Titelia

Fund shareholders of Jackson Financial Inc

ISIN US46817M1071 · United States · LEI 213800WXW2KG1N4CO374

Fund shareholders
392
Of which ETFs
108 284 other funds
Value held
3.1B $ 49.8M SEK · 2.8M €
Share of capital
41.7 % of 67.7M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,238,800236.7M $0.01 %3.31 %as of Mar 31, 2026 ↗
iShares Core S&P Small-Cap ETF iShares Trust 1,741,956184.2M $0.20 %2.57 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,629,804172.3M $0.10 %2.41 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,618,558171.1M $0.24 %2.39 %as of Mar 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 1,117,205118.1M $0.19 %1.65 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 1,114,498122M $0.52 %1.65 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,037,827109.7M $0.18 %1.53 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 963,087111.5M $0.60 %1.42 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 790,37083.6M $0.10 %1.17 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 669,41077.5M $0.24 %0.99 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 641,58967.8M $0.49 %0.95 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 583,71961.7M $0.50 %0.86 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 569,75766M $0.42 %0.84 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 493,82357.2M $0.42 %0.73 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 470,77749.8M $0.66 %0.70 %as of Mar 31, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 446,32751.7M $0.78 %0.66 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 412,29343.6M $0.45 %0.61 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 370,90139.2M $0.97 %0.55 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 354,29538.8M $0.09 %0.52 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 352,69840.8M $0.54 %0.52 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 343,32837.6M $0.25 %0.51 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 330,38436.2M $0.17 %0.49 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 276,27532M $0.17 %0.41 %as of Apr 30, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 264,65228M $1.08 %0.39 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 263,26530.5M $0.03 %0.39 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 233,05325.5M $0.47 %0.34 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 219,99325.5M $0.18 %0.32 %as of Apr 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 198,89023M $0.59 %0.29 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 196,38022.7M $1.20 %0.29 %as of Apr 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 192,61422.3M $0.52 %0.28 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 183,63720.1M $0.15 %0.27 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 182,32220M $0.19 %0.27 %as of Feb 28, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 179,24320.8M $0.60 %0.26 %as of Apr 30, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 169,34417.9M $0.80 %0.25 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 149,55717.3M $0.04 %0.22 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 149,51416.4M $0.95 %0.22 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 148,29117.2M $0.24 %0.22 %as of Apr 30, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 128,63713.6M $0.67 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 126,66613.9M $0.01 %0.19 %as of Feb 28, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 125,62313.3M $0.36 %0.19 %as of Mar 31, 2026 ↗
Victory RS Global Fund Victory Portfolios 120,56612.7M $0.74 %0.18 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 118,88412.6M $0.98 %0.18 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 116,33912.7M $0.09 %0.17 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 110,11611.6M $0.24 %0.16 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 109,70411.6M $0.48 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 108,19011.8M $0.46 %0.16 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 100,52210.6M $0.12 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 100,22511M $0.01 %0.15 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 97,79310.3M $1.54 %0.14 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 96,35911.2M $0.12 %0.14 %as of Apr 30, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 94,50910.3M $0.32 %0.14 %as of Feb 28, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 91,08010.5M $0.50 %0.13 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 88,16810.2M $0.03 %0.13 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 83,7238.9M $0.49 %0.12 %as of Mar 31, 2026 ↗
Cambria Shareholder Yield ETF Cambria ETF Trust 83,3509.6M $1.01 %0.12 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 81,2088.6M $0.18 %0.12 %as of Mar 31, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 81,1509.4M $0.95 %0.12 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 79,9669.3M $0.23 %0.12 %as of Apr 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 77,0798.1M $0.26 %0.11 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 76,7588.4M $0.03 %0.11 %as of Feb 28, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 75,2808.2M $1.20 %0.11 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 72,4547.9M $0.54 %0.11 %as of Feb 28, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 70,8378.2M $0.64 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 70,6747.5M $0.22 %0.10 %as of Mar 31, 2026 ↗
Victory Sustainable World Fund Victory Portfolios III 68,4047.5M $0.47 %0.10 %as of Feb 28, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 68,2057.2M $0.25 %0.10 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 67,3267.8M $0.02 %0.10 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 63,1566.7M $0.58 %0.09 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 62,6537.3M $0.35 %0.09 %as of Apr 30, 2026 ↗
First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund 61,8396.5M $0.56 %0.09 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 60,4406.4M $0.47 %0.09 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 60,0296.9M $0.05 %0.09 %as of Apr 30, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 59,9016.3M $2.16 %0.09 %as of Mar 31, 2026 ↗
Miller Income Fund Advisor Managed Portfolios 56,5006M $3.47 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 56,4496.5M $0.01 %0.08 %as of Apr 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 56,2816.5M $1.00 %0.08 %as of Apr 30, 2026 ↗
Fidelity Value Factor ETF Fidelity Covington Trust 56,1846.5M $0.54 %0.08 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 55,6656.4M $0.48 %0.08 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 54,5295.8M $0.01 %0.08 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 54,4506M $0.05 %0.08 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 54,0616.3M $1.02 %0.08 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 54,0535.9M $0.35 %0.08 %as of Feb 28, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 51,2435.4M $0.38 %0.08 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 51,0815.6M $0.51 %0.08 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 50,9945.4M $0.49 %0.08 %as of Mar 31, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 50,7285.9M $0.36 %0.07 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 50,0865.8M $0.01 %0.07 %as of Apr 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 49,1775.7M $0.79 %0.07 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 47,4455M $0.60 %0.07 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 47,2685M $0.48 %0.07 %as of Mar 31, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 47,0005.4M $0.84 %0.07 %as of Apr 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 46,9345M $0.70 %0.07 %as of Mar 31, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 46,7005.4M $0.47 %0.07 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 44,4004.7M $0.24 %0.07 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 43,1444.6M $1.03 %0.06 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 42,4094.5M $0.49 %0.06 %as of Mar 31, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 42,1394.5M $0.19 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 41,8044.8M $0.01 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 39,7014.2M $0.01 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 39,3874.3M $0.01 %0.06 %as of Feb 28, 2026 ↗

