MORTGAGE-BACKED SECURITIES FUND is a security (CUSIP 46654Q575) tracked across SEC portfolio filings. 177 institutional managers reported $6.2B on Form 13F as of 2026-06-30.
Showing 15 of 177 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | NEW YORK, NY | $2.5B | 48,784,969 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $730.4M | 14,321,564 |
| NorthRock Partners, LLC | MINNEAPOLIS, MN | $497.0M | 9,745,400 |
| MORGAN STANLEY | NEW YORK, NY | $283.8M | 5,564,383 |
| LPL Financial LLC | FORT MILL, SC | $243.6M | 4,776,890 |
| M&T Bank Corp | BUFFALO, NY | $229.1M | 4,519,915 |
| Hamilton Capital, LLC | COLUMBUS, OH | $193.7M | 3,798,327 |
| Acropolis Investment Management, LLC | ST. LOUIS, MO | $105.5M | 2,081,437 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $98.7M | 1,960,299 |
| JOHNSON INVESTMENT COUNSEL INC | Cincinnati, OH | $79.8M | 1,575,261 |
| BAILARD, INC. | Foster City, CA | $76.6M | 1,511,914 |
| Avalon Trust Co | SANTA FE, NM | $68.1M | 1,343,889 |
| CAPTRUST FINANCIAL ADVISORS | RALEIGH, NC | $51.8M | 1,016,192 |
| HSBC HOLDINGS PLC | LONDON, X0 | $49.9M | 978,036 |
| O'Brien Wealth Partners LLC | Boston, MA | $49.3M | 965,974 |