Jackson Financial Inc. Class AJXN
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 515 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, up 36 from Q3 2025. 55 opened new positions and 35 sold out. The largest holders were Vanguard Group Inc. ($965.1M), BlackRock, Inc. ($709.4M) and Dimensional Fund Advisors LP ($431.0M). 10 famous investors held it, including Bill Miller (3.2% of Miller Value Partners's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Jackson Financial Inc. Class A
- CUSIP
- 46817M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $35.7M |
| Exits | 35 | $37.2M |
All 13F filers, Q3 2025 → Q4 2025: 2,496,329 shares bought and 3,596,100 shares sold, net −1,099,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 515 holders
| Vanguard Group Inc. | 0.01% | Reduce -4.2% | 9,048,998 | $965.1M |
| BlackRock, Inc. | 0.01% | Reduce -3.8% | 6,651,329 | $709.4M |
| Dimensional Fund Advisors LP | 0.09% | Add +1.2% | 4,041,610 | $431.0M |
| State Street Corp. | 0.01% | Reduce -1.8% | 2,910,343 | $310.4M |
| Donald Smith & Co., Inc. | 3.90% | Reduce -0.5% | 1,954,400 | $208.4M |
| Geode Capital Management, LLC | 0.01% | Add +0.0% | 1,720,294 | $183.5M |
| HSBC Holdings PLC | 0.09% | Add +16.5% | 1,550,942 | $166.5M |
| American Century Companies Inc. | 0.08% | Reduce -0.1% | 1,516,232 | $161.7M |
| Acadian Asset Management LLC | 0.26% | Reduce -7.1% | 1,497,825 | $159.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -17.5% | 1,481,922 | $158.0M |
| Norges Bank | 0.01% | — | 1,217,796 | $129.9M |
| Morgan Stanley | 0.01% | Add +6.0% | 1,196,405 | $127.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.1% | 1,043,587 | $111.3M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -7.7% | 985,573 | $105.1M |
| Federated Hermes, Inc. | 0.17% | Add +14.8% | 981,046 | $104.6M |
| LSV Asset Management | 0.21% | Add +5.8% | 896,939 | $95.7M |
| Bank of New York Mellon Corp | 0.02% | Add +31.7% | 886,106 | $94.5M |
| Northern Trust Corp. | 0.01% | Reduce -6.7% | 857,495 | $91.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -0.7% | 597,030 | $63.7M |
| Jacobs Levy Equity Management, Inc. | 0.24% | Reduce -0.1% | 577,365 | $61.6M |
| Nuveen, LLC | 0.01% | Reduce -2.7% | 441,316 | $47.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.1% | 406,016 | $43.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | Add +14.7% | 382,081 | $40.7M |
| Jane Street Group, LLC | 0.05% | Add +8.3% | 377,951 | $40.3M |
| Janus Henderson Group PLC | 0.02% | Add +36.7% | 368,277 | $39.3M |
| Citadel Advisors | 0.03% | Reduce -23.5% | 365,745 | $39.0M |
| Tudor Investment Corporation | 0.22% | Add +47.1% | 360,256 | $38.4M |
| Two Sigma Investments, LP | 0.06% | Add +50.8% | 350,847 | $37.4M |
| Point72 Asset Management | 0.06% | Add +57.7% | 325,508 | $34.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.7% | 324,005 | $34.6M |
| Wedge Capital Management L L P | 0.60% | Reduce -22.8% | 310,875 | $33.2M |
| AQR Capital Management | 0.02% | Add +58.7% | 288,436 | $30.8M |
| Invesco Ltd. | 0.00% | Reduce -11.7% | 286,665 | $30.6M |
| Allianz Asset Management GmbH | 0.03% | Reduce -28.0% | 281,920 | $30.1M |
| Bank of America Corp. | 0.00% | Add +10.6% | 276,823 | $29.5M |
| Algert Global LLC | 0.46% | Add +14.6% | 276,794 | $29.5M |
| Raymond James Financial Inc. | 0.01% | Add +1.0% | 274,221 | $29.2M |
| Public Sector Pension Investment Board | 0.10% | Reduce -10.9% | 268,887 | $28.7M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -13.1% | 248,794 | $26.6M |
| Amundi | 0.01% | Add +25.1% | 242,437 | $25.9M |
| Sei Investments Co. | 0.03% | Add +2.2% | 239,976 | $25.6M |
| Wells Fargo & Company | 0.00% | Add +7.4% | 227,982 | $24.3M |
| Four Tree Island Advisory LLC | 13.31% | Add +1.0% | 226,107 | $24.1M |
| LPL Financial LLC | 0.01% | Add +0.3% | 219,740 | $23.4M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -20.0% | 216,838 | $23.1M |
| Easterly Investment Partners LLC | 1.40% | Reduce -3.0% | 214,578 | $22.9M |
| Rhumbline Advisers | 0.02% | Reduce -8.0% | 203,765 | $21.7M |
| Ibex Wealth Advisors | 2.05% | Reduce -0.0% | 196,136 | $20.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 182,201 | $19.4M |
| Maniro Ltd | 6.55% | — | 180,000 | $19.2M |
| Citigroup Inc. | 0.01% | Reduce -5.2% | 179,609 | $19.2M |
| Kennedy Capital Management LLC | 0.41% | Add +14.9% | 179,390 | $19.1M |
