13F institutional ownership facts

Institutions tracked

13

Reported value

$2,973,074.00

Reported shares

66,083

Latest filing period

Q2 2026

Top institutional holders

  1. Charles Schwab · $1,006,416,312 · 0.13%
  2. Morgan Stanley · $1,374,326,206 · 0.07%
  3. UBS Group · $116,860,985 · 0.01%
  4. Joel Greenblatt - Gotham Asset Management · $2,581,031 · 0.01%
  5. Ken Griffin - Citadel Advisors · $15,899,196 · <0.01%%
  6. PNC Financial Services · $9,467,717 · <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

13

Top Institutions

Top Institutions

1

Charles Schwab

22,369,778 shares

0.13%

% of Portfolio

2

Morgan Stanley

30,547,370 shares

0.07%

% of Portfolio

3

UBS Group

2,597,488 shares

0.01%

% of Portfolio

4

Joel Greenblatt - Gotham Asset Management

57,369 shares

0.01%

% of Portfolio

5

Ken Griffin - Citadel Advisors

353,394 shares

NaN%

% of Portfolio

6

PNC Financial Services

210,440 shares

NaN%

% of Portfolio

7

Renaissance Technologies

66,083 shares

NaN%

% of Portfolio

8

Jane Street Group

63,146 shares

NaN%

% of Portfolio

9

Jamie Dimon - JPMorgan Chase

211,641 shares

NaN%

% of Portfolio

10

Cliff Asness - AQR Capital Management

13,828 shares

NaN%

% of Portfolio

11

Larry Fink - BlackRock

3,755 shares

NaN%

% of Portfolio

12

David Solomon - Goldman Sachs

0 shares

0.00%

% of Portfolio

13

Segall Bryant & Hamill, LLC

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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