$42.30

-0.10 (-0.25%)

Weekly Expected Move ±1.1%

$41 $42 $42 $43 $43

ETF AMEX · AUM $6.5B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — JMBS

298

Institutional Holders

-5 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

144

Increased

100

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (338 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	30,547,370	1.3B	+1,988,890	+7.0%	29Q	SEC ↗
2	CHARLES SCHWAB INVESTMENT MANAGEMENT I	22,369,778	946M	+534,412	+2.4%	11Q	SEC ↗
3	Sixth Street Partners Management Compa NEW	22,369,778	946M	—	+0.0%	1Q	SEC ↗
4	BANK OF AMERICA CORP /DE	9,888,964	418M	+141,766	+1.5%	15Q	SEC ↗
5	Haverford Trust Co	3,993,467	169M	+294,447	+8.0%	11Q	SEC ↗
6	RAYMOND JAMES FINANCIAL INC	3,410,091	144M	+146,801	+4.5%	7Q	SEC ↗
7	OSAIC HOLDINGS, INC.	3,363,367	142M	+243,085	+7.8%	26Q	SEC ↗
8	Corient Private Wealth LP	3,321,191	140M	+1,214,435	+57.6%	13Q	SEC ↗
9	Focus Partners Wealth	2,825,037	119M	+534	+0.0%	3Q	SEC ↗
10	Gradient Investments LLC	2,688,767	114M	+341,852	+14.6%	14Q	SEC ↗
11	UBS Group AG	2,597,488	110M	+83,744	+3.3%	16Q	SEC ↗
12	ENVESTNET ASSET MANAGEMENT INC	2,420,928	102M	+45,839	+1.9%	27Q	SEC ↗
13	AMERIPRISE FINANCIAL INC	2,206,955	93M	+215,919	+10.8%	4Q	SEC ↗
14	Hamilton Capital, LLC	2,035,111	86M	-6,243	-0.3%	3Q	SEC ↗
15	ROYAL BANK OF CANADA	1,989,959	84M	+233,971	+13.3%	31Q	SEC ↗
16	FOSTER & MOTLEY INC	1,856,863	79M	-92,546	-4.7%	13Q	SEC ↗
17	LPL Financial LLC	1,846,020	78M	+210,985	+12.9%	31Q	SEC ↗
18	WELLS FARGO & COMPANY/MN	1,835,337	78M	-37,433	-2.0%	27Q	SEC ↗
19	Advance Capital Management, Inc.	1,789,564	76M	+26,681	+1.5%	10Q	SEC ↗
20	Pallas Capital Advisors LLC	1,638,165	69M	+104,348	+6.8%	10Q	SEC ↗
21	Bank of New York Mellon Corp	1,179,100	50M	-52,972	-4.3%	19Q	SEC ↗
22	WEALTH ENHANCEMENT ADVISORY SERVICES,	1,163,322	49M	+90,160	+8.4%	7Q	SEC ↗
23	Madison Asset Management, LLC	1,106,482	47M	-82,874	-7.0%	20Q	SEC ↗
24	EP Wealth Advisors, LLC	1,068,068	45M	+42,231	+4.1%	2Q	SEC ↗
25	CAPITAL ADVISORS INC/OK	1,047,135	44M	-18,138	-1.7%	19Q	SEC ↗
26	INSPIRION WEALTH ADVISORS, LLC	850,946	36M	+84,823	+11.1%	22Q	SEC ↗
27	TRUIST FINANCIAL CORP	803,929	34M	+65,082	+8.8%	11Q	SEC ↗
28	AlphaCore Capital LLC	775,881	33M	-27,580	-3.4%	6Q	SEC ↗
29	CGN Advisors LLC	739,199	31M	+26,720	+3.8%	11Q	SEC ↗
