Titelia

Fund shareholders of Jack in the Box Inc

ISIN US4663671091 · United States · LEI 5493002OJW26P0SUUP68

Fund shareholders
126
Of which ETFs
22 104 other funds
Value held
67.6M $
Share of capital
23.1 % of 19.2M shares on Aug 5, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 587,2099.3M $0.00 %3.06 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 468,2687.4M $0.01 %2.44 %as of Jun 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 459,6217.3M $0.19 %2.40 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 376,7064.7M $0.05 %1.96 %as of May 31, 2026 ↗
Callodine Equity Income Series Manning & Napier Fund, Inc. 376,3435.9M $2.55 %1.96 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 215,6983.4M $0.00 %1.12 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 195,5813.2M $0.01 %1.02 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 147,8432.3M $0.02 %0.77 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 128,8352.1M $0.08 %0.67 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 102,0851.7M $0.07 %0.53 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 96,8301.2M $0.00 %0.50 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 94,9111.5M $0.11 %0.49 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 90,5461.1M $0.00 %0.47 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 90,4731.1M $0.01 %0.47 %as of May 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 76,4441.2M $0.11 %0.40 %as of Jun 30, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 67,884845.2K $0.01 %0.35 %as of May 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 60,210951.9K $0.06 %0.31 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 43,650714.6K $0.01 %0.23 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 43,344709.5K $0.07 %0.23 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 36,142571.4K $0.01 %0.19 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 35,796586K $0.04 %0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 35,527442.3K $0.00 %0.19 %as of May 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 30,172477K $0.02 %0.16 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 30,000474.3K $0.32 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 29,084362.1K $0.00 %0.15 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 28,606452.3K $0.06 %0.15 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 25,922409.8K $0.00 %0.14 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 23,897377.8K $0.12 %0.12 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 23,352369.2K $0.02 %0.12 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 22,472367.9K $0.01 %0.12 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 19,430307.2K $0.01 %0.10 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 17,849282.2K $0.01 %0.09 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 17,562287.5K $0.00 %0.09 %as of Jul 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,059269.7K $0.11 %0.09 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 14,500229.2K $0.01 %0.08 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 14,289233.9K $0.00 %0.07 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,996174.3K $0.01 %0.07 %as of May 31, 2026 ↗
Small Cap Value Fund VALIC Co I 13,982174.1K $0.07 %0.07 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,315194.7K $0.01 %0.06 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 11,861187.5K $0.00 %0.06 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 11,229177.5K $0.06 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 11,171139.1K $0.00 %0.06 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 10,900135.7K $0.00 %0.06 %as of May 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 10,626168K $0.04 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,348169.4K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,828155.4K $0.00 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9,206145.5K $0.00 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 8,568140.3K $0.01 %0.04 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 8,102128.1K $0.01 %0.04 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,550119.4K $0.01 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 7,43392.5K $0.01 %0.04 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,432117.5K $0.01 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,003114.6K $0.00 %0.04 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,09896.4K $0.01 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,99794.8K $0.00 %0.03 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,66589.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 5,45986.3K $0.00 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,44586.1K $0.01 %0.03 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,36587.8K $0.00 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,07180.2K $0.01 %0.03 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 4,23952.8K $0.00 %0.02 %as of May 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 4,05564.1K $0.03 %0.02 %as of Jun 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 4,00265.5K $0.01 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 3,92362K $0.01 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,63357.4K $0.01 %0.02 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 3,60457K $0.04 %0.02 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 2,88645.6K $0.00 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,81246K $0.00 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,69742.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 2,61141.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,60141.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,58340.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,57240.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,41138.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,26028.1K $0.00 %0.01 %as of May 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,22127.7K $0.00 %0.01 %as of May 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,93231.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,92331.5K $0.01 %0.01 %as of Jul 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,56624.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,53719.1K $0.00 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,52925K $0.00 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,49323.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,48623.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 1,38821.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,38321.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,36421.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,35022.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,24820.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,23019.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 1,17218.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,15518.3K $0.04 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,13918.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 82810.3K $0.01 %0.00 %as of May 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 81812.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 73211.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 69511K $0.00 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6948.6K $0.00 %0.00 %as of May 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 65810.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 6588.2K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 6478.1K $0.00 %0.00 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Callodine Equity Income Series Manning & Napier Fund, Inc. 2.55 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.32 %as of Jun 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 0.19 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 0.12 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 0.11 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 0.11 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 0.11 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 0.08 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 0.08 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 0.07 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3126+34,437,880+2.7 %
2026Q2123+14,319,141-3.0 %
2026Q1122-144,451,284-2.9 %
2025Q4136-404,584,224-47.8 %
2025Q3176-148,783,593-7.1 %
2025Q219009,459,866+0.5 %
2025Q1190-289,413,320-7.7 %
2024Q4218-2410,198,897-2.9 %
2024Q3242-510,500,015+0.7 %
2024Q2247-610,425,857-5.3 %
2024Q1253-1811,011,437-2.4 %
2023Q427111,277,242

Institutional managers

131 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Callodine Capital Management, LP1,760,47017M $as of Mar 31, 2026
BIGLARI CAPITAL CORP.1,683,65216.3M $as of Mar 31, 2026
Nantahala Capital Management, LLC1,542,71514.9M $as of Mar 31, 2026
BlackRock, Inc.1,281,61612.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC696,0766.7M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/622,7796M $as of Mar 31, 2026
LSV ASSET MANAGEMENT564,0615.5K $as of Mar 31, 2026
IPG Investment Advisors LLC536,2965.2M $as of Mar 31, 2026
MARSHALL WACE, LLP525,7905.1M $as of Mar 31, 2026
Allianz Asset Management GmbH506,3974.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC420,7524.1M $as of Mar 31, 2026
STATE STREET CORP390,3133.8M $as of Mar 31, 2026
MANNING & NAPIER ADVISORS LLC376,3433.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO357,7943.4M $as of Mar 31, 2026
EARNEST PARTNERS LLC313,8913M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC288,2972.8M $as of Mar 31, 2026
MORGAN STANLEY235,9502.3M $as of Mar 31, 2026
BIGLARI, SARDAR200,6171.9M $as of Mar 31, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.193,6571.9M $as of Mar 31, 2026
Engineers Gate Manager LP189,9551.8M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC184,3361.7M $as of Mar 31, 2026
Windward Management LP182,4041.8M $as of Mar 31, 2026
Seven Six Capital Management, LLC181,1501.8M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC169,2801.6M $as of Mar 31, 2026
Invesco Ltd.154,9731.5M $as of Mar 31, 2026

Declared shareholders of Jack in the Box Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
GreenWood Investors LLC and 1 other7.10 %1,352,490as of Sep 17, 2026 · SCHEDULE 13D
Cite this page

Titelia. "Fund shareholders of Jack in the Box Inc". https://titelia.com/en/stocks/jack-in-the-box-inc-US4663671091