional owners are buying JSI?

    Institutional owners buying JSI 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 JSI activity?

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

  • Is institutional interest in JSI increasing?

    Institutional interest in JSI 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.