| HRT Financial LP | 0.06% | Reduce -37.1% | 177,165 | $18.9M |
| Legal & General Group Plc | 0.00% | Reduce -16.7% | 176,927 | $18.9M |
| First Trust Advisors LP | 0.01% | Reduce -9.8% | 171,647 | $18.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.7% | 168,037 | $17.9M |
| Two Sigma Advisers, LP | 0.03% | Add +12.2% | 167,800 | $17.9M |
| Focus Partners Wealth | 0.02% | Add +1.7% | 158,887 | $16.9M |
| Lazard Asset Management LLC | 0.03% | Add +40.6% | 149,443 | $15.9M |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 149,427 | $15.9M |
| Millennium Management | 0.01% | Reduce -59.8% | 139,347 | $14.9M |
| Alliancebernstein L.P. | 0.00% | Add +4.4% | 138,285 | $14.7M |
| Swiss National Bank | 0.01% | Reduce -0.8% | 137,400 | $14.7M |
| Prudential Financial Inc. | 0.02% | Reduce -1.4% | 136,091 | $14.5M |
| Candriam S.C.A. | 0.07% | Reduce -12.3% | 135,343 | $14.4M |
| California Public Employees Retirement System | 0.01% | Reduce -0.2% | 131,576 | $14.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -6.2% | 127,439 | $13.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +1.3% | 124,084 | $13.3M |
| UBS Group AG | 0.00% | Reduce -15.2% | 119,828 | $12.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -5.0% | 117,741 | $12.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +0.6% | 116,456 | $12.4M |
| Barclays PLC | 0.01% | Reduce -2.9% | 116,185 | $12.4M |
| Susquehanna Portfolio Strategies, LLC | 0.19% | No change | 114,243 | $12.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -0.2% | 112,497 | $12.0M |
| Bridgewater Associates | 0.04% | Reduce -4.7% | 111,742 | $11.9M |
| Schroder Investment Management Group | 0.01% | Add +9.2% | 102,593 | $11.0M |
| Gator Capital Management, LLC | 2.27% | Reduce -0.8% | 102,980 | $11.0M |
| Man Group plc | 0.02% | Add +144.9% | 100,998 | $10.8M |
| Assetmark, Inc. | 0.02% | Add +5.7% | 100,308 | $10.7M |
| Franklin Resources Inc. | 0.00% | Add +1.5% | 99,909 | $10.7M |
| Capital Fund Management S.A. | 0.10% | Reduce -20.1% | 95,324 | $10.2M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -56.9% | 91,641 | $9.8M |
| Capitolis Liquid Global Markets LLC | 0.06% | Reduce -46.2% | 88,600 | $9.4M |
| Cambria Investment Management, L.P. | 0.55% | Reduce -9.2% | 88,325 | $9.4M |
| Edgestream Partners, L.P. | 0.26% | Add +46.7% | 87,573 | $9.3M |
| Miller Value Partners | 3.24% | Reduce -8.2% | 86,150 | $9.2M |
| Cetera Investment Advisers | 0.01% | Add +17.3% | 85,323 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -20.3% | 81,585 | $8.7M |
| Bessemer Group Inc. | 0.01% | Add +19741.8% | 80,161 | $8.6M |
| South Dakota Investment Council | 0.16% | Reduce -11.0% | 78,022 | $8.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 77,980 | $8.3M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 107,791 | $8.2M |
| Hillsdale Investment Management Inc. | 0.22% | Reduce -0.3% | 74,480 | $7.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +20.4% | 73,900 | $7.9M |
| CSM Advisors, LLC | 0.20% | Add +5.3% | 69,623 | $7.4M |
| Squarepoint Ops LLC | 0.01% | New | 68,433 | $7.3M |
| Engineers Gate Manager LP | 0.09% | Reduce -44.8% | 67,302 | $7.2M |
| California State Teachers Retirement System | 0.01% | Reduce -4.9% | 65,933 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -21.4% | 65,829 | $7.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -6.4% | 63,563 | $6.8M |
| Wesleyan Assurance Society | 0.38% | No change | 61,700 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.0% | 61,018 | $6.5M |
| Caxton Associates LLP | 0.13% | No change | 60,326 | $6.4M |
| Segall Bryant & Hamill, LLC | 0.09% | Add +3.5% | 60,090 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -0.6% | 59,474 | $6.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 57,617 | $6.1M |
| Deutsche Bank AG | 0.00% | Add +4.0% | 56,799 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.3% | 55,135 | $5.9M |
| Intech Investment Management LLC | 0.05% | Reduce -10.4% | 54,995 | $5.9M |
| Martingale Asset Management L P | 0.15% | Add +175.8% | 54,829 | $5.8M |
| Huntleigh Advisors, Inc. | 0.98% | Add +3.3% | 54,261 | $5.8M |
| Kera Capital Partners, Inc. | 0.71% | Add +5.3% | 48,571 | $5.8M |
| New York State Teachers Retirement System | 0.01% | Add +11.4% | 52,499 | $5.6M |
| BNP Paribas Financial Markets | 0.00% | Add +3.3% | 50,825 | $5.4M |
| RWC Asset Management LLP | 0.30% | Add +14.4% | 50,037 | $5.3M |
