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Institutional Ownership · SEC Form 13F

Who owns State Street(R) SPDR(R) Bloomberg High Yield Bond ETF (JNK)


Which tracked institutional funds hold JNK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JNK company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

534
Institutional holders
75M
Shares held (tracked funds)

How the tape is positioned

131 tracked funds added or opened JNK while 82 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

JNK’s largest tracked holder by dollar value, STATE STREET CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes JNK more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in JNK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 534 tracked filers holding JNK, 291 increased or opened the position and 232 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in JNK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 27

  • GRIMES & Co WEALTH MANAGEMENT, LLC$158M
  • NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$50M
  • TOEWS CORP /ADV$32M
  • CAPSTONE INVESTMENT ADVISORS, LLC$27M
  • Crabel Capital Management, LLC$13M
  • CITADEL ADVISORS LLC$11M

Full exits 31

  • Thrivent Financial for Lutherans$124M
  • BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$117M
  • ARISTEIA CAPITAL, L.L.C.$15M
  • PARK AVENUE SECURITIES LLC$15M
  • GSA CAPITAL PARTNERS LLP$13M
  • Cambridge Investment Research Advisors, Inc.$13M

Largest adds

  • STATE STREET CORP$258M
  • American Family Investments, Inc.$206M
  • Man Group plc$105M
  • Counterpoint Mutual Funds LLC$69M
  • LPL Financial LLC$61M
  • ENVESTNET ASSET MANAGEMENT INC$42M

