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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 614 | 9.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 533 | 8.7K $ | 0.08 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 503 | 6.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 466 | 7.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 465 | 7.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 431 | 6.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 410 | 6.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 377 | 6.2K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 329 | 5.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 230 | 3.8K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 228 | 3.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 123 | 1.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 103 | 1.7K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 96 | 1.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 94 | 1.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 88 | 1.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 74 | 1.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 48 | 758.9 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 44 | 695.6 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 26 | 411.1 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 25 | 395.3 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 16 | 199.2 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 15 | 245.6 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 8 | 99.6 $ | 0.00 % | as of May 31, 2026 ↗ | |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 5 | 79.1 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 49.8 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 126 | +3 | 4,437,880 | +2.7 % |
| 2026Q2 | 123 | +1 | 4,319,141 | -3.0 % |
| 2026Q1 | 122 | -14 | 4,451,284 | -2.9 % |
| 2025Q4 | 136 | -40 | 4,584,224 | -47.8 % |
| 2025Q3 | 176 | -14 | 8,783,593 | -7.1 % |
| 2025Q2 | 190 | 0 | 9,459,866 | +0.5 % |
| 2025Q1 | 190 | -28 | 9,413,320 | -7.7 % |
| 2024Q4 | 218 | -24 | 10,198,897 | -2.9 % |
| 2024Q3 | 242 | -5 | 10,500,015 | +0.7 % |
| 2024Q2 | 247 | -6 | 10,425,857 | -5.3 % |
| 2024Q1 | 253 | -18 | 11,011,437 | -2.4 % |
| 2023Q4 | 271 | 11,277,242 |
Institutional managers
131 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Callodine Capital Management, LP | 1,760,470 | 17M $ | as of Mar 31, 2026 |
| BIGLARI CAPITAL CORP. | 1,683,652 | 16.3M $ | as of Mar 31, 2026 |
| Nantahala Capital Management, LLC | 1,542,715 | 14.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,281,616 | 12.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 696,076 | 6.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 622,779 | 6M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 564,061 | 5.5K $ | as of Mar 31, 2026 |
| IPG Investment Advisors LLC | 536,296 | 5.2M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 525,790 | 5.1M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 506,397 | 4.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 420,752 | 4.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 390,313 | 3.8M $ | as of Mar 31, 2026 |
| MANNING & NAPIER ADVISORS LLC | 376,343 | 3.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 357,794 | 3.4M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 313,891 | 3M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 288,297 | 2.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 235,950 | 2.3M $ | as of Mar 31, 2026 |
| BIGLARI, SARDAR | 200,617 | 1.9M $ | as of Mar 31, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 193,657 | 1.9M $ | as of Mar 31, 2026 |
| Engineers Gate Manager LP | 189,955 | 1.8M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 184,336 | 1.7M $ | as of Mar 31, 2026 |
| Windward Management LP | 182,404 | 1.8M $ | as of Mar 31, 2026 |
| Seven Six Capital Management, LLC | 181,150 | 1.8M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 169,280 | 1.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 154,973 | 1.5M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| GreenWood Investors LLC and 1 other | 7.10 % | 1,352,490 | as 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