Jackson Financial Inc. Class AJXN
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 517 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, up 2 from Q4 2025. 52 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($729.5M), Vanguard Portfolio Management LLC ($577.6M) and TPG GP A, LLC ($498.5M). 11 famous investors held it, including Bill Miller (2.2% of Miller Value Partners's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Jackson Financial Inc. Class A
- CUSIP
- 46817M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $571.3M |
| Exits | 53 | $63.0M |
All 13F filers, Q4 2025 → Q1 2026: 8,063,951 shares bought and 4,070,785 shares sold, net +3,993,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 517 holders
| BlackRock, Inc. | 0.01% | Add +3.8% | 6,900,728 | $729.5M |
| Vanguard Portfolio Management LLC | 0.03% | — | 5,463,744 | $577.6M |
| TPG GP A, LLC | 14.58% | New | 4,715,554 | $498.5M |
| Dimensional Fund Advisors LP | 0.09% | Add +0.5% | 4,060,350 | $429.2M |
| Vanguard Capital Management LLC | 0.01% | — | 3,154,213 | $333.5M |
| State Street Corp. | 0.01% | Add +0.7% | 2,931,361 | $309.9M |
| Geode Capital Management, LLC | 0.01% | Add +26.8% | 2,181,568 | $239.4M |
| Donald Smith & Co., Inc. | 3.60% | Reduce -3.2% | 1,892,397 | $200.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +9.7% | 1,624,910 | $171.8M |
| American Century Companies Inc. | 0.08% | Add +0.7% | 1,526,708 | $161.4M |
| HSBC Holdings PLC | 0.09% | Reduce -4.2% | 1,485,806 | $156.5M |
| Acadian Asset Management LLC | 0.20% | Reduce -10.8% | 1,335,793 | $141.2M |
| Federated Hermes, Inc. | 0.19% | Add +10.7% | 1,085,917 | $114.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.1% | 1,065,201 | $112.6M |
| LSV Asset Management | 0.24% | Add +18.2% | 1,059,841 | $112.0M |
| Morgan Stanley | 0.01% | Reduce -14.9% | 1,017,749 | $107.6M |
| Bank of New York Mellon Corp | 0.02% | Add +2.8% | 910,853 | $96.3M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 865,308 | $91.5M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -16.8% | 819,848 | $86.7M |
| Victory Capital Management Inc. | 0.05% | Add +11.6% | 666,542 | $70.5M |
| Janus Henderson Group PLC | 0.02% | Add +31.6% | 484,713 | $51.3M |
| JPMorgan Chase & Co. | 0.00% | Add +20.8% | 490,277 | $50.5M |
| Jacobs Levy Equity Management, Inc. | 0.21% | Reduce -18.3% | 472,005 | $49.9M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 456,482 | $48.3M |
| Nuveen, LLC | 0.01% | Reduce -2.0% | 432,298 | $45.7M |
| Qube Research & Technologies Ltd | 0.06% | Add +74.8% | 379,031 | $40.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Reduce -7.0% | 355,485 | $37.6M |
| Principal Financial Group Inc. | 0.02% | Add +6.2% | 344,040 | $36.4M |
| Bank of America Corp. | 0.00% | Add +17.5% | 325,222 | $34.4M |
| Invesco Ltd. | 0.00% | Add +13.0% | 323,852 | $34.2M |
| AQR Capital Management | 0.01% | Add +6.4% | 306,770 | $32.4M |
| Public Sector Pension Investment Board | 0.10% | Add +10.8% | 297,852 | $31.5M |
| Wedge Capital Management L L P | 0.57% | Reduce -6.2% | 291,691 | $30.8M |
| Schroder Investment Management Group | 0.02% | Add +182.0% | 289,272 | $29.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.7% | 266,899 | $28.2M |
| Sei Investments Co. | 0.02% | Add +5.4% | 252,839 | $26.7M |
| Four Tree Island Advisory LLC | 12.37% | Add +2.5% | 231,842 | $24.5M |
| First Trust Advisors LP | 0.02% | Add +31.2% | 225,250 | $23.8M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -9.6% | 224,911 | $23.5M |
| Allianz Asset Management GmbH | 0.03% | Reduce -23.2% | 216,434 | $22.9M |
| Rhumbline Advisers | 0.02% | Add +2.6% | 209,167 | $22.1M |
| Easterly Investment Partners LLC | 1.69% | Reduce -2.4% | 209,364 | $22.1M |
| Tudor Investment Corporation | 0.12% | Reduce -42.4% | 207,611 | $21.9M |
| Algert Global LLC | 0.32% | Reduce -26.6% | 203,237 | $21.5M |
| LPL Financial LLC | 0.01% | Reduce -7.8% | 202,494 | $21.4M |
| Amundi | 0.01% | Reduce -16.6% | 202,148 | $21.4M |
| Ibex Wealth Advisors | 1.97% | Add +1.8% | 199,723 | $21.1M |
| Two Sigma Investments, LP | 0.02% | Reduce -43.9% | 196,940 | $20.8M |
| Wells Fargo & Company | 0.00% | Reduce -15.3% | 193,066 | $20.4M |
