Jefferies Financial GroupJEF

13F holders, Q2 2025 (June 30)
557holders −7
74new positions
80sold out
11famous investors
$54.76avg. 13F price*

At the end of Q2 2025, 557 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, down 7 from Q1 2025. 74 opened new positions and 80 sold out. The largest holders were BlackRock, Inc. ($842.0M), Vanguard Group Inc. ($817.8M) and Sumitomo Mitsui Financial Group, Inc. ($505.7M). 11 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Jefferies Financial Group Inc.
CUSIP
47233W109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 480Q1 2024Q2 2024: 493Q2 2024Q3 2024: 534Q3 2024Q4 2024: 584Q4 2024Q1 2025: 564Q1 2025Q2 2025: 557Q2 2025Q3 2025: 570Q3 2025Q4 2025: 597Q4 2025Q1 2026: 561Q1 2026Q2 2026: 590Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions74$249.5M
Exits80$184.1M

All 13F filers, Q1 2025 → Q2 2025: 14,064,220 shares bought and 12,503,120 shares sold, net +1,561,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 557 holders

BlackRock, Inc. 0.02% Reduce -2.8% 15,396,126 $842.0M
Vanguard Group Inc. 0.01% Reduce -2.1% 14,952,778 $817.8M
Sumitomo Mitsui Financial Group, Inc. 8.25% No change 9,247,081 $505.7M
Allspring Global Investments Holdings, LLC 0.65% Add +9.0% 6,990,180 $388.4M
Alliancebernstein L.P. 0.12% Reduce -1.7% 6,694,843 $366.1M
State Street Corp. 0.01% Reduce -5.0% 4,837,147 $264.5M
Massachusetts Mutual Life Insurance Co. 16.56% No change 4,655,231 $254.6M
JPMorgan Chase & Co. 0.02% Reduce -12.3% 4,498,154 $246.0M
Dimensional Fund Advisors LP 0.04% Add +12.2% 2,932,742 $160.4M
Morgan Stanley 0.01% Add +23.1% 2,880,295 $157.5M
Geode Capital Management, LLC 0.01% Reduce -3.4% 2,865,752 $156.8M
First Pacific Advisors, LP 2.05% Reduce -0.0% 2,580,283 $141.1M
Fisher Asset Management 0.05% Add +45.2% 2,082,840 $113.9M
Barrow Hanley Mewhinney & Strauss LLC 0.37% Add +1.0% 1,993,228 $109.0M
Norges Bank 0.01% Reduce -7.4% 1,962,996 $107.4M
Bank of America Corp. 0.01% Reduce -0.4% 1,688,785 $92.4M
Barclays PLC 0.04% Reduce -40.3% 1,673,724 $91.5M
Bank of New York Mellon Corp 0.02% Reduce -6.8% 1,588,023 $86.8M
Principal Financial Group Inc. 0.05% Reduce -0.9% 1,573,857 $86.1M
Invesco Ltd. 0.01% Reduce -25.1% 1,561,855 $85.4M
Goldman Sachs Group Inc. 0.01% Reduce -3.2% 1,529,389 $83.6M
Two Sigma Investments, LP 0.15% Add +38.5% 1,467,286 $80.2M
Eminence Capital, LP 1.18% New 1,462,014 $80.0M
Northern Trust Corp. 0.01% Reduce -5.8% 1,461,497 $79.9M
Qube Research & Technologies Ltd 0.10% Add +9.1% 1,338,466 $73.2M
Artemis Investment Management LLP 0.91% Add +187.1% 1,292,186 $70.7M
Beck Mack & Oliver LLC 1.34% Reduce -2.3% 1,283,354 $70.2M
Charles Schwab Investment Management Inc. 0.01% Add +0.6% 1,133,781 $62.0M
Two Sigma Advisers, LP 0.12% Add +79.0% 1,073,500 $58.7M
Nuveen, LLC 0.01% Reduce -10.0% 991,109 $54.2M
Federated Hermes, Inc. 0.10% Add +6056.0% 949,070 $51.9M
NewEdge Wealth, LLC 0.71% Add +55.4% 781,548 $45.0M
Migdal Insurance & Financial Holdings Ltd. 0.52% No change 798,000 $43.6M
Balyasny Asset Management L.P. 0.09% Add +795.2% 722,103 $39.5M
FMR LLC 0.00% Reduce -4.3% 715,903 $39.2M
Millennium Management 0.04% Reduce -56.7% 707,368 $38.7M
Private Management Group Inc. 1.19% Add +3.5% 671,988 $36.8M
Moerus Capital Management LLC 15.54% Add +15.9% 665,854 $36.4M
Marshall Wace, LLP 0.04% Add +156.0% 643,998 $35.2M
Freestone Grove Partners LP 0.27% Add +8.0% 642,849 $35.2M
Holocene Advisors, LP 0.08% New 592,341 $32.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +34.2% 587,585 $32.1M
Citadel Advisors 0.03% Reduce -6.8% 577,391 $31.6M
Mraz, Amerine & Associates, Inc. 5.01% Add +5.3% 571,327 $31.2M
Renaissance Technologies 0.04% Reduce -20.8% 537,589 $29.4M
Miller Howard Investments Inc. 0.90% Add +0.1% 521,040 $28.5M
Baron Capital (BAMCO) 0.08% Add +36.9% 519,528 $28.4M
Retirement Systems of Alabama 0.10% Add +0.2% 498,147 $27.2M
Sei Investments Co. 0.03% Add +31.8% 497,225 $27.2M
Hosking Partners LLP 1.07% Reduce -21.2% 491,629 $26.9M
LSV Asset Management 0.06% Reduce -0.6% 486,300 $26.6M
