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 | |
|---|---|---|---|---|---|
| 201 | Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 18,846 | 908.8K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 202 | Victory Extended Market Index Fund Victory Portfolios III | 18,830 | 908K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 203 | Inspire 500 ETF Northern Lights Fund Trust IV | 18,322 | 813.5K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 204 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 18,169 | 876.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 205 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 18,015 | 743.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 206 | The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc | 17,310 | 714.4K $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 207 | The U.S. Equity Portfolio HC Capital Trust | 17,093 | 705.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 208 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 16,900 | 697.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 209 | Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 16,853 | 695.5K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 210 | Barrow Hanley US Value Opportunities Fund Perpetual Americas Funds Trust | 16,256 | 670.9K $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 211 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 14,598 | 648.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 212 | iShares Morningstar Small-Cap Value ETF iShares Trust | 14,487 | 698.6K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 213 | ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 14,251 | 588.1K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 214 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 13,144 | 633.8K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 215 | NORTH SQUARE SELECT SMALL CAP FUND Exchange Place Advisors Trust | 13,033 | 687.1K $ | 3.24 % | as of May 31, 2026 · Original filing |
| 216 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 12,874 | 571.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 217 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,645 | 521.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 218 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,430 | 551.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 219 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 12,393 | 511.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 220 | iShares MSCI World Small-Cap ETF iShares Trust | 12,333 | 547.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 221 | SFT Index 400 Mid-Cap Fund Securian Funds Trust | 12,188 | 503K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 222 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,164 | 502K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 223 | AQR Alternative Risk Premia Fund AQR Funds | 12,012 | 495.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 224 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 11,039 | 455.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 225 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 10,990 | 453.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 226 | Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust | 10,908 | 450.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 227 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,770 | 444.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 228 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 10,369 | 427.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 229 | Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 10,366 | 499.8K $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 230 | AQR Large Cap Momentum Style Fund AQR Funds | 9,896 | 408.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 231 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 9,727 | 469K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 232 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 9,069 | 374.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 233 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 9,054 | 373.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 234 | iShares Core Dividend ETF iShares Trust | 9,044 | 436.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 235 | BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 8,907 | 367.6K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 236 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 8,702 | 386.4K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 237 | VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III | 8,700 | 359K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 238 | BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 8,438 | 374.6K $ | 0.05 % | as of Feb 27, 2026 · Original filing |
| 239 | TIFF MULTI-ASSET FUND TIFF Investment Program | 8,196 | 338.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 240 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 8,129 | 335.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 241 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 7,858 | 378.9K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 242 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,645 | 315.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 243 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,572 | 312.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 244 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 7,425 | 329.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 245 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 7,143 | 317.1K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 246 | AST Large-Cap Value Portfolio Advanced Series Trust | 7,100 | 293K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 247 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 7,077 | 292.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 248 | iShares Morningstar Small-Cap ETF iShares Trust | 7,025 | 338.7K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 249 | iShares Dow Jones U.S. ETF iShares Trust | 6,952 | 335.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 250 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 6,730 | 277.7K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 251 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 6,705 | 276.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 252 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 6,518 | 289.4K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 253 | SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,431 | 285.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 254 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 6,400 | 264.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 255 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,184 | 274.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 256 | Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST | 6,126 | 295.4K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 257 | Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 5,979 | 265.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 258 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 5,846 | 259.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 259 | Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 5,827 | 281K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 260 | The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc | 5,700 | 235.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 261 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 5,506 | 244.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 262 | ProShares Ultra MidCap400 ProShares Trust | 5,503 | 244.3K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 263 | S&P MidCap Index Fund SHELTON FUNDS | 5,447 | 241.8K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 264 | AB US Equity ETF AB Active ETFs, Inc. | 5,162 | 229.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 265 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 5,120 | 246.9K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 266 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 5,072 | 209.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 267 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 4,787 | 212.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 268 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 4,759 | 196.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 269 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,606 | 204.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 270 | MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 4,487 | 185.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 271 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 4,342 | 179.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 272 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,257 | 205.3K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 273 | AST Small-Cap Equity Portfolio Advanced Series Trust | 4,197 | 173.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 274 | Avantis U.S. Equity Fund American Century ETF Trust | 4,168 | 185.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 275 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,947 | 162.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 276 | Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 3,890 | 187.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 277 | Column Mid Cap Fund Trust for Professional Managers | 3,834 | 170.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 278 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,820 | 157.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 279 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 3,790 | 182.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 280 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 3,693 | 152.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 281 | Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust | 3,635 | 150K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 282 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,518 | 145.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 283 | Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 3,514 | 145K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 284 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 3,513 | 145K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 285 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 3,502 | 144.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 286 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 3,421 | 151.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 287 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 3,358 | 138.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 288 | EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 3,343 | 138K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 289 | BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. | 3,315 | 136.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 290 | SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 3,256 | 134.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 291 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 3,246 | 134K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 292 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 3,237 | 133.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 293 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,167 | 130.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 294 | Motley Fool Next Index ETF RBB Fund, Inc. | 3,165 | 140.5K $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 295 | Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 3,086 | 148.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 296 | BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. | 3,077 | 127K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 297 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 3,000 | 144.7K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 298 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 3,000 | 123.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 299 | Putnam VT Core Equity Fund Putnam Variable Trust | 2,998 | 123.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 300 | Storebrand Global Multifactor Storebrand Asset Management AS | 2,813 | 1.1M SEK | 0.08 % | as of Mar 31, 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 |