| Kennedy Capital Management LLC | 0.42% | Add +5.7% | 189,535 | $20.0M |
| Candriam S.C.A. | 0.10% | Add +31.5% | 177,950 | $18.8M |
| Citigroup Inc. | 0.01% | Reduce -2.2% | 175,731 | $18.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 174,070 | $18.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.1% | 168,140 | $17.8M |
| Prudential Financial Inc. | 0.02% | Add +20.2% | 163,566 | $17.3M |
| Legal & General Group Plc | 0.00% | Reduce -7.6% | 163,462 | $17.3M |
| Focus Partners Wealth | 0.02% | Add +0.1% | 159,100 | $16.8M |
| Balyasny Asset Management L.P. | 0.03% | New | 152,760 | $16.1M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 150,840 | $15.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.5% | 136,260 | $14.5M |
| California Public Employees Retirement System | 0.01% | Add +4.4% | 137,390 | $14.5M |
| Swiss National Bank | 0.01% | Reduce -2.1% | 134,500 | $14.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +9.3% | 128,664 | $13.6M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | No change | 114,243 | $12.1M |
| Franklin Resources Inc. | 0.00% | Add +8.7% | 108,548 | $11.5M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 107,791 | $11.4M |
| Assetmark, Inc. | 0.02% | Add +6.6% | 106,942 | $11.3M |
| Gator Capital Management, LLC | 2.39% | Add +2.9% | 105,965 | $11.2M |
| Barclays PLC | 0.00% | Reduce -10.5% | 103,978 | $11.0M |
| Edgestream Partners, L.P. | 0.36% | Add +18.1% | 103,446 | $10.9M |
| Renaissance Technologies | 0.02% | New | 102,500 | $10.8M |
| Gillson Capital LP | 0.87% | New | 100,900 | $10.7M |
| Freestone Grove Partners LP | 0.08% | New | 99,732 | $10.5M |
| Bessemer Group Inc. | 0.02% | Add +21.0% | 97,010 | $10.3M |
| Cambria Investment Management, L.P. | 0.55% | Add +4.9% | 92,672 | $9.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -28.6% | 91,056 | $9.6M |
| Jane Street Group, LLC | 0.01% | Reduce -76.2% | 90,052 | $9.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -28.0% | 89,324 | $9.4M |
| Bridgewater Associates | 0.04% | Reduce -21.2% | 88,038 | $9.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -23.0% | 86,648 | $9.2M |
| Squarepoint Ops LLC | 0.02% | Add +23.9% | 84,824 | $9.0M |
| Cetera Investment Advisers | 0.01% | Reduce -3.4% | 82,420 | $8.7M |
| California State Teachers Retirement System | 0.01% | Add +22.4% | 80,710 | $8.5M |
| Miller Value Partners | 2.23% | Reduce -6.3% | 80,680 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.3% | 78,102 | $8.3M |
| Hillsdale Investment Management Inc. | 0.22% | Add +4.0% | 77,480 | $8.2M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -2.0% | 76,417 | $8.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.6% | 72,178 | $7.6M |
| Point72 Asset Management | 0.01% | Reduce -78.5% | 70,145 | $7.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +12.7% | 68,794 | $7.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +110.6% | 67,793 | $7.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -41.9% | 67,699 | $7.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +8.3% | 64,380 | $6.8M |
| South Dakota Investment Council | 0.13% | Reduce -17.7% | 64,246 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.9% | 63,280 | $6.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 62,154 | $6.6M |
| Martingale Asset Management L P | 0.16% | Add +13.2% | 62,056 | $6.6M |
| Capital Fund Management S.A. | 0.06% | Reduce -35.2% | 61,769 | $6.5M |
| Wesleyan Assurance Society | 0.39% | No change | 61,700 | $6.5M |
| Caisse de depot et placement du Quebec | 0.01% | Add +133.7% | 60,150 | $6.4M |
| Deutsche Bank AG | 0.00% | Add +3.1% | 58,562 | $6.2M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -3.9% | 57,752 | $6.1M |
| Caxton Associates LLP | 0.14% | Reduce -4.3% | 57,713 | $6.1M |
| Huntleigh Advisors, Inc. | 1.04% | Add +6.2% | 57,638 | $6.1M |
| UBS Group AG | 0.00% | Reduce -54.1% | 55,051 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.7% | 54,910 | $5.8M |
| CSM Advisors, LLC | 0.14% | Reduce -21.8% | 54,423 | $5.8M |
| RWC Asset Management LLP | 0.25% | Add +6.4% | 53,221 | $5.6M |
| Lazard Asset Management LLC | 0.01% | Reduce -64.4% | 53,153 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.2% | 50,640 | $5.4M |
