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
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 8,272874.5K $0.24 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 8,159862.6K $0.05 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 8,104856.8K $0.48 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,098856.1K $0.24 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 8,001926.3K $0.04 %0.01 %as of Apr 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 7,867831.7K $1.20 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 7,858830.7K $1.01 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 7,853909.1K $0.12 %0.01 %as of Apr 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 7,804825K $0.59 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,750819.3K $0.08 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 7,484791.2K $0.23 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 7,310800.3K $0.06 %0.01 %as of Feb 28, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 7,282769.9K $0.23 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 7,265768.1K $0.41 %0.01 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 7,231837.1K $2.48 %0.01 %as of Apr 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 7,0647.1M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 6,907730.2K $0.27 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,748781.2K $0.06 %0.01 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 6,667704.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 6,657703.8K $0.99 %0.01 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,600722.6K $0.38 %0.01 %as of Feb 28, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,598697.5K $0.34 %0.01 %as of Mar 31, 2026 ↗
GMO U.S. Equity Fund GMO TRUST 6,534715.3K $0.33 %0.01 %as of Feb 28, 2026 ↗
Cambria Value and Momentum ETF Cambria ETF Trust 6,482750.4K $0.90 %0.01 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 6,475684.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 5,800613.2K $0.13 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 5,7035.7M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,552607.8K $0.01 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 5,534585.1K $0.23 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 5,434594.9K $0.12 %0.01 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 5,379622.7K $0.24 %0.01 %as of Apr 30, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 5,356586.4K $1.35 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 5,350585.7K $0.06 %0.01 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 5,284578.5K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5,104539.6K $0.24 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 5,097538.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,026550.2K $0.04 %0.01 %as of Feb 28, 2026 ↗
ADLER VALUE FUND Ultimus Managers Trust 5,000547.4K $12.19 %0.01 %as of Feb 28, 2026 ↗
SEB Världenfond SEB Funds AB 4,9685M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
Spectrum Fund Meeder Funds 4,913519.4K $0.22 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 4,843530.2K $0.05 %0.01 %as of Feb 28, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 4,840511.7K $1.09 %0.01 %as of Mar 31, 2026 ↗
Balanced Fund Meeder Funds 4,793506.7K $0.11 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 4,736500.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
Dynamic Allocation Fund Meeder Funds 4,684495.2K $0.10 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 4,683495.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 4,679494.7K $0.39 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 4,594485.7K $0.29 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,558481.9K $0.10 %0.01 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 4,435485.5K $0.02 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,336502K $0.01 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 4,290469.7K $0.17 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 4,273467.8K $0.14 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,268451.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 4,225446.7K $0.16 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,176441.5K $0.23 %0.01 %as of Mar 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 4,154439.2K $0.60 %0.01 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 4,140437.7K $0.12 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 4,132452.4K $1.91 %0.01 %as of Feb 28, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 4,1084.1M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 4,108434.3K $0.22 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,908427.8K $0.16 %0.01 %as of Feb 28, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 3,906412.9K $0.10 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,823404.2K $0.05 %0.01 %as of Mar 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 3,6923.7M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 3,627397.1K $0.16 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,589379.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 3,380357.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,358367.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
SEB Stiftelsefond Utland SEB Funds AB 3,2273.2M SEK0.13 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 3,151333.1K $0.27 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,086326.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 3,029350.7K $0.28 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,006329.1K $0.21 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,979314.9K $0.12 %0.00 %as of Mar 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 2,977325.9K $0.05 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 2,891305.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,889334.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,881333.5K $0.12 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,670309.1K $0.08 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,670282.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 2,600274.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 2,587273.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,557279.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust 2,496289K $0.98 %0.00 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,492263.5K $0.13 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,407278.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 2,338256K $0.11 %0.00 %as of Feb 28, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 2,273248.8K $0.46 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 2,271248.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,225235.2K $0.18 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 2,209255.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,172229.6K $0.10 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,040215.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 2,001219.1K $0.07 %0.00 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,992210.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,897219.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Moderate Allocation Fund Meeder Funds 1,824192.8K $0.11 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,800190.3K $0.24 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 1,783188.5K $0.96 %0.00 %as of Mar 31, 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