Assenagon Asset Management S.A. 0.04% Add +18.2% 474,501 $26.0M
GoodHaven Capital Management, LLC 8.50% Add +0.5% 442,287 $24.2M
Berkshire Hathaway 0.01% No change 433,558 $23.7M
Rhumbline Advisers 0.02% Reduce -5.3% 431,251 $23.6M
Private Capital Management, LLC 2.34% Add +5.8% 421,669 $23.1M
UBS Group AG 0.00% Add +3.6% 417,954 $22.9M
AQR Capital Management 0.02% Add +74.0% 410,439 $22.4M
Deutsche Bank AG 0.01% Reduce -9.4% 401,024 $21.9M
First Trust Advisors LP 0.02% Reduce -22.5% 399,823 $21.9M
STRS Ohio 0.08% Reduce -2.3% 399,104 $21.8M
Kettle Hill Capital Management, LLC 4.99% New 394,285 $21.6M
Wells Fargo & Company 0.00% Add +18.7% 388,132 $21.2M
Tudor Investment Corporation 0.16% Add +100.6% 386,821 $21.2M
Captrust Financial Advisors 0.04% Reduce -57.0% 357,540 $19.6M
LPL Financial LLC 0.01% Add +3.0% 357,348 $19.5M
ExodusPoint Capital Management, LP 0.23% Add +329.8% 350,268 $19.2M
Ameriprise Financial Inc. 0.00% Reduce -2.8% 347,771 $19.0M
Legal & General Group Plc 0.00% Reduce -5.1% 341,981 $18.7M
Robotti Robert 3.14% Reduce -0.6% 341,654 $18.7M
Loomis Sayles & Co. L P 0.02% Reduce -27.5% 316,537 $17.3M
California Public Employees Retirement System 0.01% Reduce -6.6% 310,508 $17.0M
Janus Henderson Group PLC 0.01% Reduce -20.4% 308,931 $16.9M
Capital Fund Management S.A. 0.18% Add +62.0% 303,145 $16.6M
Burgundy Asset Management Ltd. 0.16% New 299,958 $16.4M
Swiss National Bank 0.01% Reduce -1.0% 295,600 $16.2M
Intech Investment Management LLC 0.15% Reduce -8.1% 294,435 $16.1M
Raymond James Financial Inc. 0.01% Add +3.0% 293,619 $16.1M
Royal Bank of Canada 0.00% Add +86.5% 290,299 $15.9M
Franklin Resources Inc. 0.00% Add +151.5% 259,531 $14.2M
Oppenheimer & Co. Inc. 0.18% Reduce -3.9% 253,764 $13.9M
Amundi 0.00% Add +8.6% 226,025 $12.8M
Envestnet Asset Management Inc. 0.00% Reduce -2.8% 233,250 $12.8M
Cerity Partners LLC 0.02% Add +2.2% 231,508 $12.7M
Russell Investments Group, Ltd. 0.02% Reduce -8.4% 224,062 $12.3M
Merrion Investment Management Co, LLC 7.36% Reduce -2.0% 207,314 $11.3M
State Board of Administration of Florida Retirement System 0.02% Add +1.1% 204,662 $11.2M
First Manhattan Co. Llc. 0.03% Reduce -9.2% 197,031 $10.8M
Quantinno Capital Management LP 0.05% Add +32.9% 195,446 $10.7M
D. E. Shaw & Co. 0.01% New 189,527 $10.4M
New York State Teachers Retirement System 0.02% No change 189,289 $10.4M
Victory Capital Management Inc. 0.01% Add +37.4% 188,670 $10.3M
PEAK6 LLC 0.35% Add +263.1% 187,557 $10.3M
Squarepoint Ops LLC 0.02% Add +175.2% 173,564 $9.5M
Rock Point Advisors, LLC 2.68% Add +1.6% 173,422 $9.5M
Focus Partners Wealth 0.02% Reduce -5.2% 173,103 $9.5M
Sequoia Financial Advisors, LLC 0.06% Add +13.9% 169,445 $9.3M
Natixis 0.05% Add +323.1% 166,466 $9.1M
Beacon Investment Advisory Services, Inc. 0.39% Add +7.6% 159,960 $8.7M
Voloridge Investment Management, LLC 0.03% Reduce -74.9% 158,551 $8.7M
Shapiro Capital Management LLC 0.37% New 153,700 $8.4M
Allianz Asset Management GmbH 0.01% Reduce -57.7% 152,672 $8.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.4% 143,469 $8.2M
Waterfront Wealth Inc. 1.79% Reduce -0.1% 146,168 $8.0M
Magnetar Financial LLC 0.04% New 144,212 $7.9M
California State Teachers Retirement System 0.01% Reduce -0.9% 142,496 $7.8M
Boston Partners 0.01% Reduce -3.4% 141,433 $7.7M
Lafayette Investments, Inc. 1.53% Reduce -0.0% 138,810 $7.6M
Cinctive Capital Management LP 0.41% Add +369.9% 133,237 $7.3M
Algert Global LLC 0.15% New 132,426 $7.2M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.6% 131,653 $7.2M
Gabelli Funds LLC 0.05% Reduce -0.5% 128,710 $7.0M
Thrivent Financial for Lutherans 0.02% Add +230.1% 126,015 $7.0M
Poehling Capital Management, INC. 1.59% Add +4.7% 124,345 $6.8M
Wealth High Governance Capital Ltda 2.10% New 124,000 $6.8M
Cambria Investment Management, L.P. 0.45% Reduce -15.9% 121,728 $6.7M
State of Wisconsin Investment Board 0.02% Reduce -4.7% 121,181 $6.6M
HRT Financial LP 0.03% New 121,154 $6.6M
T. Rowe Price Associates Inc. 0.00% Reduce -4.5% 118,763 $6.5M
Trexquant Investment LP 0.07% New 114,248 $6.2M
Man Group plc 0.01% Add +309.1% 113,317 $6.2M
