Titelia

Fund shareholders of Jackson Financial Inc

ISIN US46817M1071 · United States · LEI 213800WXW2KG1N4CO374

Fund shareholders
380
Of which ETFs
103 277 other funds
Value held
≈ 3B $ 3B $ · 49.8M SEK · 2.8M €
Share of capital
41.1 % of 67.7M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,214,055226.7M $0.01 %3.27 %as of Jun 30, 2026 ↗
iShares Core S&P Small-Cap ETF iShares Trust 1,741,956178.4M $0.16 %2.57 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,597,852163.6M $0.09 %2.36 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,565,922160.3M $0.19 %2.31 %as of Jun 30, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 1,117,205114.4M $0.17 %1.65 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,013,210103.7M $0.15 %1.50 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 1,002,120103.3M $0.38 %1.48 %as of May 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 963,087117.8M $0.61 %1.42 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 799,35481.8M $0.08 %1.18 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 724,06688.5M $0.26 %1.07 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 639,17865.4M $0.39 %0.94 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 578,45570.7M $0.42 %0.85 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 575,20358.9M $0.41 %0.85 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 495,83760.6M $0.42 %0.73 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 470,77748.2M $0.60 %0.70 %as of Jun 30, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 436,72753.4M $0.77 %0.64 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 412,29342.2M $0.37 %0.61 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 364,93737.6M $0.09 %0.54 %as of May 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 364,55244.6M $0.54 %0.54 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 361,63837M $0.77 %0.53 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 347,37235.8M $0.20 %0.51 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 340,21335.1M $0.15 %0.50 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 277,10033.9M $0.17 %0.41 %as of Jul 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 259,26631.7M $0.03 %0.38 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 245,13025.3M $0.43 %0.36 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 226,30927.7M $0.18 %0.33 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 216,36522.3M $0.17 %0.32 %as of May 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 195,03023.8M $0.59 %0.29 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 191,30519.7M $0.14 %0.28 %as of May 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 190,97223.4M $0.56 %0.28 %as of Jul 31, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 179,24321.9M $0.56 %0.26 %as of Jul 31, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 169,34417.3M $0.74 %0.25 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 160,72219.7M $0.26 %0.24 %as of Jul 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 159,09019.5M $0.21 %0.23 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 155,43516M $0.85 %0.23 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 155,14819M $0.04 %0.23 %as of Jul 31, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 137,60214.1M $0.60 %0.20 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 134,62713.9M $0.01 %0.20 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 129,43813.3M $0.90 %0.19 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 124,46612.7M $0.32 %0.18 %as of Jun 30, 2026 ↗
Victory RS Global Fund Victory Portfolios 120,56612.3M $0.62 %0.18 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 115,07714.1M $0.63 %0.17 %as of Jul 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 111,67111.5M $0.30 %0.16 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 109,90711.3M $0.08 %0.16 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 108,98511.2M $0.19 %0.16 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 108,82911.1M $0.39 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 108,09011.1M $0.01 %0.16 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 105,71310.9M $0.42 %0.16 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 100,52210.3M $0.10 %0.15 %as of Jun 30, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 95,74611.7M $0.53 %0.14 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 92,5539.5M $0.43 %0.14 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 89,1609.2M $1.17 %0.13 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 88,16810.8M $0.03 %0.13 %as of Jul 31, 2026 ↗
Cambria Shareholder Yield ETF Cambria ETF Trust 87,57910.7M $1.08 %0.13 %as of Jul 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 86,4568.9M $0.15 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 86,39310.6M $0.26 %0.13 %as of Jul 31, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 81,56510M $0.95 %0.12 %as of Jul 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 79,1798.1M $1.05 %0.12 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 77,2798M $0.03 %0.11 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 72,4547.5M $0.43 %0.11 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 72,3578.8M $0.02 %0.11 %as of Jul 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 71,2937.3M $0.22 %0.11 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 70,2767.2M $0.77 %0.10 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 69,3697.2M $0.38 %0.10 %as of May 31, 2026 ↗
Victory Sustainable World Fund Victory Portfolios III 67,0156.9M $0.42 %0.10 %as of May 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 66,1936.8M $0.18 %0.10 %as of Jun 30, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 63,3187.7M $0.34 %0.09 %as of Jul 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 63,2146.5M $0.37 %0.09 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 62,6537.7M $0.37 %0.09 %as of Jul 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 61,1007.5M $0.58 %0.09 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 60,1557.4M $0.05 %0.09 %as of Jul 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 59,8537.3M $1.10 %0.09 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 59,7306.1M $0.38 %0.09 %as of Jun 30, 2026 ↗
Fidelity Value Factor ETF Fidelity Covington Trust 59,1897.2M $0.54 %0.09 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 58,9366M $0.46 %0.09 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 58,4696M $0.05 %0.09 %as of May 31, 2026 ↗
Miller Income Fund Advisor Managed Portfolios 56,5005.8M $3.35 %0.08 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 56,4496.9M $0.01 %0.08 %as of Jul 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 55,6245.7M $1.77 %0.08 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 54,5295.6M $0.01 %0.08 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 53,2805.5M $0.43 %0.08 %as of May 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 51,3866.3M $0.47 %0.08 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 50,0866.1M $0.01 %0.07 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 47,7694.9M $0.38 %0.07 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 47,1624.8M $0.51 %0.07 %as of Jun 30, 2026 ↗
Easterly Snow All Cap Value Fund James Alpha Funds Trust 47,1454.8M $1.04 %0.07 %as of Jun 30, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 47,0005.7M $0.81 %0.07 %as of Jul 31, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 46,7005.7M $0.46 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 45,8004.7M $0.21 %0.07 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 45,7984.7M $0.39 %0.07 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 43,8945.4M $0.01 %0.06 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 43,5374.5M $0.43 %0.06 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 43,2215.3M $0.78 %0.06 %as of Jul 31, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 42,1394.3M $0.17 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 41,8664.3M $0.01 %0.06 %as of May 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 41,8474.3M $0.74 %0.06 %as of Jun 30, 2026 ↗
First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund 41,2174.2M $0.25 %0.06 %as of Jun 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 40,5634.2M $0.82 %0.06 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 40,4044.9M $0.20 %0.06 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 40,2454.9M $0.04 %0.06 %as of Jul 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
ADLER VALUE FUND Ultimus Managers Trust 11.94 %as of May 31, 2026 ↗
Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF Pacer Funds Trust 4.85 %as of Jul 31, 2026 ↗
Miller Income Fund Advisor Managed Portfolios 3.35 %as of Jun 30, 2026 ↗
Easterly Snow Small Cap Value Fund James Alpha Funds Trust 3.32 %as of May 31, 2026 ↗
Miller Value Partners Appreciation ETF Advisor Managed Portfolios 3.25 %as of Jun 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 2.60 %as of Jul 31, 2026 ↗
Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust 2.12 %as of Jun 30, 2026 ↗
TRUE VALUE, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. 2.09 %as of Dec 31, 2025 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1.79 %as of May 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 1.77 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3361-1227,806,177-1.4 %
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