30	Sage Mountain Advisors LLC	716,333	30M	+103,987	+17.0%	7Q	SEC ↗
31	ALBION FINANCIAL GROUP /UT	676,034	29M	+31,158	+4.8%	9Q	SEC ↗
32	GUGGENHEIM CAPITAL LLC	666,521	28M	-18,689	-2.7%	9Q	SEC ↗
33	Modern Wealth Management, LLC	653,740	28M	-1,342,881	-67.3%	8Q	SEC ↗
34	ARVEST INVESTMENTS, INC.	643,610	27M	+39,277	+6.5%	11Q	SEC ↗
35	Towneley Capital Management, Inc / DE	624,815	26M	+9,317	+1.5%	11Q	SEC ↗
36	Cetera Investment Advisers	606,920	26M	+23,790	+4.1%	15Q	SEC ↗
37	Legacy Private Trust Co.	602,038	25M	+26,764	+4.7%	11Q	SEC ↗
38	Leo Wealth, LLC	594,085	25M	+159,837	+36.8%	10Q	SEC ↗
39	Pictet North America Advisors SA	584,021	25M	-30,083	-4.9%	7Q	SEC ↗
40	Kestra Investment Management, LLC	573,031	24M	-123,609	-17.7%	9Q	SEC ↗
41	HighTower Advisors, LLC	514,221	22M	+25,348	+5.2%	11Q	SEC ↗
42	GREAT VALLEY ADVISOR GROUP, INC.	510,655	22M	+14,344	+2.9%	4Q	SEC ↗
43	Rockefeller Capital Management L.P.	501,234	21M	-17,987	-3.5%	30Q	SEC ↗
44	AllGen Financial Advisors, Inc.	496,674	21M	+185,660	+59.7%	5Q	SEC ↗
45	SeaBridge Investment Advisors LLC	446,615	19M	+28,614	+6.8%	13Q	SEC ↗
46	Financial Enhancement Group LLC	439,049	19M	+11,065	+2.6%	30Q	SEC ↗
47	STANSBERRY ASSET MANAGEMENT, LLC	426,966	18M	+41,886	+10.9%	7Q	SEC ↗
48	KWB Wealth	420,361	18M	-199,827	-32.2%	17Q	SEC ↗
49	CYPRESS FINANCIAL PLANNING LLC NEW	415,201	18M	—	+0.0%	1Q	SEC ↗
50	Blue Edge Capital, LLC	387,864	16M	+1,703	+0.4%	11Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Sixth Street Partners Management Co	22,369,778	946M
CYPRESS FINANCIAL PLANNING LLC	415,201	18M
ARQ WEALTH ADVISORS, LLC	243,493	10M
Jupiter Topco LLC	147,096	6M
JANE STREET GROUP, LLC	63,146	3M
Global Retirement Partners, LLC	45,132	2M
Almanack Investment Partners, LLC.	36,320	2M
Simplicity Wealth,LLC	19,557	827K
Lido Advisors, LLC	16,344	691K
Tortoise Investment Management, LLC	11,625	492K
HB Wealth Management, LLC	9,972	422K
Quantinno Capital Management LP	9,450	400K
Baldwin Investment Management, LLC	7,844	332K
SPIREPOINT PRIVATE CLIENT, LLC	7,809	330K
Johnson Financial Group, LLC	7,744	328K
Baird Financial Group, Inc.	7,291	308K
Qube Research & Technologies Ltd	6,975	295K
Integrated Wealth Concepts LLC	6,845	290K
WESPAC Advisors, LLC	6,803	288K
ORLEANS CAPITAL MANAGEMENT CORP/LA	6,234	264K