KBC Group NV 0.02% Reduce -4.4% 107,253 $5.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.0% 104,079 $5.7M
Corient Private Wealth LP 0.01% Add +3.0% 100,331 $5.5M
American Assets Investment Management, LLC 0.44% No change 100,000 $5.5M
RBF Capital, LLC 0.27% No change 100,000 $5.5M
Brandywine Global Investment Management, LLC 0.04% Reduce -2.5% 99,981 $5.5M
Lee Danner & Bass Inc. 0.42% Reduce -6.7% 97,690 $5.3M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +57.4% 97,597 $5.3M
National Bank of Canada 0.01% Reduce -23.4% 96,042 $5.3M
Kera Capital Partners, Inc. 1.02% Add +14.7% 94,426 $5.2M
MetLife Investment Management, LLC 0.03% Reduce -3.6% 92,431 $5.1M
Jane Street Group, LLC 0.01% Reduce -56.1% 92,384 $5.1M
Nebula Research & Development LLC 0.43% Add +55.5% 92,285 $5.0M
Ervin Investment Management, LLC 3.08% Add +3.0% 90,145 $4.9M
1492 Capital Management LLC 2.22% Add +78.1% 87,653 $4.8M
Point72 Asset Management 0.01% New 85,968 $4.7M
Commerce Bank 0.03% Add +0.0% 85,700 $4.7M
American Century Companies Inc. 0.00% Reduce -4.8% 85,177 $4.7M
Insight Wealth Strategies, LLC 0.58% Add +36.7% 82,194 $4.6M
Mutual of America Capital Management LLC 0.05% Reduce -3.3% 81,031 $4.4M
New York State Common Retirement Fund 0.01% Reduce -9.8% 78,437 $4.3M
Susquehanna Portfolio Strategies, LLC 0.09% Add +317.6% 78,100 $4.3M
Stifel Financial Corp. 0.00% Add +12.7% 77,316 $4.2M
BW Gestao de Investimentos Ltda. 0.39% New 76,000 $4.2M
Amalgamated Bank 0.03% Reduce -1.7% 74,754 $4.1M
PNC Financial Services Group, Inc. 0.00% Add +0.5% 73,533 $4.0M
Aquatic Capital Management LLC 0.08% New 73,312 $4.0M
Prana Capital Management, LP 0.14% New 72,781 $4.0M
Nisa Investment Advisors, LLC 0.02% No change 72,552 $4.0M
Treasurer of the State of North Carolina 0.01% Reduce -10.4% 71,518 $3.9M
Gateway Investment Advisers LLC 0.04% Add +16.3% 69,289 $3.8M
Tocqueville Asset Management L.P. 0.06% Add +2.3% 68,884 $3.8M
State of Tennessee, Department of Treasury 0.01% No change 68,857 $3.8M
Truist Financial Corp. 0.01% Reduce -9.3% 68,837 $3.8M
Comerica Bank 0.01% Add +2.4% 68,013 $3.7M
DRW Securities, LLC 0.26% New 67,451 $3.7M
Lighthouse Investment Partners, LLC 0.15% Reduce -52.5% 64,013 $3.5M
Arrowstreet Capital, Limited Partnership 0.00% New 60,790 $3.3M
Susquehanna International Group, LLP 0.01% Reduce -56.7% 60,737 $3.3M
Citigroup Inc. 0.00% Reduce -87.7% 58,953 $3.2M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -8.1% 58,538 $3.2M
CIBC Private Wealth Group LLC 0.01% Add +0.3% 58,202 $3.2M
Brevan Howard Capital Management LP 0.04% Add +232.7% 57,904 $3.2M
Yousif Capital Management, LLC 0.03% Reduce -2.3% 57,570 $3.1M
Commonwealth Equity Services, LLC 0.00% Add +18.9% 56,058 $3.1M
Davidson Capital Management Inc. 0.73% Add +41.3% 55,723 $3.0M
ACR Alpine Capital Research, LLC 0.05% Add +47.4% 53,280 $2.9M
First Wilshire Securities Management Inc. 0.79% Reduce -0.5% 52,982 $2.9M
BNP Paribas Financial Markets 0.00% Add +22.8% 52,237 $2.9M
Ameritas Investment Partners, Inc. 0.09% Reduce -0.8% 50,742 $2.8M
Teachers Retirement System of the State of Kentucky 0.02% No change 50,535 $2.8M
Laurion Capital Management LP 0.33% Add +8.3% 50,093 $2.7M
Prudential Financial Inc. 0.00% Add +148.6% 49,238 $2.7M
Wedge Capital Management L L P 0.05% Add +19.3% 49,136 $2.7M
Edgestream Partners, L.P. 0.07% Reduce -39.4% 48,693 $2.7M
State of New Jersey Common Pension Fund D 0.01% Add +16.1% 48,227 $2.6M
Condor Capital Management 0.23% Add +111.7% 47,908 $2.6M
Public Employees Retirement System of Ohio 0.01% Reduce -17.1% 47,536 $2.6M
Creative Planning 0.00% Reduce -3.8% 47,427 $2.6M
Segall Bryant & Hamill, LLC 0.04% Reduce -11.5% 46,064 $2.5M
Louisiana State Employees Retirement System 0.05% Add +0.4% 45,800 $2.5M
Arizona State Retirement System 0.01% Add +2.1% 45,145 $2.5M
Ensign Peak Advisors, Inc 0.00% Reduce -10.2% 44,389 $2.4M
Osaic Holdings, Inc. 0.00% Reduce -7.9% 43,289 $2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.6% 41,865 $2.3M
Moors & Cabot, Inc. 0.11% Add +46.1% 41,637 $2.3M