Largest trims

  • WELLS FARGO & COMPANY/MN$442M
  • TD Asset Management Inc$190M
  • Mitsubishi UFJ Asset Management Co., Ltd.$57M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$32M
  • MORGAN STANLEY$31M
  • Merit Financial Group, LLC$18M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
STATE STREET CORP added13,671,856$1.3B19.3%2026-Q2
ASSETMARK, INC added6,237,851$601M8.8%2026-Q2
MORGAN STANLEY trimmed5,892,599$568M8.3%2026-Q2
American Family Investments, Inc. added5,682,623$548M8.0%2026-Q2
Clark Capital Management Group, Inc. trimmed3,697,516$356M5.2%2026-Q2
Japan Science & Technology Agency2,900,000$279M4.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added2,246,389$216M3.2%2026-Q2
LPL Financial LLC added2,085,074$201M2.9%2026-Q2
Ocean Park Asset Management, LLC trimmed1,760,824$170M2.5%2026-Q2
GRIMES & Co WEALTH MANAGEMENT, LLC new1,638,298$158M2.3%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. trimmed1,552,184$149M2.2%2026-Q2
AMERIPRISE FINANCIAL INC added1,471,434$142M2.1%2026-Q2
Caisse de depot et placement du Quebec1,471,100$142M2.1%2026-Q2
Man Group plc added1,248,169$120M1.8%2026-Q2
WELLS FARGO & COMPANY/MN trimmed1,082,845$104M1.5%2026-Q2
Bank of New York Mellon Corp trimmed904,163$87M1.3%2026-Q2
Counterpoint Mutual Funds LLC added875,415$84M1.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added819,437$79M1.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed796,681$77M1.1%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed715,074$69M1.0%2026-Q2
PNC Financial Services Group, Inc. trimmed646,020$62M0.9%2026-Q2
BLB&B Advisors, LLC added639,284$62M0.9%2026-Q2
Envestnet Portfolio Solutions, Inc. added593,914$57M0.8%2026-Q2
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC trimmed520,000$50M0.7%2026-Q2
MEEDER ASSET MANAGEMENT INC trimmed512,966$49M0.7%2026-Q2
ROYAL BANK OF CANADA added505,738$49M0.7%2026-Q2
UBS Group AG added486,469$47M0.7%2026-Q2
Bank Julius Baer & Co. Ltd, Zurich trimmed420,461$41M0.6%2026-Q2
Aristotle Pacific Capital, LLC added395,000$38M0.6%2026-Q2
Cetera Investment Advisers added353,834$34M0.5%2026-Q2
TOEWS CORP /ADV added330,000$32M0.5%2026-Q2
CITIGROUP INC added319,246$31M0.5%2026-Q2
ALLSTATE CORP added316,000$30M0.4%2026-Q2
Checchi Capital Advisers, LLC added304,019$29M0.4%2026-Q2
CAPSTONE INVESTMENT ADVISORS, LLC added277,601$27M0.4%2026-Q2
Howard Capital Management, LLC added269,034$26M0.4%2026-Q2
MML INVESTORS SERVICES, LLC added260,785$25M0.4%2026-Q2
CNO Financial Group, Inc.259,200$25M0.4%2026-Q2
Tower Research Capital LLC (TRC) added256,263$25M0.4%2026-Q2
HSBC HOLDINGS PLC trimmed254,690$25M0.4%2026-Q2
Sumitomo Mitsui DS Asset Management Company, Ltd trimmed238,216$23M0.3%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added218,666$21M0.3%2026-Q2
BANK OF MONTREAL /CAN/ added211,662$20M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed199,845$19M0.3%2026-Q2
TD Asset Management Inc trimmed195,282$19M0.3%2026-Q2
Mirae Asset Global Investments Co., Ltd. added177,000$17M0.2%2026-Q2
Berkshire Money Management, Inc. added174,941$17M0.2%2026-Q2
Silverleafe Capital Partners, LLC trimmed164,073$16M0.2%2026-Q2
OSAIC HOLDINGS, INC. trimmed162,534$16M0.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added161,700$16M0.2%2026-Q2
MILLENNIUM MANAGEMENT LLC added161,632$16M0.2%2026-Q2
Idaho Trust Co added141,661$14M0.2%2026-Q2
Symmetry Partners, LLC added141,573$14M0.2%2026-Q2
GUGGENHEIM CAPITAL LLC added138,427$13M0.2%2026-Q2
Cerity Partners LLC added138,001$13M0.2%2026-Q2
Jessup Wealth Management, Inc added137,830$13M0.2%2026-Q2
Crabel Capital Management, LLC added133,948$13M0.2%2026-Q2
NewSquare Capital LLC added132,363$13M0.2%2026-Q2
PRINCIPAL SECURITIES, INC. added129,523$12M0.2%2026-Q2
Altura Wealth Advisors Inc. added125,451$12M0.2%2026-Q2
Integrated Wealth Concepts LLC added117,188$11M0.2%2026-Q2
CITADEL ADVISORS LLC added112,735$11M0.2%2026-Q2
PRUDENTIAL PLC new110,004$11M0.2%2026-Q2
Somnio Financial Group, LLC added107,198$10M0.2%2026-Q2
NewEdge Advisors, LLC added93,515$9M0.1%2026-Q2
MACKENZIE FINANCIAL CORP added89,300$9M0.1%2026-Q2
FLPUTNAM INVESTMENT MANAGEMENT CO new88,483$9M0.1%2026-Q2
Jefferies Financial Group Inc. added86,665$8M0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added83,892$8M0.1%2026-Q2
Aspire Private Capital, LLC added83,655$8M0.1%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD81,433$8M0.1%2026-Q2
Gateway Wealth Partners, LLC added80,643$8M0.1%2026-Q2
STRATEGIC INVESTMENT MANAGEMENT, LLC79,820$8M0.1%2026-Q2
Allianz Asset Management GmbH78,200$7M0.1%2026-Q2
Kestra Advisory Services, LLC added75,471$7M0.1%2026-Q2
Equitable Holdings, Inc. trimmed75,138$7M0.1%2026-Q2
Hibernia Wealth Partners, LLC trimmed72,824$7M0.1%2026-Q2
Brindle & Bay Financial Advisors, LLC added72,623$7M0.1%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC added70,056$7M0.1%2026-Q2
IFG Advisory, LLC added68,841$7M0.1%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added68,824$7M0.1%2026-Q2
Baird Financial Group, Inc. trimmed68,702$7M0.1%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP68,497$7M0.1%2026-Q2
JPMORGAN CHASE & CO added67,721$7M0.1%2026-Q2
Prudent Man Advisors, LLC added67,684$7M0.1%2026-Q2
Gotham Asset Management, LLC added65,704$6M0.1%2026-Q2
Prospera Financial Services Inc added65,684$6M0.1%2026-Q2
Apella Capital, LLC trimmed64,333$6M0.1%2026-Q2
Summit Financial, LLC added63,858$6M0.1%2026-Q2
Prime Capital Investment Advisors, LLC trimmed62,534$6M0.1%2026-Q2
Hilltop Holdings Inc. trimmed61,641$6M0.1%2026-Q2
LANDMARK WEALTH MANAGEMENT, INC. added61,598$6M0.1%2026-Q2
Navigation Wealth Management, Inc. added60,130$6M0.1%2026-Q2
Up Capital Management, Inc. trimmed59,358$6M0.1%2026-Q2
Sound Income Strategies, LLC trimmed58,039$6M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed56,197$5M0.1%2026-Q2
FRANKLIN RESOURCES INC added55,606$5M0.1%2026-Q2
BlackRock, Inc. added54,636$5M0.1%2026-Q2
STIFEL FINANCIAL CORP added53,800$5M0.1%2026-Q2
Savant Capital, LLC added52,833$5M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership