Who Owns JMBS
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JMBS.
Who crossed 5% of JMBS →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Gradient Investments LLCHENDERSON MTG2.7M shadded | $115.4M |
| Hamilton Capital, LLCHENDERSON MTG2M shtrimmed | $83.6M |
| INSPIRION WEALTH ADVISORS, LLCHENDERSON MTG882.2K shadded | $37.3M |
| Towneley Capital Management, Inc / DEHENDERSON MTG634K shadded | $26.8M |
| Legacy Private Trust Co.HENDERSON MTG533.9K shtrimmed | $22.6M |
| CYPRESS FINANCIAL PLANNING LLCHENDERSON MTG493.9K shadded | $20.9M |
| Financial Enhancement Group LLCHENDERSON MTG463.6K shadded | $19.6M |
| Farther Finance Advisors, LLCETF56.9K shtrimmed | $2.4M |
| ATWOOD & PALMER INCCOM53.6K shadded | $2.3M |
| Acropolis Investment Management, LLCHENDERSON MTG13K shtrimmed | $549.1K |
| Weaver Consulting GroupHENDERSON MTG11.3K shheld | $476.3K |
| Trust CoETF11K shadded | $463.5K |
| CoreCap Advisors, LLCETF5.6K shtrimmed | $235.3K |
| GK Wealth Management LLCHENDERSON MTG302 sh— | $12.8K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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