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
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 39,3694.6M $0.19 %0.06 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,3004.5M $0.09 %0.06 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 38,0634.4M $0.04 %0.06 %as of Apr 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 37,8954M $0.92 %0.06 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 36,6424.2M $0.01 %0.05 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 36,6103.9M $0.24 %0.05 %as of Mar 31, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 35,5123.9M $0.07 %0.05 %as of Feb 28, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 35,2914.1M $0.48 %0.05 %as of Apr 30, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 35,0193.8M $0.45 %0.05 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 33,4293.5M $0.01 %0.05 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 33,3433.5M $0.15 %0.05 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 32,4653.8M $0.05 %0.05 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 31,4643.3M $0.24 %0.05 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 30,7143.6M $0.42 %0.05 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 29,9923.2M $0.35 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 29,3283.4M $0.24 %0.04 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 29,1153.4M $0.04 %0.04 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 28,7903.2M $0.40 %0.04 %as of Feb 28, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 28,4403.1M $0.35 %0.04 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 27,1373.1M $0.50 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 26,7553.1M $0.15 %0.04 %as of Apr 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 26,4553.1M $0.34 %0.04 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 26,2373M $0.08 %0.04 %as of Apr 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 26,0192.8M $0.41 %0.04 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 25,5622.7M $0.19 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 24,9542.9M $0.12 %0.04 %as of Apr 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 24,8172.7M $0.40 %0.04 %as of Feb 28, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 24,8012.6M $0.49 %0.04 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 24,6832.7M $0.12 %0.04 %as of Feb 28, 2026 ↗
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 24,1982.8M $0.87 %0.04 %as of Apr 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 24,1682.6M $0.49 %0.04 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 24,0602.5M $0.13 %0.04 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 23,6982.6M $1.01 %0.03 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 23,5002.5M $0.09 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 22,8002.6M $0.01 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,6942.6M $0.44 %0.03 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 22,4362.5M $0.28 %0.03 %as of Feb 28, 2026 ↗
NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust 22,0682.4M $1.20 %0.03 %as of Feb 28, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 21,7932.3M $0.61 %0.03 %as of Mar 31, 2026 ↗
Miller Value Partners Appreciation ETF Advisor Managed Portfolios 21,7652.3M $3.72 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 21,3622.3M $0.24 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 21,1992.5M $0.01 %0.03 %as of Apr 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 20,5502.2M $0.13 %0.03 %as of Mar 31, 2026 ↗
Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV 20,2762.2M $2.24 %0.03 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 20,2242.1M $0.22 %0.03 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 19,8002.3M $0.56 %0.03 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 19,0362.2M $0.02 %0.03 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 18,5412M $1.30 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 18,20018.3M SEK0.07 %0.03 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 18,0082M $1.28 %0.03 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 17,8981.9M $0.01 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 17,6371.9M $0.24 %0.03 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 17,0002M $2.42 %0.03 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 16,9671.8M $0.58 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 16,1061.9M $0.08 %0.02 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 15,5021.7M $0.01 %0.02 %as of Feb 28, 2026 ↗
Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust 15,4001.7M $1.54 %0.02 %as of Feb 28, 2026 ↗
Easterly Snow Small Cap Value Fund James Alpha Funds Trust 15,1321.7M $3.88 %0.02 %as of Feb 28, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15,0321.7M $0.30 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 14,4001.5M $0.50 %0.02 %as of Mar 31, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 13,9491.5M $0.70 %0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 13,9131.5M $0.21 %0.02 %as of Feb 28, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 13,4271.6M $0.58 %0.02 %as of Apr 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 13,1611.4M $0.33 %0.02 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 12,5621.4M $0.00 %0.02 %as of Feb 28, 2026 ↗
Small Cap Value Fund VALIC Co I 12,5311.4M $0.54 %0.02 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 12,4741.4M $0.07 %0.02 %as of Apr 30, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 12,2801.3M $1.10 %0.02 %as of Feb 28, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 12,1881.3M $0.23 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 12,1751.3M $0.01 %0.02 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,8001.2M $0.02 %0.02 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 11,6941.2M $0.09 %0.02 %as of Mar 31, 2026 ↗
Fidelity Stocks for Inflation ETF Fidelity Covington Trust 11,4741.3M $0.49 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,1661.2M $0.20 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 11,0641.3M $0.20 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 10,8791.2M $0.53 %0.02 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 10,8321.3M $0.31 %0.02 %as of Apr 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 10,7471.1M $1.01 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 10,7461.2M $0.04 %0.02 %as of Apr 30, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 10,7401.2M $1.03 %0.02 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 10,7011.1M $0.02 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,7001.2M $0.09 %0.02 %as of Feb 28, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 10,6001.1M $0.01 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 10,2531.2M $0.19 %0.02 %as of Apr 30, 2026 ↗
Muirfield Fund Meeder Funds 10,2241.1M $0.10 %0.02 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 10,1261.1M $0.05 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,9421.2M $0.05 %0.01 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 9,9181M $0.03 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 9,8901M $0.24 %0.01 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 9,8411M $0.62 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 9,8261.1M $0.12 %0.01 %as of Apr 30, 2026 ↗
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 9,5081M $0.85 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 9,4591M $0.24 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 9,4401M $0.20 %0.01 %as of Feb 28, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 9,400993.8K $0.14 %0.01 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 8,7781M $0.32 %0.01 %as of Apr 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,587994.1K $0.07 %0.01 %as of Apr 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 8,481896.6K $0.60 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 8,326880.2K $0.24 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 8,286907.2K $0.16 %0.01 %as of Feb 28, 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 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
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Titelia. "Fund shareholders of Jackson Financial Inc". https://titelia.com/en/stocks/jackson-financial-inc-US46817M1071