Titelia

Fund shareholders of Jefferies Financial Group Inc

ISIN US47233W1099 · United States · LEI 549300HOF34RGOJ5YL07

Fund shareholders
392
Of which ETFs
96 296 other funds
Value held
2B $ 436.5M SEK
Share of capital
23.7 % of 204.4M shares on Mar 30, 2026
FundSharesValueWeight in fundShare of capital
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 2,738132K $0.16 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,657109.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,628126.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 2,626108.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 2,528104.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 2,39798.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 2,27794K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2,21791.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,04784.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 2,03483.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,96394.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 1,90784.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
Sparrow Growth Fund SPARROW FUNDS 1,86582.8K $0.12 %0.00 %as of Feb 28, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 1,79879.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 1,71270.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,69570K $0.07 %0.00 %as of Mar 31, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 1,68274.7K $0.08 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,65968.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 1,63378.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Growth Equity Index Fund GuideStone Funds 1,62967.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 1,62066.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 1,61177.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,58865.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,53463.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1,50366.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
1290 Avantis U.S. Large Cap Growth Fund 1290 Funds 1,50272.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 1,49872.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 1,48666K $0.02 %0.00 %as of Feb 28, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 1,44059.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,43359.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,34959.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 1,32563.9K $0.15 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,28553K $0.06 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 1,27556.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 1,27352.5K $0.19 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,27261.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 1,27061.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,21258.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 1,18548.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,14655.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 1,11045.8K $0.15 %0.00 %as of Mar 31, 2026 ↗
BlackRock Balanced Portfolio BlackRock Series Fund, Inc. 1,08644.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,07944.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,07744.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 1,03742.8K $0.44 %0.00 %as of Mar 31, 2026 ↗
North Country Large Cap Equity Fund North Country Funds 1,00044.4K $0.04 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 98943.9K $0.13 %0.00 %as of Feb 28, 2026 ↗
William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS 95139.2K $1.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 94539K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 93838.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 92838.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. 84537.5K $0.00 %0.00 %as of Feb 27, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 82934.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 82439.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 77734.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 72835.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 72630K $0.02 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 70028.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 68228.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 67632.6K $0.23 %0.00 %as of Apr 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 67532.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 66027.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Variable Trust 62725.9K $0.39 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 62225.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 61927.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Series Funds 58424.1K $0.38 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 56623.4K $0.28 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Series Funds 50020.6K $0.28 %0.00 %as of Mar 31, 2026 ↗
Growth Fund VALIC Co I 49421.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
William Blair Mid Cap Value Fund WILLIAM BLAIR FUNDS 46819.3K $1.42 %0.00 %as of Mar 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 46419.1K $0.16 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 39417.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 34314.2K $0.15 %0.00 %as of Mar 31, 2026 ↗
MID-CAP PROFUND ProFunds 31715.3K $0.16 %0.00 %as of Apr 30, 2026 ↗
Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust 29513.1K $0.34 %0.00 %as of Feb 27, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 29212.1K $0.11 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 25210.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
MID-CAP VALUE PROFUND ProFunds 22510.8K $0.44 %0.00 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 2129.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1838.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1818.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
LargeCap Growth Account I Principal Variable Contract Funds, Inc 1817.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 1587.6K $0.05 %0.00 %as of Apr 30, 2026 ↗
iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust 1537.4K $0.08 %0.00 %as of Apr 30, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Variable Trust 1385.7K $0.17 %0.00 %as of Mar 31, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust 854.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
VIP Hedged Equity Portfolio Variable Insurance Products Fund VI 853.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 632.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Columbia Core Bond ETF Columbia ETF Trust I 391.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
FIIG STOCK FUND FOR RETIREMENT Unified Series Trust 251.1K $0.29 %0.00 %as of Feb 28, 2026 ↗
iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust 20964.4 $0.00 %0.00 %as of Apr 30, 2026 ↗
FIIG ESG STOCK PLAN FOR RETIREMENT Unified Series Trust 20888 $0.23 %0.00 %as of Feb 28, 2026 ↗

