Funds holding Jefferies Financial Group Inc
392 funds declare a position · 96 ETFs and 296 other funds · 2B $· 436.5M SEK · US47233W1099
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF iShares Trust | 5,474,612 | 225.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,597,502 | 189.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,333,858 | 137.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 4 | FPA Crescent Fund Investment Managers Series Trust III | 2,277,248 | 94M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,122,939 | 87.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,846,443 | 76.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 7 | Baron Focused Growth Fund BARON SELECT FUNDS | 1,500,700 | 61.9M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| 8 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,204,308 | 49.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 9 | Spiltan Globalfond Investmentbolag Spiltan Fonder AB | 1,006,369 | 393.3M SEK | 2.53 % | as of Mar 31, 2026 · Original filing |
| 10 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 868,623 | 38.6M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 11 | iShares S&P Mid-Cap 400 Value ETF iShares Trust | 839,964 | 34.7M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 12 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 808,553 | 33.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 13 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 743,385 | 33M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 14 | Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 625,114 | 25.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 15 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 602,994 | 29.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 16 | iShares Core Dividend Growth ETF iShares Trust | 588,054 | 28.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 17 | iShares Russell Mid-Cap ETF iShares Trust | 585,619 | 24.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 18 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 567,136 | 27.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 19 | AQR Long-Short Equity Fund AQR Funds | 563,250 | 23.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 20 | Nuveen Mid Cap Value Fund TIAA-CREF Funds | 508,057 | 24.5M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| 21 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 463,962 | 22.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 22 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 445,594 | 19.8M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 23 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 401,900 | 17.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 24 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 384,643 | 18.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 25 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 363,688 | 17.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 26 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 338,980 | 14M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 27 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 335,621 | 16.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 28 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 308,928 | 14.9M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| 29 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 308,676 | 13.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 30 | Fidelity Dividend Growth Fund Fidelity Securities Fund | 292,600 | 14.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 31 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 279,885 | 13.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 32 | Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 268,556 | 11.9M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| 33 | iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 265,533 | 11M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 34 | iShares Russell 1000 Value ETF iShares Trust | 263,537 | 10.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 35 | Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 262,400 | 11.7M $ | 1.18 % | as of Feb 28, 2026 · Original filing |
| 36 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 258,579 | 11.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 37 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 254,340 | 10.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 38 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 251,210 | 11.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 39 | iShares Russell Mid-Cap Growth ETF iShares Trust | 250,907 | 10.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 40 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 244,965 | 10.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 41 | GoodHaven Fund GoodHaven Funds Trust | 242,512 | 10.8M $ | 4.18 % | as of Feb 28, 2026 · Original filing |
| 42 | Fidelity Capital Appreciation Fund Fidelity Capital Trust | 215,861 | 10.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 43 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 205,687 | 8.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 44 | Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 197,519 | 8.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 45 | AQR Equity Market Neutral Fund AQR Funds | 197,226 | 8.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 46 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 181,096 | 8M $ | 0.18 % | as of Feb 27, 2026 · Original filing |
| 47 | Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 180,930 | 8M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| 48 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 179,022 | 8.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 49 | State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 171,706 | 7.1M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| 50 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 168,537 | 7.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 51 | Goldman Sachs Mid Cap Growth Fund Goldman Sachs Trust | 167,165 | 7.4M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| 52 | JNL Mid Cap Index Fund JNL Series Trust | 166,846 | 6.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 53 | iShares Russell Mid-Cap Value ETF iShares Trust | 166,402 | 6.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 54 | Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 162,849 | 7.2M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 55 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 161,728 | 6.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 56 | iShares Russell 1000 Growth ETF iShares Trust | 154,029 | 6.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 57 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 147,317 | 7.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 58 | iShares Core S&P U.S. Value ETF iShares Trust | 138,696 | 5.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 59 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 135,950 | 6M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 60 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 135,537 | 5.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 61 | Nuveen Equity Index Fund TIAA-CREF Funds | 132,876 | 6.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 62 | Mid Cap Index Fund VALIC Co I | 127,936 | 5.7M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 63 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 125,251 | 5.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 64 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 121,687 | 5.4M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 65 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 118,520 | 5.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 66 | Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 113,887 | 5.5M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| 67 | AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC | 113,440 | 5M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| 68 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 111,707 | 4.6M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 69 | iShares Russell 1000 ETF iShares Trust | 108,740 | 4.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 108,514 | 4.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 71 | Moerus Worldwide Value Fund Northern Lights Fund Trust IV | 107,769 | 4.8M $ | 1.70 % | as of Feb 28, 2026 · Original filing |
| 72 | Mid Cap Index Fund Northern Funds | 104,142 | 4.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 73 | Putnam Core Equity Fund Putnam Funds Trust | 101,573 | 4.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 74 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 96,722 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 75 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 96,390 | 4.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 76 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 93,649 | 4.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 77 | Large Cap Index Master Portfolio Master Investment Portfolio | 93,322 | 3.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 78 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 92,556 | 4.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 79 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 88,182 | 4.3M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 80 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 87,638 | 3.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 81 | State Farm Growth Fund Advisers Investment Trust | 86,700 | 3.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 82 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 86,386 | 3.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 85,515 | 4.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 84 | iShares U.S. Financials ETF iShares Trust | 85,149 | 4.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 85 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 81,375 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 86 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 76,894 | 3.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 87 | AB Large Cap Value Fund AB TRUST | 76,508 | 3.4M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| 88 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 76,177 | 3.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 89 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 74,876 | 3.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 90 | Avantis U.S. Equity ETF American Century ETF Trust | 73,740 | 3.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 91 | VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 71,600 | 3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 92 | NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | 71,347 | 2.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 93 | NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 69,382 | 2.9M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 94 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 68,597 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 95 | Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 67,505 | 3M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 96 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 67,355 | 3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 97 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 67,351 | 3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 98 | AB Select US Long/Short Portfolio AB CAP FUND, INC. | 67,181 | 2.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 99 | BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 66,876 | 3.2M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 100 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 65,556 | 2.9M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
Institutional managers
541 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 17,555,715 | 724.5M $ | as of Mar 31, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9,247,081 | 381.6M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 3,791,527 | 235M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 5,282,691 | 215.7M $ | as of Mar 31, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 4,951,027 | 204.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 4,892,744 | 201.9M $ | as of Mar 31, 2026 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4,654,362 | 192.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,046,972 | 125.8M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 2,825,053 | 116.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,813,224 | 116.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,666,097 | 110M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 2,617,295 | 108M $ | as of Mar 31, 2026 |
| First Pacific Advisors, LP | 2,586,501 | 106.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,905,751 | 75.5M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 1,740,025 | 71.8M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 1,530,228 | 63.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,452,078 | 59.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,404,248 | 58M $ | as of Mar 31, 2026 |
| Freestone Grove Partners LP | 1,309,996 | 54.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,230,029 | 50.8M $ | as of Mar 31, 2026 |
| BECK MACK & OLIVER LLC | 1,223,102 | 50.5M $ | as of Mar 31, 2026 |
| Assenagon Asset Management S.A. | 1,094,164 | 45.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,069,167 | 44.1M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,024,695 | 42.3M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,018,993 | 42.1M $ | as of Mar 31, 2026 |