Handelsbanken Fonder AB 0.01% Reduce -4.0% 41,303 $2.3M
AlphaCore Capital LLC 0.09% Add +0.9% 41,116 $2.2M
Safeguard Investment Advisory Group, LLC 0.54% No change 39,437 $2.2M
HighTower Advisors, LLC 0.00% Add +41.4% 39,369 $2.2M
State of Michigan Retirement System 0.01% Add +0.5% 39,216 $2.1M
Cubist Systematic Strategies, LLC 0.02% Reduce -85.8% 39,021 $2.1M
Wittenberg Investment Management, Inc. 0.90% Reduce -1.6% 37,574 $2.1M
Gradient Investments LLC 0.04% New 36,610 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.5% 36,380 $2.0M
Acadian Asset Management LLC 0.00% Reduce -46.0% 36,167 $2.0M
Intrepid Capital Management Inc. 1.04% Reduce -7.7% 36,012 $2.0M
Caxton Associates LLP 0.05% Reduce -6.0% 36,007 $2.0M
HSBC Holdings PLC 0.00% Add +26.3% 35,729 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -7.7% 35,891 $2.0M
Advisory Research Inc. 0.30% New 35,660 $2.0M
SG Americas Securities, LLC 0.01% Add +158.9% 35,300 $1.9M
M&T Bank Corp 0.01% Reduce -8.9% 34,105 $1.9M
Oregon Public Employees Retirement Fund 0.03% Add +1.2% 33,387 $1.8M
Natixis Advisors, LLC 0.00% Reduce -18.7% 33,174 $1.8M
New Mexico Educational Retirement Board 0.06% No change 33,119 $1.8M
Harbour Capital Advisors, LLC 0.38% Reduce -6.2% 31,870 $1.8M
Radnor Capital Management, LLC 0.29% Add +8.6% 32,820 $1.8M
KLP Kapitalforvaltning As 0.01% Add +1.6% 31,700 $1.7M
MBM Wealth Consultants, LLC 0.46% Add +12.6% 31,099 $1.7M
Teacher Retirement System of Texas 0.01% Add +4.5% 30,882 $1.7M
Mercer Global Advisors Inc. 0.00% Add +14.9% 30,836 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -3.9% 30,656 $1.7M
Modera Wealth Management, LLC 0.02% Reduce -0.1% 30,277 $1.7M
Intrinsic Value Partners, LLC 1.45% Reduce -0.2% 29,873 $1.6M
Cetera Investment Advisers 0.00% Reduce -1.1% 29,650 $1.6M
Susquehanna Fundamental Investments, LLC 0.04% Reduce -88.3% 29,540 $1.6M
Voya Investment Management LLC 0.00% Reduce -47.7% 29,368 $1.6M
US Bancorp \de 0.00% Add +15.2% 29,345 $1.6M
Pathstone Holdings, LLC 0.01% Add +14.1% 29,214 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -26.0% 29,068 $1.6M
Wellington Shields Capital Management, LLC 0.27% Add +3.2% 28,900 $1.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -5.9% 28,488 $1.6M
Farringdon Capital, Ltd. 0.52% Add +308.0% 28,439 $1.6M
Connective Capital Management, LLC 1.44% New 28,154 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% New 27,913 $1.5M
Utah Retirement Systems 0.02% Reduce -4.2% 27,570 $1.5M
Evelyn Partners Investment Management LLP 0.05% Reduce -30.6% 26,988 $1.5M
CW Advisors, LLC 0.01% Add +218.5% 26,582 $1.5M
Neuberger Berman Group LLC 0.00% Add +17.3% 26,404 $1.4M
Illinois Municipal Retirement Fund 0.02% Reduce -9.4% 26,079 $1.4M
NewEdge Advisors, LLC 0.01% Add +11.8% 25,970 $1.4M
MML Investors Services, LLC 0.00% Add +44.3% 25,698 $1.4M
Verition Fund Management LLC 0.01% Reduce -87.8% 25,372 $1.4M
Prescott Group Capital Management, L.L.C. 0.16% No change 25,000 $1.4M
Park Avenue Securities LLC 0.01% Reduce -2.3% 24,941 $1.4M
Redwood Investment Management, LLC 0.14% Reduce -0.0% 24,782 $1.4M
Parsons Capital Management Inc. 0.08% No change 24,743 $1.4M
Mariner, LLC 0.00% Add +80.1% 24,654 $1.3M
Cresset Asset Management, LLC 0.01% Reduce -52.2% 24,605 $1.3M
Lecap Asset Management Ltd. 0.48% New 24,584 $1.3M
Centennial Bank 0.56% Reduce -1.6% 24,534 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Add +12.4% 24,274 $1.3M
QRG Capital Management, Inc. 0.01% Add +3.8% 23,979 $1.3M
Quantbot Technologies LP 0.03% New 23,358 $1.3M
Mackenzie Financial Corp. 0.00% Reduce -11.2% 23,091 $1.3M
Tiaa Trust, National Association 0.00% Reduce -4.7% 22,995 $1.3M
Pictet Asset Management Holding SA 0.00% Add +0.8% 22,390 $1.2M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -17.4% 22,283 $1.2M
Summit Financial, LLC 0.03% Add +1.8% 22,165 $1.2M
VestGen Advisors, LLC 0.05% Reduce -20.9% 22,068 $1.2M
Storebrand Asset Management As 0.00% No change 21,670 $1.2M
Oxford Asset Management LLP 0.38% New 21,416 $1.2M
Gotham Asset Management 0.01% No change 21,410 $1.2M