| Ancora Advisors LLC | 0.11% | Reduce -0.1% | 48,410 | $5.2M |
| WINTON GROUP Ltd | 0.17% | Reduce -22.8% | 47,353 | $5.1M |
| Poehling Capital Management, INC. | 1.03% | Reduce -4.6% | 47,304 | $5.0M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -3.4% | 44,628 | $4.8M |
| State of Tennessee, Department of Treasury | 0.01% | Add +7.0% | 38,446 | $4.6M |
| Comerica Bank | 0.02% | Reduce -19.6% | 40,878 | $4.4M |
| Naples Global Advisors, LLC | 0.32% | Add +2.5% | 40,458 | $4.3M |
| XTX Topco Ltd | 0.11% | Add +315.0% | 40,431 | $4.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -8.9% | 38,207 | $4.1M |
| Blue Water Asset Management | 1.44% | — | 37,424 | $4.0M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | Add +1504.2% | 37,377 | $4.0M |
| Alexander Labrunerie & Co., Inc. | 1.40% | Reduce -0.3% | 36,010 | $3.8M |
| Illinois Municipal Retirement Fund | 0.05% | Reduce -6.2% | 35,756 | $3.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -0.3% | 35,545 | $3.8M |
| Kendall Capital Management | 0.79% | Reduce -6.7% | 35,470 | $3.8M |
| Ieq Capital, LLC | 0.01% | Add +123.6% | 35,106 | $3.7M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -1.4% | 34,610 | $3.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.0% | 34,407 | $3.7M |
| Linden Thomas Advisory Services, LLC | 0.36% | Reduce -1.4% | 33,298 | $3.6M |
| Credit Agricole S A | 0.01% | Add +79.5% | 33,029 | $3.5M |
| Storebrand Asset Management As | 0.01% | Reduce -50.0% | 32,444 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -3.4% | 32,190 | $3.4M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -5.9% | 31,344 | $3.3M |
| Quantinno Capital Management LP | 0.01% | Add +19.5% | 31,120 | $3.3M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -2.8% | 31,100 | $3.3M |
| Zacks Investment Management | 0.02% | Add +11.6% | 28,643 | $3.1M |
| Gsa Capital Partners LLP | 0.26% | Add +224.2% | 28,289 | $3.0M |
| Capital Investment Advisory Services, LLC | 0.21% | Reduce -1.0% | 28,241 | $3.0M |
| Mackenzie Financial Corp. | 0.00% | Add +1.3% | 27,700 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +15.0% | 27,546 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +62.1% | 27,536 | $2.9M |
| Rathbones Group PLC | 0.01% | Add +1.5% | 27,453 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -15.8% | 27,294 | $2.9M |
| Caisse de depot et placement du Quebec | 0.00% | New | 25,734 | $2.7M |
| Bridgeway Capital Management, LLC | 0.06% | New | 25,300 | $2.7M |
| Artemis Investment Management LLP | 0.03% | New | 25,282 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 24,739 | $2.6M |
| Horizon Investments, LLC | 0.03% | New | 24,734 | $2.6M |
| Integrated Quantitative Investments LLC | 0.55% | New | 24,094 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +5.8% | 23,585 | $2.5M |
| Mariner, LLC | 0.00% | Add +67.8% | 23,255 | $2.5M |
| CenterBook Partners LP | 0.12% | Add +50.6% | 23,084 | $2.5M |
| Exchange Traded Concepts, LLC | 0.02% | Add +5.0% | 22,899 | $2.4M |
| Asset Allocation Strategies LLC | 0.44% | Add +11.3% | 22,257 | $2.4M |
| Carson Advisory Inc. | 1.23% | Reduce -9.6% | 22,245 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -49.8% | 21,852 | $2.3M |
| William John Sempolinski | 1.11% | — | 21,200 | $2.3M |
| LFG Wealth Partners, LLC | 1.44% | — | 21,191 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -14.7% | 19,911 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | No change | 20,500 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.4% | 20,245 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -32.2% | 20,242 | $2.2M |
| Amalgamated Bank | 0.02% | Reduce -1.6% | 19,796 | $2.1M |
| Arizona State Retirement System | 0.01% | Reduce -8.5% | 19,351 | $2.1M |
| Jackson Creek Investment Advisors LLC | 0.60% | Reduce -4.1% | 19,025 | $2.0M |
| Lifetime Wealth Management P.C. | 1.29% | — | 19,000 | $2.0M |
| SG Americas Securities, LLC | 0.00% | Add +61.2% | 18,896 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.6% | 18,828 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -8.1% | 18,604 | $2.0M |
| RFG Advisory, LLC | 0.04% | Reduce -0.7% | 18,465 | $2.0M |
| Fox Run Management, L.L.C. | 0.30% | Add +92.5% | 18,381 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +8.2% | 18,311 | $2.0M |
| Pinnacle Holdings, LLC | 0.74% | Add +0.3% | 18,285 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 18,200 | $1.9M |
