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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,591 | 162.9K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 1,486 | 152.2K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 1,465 | 150K $ | 0.77 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 1,378 | 168.5K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 1,269 | 129.9K $ | 0.37 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 1,254 | 153.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 1,234 | 126.3K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,213 | 124.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,172 | 143.3K $ | 0.07 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 1,130 | 116.5K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1,124 | 115.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 1,105 | 113.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,092 | 111.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,075 | 110.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,071 | 109.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 1,017 | 104.1K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Hartford US Value ETF Lattice Strategies Trust | 917 | 112.1K $ | 0.23 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 911 | 917.5K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 911 | 93.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 902 | 93K $ | 0.09 % | 0.00 % | as of May 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 852 | 104.2K $ | 0.18 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 846 | 87.2K $ | 0.32 % | 0.00 % | as of May 31, 2026 ↗ |
| Hypatia Women CEO ETF Two Roads Shared Trust | 772 | 94.4K $ | 0.95 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF Pacer Funds Trust | 679 | 83K $ | 4.85 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 672 | 69.3K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 670 | 69.1K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| SPP Generation 80-tal Storebrand Asset Management AS | 662 | 666.7K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 652 | 79.7K $ | 0.79 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 640 | 65.5K $ | 2.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 576 | 59K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 574 | 70.2K $ | 0.89 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 549 | 56.2K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 547 | 56.4K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | 528 | 54.1K $ | 0.47 % | 0.00 % | as of Jun 30, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Series Funds | 517 | 52.9K $ | 0.57 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Green Century Balanced Fund GREEN CENTURY FUNDS | 502 | 61.4K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 477 | 48.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 410 | 50.1K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 393 | 40.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 392 | 47.9K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 379 | 38.8K $ | 0.87 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 366 | 44.8K $ | 0.25 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 356 | 36.5K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 350 | 35.8K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 344 | 35.5K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 329 | 33.7K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 312 | 38.2K $ | 0.32 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 302 | 30.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 300 | 30.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SEB Active 55 SEB Funds AB | 293 | 295.1K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 272 | 27.9K $ | 0.14 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SEB Active 80 SEB Funds AB | 250 | 251.8K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 248 | 25.4K $ | 0.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 242 | 24.8K $ | 0.27 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 213 | 21.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 202 | 20.8K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 200 | 24.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 200 | 20.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 178 | 18.2K $ | 0.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 164 | 16.8K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 159 | 16.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SEB Active 30 SEB Funds AB | 138 | 139K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 124 | 124.9K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 98 | 10K $ | 0.14 % | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 87 | 10.6K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 77 | 7.9K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 71 | 7.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 63 | 6.5K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| SEB Active 20 SEB Funds AB | 60 | 60.4K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 56 | 6.8K $ | 0.08 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 49 | 5K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 47 | 4.8K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 20 | 2.1K $ | 0.18 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 19 | 1.9K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 18 | 1.9K $ | 0.01 % | 0.00 % | as of May 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 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 361 | -12 | 27,806,177 | -1.4 % |
| 2026Q2 | 373 | +6 | 28,198,688 | +2.4 % |
| 2026Q1 | 367 | +6 | 27,526,824 | -2.8 % |
| 2025Q4 | 361 | 0 | 28,307,795 | -8.1 % |
| 2025Q3 | 361 | +4 | 30,813,662 | -1.1 % |
| 2025Q2 | 357 | -6 | 31,170,795 | -10.0 % |
| 2025Q1 | 363 | -11 | 34,634,256 | -3.3 % |
| 2024Q4 | 374 | +10 | 35,810,551 | -2.7 % |
| 2024Q3 | 364 | +28 | 36,817,197 | -4.1 % |
| 2024Q2 | 336 | +23 | 38,401,723 | +9.6 % |
| 2024Q1 | 313 | +10 | 35,051,081 | -2.6 % |
| 2023Q4 | 303 | 35,997,108 |
Institutional managers
503 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 6,900,728 | 729.5M $ | as of Mar 31, 2026 |
| TPG GP A, LLC | 4,715,554 | 498.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,060,350 | 429.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,931,361 | 309.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,181,568 | 239.4M $ | as of Mar 31, 2026 |
| DONALD SMITH & CO., INC. | 1,892,397 | 200.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,624,910 | 171.8M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,526,708 | 161.4M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 1,485,806 | 156.5M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 1,335,793 | 141.2K $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 1,085,917 | 114.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,065,201 | 112.6M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 1,059,841 | 112K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,017,749 | 107.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 910,853 | 96.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 865,308 | 91.5M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 819,848 | 86.7M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 666,542 | 70.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 490,277 | 50.5M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 484,713 | 51.3M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 472,005 | 49.9M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 432,298 | 45.7M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 379,031 | 40.1M $ | as of Mar 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 355,485 | 37.6M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 344,040 | 36.4M $ | 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.
Cite this page
Titelia. "Fund shareholders of Jackson Financial Inc". https://titelia.com/en/stocks/jackson-financial-inc-US46817M1071