Download this table: CSV, JSON

Report an error

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
ADLER VALUE FUND Ultimus Managers Trust 12.19 %as of Feb 28, 2026 ↗
Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF Pacer Funds Trust 5.09 %as of Apr 30, 2026 ↗
Easterly Snow Small Cap Value Fund James Alpha Funds Trust 3.88 %as of Feb 28, 2026 ↗
Miller Value Partners Appreciation ETF Advisor Managed Portfolios 3.72 %as of Mar 31, 2026 ↗
Miller Income Fund Advisor Managed Portfolios 3.47 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 2.48 %as of Apr 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 2.42 %as of Apr 30, 2026 ↗
Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust 2.39 %as of Mar 31, 2026 ↗
Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV 2.24 %as of Feb 28, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 2.16 %as of Mar 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
2026Q2373+628,198,688+2.4 %
2026Q1367+627,526,824-2.8 %
2025Q4361028,307,795-8.1 %
2025Q3361+430,813,662-1.1 %
2025Q2357-631,170,795-10.0 %
2025Q1363-1134,634,256-3.3 %
2024Q4374+1035,810,551-2.7 %
2024Q3364+2836,817,197-4.1 %
2024Q2336+2338,401,723+9.6 %
2024Q1313+1035,051,081-2.6 %
2023Q430335,997,108

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.6,900,728729.5M $as of Mar 31, 2026
TPG GP A, LLC4,715,554498.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,060,350429.2M $as of Mar 31, 2026
STATE STREET CORP2,931,361309.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,181,568239.4M $as of Mar 31, 2026
DONALD SMITH & CO., INC.1,892,397200.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,624,910171.8M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,526,708161.4M $as of Mar 31, 2026
HSBC HOLDINGS PLC1,485,806156.5M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC1,335,793141.2K $as of Mar 31, 2026
FEDERATED HERMES, INC.1,085,917114.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,065,201112.6M $as of Mar 31, 2026
LSV ASSET MANAGEMENT1,059,841112K $as of Mar 31, 2026
MORGAN STANLEY1,017,749107.6M $as of Mar 31, 2026
Bank of New York Mellon Corp910,85396.3M $as of Mar 31, 2026
NORTHERN TRUST CORP865,30891.5M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP819,84886.7M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC666,54270.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO490,27750.5M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC484,71351.3M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC472,00549.9M $as of Mar 31, 2026
Nuveen, LLC432,29845.7M $as of Mar 31, 2026
Qube Research & Technologies Ltd379,03140.1M $as of Mar 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND355,48537.6M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC344,04036.4M $as of Mar 31, 2026

Declared shareholders of Jackson Financial Inc

There are 2 beneficial ownership filings. 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
Vanguard Portfolio Management 7.79 %5,506,172as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.22 %3,693,035as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Jackson Financial Inc

128 funds declare 215 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Fidelity Investment Grade Bond Central Fund347M $as of Mar 31, 2026
Fidelity Series Investment Grade Bond Fund336.7M $as of Feb 28, 2026
Fidelity SAI Total Bond Fund333.6M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND228M $as of Feb 28, 2026
Strategic Advisers Fidelity Core Income Fund327.6M $as of Feb 28, 2026
Lord Abbett Short Duration Income Fund125.6M $as of Feb 28, 2026
Fidelity Total Bond Fund324.2M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND214.9M $as of Mar 31, 2026
Baird Core Plus Bond Fund113.3M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND312.7M $as of Mar 31, 2026
Fidelity Total Bond ETF311.3M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF410.6M $as of Feb 28, 2026
Fidelity U.S. Bond Index Fund19.6M $as of Feb 28, 2026
Dimensional Core Fixed Income ETF28.9M $as of Apr 30, 2026
Fidelity Investment Grade Bond Fund38.8M $as of Feb 28, 2026
Strategic Advisers Core Income Fund36.9M $as of Feb 28, 2026
EQ/Intermediate Corporate Bond Portfolio16.4M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF26.2M $as of Feb 28, 2026
Fidelity Intermediate Bond Fund35.9M $as of Feb 28, 2026
SIIT CORE FIXED INCOME FUND15.6M $as of Feb 28, 2026
DFA Investment Grade Portfolio15.5M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND15.2M $as of Mar 31, 2026
VIP Investment Grade Bond Portfolio34M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF33.9M $as of Mar 31, 2026
Schwab 5-10 Year Corporate Bond ETF23.9M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Jackson Financial Inc". https://titelia.com/en/stocks/jackson-financial-inc-US46817M1071