| Caisse Des Depots Et Consignations | 0.04% | No change | 17,780 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +61.3% | 17,565 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -13.6% | 17,416 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.3% | 17,070 | $1.8M |
| Independent Advisor Alliance | 0.04% | Reduce -19.7% | 16,850 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.1% | 16,827 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Add +137.1% | 16,800 | $1.8M |
| Aquatic Capital Management LLC | 0.05% | Add +22.5% | 16,496 | $1.8M |
| Sterling Capital Management LLC | 0.03% | Reduce -3.8% | 16,415 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -6.8% | 16,401 | $1.7M |
| Versor Investments LP | 0.27% | Add +26.4% | 16,079 | $1.7M |
| Oxbow Advisors, LLC | 0.15% | Reduce -12.1% | 15,875 | $1.7M |
| Vinva Investment Management Ltd | 0.02% | Add +20.3% | 10,532 | $1.7M |
| Accordant Advisory Group Inc | 1.16% | New | 15,731 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.3% | 15,535 | $1.7M |
| Harmony Asset Management LLC | 0.55% | Add +21.4% | 15,338 | $1.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +22.0% | 15,127 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +31.3% | 14,222 | $1.6M |
| EDENTREE ASSET MANAGEMENT Ltd | 0.49% | No change | 15,000 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Add +6.3% | 14,856 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +0.3% | 14,156 | $1.5M |
| Ritholtz Wealth Management | 0.03% | Reduce -0.8% | 14,123 | $1.5M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 13,638 | $1.5M |
| Eaton Financial Holdings Company, LLC | 0.39% | Reduce -7.0% | 13,550 | $1.4M |
| ProShare Advisors LLC | 0.00% | Reduce -0.1% | 13,458 | $1.4M |
| ExodusPoint Capital Management, LP | 0.02% | New | 13,385 | $1.4M |
| International Assets Investment Management, LLC | 0.10% | Add +1.5% | 13,174 | $1.4M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -91.2% | 13,112 | $1.4M |
| Qsemble Capital Management, LP | 0.11% | Add +14.6% | 12,830 | $1.4M |
| Quadrature Capital Ltd | 0.01% | New | 12,669 | $1.4M |
| Cwm, LLC | 0.00% | Add +50.1% | 12,641 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +7.4% | 12,523 | $1.3M |
| Wellington Shields & Co., LLC | 0.32% | Reduce -1.7% | 12,163 | $1.3M |
| Summit Global Investments | 0.08% | Reduce -7.9% | 12,125 | $1.3M |
| Strategic Advisors LLC | 0.20% | No change | 12,000 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -4.7% | 11,910 | $1.3M |
| ARGA Investment Management, LP | 0.03% | No change | 11,788 | $1.3M |
| FMR LLC | 0.00% | Add +31.5% | 11,680 | $1.2M |
| Creative Planning | 0.00% | Add +26.3% | 11,461 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +19.5% | 11,164 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +4.9% | 11,107 | $1.2M |
| Erste Asset Management GmbH | 0.01% | Reduce -7.0% | 10,600 | $1.1M |
| Jump Financial, LLC | 0.02% | Add +199.9% | 10,665 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -64.3% | 10,639 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.9% | 10,485 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.5% | 10,397 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -3.7% | 10,369 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +95.4% | 10,366 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.4% | 10,357 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | Reduce -30.0% | 10,340 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +8.1% | 10,107 | $1.1M |
| World Investment Advisors | 0.02% | New | 9,958 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.7% | 9,945 | $1.1M |
| Steadtrust LLC | 0.63% | No change | 9,630 | $1.0M |
| Profund Advisors LLC | 0.03% | Add +126.5% | 9,506 | $1.0M |
| MorganRosel Wealth Management, LLC | 0.25% | Add +48.2% | 9,435 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 9,396 | $1.0M |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +7.5% | 8,776 | $936K |
| NewSquare Capital LLC | 0.08% | Reduce -16.1% | 8,646 | $922K |
| Royce & Associates LP | 0.01% | Reduce -13.9% | 8,490 | $905K |
| Evergreen Wealth Management, LLC | 0.45% | No change | 8,298 | $885K |
| Picton Mahoney Asset Management | 0.01% | Reduce -9.4% | 8,274 | $882K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.4% | 8,159 | $870K |
| Invst, LLC | 0.09% | Reduce -4.9% | 7,887 | $841K |
