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
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,3004.8M $0.09 %0.06 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 39,2104M $0.21 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 38,3864.7M $0.01 %0.06 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 38,1753.9M $0.01 %0.06 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 37,9143.9M $0.07 %0.06 %as of May 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 37,3613.8M $0.10 %0.06 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 37,2534.6M $0.34 %0.06 %as of Jul 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 35,4303.6M $0.35 %0.05 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 34,7003.6M $0.12 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 33,4553.4M $0.21 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 33,4083.4M $0.01 %0.05 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 32,7164M $0.47 %0.05 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 31,6843.9M $0.26 %0.05 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 31,3653.8M $0.43 %0.05 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 30,1053.7M $0.18 %0.04 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 28,9483.5M $0.04 %0.04 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 28,2802.9M $0.35 %0.04 %as of May 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 27,9702.9M $0.26 %0.04 %as of Jun 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 26,4553.2M $0.34 %0.04 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 26,2373.2M $0.08 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 25,8073.2M $0.12 %0.04 %as of Jul 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 25,7582.6M $0.18 %0.04 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 24,6832.5M $0.11 %0.04 %as of May 31, 2026 ↗
NORTH SQUARE SMALL CAP VALUE FUND Valued Advisers Trust 24,4442.5M $1.20 %0.04 %as of May 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 23,8432.4M $0.36 %0.04 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 23,7602.4M $0.11 %0.04 %as of Jun 30, 2026 ↗
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 23,7372.9M $0.88 %0.04 %as of Jul 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 23,3082.4M $0.39 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 23,2682.4M $0.38 %0.03 %as of Jun 30, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 23,0892.4M $1.45 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,6942.8M $0.44 %0.03 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 22,5002.3M $0.07 %0.03 %as of Jun 30, 2026 ↗
Miller Value Partners Appreciation ETF Advisor Managed Portfolios 22,2832.3M $3.25 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 22,1722.7M $0.01 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 21,8512.2M $0.20 %0.03 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 21,1792.2M $0.22 %0.03 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 20,8542.2M $0.78 %0.03 %as of May 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 20,7692.5M $0.02 %0.03 %as of Jul 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 20,5502.1M $0.11 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 19,7472M $0.18 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 19,2742.4M $0.01 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 19,2402M $0.45 %0.03 %as of Jun 30, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 18,8981.9M $0.80 %0.03 %as of May 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 18,20018.3M SEK0.07 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 17,8981.8M $0.01 %0.03 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 17,8621.8M $0.00 %0.03 %as of May 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 17,6371.8M $0.20 %0.03 %as of Jun 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 16,8522.1M $2.60 %0.02 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 16,1062M $0.08 %0.02 %as of Jul 31, 2026 ↗
Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust 15,4001.6M $1.43 %0.02 %as of May 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15,1691.9M $0.31 %0.02 %as of Jul 31, 2026 ↗
Easterly Snow Small Cap Value Fund James Alpha Funds Trust 15,1321.6M $3.32 %0.02 %as of May 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 15,1001.6M $0.01 %0.02 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 14,6431.5M $0.46 %0.02 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 14,2471.5M $0.19 %0.02 %as of May 31, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 13,9631.4M $0.34 %0.02 %as of May 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,9031.7M $0.02 %0.02 %as of Jul 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,8001.4M $0.18 %0.02 %as of May 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 13,6631.7M $0.57 %0.02 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 13,1611.3M $0.28 %0.02 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 13,1441.6M $0.16 %0.02 %as of Jul 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 13,1181.6M $0.07 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 13,1021.3M $0.20 %0.02 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 13,0711.3M $0.35 %0.02 %as of Jun 30, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 12,9291.3M $0.55 %0.02 %as of Jun 30, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 12,5601.3M $0.98 %0.02 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 12,3751.3M $0.01 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 12,3051.5M $0.05 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 12,1741.3M $0.20 %0.02 %as of May 31, 2026 ↗
Small Cap Value Fund VALIC Co I 12,1251.3M $0.50 %0.02 %as of May 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,8001.2M $0.01 %0.02 %as of Jun 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 11,4241.2M $0.09 %0.02 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 11,3521.2M $0.05 %0.02 %as of Jun 30, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 11,1771.4M $1.10 %0.02 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,1661.1M $0.16 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 11,1491.4M $0.21 %0.02 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 11,0641.4M $0.20 %0.02 %as of Jul 31, 2026 ↗
Fidelity Stocks for Inflation ETF Fidelity Covington Trust 11,0381.3M $0.50 %0.02 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 10,7151.1M $0.46 %0.02 %as of May 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,7001.1M $0.08 %0.02 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 10,6191.3M $0.30 %0.02 %as of Jul 31, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 10,5181.1M $1.01 %0.02 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 10,4921.1M $0.03 %0.02 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 10,3501.1M $0.05 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 10,2711.1M $0.21 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,9801M $0.21 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,9421.2M $0.05 %0.01 %as of Jul 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 9,8041M $0.21 %0.01 %as of Jun 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 9,577980.6K $0.78 %0.01 %as of Jun 30, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 9,5471.2M $0.09 %0.01 %as of Jul 31, 2026 ↗
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 9,508973.5K $0.65 %0.01 %as of Jun 30, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 9,409963.4K $0.52 %0.01 %as of Jun 30, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 9,400962.5K $0.11 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 8,962917.6K $0.53 %0.01 %as of Jun 30, 2026 ↗
NYLIM Candriam U.S. Mid Cap Equity ETF NYLIM ETF Trust 8,8371.1M $0.33 %0.01 %as of Jul 31, 2026 ↗
Cambria Value and Momentum ETF Cambria ETF Trust 8,5911.1M $0.97 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 8,3331M $0.10 %0.01 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 8,286854.4K $0.13 %0.01 %as of May 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 8,272847K $0.20 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 8,159835.4K $0.04 %0.01 %as of Jun 30, 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