Sold Out (20)

Holder	Prev Shares	Prev Value
Moment Partners, LLC	454,702	19M
Insight Wealth Strategies, LLC	453,389	19M
SEVEN MILE ADVISORY	275,386	12M
OLD MISSION CAPITAL LLC	95,994	4M
Westwood Wealth Management	70,435	3M
SEGALL BRYANT & HAMILL, LLC	61,732	3M
PREVAIL INNOVATIVE WEALTH ADVISORS,	54,123	2M
EHRLICH FINANCIAL GROUP	51,641	2M
Clear Creek Financial Management, L	40,612	2M
IHT Wealth Management, LLC	40,355	2M
Mariner, LLC	27,304	1M
Veltria Advisors Corp.	24,008	1M
Rise Advisors, LLC	23,912	1M
GOLDMAN SACHS GROUP INC	22,566	954K
Virtue Capital Management, LLC	22,379	947K
MMA ASSET MANAGEMENT LLC	18,230	771K
HRT FINANCIAL LP	15,006	635K
Sovran Advisors, LLC	13,915	589K
Ballast Rock Private Wealth LLC	13,658	578K
Flaharty Asset Management, LLC	13,360	565K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MORGAN STANLEY	+1,988,890	+7.0%	30,547,370
Corient Private Wealth LP	+1,214,435	+57.6%	3,321,191
CHARLES SCHWAB INVESTMENT MANAGEMEN	+534,412	+2.4%	22,369,778
Gradient Investments LLC	+341,852	+14.6%	2,688,767
Medallion Wealth Advisors, LLC	+294,701	+1095.1%	321,613
Haverford Trust Co	+294,447	+8.0%	3,993,467
CITADEL ADVISORS LLC	+273,245	+340.9%	353,394
OSAIC HOLDINGS, INC.	+243,085	+7.8%	3,363,367
ROYAL BANK OF CANADA	+233,971	+13.3%	1,989,959
AMERIPRISE FINANCIAL INC	+215,919	+10.8%	2,206,955
LPL Financial LLC	+210,985	+12.9%	1,846,020
AllGen Financial Advisors, Inc.	+185,660	+59.7%	496,674
Leo Wealth, LLC	+159,837	+36.8%	594,085
JPMORGAN CHASE & CO	+155,531	+277.2%	211,641
RAYMOND JAMES FINANCIAL INC	+146,801	+4.5%	3,410,091
BANK OF AMERICA CORP /DE	+141,766	+1.5%	9,888,964
Private Advisor Group, LLC	+125,822	+452.1%	153,652
IFP Advisors, Inc	+108,717	+637.4%	125,774
Pallas Capital Advisors LLC	+104,348	+6.8%	1,638,165
Sage Mountain Advisors LLC	+103,987	+17.0%	716,333

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Richard Bernstein Advisors LLC	-8,837,273	-99.4%	49,974
Modern Wealth Management, LLC	-1,342,881	-67.3%	653,740
KWB Wealth	-199,827	-32.2%	420,361
Kestra Investment Management, LLC	-123,609	-17.7%	573,031
FOSTER & MOTLEY INC	-92,546	-4.7%	1,856,863
Madison Asset Management, LLC	-82,874	-7.0%	1,106,482
Bank of New York Mellon Corp	-52,972	-4.3%	1,179,100
FLP Wealth Management, LLC	-45,964	-48.0%	49,779
Split Rock Private Trading & Wealth	-44,857	-69.6%	19,580
Parallel Advisors, LLC	-42,088	-10.7%	351,290
Horizon Investments, LLC	-41,517	-9.9%	377,860
Northwest Financial Advisors	-39,992	-70.3%	16,930
Fourth Dimension Wealth, LLC	-38,568	-14.2%	232,467
WELLS FARGO & COMPANY/MN	-37,433	-2.0%	1,835,337
Pictet North America Advisors SA	-30,083	-4.9%	584,021
Three Magnolias Financial Advisors,	-28,501	-36.0%	50,682
AlphaCore Capital LLC	-27,580	-3.4%	775,881
MONECO ADVISORS, LLC	-18,937	-13.6%	120,289
GUGGENHEIM CAPITAL LLC	-18,689	-2.7%	666,521
CAPITAL ADVISORS INC/OK	-18,138	-1.7%	1,047,135

JMBS Institutional Ownership

Institutional Ownership — JMBS

Ownership Trends

Top Institutional Holders (338 total)

Recent Activity

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