Institutional Holders (2026 Q2)
262 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JMBS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Englebert Financial Advisers, LLC | 10.06% | 227,013 | $10.2M |
| 2 | Sage Advisory Services, Ltd.Co. | 5.67% | 256,374 | $11.5M |
| 3 | Towneley Capital Management, Inc / DE | 5.52% | 624,815 | $28.1M |
| 4 | Medallion Wealth Advisors, LLC | 5.12% | 321,613 | $16.3M |
| 5 | Seed Wealth Management, Inc. | 4.87% | 170,917 | $7.7M |
| 6 | Hamilton Capital, LLC | 4.53% | 2,035,111 | $91.6M |
| 7 | Cypress Financial Planning LLC | 4.52% | 415,201 | $18.7M |
| 8 | Inspirion Wealth Advisors, LLC | 4.37% | 850,946 | $38.2M |
| 9 | FLP Wealth Management, LLC | 3.98% | 49,779 | $2.2M |
| 10 | Arvest Investments, INC. | 3.50% | 643,610 | $29.0M |
| 11 | Symphony Financial Services, Inc. | 3.40% | 168,168 | $7.6M |
| 12 | AllGen Financial Advisors, Inc. | 3.33% | 311,014 | $14.1M |
| 13 | Fourth Dimension Wealth, LLC | 3.31% | 232,467 | $10.5M |
| 14 | Rosenblum Silverman Sutton S F Inc /Ca | 2.99% | 276,850 | $12.5M |
| 15 | SeaBridge Investment Advisors LLC | 2.91% | 446,615 | $20.1M |
| 16 | IVC Wealth Advisors LLC | 2.75% | 156,958 | $7.1M |
| 17 | Lionshead Wealth Management, LLC | 2.62% | 89,288 | $4.0M |
| 18 | Advance Capital Management, Inc. | 2.60% | 1,789,564 | $80.5M |
| 19 | Traub Capital Management LLC | 2.57% | 64,091 | $2.9M |
| 20 | Shepherd Kaplan Krochuk, LLC | 2.54% | 71,141 | $3.2M |
| 21 | CGN Advisors LLC | 2.43% | 739,199 | $33.3M |
| 22 | Paladin Wealth, LLC | 2.40% | 91,858 | $4.1M |
| 23 | Financial Enhancement Group LLC | 2.36% | 439,049 | $19.8M |
| 24 | Pictet North America Advisors SA | 2.32% | 584,021 | $26.3M |
| 25 | Pallas Capital Advisors LLC | 2.27% | 1,638,165 | $73.7M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|