Xponance LLC 0.01% Reduce -10.7% 21,238 $1.2M
Bank of Montreal 0.00% Reduce -8.8% 20,889 $1.1M
Secure Asset Management, LLC 0.21% Add +59.8% 20,781 $1.1M
Shelton Wealth Management, LLC 0.56% Add +38.7% 20,306 $1.1M
Bard Financial Services, Inc. 0.13% Reduce -2.4% 20,175 $1.1M
Gsa Capital Partners LLP 0.08% New 20,091 $1.1M
&partners 0.01% Add +15.2% 19,931 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Add +2.6% 18,342 $1.0M
Aigen Investment Management, LP 0.14% Reduce -13.3% 18,744 $1.0M
AMG National Trust Bank 0.03% Add +0.1% 18,665 $1.0M
Citadel Investment Advisory, Inc. 0.49% Add +20.5% 18,420 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -3.9% 18,329 $1.0M
Sanctuary Advisors, LLC 0.01% Reduce -2.4% 18,111 $990K
Ieq Capital, LLC 0.01% Add +28.2% 17,565 $961K
Tidal Investments LLC 0.01% Add +25.8% 17,412 $952K
Blair William & Co. 0.00% Reduce -0.5% 16,960 $928K
Public Employees Retirement Association of Colorado 0.00% Reduce -0.6% 16,928 $926K
Ofi Invest Asset Management 0.02% Add +15.2% 18,987 $885K
IMC-Chicago, LLC 0.02% New 15,638 $855K
Quadrant Capital Group LLC 0.03% Add +3.8% 15,605 $853K
Redmont Wealth Advisors LLC 1.22% Add +54.0% 15,241 $834K
Joel Isaacson & Co., LLC 0.03% No change 15,025 $822K
Harbor Advisors LLC 0.13% No change 15,000 $820K
Thoma Capital Management LLC 0.51% Add +6.3% 14,690 $803K
King Luther Capital Management Corp. 0.00% Reduce -1.6% 14,671 $802K
Jefferies Financial Group Inc. 0.01% Add +2.4% 14,475 $792K
Catalyst Financial Partners LLC 0.09% Add +1.5% 14,350 $785K
Ancora Advisors LLC 0.02% Reduce -3.4% 14,175 $775K
Oak Thistle LLC 0.11% New 13,881 $759K
Point72 (DIFC) Ltd 0.06% Add +98.4% 13,400 $733K
Coldstream Capital Management Inc. 0.01% Reduce -1.5% 13,319 $728K
Evercore Wealth Management, LLC 0.01% Add +9.6% 13,108 $717K
Kwmg, LLC 0.07% Reduce -8.4% 12,956 $709K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.8% 12,875 $704K
Roberts Capital Advisors, LLC 0.51% No change 12,594 $689K
Crossmark Global Holdings, Inc. 0.01% Add +0.5% 12,473 $682K
Securian Asset Management, Inc. 0.02% No change 12,372 $677K
Schonfeld Strategic Advisors LLC 0.01% Reduce -69.1% 12,345 $675K
Carmel Capital Partners, LLC 0.23% Reduce -36.9% 12,233 $669K
Twinbeech Capital LP 0.01% Reduce -39.6% 12,035 $658K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -81.5% 11,849 $648K
Tower Research Capital LLC (TRC) 0.02% Add +40.1% 11,648 $637K
Sylvest Advisors, LLC 0.36% Add +4.4% 11,394 $623K
Connable Office Inc. 0.06% No change 11,200 $613K
Chou Associates Management Inc. 0.33% No change 10,987 $601K
Equitable Trust Co. 0.03% Add +26.6% 10,890 $596K
Banque Pictet & Cie SA 0.01% Reduce -6.3% 10,776 $589K
Parallel Advisors, LLC 0.01% Add +51.2% 10,359 $567K
Bayforest Capital Ltd 0.24% Add +85.8% 10,072 $551K
LYNX Capital Group Ltd. 0.26% New 10,000 $547K
Am Investment Strategies LLC 0.13% No change 10,000 $546K
Carnegie Investment Counsel 0.01% Add +5.4% 9,970 $545K
Farther Finance Advisors, LLC 0.01% Add +3.5% 9,932 $543K
Pacer Advisors, Inc. 0.00% Reduce -25.9% 9,898 $541K
Simmons Bank 0.04% Add +10.1% 9,872 $540K
Altfest L J & Co. Inc. 0.06% New 9,606 $525K
Vident Advisory, LLC 0.01% Add +14.1% 9,552 $522K
Avantax Advisory Services, Inc. 0.00% Add +12.5% 9,477 $518K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Add +0.1% 9,460 $517K
MorganRosel Wealth Management, LLC 0.14% Reduce -59.1% 9,431 $516K
DNB Asset Management AS 0.00% No change 9,305 $509K
Pinnacle Associates Ltd. 0.01% Add +5.8% 9,235 $505K
EntryPoint Capital, LLC 0.25% Add +69.3% 9,181 $502K
Ethic Inc. 0.01% Reduce -41.2% 8,977 $500K
CI Investments Inc. 0.00% Reduce -1.6% 9,054 $495K
Total Clarity Wealth Management, Inc. 0.14% New 8,950 $489K
UMB Bank, n.a. 0.01% Add +3.9% 8,864 $485K
Point72 Asia (Singapore) Pte. Ltd. 0.08% Add +601.5% 8,698 $476K
Yelin Lapidot Holdings Management Ltd. 0.09% No change 8,652 $473K
Scientech Research LLC 0.11% New 8,405 $460K
Monetary Management Group Inc. 0.11% No change 8,300 $454K
Headlands Technologies LLC 0.05% Reduce -17.3% 8,257 $452K
