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
Adasina Social Justice All Cap Global ETF Tidal Trust I 1,714187.6K $0.07 %0.00 %as of Feb 28, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 1,704180.1K $1.16 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,642173.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,639173.3K $0.13 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,633178.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,606169.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 1,586167.7K $0.34 %0.00 %as of Mar 31, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 1,583183.3K $0.05 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,535162.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 1,532167.7K $0.30 %0.00 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,520176K $0.01 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,486157.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,412163.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 1,269134.2K $0.45 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,242131.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,213128.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,208127.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,172135.7K $0.07 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,107117K $0.02 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 1,100120.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,089115.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,072113.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,044110.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 977103.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 965102K $0.02 %0.00 %as of Mar 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 917106.2K $0.23 %0.00 %as of Apr 30, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 911917.5K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 91196.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 90298.8K $0.09 %0.00 %as of Feb 28, 2026 ↗
Conservative Allocation Fund Meeder Funds 89294.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 80384.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 76288.2K $0.15 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 74581.6K $0.33 %0.00 %as of Feb 28, 2026 ↗
Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF Pacer Funds Trust 67878.5K $5.09 %0.00 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 67774.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 662666.7K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 63469.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust 63066.6K $2.39 %0.00 %as of Mar 31, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 62272K $0.83 %0.00 %as of Apr 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 59062.4K $0.28 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 56860K $0.59 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 54857.9K $0.81 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 54759.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 54162.6K $0.79 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 53756.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 51954.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 48456K $0.93 %0.00 %as of Apr 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 47750.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 44851.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 42645K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 40847.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 39341.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 37042.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP BANKS ProFunds 36038.1K $0.95 %0.00 %as of Mar 31, 2026 ↗
Global Allocation Fund Meeder Funds 35337.3K $0.10 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 33438.7K $0.25 %0.00 %as of Apr 30, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 33135K $0.04 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 33135K $0.06 %0.00 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 32934.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 32838K $0.33 %0.00 %as of Apr 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 30231.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 30231.9K $0.58 %0.00 %as of Mar 31, 2026 ↗
SEB Active 55 SEB Funds AB 293295.1K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 26127.6K $0.13 %0.00 %as of Mar 31, 2026 ↗
SEB Active 80 SEB Funds AB 250251.8K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 24225.6K $0.35 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 22623.9K $0.16 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 22526K $0.00 %0.00 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 20222.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 18019K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 17118.1K $0.15 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 15216.1K $0.12 %0.00 %as of Mar 31, 2026 ↗
SEB Active 30 SEB Funds AB 138139K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 124124.9K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 12314.2K $0.18 %0.00 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 11912.6K $0.41 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 919.6K $0.16 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 8710.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 778.1K $0.22 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 717.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 717.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 687.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
SEB Active 20 SEB Funds AB 6060.4K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 444.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 232.5K $0.22 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 232.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 171.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. 1.5M €1.58 %as of Dec 31, 2025 ↗
TRUE VALUE, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. 1.2M €2.09 %as of Dec 31, 2025 ↗
FLMCINCO, SICAV S.A. CAIXABANK ASSET MANAGEMENT SGIIC, S.A. 14.2K €0.09 %as of Dec 31, 2025 ↗
AGAVE, FI DUX INVERSORES, SGIIC, S.A. 4.6K €0.01 %as of Dec 31, 2025 ↗
MARKET PORTFOLIO EQUITY, F.I. MARKET PORTFOLIO ASSET MANAGEMENT, S.G.I.I.C., S.A. 2K €0.00 %as of Dec 31, 2025 ↗

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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