| CV Advisors LLC | 0.21% | No change | 7,800 | $832K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.4% | 7,769 | $829K |
| STRS Ohio | 0.00% | Reduce -5.1% | 7,400 | $789K |
| Axq Capital, LP | 0.18% | Add +77.0% | 7,396 | $789K |
| Regal Investment Advisors LLC | 0.05% | Reduce -18.4% | 7,342 | $783K |
| Evolve Private Wealth, LLC | 0.05% | — | 7,292 | $778K |
| Neuberger Berman Group LLC | 0.00% | Add +9.2% | 7,174 | $765K |
| Vise Technologies, Inc. | 0.01% | Add +60.1% | 7,051 | $752K |
| CIBC Asset Management Inc | 0.00% | Add +1.6% | 6,946 | $741K |
| Colonial River Investments, LLC | 0.26% | Reduce -21.8% | 6,881 | $734K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -21.8% | 6,881 | $734K |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.4% | 6,871 | $733K |
| Guggenheim Capital LLC | 0.01% | Add +169.8% | 6,830 | $728K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -2.2% | 6,814 | $727K |
| Legato Capital Management LLC | 0.06% | New | 6,812 | $727K |
| Graham Capital Management, L.P. | 0.04% | Reduce -52.6% | 6,677 | $712K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,635 | $708K |
| LVZ, Inc. | 0.08% | Add +10.2% | 6,566 | $700K |
| Meeder Asset Management Inc. | 0.04% | New | 6,452 | $688K |
| New York Life Investment Management LLC | 0.01% | Reduce -10.7% | 6,407 | $683K |
| GMO | 0.00% | Add +164.9% | 6,229 | $664K |
| NewEdge Advisors, LLC | 0.00% | Add +113.6% | 6,223 | $664K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -20.6% | 6,219 | $663K |
| Ariadne Wealth Management, LP | 0.27% | Add +6.8% | 5,911 | $663K |
| FORA Capital, LLC | 0.08% | Add +105.1% | 6,141 | $655K |
| Xponance LLC | 0.00% | Reduce -2.8% | 5,980 | $638K |
| Verition Fund Management LLC | 0.00% | Reduce -65.3% | 5,800 | $619K |
| Bank of Montreal | 0.00% | Reduce -8.9% | 5,767 | $615K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -4.5% | 5,722 | $610K |
| Bannerstone Capital Management, LLC | 0.58% | — | 5,684 | $606K |
| Entropy Technologies, LP | 0.03% | Reduce -57.5% | 5,548 | $592K |
| Bokf, NA | 0.01% | Reduce -0.5% | 5,535 | $590K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 5,495 | $586K |
| Bailard, Inc. | 0.01% | New | 5,477 | $584K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.2% | 5,457 | $582K |
| Prelude Capital Management, LLC | 0.04% | New | 5,436 | $580K |
| Samalin Investment Counsel, LLC | 0.21% | Add +0.6% | 5,404 | $576K |
| Leonteq Securities AG | 0.03% | No change | 5,373 | $573K |
| Fieldview Capital Management, LLC | 0.10% | New | 5,343 | $570K |
| Praxis Investment Management Inc. | 0.03% | No change | 5,270 | $562K |
| AEGON ASSET MANAGEMENT UK Plc | 0.01% | No change | 5,176 | $552K |
| Tactive Advisors, LLC | 0.16% | Reduce -6.4% | 5,150 | $549K |
| Merit Financial Group, LLC | 0.00% | Add +16.7% | 5,131 | $547K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -6.9% | 4,988 | $532K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -69.3% | 4,971 | $530K |
| HighTower Advisors, LLC | 0.00% | Add +3.6% | 4,897 | $522K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -2.7% | 4,748 | $506K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.0% | 4,591 | $490K |
| Cibc World Markets Corp. | 0.00% | — | 4,585 | $489K |
| Abacus Wealth Partners, LLC | 0.04% | New | 4,168 | $445K |
| Tidal Investments LLC | 0.00% | Add +8.5% | 4,155 | $443K |
| Ethic Inc. | 0.01% | Reduce -2.5% | 4,132 | $441K |
| Triumph Capital Management | 0.09% | Add +2.7% | 4,110 | $438K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +78.9% | 4,104 | $438K |
| Meriwether Wealth & Planning, LLC | 0.24% | Reduce -2.5% | 4,050 | $432K |
| Kestra Investment Management, LLC | 0.01% | No change | 3,916 | $418K |
| Vident Advisory, LLC | 0.00% | Reduce -8.8% | 3,875 | $413K |
| Focus Financial Network, Inc. | 0.01% | Add +0.1% | 3,798 | $405K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +21.6% | 3,764 | $401K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 3,733 | $398K |
| DRW Securities, LLC | 0.03% | Reduce -34.8% | 3,725 | $397K |
| Savant Capital, LLC | 0.00% | Add +32.2% | 3,701 | $395K |
| Brooklyn Investment Group | 0.02% | New | 3,663 | $394K |
| Advisortrust Partners, LLC | 0.17% | — | 3,671 | $391K |
| Abel Hall, LLC | 0.09% | New | 3,632 | $387K |
| Polymer Capital Management (US) LLC | 0.05% | Reduce -3.5% | 3,597 | $384K |