Maryland State Retirement & Pension System 0.01% No change 8,158 $446K
DekaBank Deutsche Girozentrale 0.00% No change 7,864 $440K
Arnhold LLC 0.04% No change 8,000 $438K
Cwm, LLC 0.00% Add +455.0% 7,875 $431K
Longfellow Investment Management Co. LLC 0.11% No change 7,840 $429K
Sterling Capital Management LLC 0.01% Add +8.8% 7,759 $424K
Meeder Advisory Services, Inc. 0.02% Reduce -3.3% 7,703 $421K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.0% 7,580 $415K
Alteri Wealth LLC 0.16% Add +0.1% 7,568 $414K
Crewe Advisors LLC 0.06% No change 7,546 $413K
Boston Trust Walden Corp 0.00% No change 7,500 $410K
NorthRock Partners, LLC 0.01% Add +21.0% 7,498 $410K
Apexium Financial, LP 0.02% Add +1.4% 7,363 $403K
ProShare Advisors LLC 0.00% Add +4.2% 7,225 $395K
Readystate Asset Management LP 0.03% New 7,030 $384K
Net Worth Advisory Group 0.08% Add +5.9% 7,002 $383K
Allianz SE 0.01% New 6,919 $378K
Forum Financial Management, LP 0.01% Reduce -10.0% 6,863 $375K
Cooper Financial Group 0.04% Add +0.8% 6,781 $371K
CIBC Asset Management Inc 0.00% No change 6,649 $364K
HighPoint Advisor Group LLC 0.02% Add +1.8% 6,603 $361K
Dark Forest Capital Management LP 0.01% New 6,485 $355K
Belmont Capital, LLC 0.05% Add +65.8% 6,405 $350K
Janney Montgomery Scott LLC 0.00% Add +28.5% 6,325 $346K
Country Club Bank 0.02% No change 6,200 $346K
Maple Capital Management, Inc. 0.02% Reduce -0.0% 6,316 $345K
Mattson Financial Services, LLC 0.09% New 6,272 $343K
Praxis Investment Management Inc. 0.02% New 6,260 $342K
HB Wealth Management, LLC 0.00% Add +4.6% 6,188 $338K
Advisory Services Network, LLC 0.01% New 5,810 $335K
Aspiriant, LLC 0.01% Reduce -0.5% 6,104 $334K
Kingsview Wealth Management, LLC 0.01% No change 6,051 $331K
Daymark Wealth Partners, LLC 0.01% Add +0.7% 6,015 $329K
Merit Financial Group, LLC 0.00% New 6,001 $328K
Searle & Co. 0.09% No change 6,000 $328K
Baker Ellis Asset Management LLC 0.04% No change 6,000 $328K
Compound Planning, Inc. 0.01% Reduce -14.9% 5,988 $327K
Wolverine Trading, LLC 0.01% Reduce -65.4% 5,841 $326K
Greenleaf Trust 0.00% Add +1.6% 5,944 $325K
PFG Investments, LLC 0.02% Add +0.4% 5,914 $323K
Journey Strategic Wealth LLC 0.01% New 5,880 $322K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.1% 5,858 $320K
Shelton Capital Management 0.01% No change 5,830 $319K
Hilltop Holdings Inc. 0.02% New 5,781 $316K
Shell Asset Management Co. 0.01% Reduce -14.8% 5,768 $315K
Quent Capital, LLC 0.03% Reduce -0.8% 5,747 $314K
Bayesian Capital Management, LP 0.05% Reduce -71.5% 5,706 $312K
Bfsg, LLC 0.03% Add +5.6% 5,694 $311K
Pallas Capital Advisors LLC 0.01% New 5,606 $307K
Whitener Capital Management, Inc. 0.08% Add +0.9% 5,545 $303K
Atria Investments, Inc 0.00% New 5,517 $302K
Pure Financial Advisors, LLC 0.01% Add +8.5% 5,501 $301K
M.E. Allison & Co., Inc. 0.24% No change 5,400 $295K
Cambridge Investment Research Advisors, Inc. 0.00% Add +29.8% 5,373 $294K
MKT Advisors LLC 0.12% No change 5,275 $293K
Summit Trail Advisors, LLC 0.01% New 5,318 $291K
Punch & Associates Investment Management, Inc. 0.02% New 5,275 $288K
Infrastructure Capital Advisors, LLC 0.05% New 5,193 $284K
Insigneo Advisory Services, LLC 0.02% Reduce -0.7% 5,111 $280K
Panagora Asset Management Inc. 0.00% No change 5,066 $277K
Vestor Capital, LLC 0.02% Reduce -50.0% 2,322 $277K
OneDigital Investment Advisors LLC 0.00% Reduce -1.3% 5,037 $275K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.6% 4,954 $271K
Signaturefd, LLC 0.00% Add +0.5% 4,842 $265K
Ritholtz Wealth Management 0.01% Add +2.0% 4,579 $250K
Atom Investors LP 0.02% New 4,573 $250K
Checchi Capital Advisers, LLC 0.02% Reduce -10.3% 4,564 $250K
Trivium Point Advisory, LLC 0.03% Reduce -5.3% 4,480 $245K
Sage Capital Management, LLC 0.12% Add +0.8% 4,442 $243K
Harbour Investments, Inc. 0.01% Add +94.0% 4,426 $242K
Stephens Inc. 0.00% Reduce -9.9% 4,353 $238K
GTS Securities LLC 0.01% New 4,323 $236K
Sanders Morris Harris LLC 0.05% No change 4,200 $230K
Engineers Gate Manager LP 0.00% Reduce -80.6% 4,071 $223K
Vise Technologies, Inc. 0.01% — 4,039 $221K
Prospera Financial Services Inc 0.00% Reduce -5.8% 4,017 $220K