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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
BARRETT OPPORTUNITY FUND Segall Bryant & Hamill Trust 5.50 %as of Mar 31, 2026 ↗
GoodHaven Fund GoodHaven Funds Trust 4.18 %as of Feb 28, 2026 ↗
Nowo Global Fund Nowo Fund Management AB 3.78 %as of Mar 31, 2026 ↗
NORTH SQUARE SELECT SMALL CAP FUND Exchange Place Advisors Trust 3.24 %as of May 31, 2026 ↗
Private Capital Management Value Fund FundVantage Trust 2.94 %as of Apr 30, 2026 ↗
Spiltan Globalfond Investmentbolag Spiltan Fonder AB 2.53 %as of Mar 31, 2026 ↗
Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS 2.26 %as of Mar 31, 2026 ↗
SWP Growth & Income ETF Manager Directed Portfolios 1.85 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 1.70 %as of Mar 31, 2026 ↗
Moerus Worldwide Value Fund Northern Lights Fund Trust IV 1.70 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2388-1347,428,125-6.6 %
2026Q1401+550,778,579-5.4 %
2025Q4396-1253,699,913-2.8 %
2025Q3408-1255,254,165-1.2 %
2025Q2420-1455,945,589-6.2 %
2025Q1434+1059,668,590+0.0 %
2024Q4424+2559,651,552-3.7 %
2024Q3399+2161,931,453+1.8 %
2024Q2378+1260,816,940+5.6 %
2024Q1366+157,617,006-5.0 %
2023Q436560,653,396

Institutional managers

541 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.17,555,715724.5M $as of Mar 31, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC.9,247,081381.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC5,282,691215.7M $as of Mar 31, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC4,951,027204.3M $as of Mar 31, 2026
STATE STREET CORP4,892,744201.9M $as of Mar 31, 2026
MASSACHUSETTS MUTUAL LIFE INSURANCE CO4,654,362192.1M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.3,791,527235M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,046,972125.8M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP2,825,053116.6M $as of Mar 31, 2026
MORGAN STANLEY2,813,224116.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,666,097110M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.2,617,295108M $as of Mar 31, 2026
First Pacific Advisors, LP2,586,501106.7M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,905,75175.5M $as of Mar 31, 2026
BARCLAYS PLC1,740,02571.8M $as of Mar 31, 2026
BAMCO INC /NY/1,530,22863.2M $as of Mar 31, 2026
NORTHERN TRUST CORP1,452,07859.9M $as of Mar 31, 2026
Bank of New York Mellon Corp1,404,24858M $as of Mar 31, 2026
Freestone Grove Partners LP1,309,99654.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,230,02950.8M $as of Mar 31, 2026
BECK MACK & OLIVER LLC1,223,10250.5M $as of Mar 31, 2026
Assenagon Asset Management S.A.1,094,16445.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,069,16744.1M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC1,024,69542.3M $as of Mar 31, 2026
Nuveen, LLC1,018,99342.1M $as of Mar 31, 2026

Funds holding the debt of Jefferies Financial Group Inc

386 funds declare 824 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
Baird Core Plus Bond Fund595.3M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND394.4M $as of Feb 28, 2026
American Funds Multi-Sector Income Fund178.8M $as of Mar 31, 2026
PGIM Ultra Short Bond ETF276M $as of Feb 27, 2026
Baird Aggregate Bond Fund570.7M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND769.8M $as of Mar 31, 2026
Core Fixed Income Fund668.6M $as of Apr 30, 2026
Baird Ultra Short Bond Fund266.5M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND862.2M $as of Mar 31, 2026
Loomis Sayles Investment Grade Bond Fund353.9M $as of Mar 31, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND253.8M $as of Apr 30, 2026
MFS Income Fund150.7M $as of Apr 30, 2026
Putnam Ultra Short Duration Income Fund148.6M $as of Apr 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF447.2M $as of Feb 28, 2026
Navigator Tactical Fixed Income Fund244M $as of Apr 30, 2026
Invesco Ultra Short Duration ETF243.2M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND237.3M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF937.1M $as of Feb 28, 2026
Guggenheim Total Return Bond Fund336.5M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND534.6M $as of Mar 31, 2026
Victory Pioneer Multi-Asset Ultrashort Income Fund233.8M $as of Mar 31, 2026
PGIM Total Return Bond Fund133.1M $as of Apr 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND332.3M $as of Feb 28, 2026
American Funds Strategic Bond Fund131.7M $as of Mar 31, 2026
Dimensional Core Fixed Income ETF830.8M $as of Apr 30, 2026
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Titelia. "Fund shareholders of Jefferies Financial Group Inc". https://titelia.com/en/stocks/jefferies-financial-group-inc-US47233W1099