| Gotham Asset Management | 0.00% | No change | 3,596 | $384K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.5% | 3,585 | $382K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +42.5% | 3,549 | $379K |
| AlphaQuest LLC | 0.02% | Reduce -50.9% | 3,544 | $378K |
| Vestcor Inc | 0.01% | No change | 3,527 | $376K |
| TrinityBridge Ltd | 0.01% | Add +243.6% | 3,512 | $375K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.5% | 3,452 | $371K |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 3,460 | $369K |
| Pallas Capital Advisors LLC | 0.01% | Add +39.0% | 3,414 | $364K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 3,329 | $355K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | — | 3,326 | $355K |
| Equitable Holdings, Inc. | 0.00% | New | 3,309 | $353K |
| Numerai GP LLC | 0.04% | Reduce -70.1% | 3,261 | $348K |
| Guilbault Capital LLC | 0.39% | — | 3,260 | $348K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | No change | 3,260 | $348K |
| TCFG Wealth Management, LLC | 0.14% | Reduce -20.0% | 3,245 | $346K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.10% | No change | 3,234 | $345K |
| EP Wealth Advisors, LLC | 0.00% | — | 3,232 | $345K |
| Highland Capital Management, LLC | 0.02% | Reduce -4.4% | 3,186 | $340K |
| Sage Rhino Capital LLC | 0.06% | Add +0.3% | 3,166 | $338K |
| AE Wealth Management LLC | 0.00% | Add +25.8% | 3,149 | $336K |
| PFG Investments, LLC | 0.02% | Reduce -2.1% | 3,071 | $327K |
| Journey Strategic Wealth LLC | 0.01% | Add +3.9% | 2,996 | $320K |
| State of Wyoming | 0.03% | Add +40.6% | 2,934 | $313K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -33.0% | 2,920 | $311K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -19.5% | 2,890 | $308K |
| GAMMA Investing LLC | 0.02% | Add +12.7% | 2,843 | $303K |
| Innealta Capital, LLC | 0.16% | Reduce -25.2% | 2,832 | $302K |
| Captrust Financial Advisors | 0.00% | New | 2,828 | $302K |
| Adams Wealth Management | 0.06% | No change | 2,805 | $301K |
| CacheTech Inc. | 0.06% | No change | 2,805 | $301K |
| Forum Financial Management, LP | 0.00% | No change | 2,817 | $300K |
| Counterpoint Mutual Funds LLC | 0.02% | Reduce -18.6% | 2,793 | $298K |
| Brookstone Capital Management | 0.00% | Add +8.9% | 2,782 | $297K |
| FJ Capital Management LLC | 0.03% | Reduce -7.1% | 2,737 | $292K |
| Choreo, LLC | 0.00% | Reduce -1.7% | 2,633 | $283K |
| R Squared Ltd | 0.13% | New | 2,619 | $279K |
| Private Trust Co. NA | 0.02% | Reduce -5.7% | 2,560 | $273K |
| Paragon Capital Management Ltd | 0.06% | Add +0.8% | 2,554 | $272K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.0% | 2,551 | $272K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -1.1% | 2,547 | $272K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,540 | $271K |
| Evelyn Partners Investment Management LLP | 0.01% | Reduce -9.7% | 2,518 | $269K |
| GWN Securities Inc. | 0.05% | Add +0.3% | 2,492 | $266K |
| BayBridge Capital Group, LLC | 0.16% | Reduce -0.9% | 2,465 | $263K |
| Glenmede Trust Co. NA | 0.00% | — | 2,443 | $261K |
| Seeds Investor LLC | 0.05% | Add +4.5% | 2,373 | $253K |
| Aigen Investment Management, LP | 0.06% | Reduce -64.4% | 2,353 | $251K |
| Measured Wealth Private Client Group, LLC | 0.07% | New | 2,345 | $250K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | No change | 2,328 | $248K |
| Empowered Funds, LLC | 0.00% | Add +0.4% | 2,302 | $246K |
| Wetzel Investment Advisors, Inc. | 0.10% | Add +4.5% | 2,300 | $245K |
| EMC Capital Management | 0.11% | Reduce -15.0% | 2,294 | $245K |
| Daiwa Securities Group Inc. | 0.00% | New | 2,300 | $245K |
| IFP Advisors, Inc | 0.01% | Add +14.1% | 2,292 | $244K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -1.4% | 2,285 | $244K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 2,279 | $243K |
| Shelton Capital Management | 0.00% | Reduce -12.4% | 2,273 | $242K |
| Sovereign Financial Group, Inc. | 0.04% | New | 2,197 | $234K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,179 | $232K |
| Facet Wealth, Inc. | 0.00% | New | 2,000 | $232K |
| DGS Capital Management, LLC | 0.04% | Add +8.8% | 2,171 | $232K |
| Independent Financial Group, LLC | 0.01% | New | 2,164 | $231K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.4% | 2,127 | $227K |
| HUB Investment Partners, LLC | 0.01% | Add +1.3% | 2,125 | $227K |
| KBC Group NV | 0.00% | No change | 2,116 | $226K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,090 | $223K |