Moody Aldrich Partners LLC 0.04% Reduce -1.6% 4,008 $219K
Swiss Life Asset Management Ltd 0.00% New 3,992 $218K
Pitcairn Co. 0.01% Reduce -15.6% 3,948 $216K
Creekside Partners 0.10% No change 3,910 $214K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 3,901 $213K
Guggenheim Capital LLC 0.00% Add +0.4% 3,756 $205K
Blankinship & Foster, LLC 0.05% No change 3,741 $205K
Essex Financial Services, Inc. 0.01% New 3,707 $203K
United Capital Financial Advisors, LLC 0.00% New 3,662 $200K
Covestor Ltd 0.11% Add +1568.8% 3,471 $190K
Hamilton Capital Partners Inc. 0.01% No change 3,473 $190K
Lanark Financial, Inc. 0.02% Add +0.7% 3,463 $189K
VSM Wealth Advisory, LLC 0.06% No change 3,420 $187K
Steward Partners Investment Advisory, LLC 0.00% Add +10.2% 3,331 $182K
Macquarie Group Ltd. 0.00% Add +131.9% 3,311 $181K
Blue Trust, Inc. 0.00% Add +15.1% 3,271 $179K
Aster Capital Management (DIFC) Ltd 0.04% Add +567.2% 3,216 $176K
NFSG Corp 0.03% No change 2,900 $159K
Fifth Third Bancorp 0.00% Add +0.9% 2,898 $158K
Creative Financial Designs Inc. 0.01% Add +25.4% 2,862 $156K
Danske Bank A/S 0.00% Reduce -78.5% 2,692 $147K
Assetmark, Inc. 0.00% Add +4.2% 2,626 $144K
Towne Trust Company, N.A 0.05% No change 2,592 $142K
Global Retirement Partners, LLC 0.00% — 2,581 $141K
Colonial Trust Co / SC 0.02% No change 2,578 $141K
AlphaQuest LLC 0.01% Reduce -64.1% 2,530 $138K
HM Payson & Co. 0.00% Add +4.2% 2,500 $137K
Gitterman Wealth Management, LLC 0.03% New 2,490 $136K
Brooklyn Investment Group 0.02% Add +445.2% 2,377 $130K
Private Wealth Asset Management, LLC 0.01% Reduce -0.7% 2,040 $112K
Lazard Asset Management LLC 0.00% Reduce -91.2% 1,976 $107K
Allworth Financial LP 0.00% Add +19.1% 1,942 $106K
Ridgewood Investments LLC 0.04% Reduce -13.6% 1,900 $104K
Leonteq Securities AG 0.01% New 1,899 $104K
GAMMA Investing LLC 0.01% Add +62.9% 1,875 $103K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Add +28.8% 1,872 $102K
Spire Wealth Management 0.00% Reduce -2.4% 1,825 $100K
Glen Eagle Advisors, LLC 0.01% Add +0.1% 1,722 $94K
Sierra Ocean, LLC 0.06% Reduce -13.5% 1,598 $87K
Nomura Asset Management Co. Ltd. 0.00% No change 1,520 $83K
Versant Capital Management, Inc 0.01% Add +59.6% 1,513 $83K
TD Private Client Wealth LLC 0.00% Add +0.3% 1,496 $82K
Geneos Wealth Management Inc. 0.00% No change 1,390 $76K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,348 $74K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.1% 1,340 $73K
Albion Financial Group 0.00% No change 1,260 $69K
Washington Trust Advisors, Inc. 0.01% No change 1,232 $67K
Huntington National Bank 0.00% Reduce -0.9% 1,228 $67K
Federation des caisses Desjardins du Quebec 0.00% No change 1,009 $55K
Hantz Financial Services, Inc. 0.00% Add +3577.8% 993 $54K
Arax Advisory Partners 0.00% Add +13.3% 978 $53K
Smartleaf Asset Management LLC 0.00% Add +1.4% 942 $53K
Bessemer Group Inc. 0.00% Add +48.8% 912 $50K
Quarry LP 0.01% New 898 $49K
Simplex Trading, LLC 0.00% Reduce -87.7% 910 $49K
EverSource Wealth Advisors, LLC 0.00% Add +159.3% 892 $49K
High Note Wealth, LLC 0.01% Reduce -4.9% 772 $42K
Eastern Bank 0.00% No change 679 $37K
IFP Advisors, Inc 0.00% Reduce -55.6% 616 $37K
Jones Financial Companies LLLP 0.00% Add +8.3% 656 $37K
Essential Partners LLC 0.01% — 652 $36K
Private Trust Co. NA 0.00% Reduce -6.4% 589 $32K
Alerus Financial NA 0.00% New 578 $32K
Rothschild Investment LLC 0.00% Add +4.6% 550 $30K
Principal Securities, Inc. 0.00% Reduce -8.9% 524 $29K
MAI Capital Management 0.00% Add +123.4% 516 $28K
Riggs Asset Managment Co. Inc. 0.01% Reduce -99.5% 508 $28K
Optiver Holding B.V. 0.00% Add +1.3% 472 $26K
Parkside Financial Bank & Trust 0.00% Add +2.4% 461 $25K
First Horizon Advisors, Inc. 0.00% Reduce -2.0% 435 $24K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 433 $24K
Legacy Bridge, LLC 0.01% No change 431 $24K
Atticus Wealth Management, LLC 0.01% No change 425 $23K
Westside Investment Management, Inc. 0.00% No change 421 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 395 $22K
Rise Advisors, LLC 0.01% Add +0.8% 363 $20K
