증권 기록 · 과거 분기 (아카이브)
JMBS
Janus Henderson Mortgage-Backed Securities ETF · Financial Services · Asset Management - Bonds
45추적 보유자
+5Δ 보유자
89.58M보유 주식 수
$4.05B보고 가치
+8신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +12.5% ·
주식 흐름 -4.4% ·
순 신규 포지션 +11.1%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | +1 | 95.11M | $4.28B | +6 | −5 |
| Q1 2026 | 45 | +5 | 89.58M | $4.05B | +8 | −3 |
| Q4 2025 | 40 | 0 | 93.68M | $4.27B | +1 | −1 |
| Q3 2025 | 5 | +1 | 21.47M | $980.62M | +1 | — |
| Q2 2025 | 2 | +1 | 117.14K | $5.28M | +1 | — |
| Q4 2024 | 1 | 0 | 509.88K | $22.53M | +1 | −1 |
| Q3 2024 | 1 | 0 | 52.20K | $2.44M | +1 | −1 |
| Q2 2024 | 1 | — | 57.75K | $2.58M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 28.56M | +12.4% | $1.29B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Charles Schwab Investment… | 21.84M | +1.0% | $986.52M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 9.75M | -46.8% | $440.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 9.75M | -46.8% | $440.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 3.26M | -4.5% | $147.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 3.26M | -4.5% | $147.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 3.26M | -4.5% | $147.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 3.12M | +1.2% | $140.97M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 3.12M | +1.2% | $140.97M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 3.12M | +1.2% | $140.97M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 2.82M | +0.7% | $127.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 2.51M | +6.4% | $113.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 2.51M | +6.4% | $113.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 2.38M | -21.6% | $107.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Corient Private Wealth LP | 2.11M | +38.7% | $93.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 1.99M | +422.8% | $89.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 1.99M | +422.8% | $89.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.87M | -0.7% | $84.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1.87M | -0.7% | $84.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1.87M | -0.7% | $84.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.76M | -15.5% | $79.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.76M | -15.5% | $79.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1.76M | -15.5% | $79.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 1.76M | -15.5% | $79.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | LPL Financial LLC | 1.64M | +4.6% | $73.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 1.23M | +0.6% | $55.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 1.23M | +0.6% | $55.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 1.23M | +0.6% | $55.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 1.07M | -43.3% | $48.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 738.85K | +4.3% | $33.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 583.13K | -21.6% | $26.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 519.22K | +3.1% | $23.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 519.22K | +3.1% | $23.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 488.87K | +7577.0% | $22.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 258.57K | -19.1% | $11.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 208.02K | +0.4% | $9.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 208.02K | +0.4% | $9.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 208.02K | +0.4% | $9.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 208.02K | +0.4% | $9.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Janus Henderson Group Plc | 138.12K | -11.1% | $6.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Commonwealth Equity Services, Llc | 91.78K | +165.1% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 80.15K | 신규 | $3.62M | 0.0% | New | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 75.01K | 신규 | $3.39M | 0.0% | New | 1 | SEC ↗ |
| 44 | Mirae Asset Global Investments Co.… | 59.00K | 0.0% | $2.67M | 0.0% | Held | 2 | SEC ↗ |
| 45 | Renaissance Technologies ✦ | 56.30K | +86.0% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 56.11K | +154.6% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 56.11K | +154.6% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 56.11K | +154.6% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Cwm, Llc | 49.14K | +68.6% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Gotham Asset Management ✦ | 48.92K | 신규 | $2.21M | 0.0% | New | 1 | SEC ↗ |
| 51 | Stifel Financial Corp | 36.26K | -78.9% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Stifel Financial Corp | 36.26K | -78.9% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 35.23K | +718.8% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Susquehanna International Group, Llp | 30.48K | 신규 | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 55 | Mariner, LLC | 27.30K | +11.1% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Mariner, LLC | 27.30K | +11.1% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 22.57K | 신규 | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 19.30K | -31.7% | $872,110 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Creative Planning | 17.99K | +41.0% | $812,867 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Hrt Financial Lp | 15.01K | 신규 | $677,000 | 0.0% | New | 1 | SEC ↗ |
| 61 | Mercer Global Advisors Inc /Adv | 5.69K | 신규 | $257,150 | 0.0% | New | 1 | SEC ↗ |
| 62 | Us Bancorp \De\ | 4.77K | +16.6% | $215,373 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Us Bancorp \De\ | 4.77K | +16.6% | $215,373 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | BlackRock ✦ (패시브) | 3.85K | +3.9% | $173,853 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | BlackRock ✦ (패시브) | 3.85K | +3.9% | $173,853 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | Assetmark, Inc | 3.04K | +21.7% | $137,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 838 | 0.0% | $37,861 | 0.0% | Held | 2 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 282 | 신규 | $12,741 | 0.0% | New | 1 | SEC ↗ |
| 69 | Citigroup Inc | 10 | 0.0% | $452 | 0.0% | Held | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Citadel Advisors | $3.62M | 0.0% |
| Fifth Third Bancorp | $3.39M | 0.0% |
| Gotham Asset Management | $2.21M | 0.0% |
| Susquehanna International… | $1.38M | 0.0% |
| Goldman Sachs Group | $1.02M | 0.0% |
| Hrt Financial Lp | $677,000 | 0.0% |
| Mercer Global Advisors Inc… | $257,150 | 0.0% |
| UBS AM, a distinct business… | $12,741 | 0.0% |
청산됨
| Qube Research & Technologies… | $263,997 | 이었음 0.0% |
| Northern Trust Corp | $258,468 | 이었음 0.0% |
| Jones Financial Companies Lllp | $143,924 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 264 보유 기관, 129.99M 주식, $5.75B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
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