| Advisor Resource Council | 0.08% | New | 1,806 | $221K |
| Strategic Blueprint, LLC | 0.01% | No change | 2,034 | $217K |
| Busey Bank | 0.01% | No change | 2,033 | $217K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 2,022 | $216K |
| Concorde Asset Management, LLC | 0.09% | Reduce -4.8% | 2,000 | $213K |
| HB Wealth Management, LLC | 0.00% | New | 1,987 | $212K |
| Brucke Financial, Inc. | 0.12% | New | 1,982 | $211K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.8% | 1,980 | $211K |
| Meridian Wealth Management, LLC | 0.01% | New | 1,975 | $211K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -57.3% | 1,968 | $210K |
| Saxony Capital Management, LLC | 0.13% | New | 1,930 | $206K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.5% | 1,774 | $189K |
| Group One Trading LLC | 0.01% | Add +1079.9% | 1,640 | $175K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.2% | 1,616 | $172K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -58.5% | 1,536 | $164K |
| Global Retirement Partners, LLC | 0.00% | Add +14.0% | 1,495 | $159K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,450 | $155K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 1,432 | $153K |
| Smartleaf Asset Management LLC | 0.01% | Add +14.5% | 1,308 | $141K |
| Raiffeisen Bank International AG | 0.00% | No change | 1,270 | $137K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -1.7% | 1,220 | $130K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +22.0% | 1,210 | $129K |
| Danske Bank A/S | 0.00% | No change | 1,200 | $128K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -36.1% | 1,118 | $119K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,046 | $112K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +41.3% | 1,016 | $108K |
| Ameriflex Group, Inc. | 0.05% | Reduce -50.0% | 950 | $101K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 935 | $100K |
| Essential Partners LLC | 0.03% | Add +18.8% | 885 | $94K |
| C M Bidwell & Associates Ltd. | 0.04% | Add +1019.7% | 851 | $91K |
| Versant Capital Management, Inc | 0.01% | Add +0.7% | 836 | $89K |
| Covestor Ltd | 0.04% | Reduce -28.3% | 792 | $85K |
| Hantz Financial Services, Inc. | 0.00% | Add +10.9% | 764 | $81K |
| Spire Wealth Management | 0.00% | No change | 700 | $75K |
| Simplex Trading, LLC | 0.00% | New | 699 | $75K |
| Los Angeles Capital Management LLC | 0.00% | New | 751 | $74K |
| Brown Shipley& Co Ltd | 0.04% | No change | 640 | $68K |
| Torren Management, LLC | 0.03% | — | 567 | $61K |
| Creative Financial Designs Inc. | 0.00% | No change | 551 | $59K |
| EFG International AG | 0.00% | — | 547 | $58K |
| Pacer Advisors, Inc. | 0.00% | Reduce -9.6% | 538 | $57K |
| Salomon & Ludwin, LLC | 0.01% | Add +57.5% | 512 | $56K |
| Sound Income Strategies, LLC | 0.00% | Add +25.4% | 483 | $55K |
| Inspire Investing, LLC | 0.00% | New | 500 | $53K |
| Blue Trust, Inc. | 0.00% | Add +0.7% | 455 | $49K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 452 | $48K |
| Lanark Financial, Inc. | 0.00% | No change | 450 | $48K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 438 | $47K |
| Allworth Financial LP | 0.00% | Add +68.7% | 425 | $45K |
| UMB Bank, n.a. | 0.00% | Add +41.0% | 392 | $42K |
| Optima Capital LLC | 0.02% | New | 392 | $42K |
| Employees Retirement System of Texas | 0.00% | No change | 375 | $40K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 355 | $38K |
| Platinum Investment Management Ltd. | 0.01% | Reduce -75.5% | 342 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 338 | $36K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | Reduce -22.7% | 337 | $36K |
| Plato Investment Management Ltd | 0.00% | New | 325 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +18.7% | 324 | $35K |
| Rothschild Investment LLC | 0.00% | Add +79.9% | 322 | $34K |
| Root Financial Partners, LLC | 0.00% | Add +13.2% | 274 | $29K |
| Fifth Third Bancorp | 0.00% | Add +6.5% | 264 | $28K |
| Wilkerson Advisory Group LLC | 0.01% | — | 229 | $24K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -4.7% | 225 | $24K |
| Signaturefd, LLC | 0.00% | Reduce -6.1% | 217 | $23K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -10.8% | 214 | $23K |
| Kemnay Advisory Services Inc. | 0.00% | New | 206 | $22K |
| Matrix Trust Co | 0.00% | Reduce -1.6% | 185 | $20K |
| Legacy Wealth Managment, LLC | 0.01% | Add +104.5% | 180 | $19K |