Funds holding the debt of Jackson Financial Inc

160 funds declare 262 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 Fund347.1M $as of Jun 30, 2026
Fidelity Series Investment Grade Bond Fund336.4M $as of May 31, 2026
Fidelity SAI Total Bond Fund333.3M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND230M $as of May 31, 2026
Strategic Advisers Fidelity Core Income Fund327.3M $as of May 31, 2026
Lord Abbett Short Duration Income Fund125.4M $as of May 31, 2026
Fidelity Total Bond Fund323.9M $as of May 31, 2026
Baird Core Plus Bond Fund223.4M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND215.4M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND312.9M $as of Jun 30, 2026
Baird Aggregate Bond Fund112.6M $as of Jun 30, 2026
Fidelity Total Bond ETF311.6M $as of May 31, 2026
Guggenheim Total Return Bond Fund110.7M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF49.9M $as of May 31, 2026
Fidelity U.S. Bond Index Fund19.5M $as of May 31, 2026
Dimensional Core Fixed Income ETF28.8M $as of Jul 31, 2026
Fidelity Investment Grade Bond Fund38.7M $as of May 31, 2026
Thompson Bond Fund37.4M $as of May 31, 2026
Strategic Advisers Core Income Fund36.9M $as of May 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF26.5M $as of May 31, 2026
EQ/Intermediate Corporate Bond Portfolio16.4M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF26.4M $as of Jun 30, 2026
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund16.2M $as of Jun 30, 2026
Fidelity Intermediate Bond Fund35.9M $as of May 31, 2026
SIIT CORE FIXED INCOME FUND15.6M $as of May 31, 2026
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Titelia. "Fund shareholders of Jackson Financial Inc". https://titelia.com/en/stocks/jackson-financial-inc-US46817M1071