Deseret Mutual Benefit Administrators 0.01% No change 362 $20K
Altshuler Shaham Ltd 0.00% New 360 $20K
Peregrine Capital Management LLC 0.00% No change 340 $19K
Clearstead Advisors, LLC 0.00% New 337 $18K
GHP Investment Advisors, Inc. 0.00% No change 320 $18K
Costello Asset Management, INC 0.01% No change 307 $17K
Trust Co. of Vermont 0.00% No change 300 $16K
CENTRAL TRUST Co 0.00% No change 290 $16K
Pineridge Advisors LLC 0.01% Add +13.1% 250 $14K
North Star Investment Management Corp. 0.00% No change 240 $13K
Hemington Wealth Management 0.00% Reduce -27.0% 238 $13K
New England Capital Financial Advisors LLC 0.01% New 202 $11K
Tsfg, LLC 0.00% No change 205 $11K
Whittier Trust Co. 0.00% No change 201 $11K
Wilmington Savings Fund Society, FSB 0.00% No change 198 $11K
Larson Financial Group LLC 0.00% Add +32.9% 190 $10K
JFS Wealth Advisors, LLC 0.00% Reduce -7.1% 184 $10K
LRI Investments, LLC 0.00% No change 181 $10K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 174 $10K
NewSquare Capital LLC 0.00% Add +14.2% 169 $9K
Fortitude Family Office, LLC 0.00% New 158 $9K
Farmers & Merchants Investments Inc. 0.00% Add +11.5% 136 $7K
Total Investment Management Inc. 0.00% New 133 $7K
Fuller & Thaler Asset Management, Inc. 0.00% No change 132 $7K
Bell Investment Advisors, Inc 0.00% Add +10.8% 123 $7K
Stephens Consulting, LLC 0.00% Reduce -13.0% 114 $6K
Brown Brothers Harriman & Co. 0.00% Add +53.6% 106 $6K
Bruce G. Allen Investments, LLC 0.00% No change 103 $6K
Ameritas Advisory Services, LLC 0.00% New 100 $5K
Cedar Wealth Management, LLC 0.00% New 88 $5K
Bare Financial Services, Inc 0.00% Add +186.7% 86 $5K
True Wealth Design, LLC 0.00% Add +523.1% 81 $4K
Twin Peaks Wealth Advisors, LLC 0.00% New 72 $4K
Cornerstone Planning Group LLC 0.00% Reduce -25.5% 73 $4K
Manchester Capital Management LLC 0.00% No change 74 $4K
Olistico Wealth, LLC 0.00% New 71 $4K
WealthCollab, LLC 0.00% No change 57 $3K
SouthState Bank Corp 0.00% Add +14.0% 57 $3K
Webster Bank, N. A. 0.00% New 55 $3K
Walleye Capital LLC 0.00% Reduce -93.2% 54 $3K
Private Wealth Management Group, LLC 0.00% No change 48 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -9.1% 40 $2K
Hughes Financial Services, LLC 0.00% Add +100.0% 36 $2K
Hollencrest Capital Management 0.00% No change 38 $2K
ORG Partners LLC 0.00% Reduce -89.5% 35 $2K
Sachetta, LLC 0.00% No change 35 $2K
Whipplewood Advisors, LLC 0.00% Reduce -82.5% 33 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.0% 31 $2K
Cromwell Holdings LLC 0.00% Add +100.0% 28 $2K
Rialto Wealth Management, LLC 0.00% Add +23.5% 21 $1K
SJS Investment Consulting Inc. 0.00% Reduce -48.8% 21 $1K
Colonial Trust Advisors 0.00% No change 20 $1K
N.E.W. Advisory Services LLC 0.00% Reduce -50.0% 20 $1K
Smallwood Wealth Investment Management, LLC 0.00% New 19 $1K
SBI Securities Co., Ltd. 0.00% Add +5.6% 19 $1K
Avion Wealth 0.00% Add +650.0% 30 $1K
Financial Network Wealth Advisors LLC 0.00% No change 16 $875
Prestige Wealth Management Group LLC 0.00% No change 15 $821
DecisionPoint Financial, LLC 0.00% New 12 $667
Financial Management Professionals, Inc. 0.00% No change 12 $656
Elevation Point Wealth Partners, LLC 0.00% New 12 $656
CVA Family Office, LLC 0.00% New 12 $656
Arlington Trust Co LLC 0.00% New 11 $602
American Capital Advisory, LLC 0.00% New 10 $547
Kilter Group LLC 0.00% New 10 $547
TD Waterhouse Canada Inc. 0.00% Reduce -95.7% 9 $500
HFM Investment Advisors, LLC 0.00% Add +166.7% 8 $438
Bay Harbor Wealth Management, LLC 0.00% Reduce -12.5% 7 $382
Principia Wealth Advisory, LLC 0.00% No change 6 $328
Wolff Wiese Magana LLC 0.00% No change 5 $274
Quaker Wealth Management, LLC 0.00% — 5 $274
Tortoise Investment Management, LLC 0.00% New 4 $219
MV Capital Management, Inc. 0.00% Reduce -60.0% 2 $110
ROSS\JOHNSON & Associates LLC 0.00% No change 2 $109
AdvisorNet Financial, Inc 0.00% Reduce -94.4% 1 $55
Rakuten Securities, Inc. 0.00% No change 1 $55
Capital Advisors, Ltd. LLC 0.00% No change 2 $0
FNY Investment Advisers, LLC 0.00% New 13 $0

"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.