| WealthCollab, LLC | 0.01% | No change | 174 | $19K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 139 | $15K |
| Private Wealth Management Group, LLC | 0.00% | No change | 122 | $13K |
| Rossby Financial, LCC | 0.00% | Add +1244.4% | 121 | $13K |
| Optiver Holding B.V. | 0.00% | Reduce -59.1% | 121 | $13K |
| Wellington Shields Capital Management, LLC | 0.00% | No change | 118 | $13K |
| Arax Advisory Partners | 0.00% | Reduce -97.1% | 118 | $13K |
| Zions Bancorporation, National Association | 0.00% | New | 110 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 103 | $11K |
| True Wealth Design, LLC | 0.00% | Add +126.7% | 102 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -13.6% | 102 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -53.4% | 102 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 99 | $11K |
| Clearstead Advisors, LLC | 0.00% | Reduce -48.1% | 97 | $10K |
| Accent Capital Management, LLC | 0.00% | No change | 89 | $9K |
| Larson Financial Group LLC | 0.00% | Add +7.6% | 85 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +41.4% | 82 | $9K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -9.9% | 82 | $9K |
| SageView Advisory Group, LLC | 0.00% | New | 78 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 66 | $7K |
| MAI Capital Management | 0.00% | Add +16.7% | 63 | $7K |
| Quadrant Capital Group LLC | 0.00% | Reduce -3.2% | 61 | $7K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +23.9% | 57 | $6K |
| Dogwood Wealth Management LLC | 0.00% | No change | 55 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +3.9% | 54 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 54 | $6K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.00% | No change | 51 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 49 | $5K |
| Red Tortoise LLC | 0.00% | No change | 47 | $5K |
| High Note Wealth, LLC | 0.00% | Reduce -2.1% | 47 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 41 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 40 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +5.4% | 39 | $4K |
| Kilter Group LLC | 0.00% | New | 35 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 30 | $3K |
| Key Capital Management, INC | 0.00% | — | 30 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +108.3% | 25 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 25 | $3K |
| Elyxium Wealth, LLC | 0.00% | New | 22 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 20 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 20 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 18 | $2K |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 17 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +14.3% | 16 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 16 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 16 | $2K |
| BNP Paribas | 0.00% | New | 14 | $1K |
| Addison Advisors LLC | 0.00% | New | 13 | $1K |
| Ankerstar Wealth, LLC | 0.00% | — | 11 | $1K |
| Ares Financial Consulting, LLC | 0.00% | — | 10 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 10 | $1K |
| Huntington National Bank | 0.00% | Reduce -52.4% | 10 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 9 | $960 |
| Gilpin Wealth Management, LLC | 0.00% | — | 8 | $854 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 8 | $853 |
| Hughes Financial Services, LLC | 0.00% | No change | 7 | $747 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 6 | $640 |
| HFM Investment Advisors, LLC | 0.00% | No change | 6 | $640 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 5 | $537 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $534 |
| Abound Wealth Management | 0.00% | No change | 4 | $427 |
| McIlrath & Eck, LLC | 0.00% | No change | 3 | $320 |
| DV Trading LLC | 0.00% | — | 3 | $320 |
| Manchester Capital Management LLC | 0.00% | New | 2 | $214 |
| Rakuten Securities, Inc. | 0.00% | Reduce -93.8% | 2 | $213 |
| Stone House Investment Management, LLC | 0.00% | New | 2 | $213 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $153 |
| Fairman Group, LLC | 0.00% | Reduce -50.0% | 1 | $107 |
| Elevated Capital Advisors, LLC | 0.00% | New | 1 | $107 |
| Valued Wealth Advisors LLC | 0.00% | New | 1 | $107 |
| LRI Investments, LLC | 0.00% | No change | 1 | $107 |
"% of holder's portfolio" is JXN's weight in each manager's 13F, not the share of Jackson Financial Inc. Class A the manager owns.