13F institutional ownership facts

Institutions tracked

14

Reported value

$2,419,259,778.00

Reported shares

53,546,552

Latest filing period

Q1 2026

Top institutional holders

  1. Charles Schwab · $986,521,836 · 0.15%
  2. Morgan Stanley · $1,290,272,148 · 0.08%
  3. UBS Group · $113,570,954 · 0.02%
  4. PNC Financial Services · $9,398,194 · 0.01%
  5. Renaissance Technologies · $2,543,634 · <0.01%%
  6. Janus Henderson Group · $6,240,442 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$ETF-JMBS

Institutional Holdings

14

Top Institutions

Top Institutions

1

Charles Schwab

21,835,366 shares

0.15%

% of Portfolio

2

Morgan Stanley

28,558,480 shares

0.08%

% of Portfolio

3

UBS Group

2,513,744 shares

0.02%

% of Portfolio

4

PNC Financial Services

208,017 shares

0.01%

% of Portfolio

5

Renaissance Technologies

56,300 shares

NaN%

% of Portfolio

6

Janus Henderson Group

138,124 shares

NaN%

% of Portfolio

7

Ken Griffin - Citadel Advisors

80,149 shares

NaN%

% of Portfolio

8

Cliff Asness - AQR Capital Management

19,303 shares

NaN%

% of Portfolio

9

David Solomon - Goldman Sachs

22,566 shares

NaN%

% of Portfolio

10

Larry Fink - BlackRock

3,848 shares

NaN%

% of Portfolio

11

Northern Trust Corp

0 shares

0.00%

% of Portfolio

12

Segall Bryant & Hamill, LLC

61,732 shares

0.05%

% of Portfolio

13

Joel Greenblatt - Gotham Asset Management

48,923 shares

0.01%

% of Portfolio

14

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

27%

LARGE

39%

MEDIUM

21%

SMALL

13%

Geographic Distribution

North America
57%
Europe
29%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

52

Sellers

34

Holders

86

New

21

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

15

Insider Sellers

34

Purchase Value

$12.4M

Role Distribution

CEO
22%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

82

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
92
Recent Activity
74
Concentration
86
Momentum
93
Stability
74

Recent Actions

New

7

Increased

19

Decreased

14

Exited

6

Total

50

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