As of the latest SEC filings, SALUDA GRADE ALTERNATIVE MORTG (GRADE) is held by 136 institutional funds. The largest fund shareholder is Guggenheim Total Return Bond Fund (GIBIX), holding an estimated $41,398,314.44 in market value, representing 0.13% of its portfolio.
Funds holding SALUDA GRADE ALTERNATIVE MORTG (GRADE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- GRADE
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
GIBIX
Guggenheim Total Return Bond Fund
|
MF | Guggenheim | 0.13% | $41,398,314.44 | 41,589,000 | Mar 31, 2026 | Jun 1, 2026 |
|
ANGLX
Angel Oak Multi-Strategy Income Fund
|
MF | Independent / Boutique | 1.43% | $35,737,863.20 | 38,061,600 | Apr 30, 2026 | Jun 26, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.09% | $23,829,853.53 | 24,074,000 | Mar 31, 2026 | May 29, 2026 |
|
DHEAX
DIAMOND HILL SHORT DURATION SECURITIZED BOND
|
MF | Independent / Boutique | 0.45% | $22,960,326.09 | 22,834,780 | Mar 31, 2026 | Jun 1, 2026 |
|
-
Global Opportunities Portfolio
|
ETF | Independent / Boutique | 0.16% | $21,902,237.36 | 21,948,428 | Apr 30, 2026 | Jun 24, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.07% | $19,301,764.09 | 18,761,810 | Mar 31, 2026 | May 29, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.07% | $18,439,173.25 | 18,334,250 | Mar 31, 2026 | May 29, 2026 |
|
JMUAX
Janus Henderson Multi-Sector Income Fund
|
MF | Independent / Boutique | 0.24% | $16,362,904.45 | 16,234,000 | Mar 31, 2026 | May 29, 2026 |
|
DHEAX
DIAMOND HILL SHORT DURATION SECURITIZED BOND
|
MF | Independent / Boutique | 0.31% | $15,876,699.13 | 15,757,634 | Mar 31, 2026 | Jun 1, 2026 |
|
ANGLX
Angel Oak Multi-Strategy Income Fund
|
MF | Independent / Boutique | 0.63% | $15,592,305.00 | 15,000,000 | Apr 30, 2026 | Jun 26, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.06% | $15,578,413.46 | 15,560,486 | Mar 31, 2026 | May 29, 2026 |
|
JMBS
Janus Henderson Mortgage-Backed Securities ETF
|
ETF | Independent / Boutique | 0.23% | $15,075,579.13 | 15,089,712 | Apr 30, 2026 | Jun 26, 2026 |
|
AXSAX
Axonic Strategic Income Fund
|
MF | Independent / Boutique | 0.31% | $12,230,082.93 | 12,192,000 | Apr 30, 2026 | Jun 26, 2026 |
|
RCTIX
River Canyon Total Return Bond Fund
|
MF | Independent / Boutique | 0.57% | $10,736,246.43 | 10,502,250 | Mar 31, 2026 | May 29, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.04% | $10,205,722.85 | 9,904,984 | Mar 31, 2026 | May 29, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.04% | $9,958,474.00 | 10,000,000 | Mar 31, 2026 | May 29, 2026 |
|
JMUAX
Janus Henderson Multi-Sector Income Fund
|
MF | Independent / Boutique | 0.14% | $9,539,412.78 | 9,641,000 | Mar 31, 2026 | May 29, 2026 |
|
AXSAX
Axonic Strategic Income Fund
|
MF | Independent / Boutique | 0.22% | $8,713,173.11 | 8,779,967 | Apr 30, 2026 | Jun 26, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.03% | $8,138,183.72 | 8,082,328 | Mar 31, 2026 | May 29, 2026 |
|
JMUAX
Janus Henderson Multi-Sector Income Fund
|
MF | Independent / Boutique | 0.12% | $8,061,402.21 | 8,052,542 | Mar 31, 2026 | May 29, 2026 |
|
RCTIX
River Canyon Total Return Bond Fund
|
MF | Independent / Boutique | 0.42% | $7,861,073.60 | 8,000,000 | Mar 31, 2026 | May 29, 2026 |
|
-
Janus Henderson Balanced Portfolio
|
ETF | Independent / Boutique | 0.09% | $7,849,577.91 | 7,930,000 | Mar 31, 2026 | May 29, 2026 |
|
DHEAX
DIAMOND HILL SHORT DURATION SECURITIZED BOND
|
MF | Independent / Boutique | 0.15% | $7,800,554.43 | 7,785,000 | Mar 31, 2026 | Jun 1, 2026 |
|
JMBS
Janus Henderson Mortgage-Backed Securities ETF
|
ETF | Independent / Boutique | 0.11% | $7,366,169.20 | 7,388,000 | Apr 30, 2026 | Jun 26, 2026 |
|
GILHX
Guggenheim Limited Duration Fund
|
MF | Guggenheim | 0.13% | $7,266,529.50 | 7,300,000 | Mar 31, 2026 | Jun 1, 2026 |
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