| XTX Topco Ltd | 0.09% | Add +24.1% | 50,172 | $5.3M |
| Philadelphia Financial Management of San Francisco, LLC | 1.69% | New | 50,000 | $5.3M |
| Kera Capital Partners, Inc. | 0.64% | Add +0.9% | 49,011 | $5.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +8.3% | 48,328 | $5.1M |
| Poehling Capital Management, INC. | 1.04% | Reduce -1.5% | 46,610 | $4.9M |
| Vanguard Global Advisers, LLC | 0.00% | — | 45,442 | $4.8M |
| HRT Financial LP | 0.01% | Reduce -74.5% | 45,208 | $4.8M |
| Credit Agricole S A | 0.02% | Add +36.1% | 44,967 | $4.8M |
| Ancora Advisors LLC | 0.10% | Reduce -7.2% | 44,930 | $4.7M |
| Intech Investment Management LLC | 0.05% | Reduce -18.9% | 44,604 | $4.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -16.6% | 43,798 | $4.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +52.2% | 41,914 | $4.4M |
| Fifth Third Bancorp | 0.01% | Add +15469.3% | 41,103 | $4.3M |
| Naples Global Advisors, LLC | 0.31% | Reduce -1.4% | 39,899 | $4.2M |
| Blue Water Asset Management | 1.36% | Reduce -0.7% | 37,173 | $3.9M |
| LeClair Wealth Partners LLC | 1.36% | New | 37,173 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.2% | 36,819 | $3.9M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.7% | 36,807 | $3.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +29.3% | 35,593 | $3.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | No change | 35,545 | $3.8M |
| Illinois Municipal Retirement Fund | 0.05% | Reduce -1.1% | 35,358 | $3.7M |
| State of Alaska, Department of Revenue | 0.04% | Add +1.0% | 34,957 | $3.7M |
| Horizon Investments, LLC | 0.04% | Add +41.3% | 34,941 | $3.7M |
| Quantinno Capital Management LP | 0.01% | Add +12.1% | 34,871 | $3.7M |
| Kendall Capital Management | 0.74% | Reduce -3.4% | 34,252 | $3.6M |
| Linden Thomas Advisory Services, LLC | 0.34% | Add +0.6% | 33,481 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -91.1% | 32,534 | $3.4M |
| Storebrand Asset Management As | 0.01% | No change | 32,444 | $3.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.1% | 32,303 | $3.4M |
| Alexander Labrunerie & Co., Inc. | 1.28% | Reduce -10.8% | 32,138 | $3.4M |
| Louisiana State Employees Retirement System | 0.06% | Add +1.0% | 31,400 | $3.3M |
| Artemis Investment Management LLP | 0.03% | Add +23.1% | 31,116 | $3.3M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -3.0% | 30,415 | $3.2M |
| Caisse Des Depots Et Consignations | 0.05% | Add +69.0% | 30,051 | $3.2M |
| Meeder Asset Management Inc. | 0.17% | Add +329.1% | 27,683 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +36.0% | 27,540 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.9% | 26,977 | $2.9M |
| Rathbones Group PLC | 0.01% | Reduce -6.1% | 25,771 | $2.7M |
| Mariner, LLC | 0.00% | Add +6.1% | 24,680 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +42.1% | 24,256 | $2.6M |
| Man Group plc | 0.01% | Reduce -76.6% | 23,628 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 23,585 | $2.5M |
| GMO | 0.01% | Add +277.7% | 23,525 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -6.4% | 23,165 | $2.4M |
| Ieq Capital, LLC | 0.01% | Reduce -36.3% | 22,348 | $2.4M |
| Asset Allocation Strategies LLC | 0.41% | Reduce -1.9% | 21,835 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.17% | Reduce -23.0% | 21,742 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +7.2% | 21,705 | $2.3M |
| LFG Wealth Partners, LLC | 1.37% | Add +1.6% | 21,527 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -2.8% | 21,252 | $2.2M |
| William John Sempolinski | 1.13% | No change | 21,200 | $2.2M |
| Carson Advisory Inc. | 1.15% | Reduce -5.7% | 20,971 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.9% | 20,900 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +12.4% | 20,582 | $2.2M |
| Yousif Capital Management, LLC | 0.03% | Add +3.1% | 20,537 | $2.2M |
| Amalgamated Bank | 0.02% | Add +2.5% | 20,282 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -46.9% | 19,841 | $2.1M |
| Vinva Investment Management Ltd | 0.03% | Add +30.3% | 13,718 | $2.1M |
| Fox Run Management, L.L.C. | 0.35% | Add +7.0% | 19,666 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -30.7% | 18,911 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.7% | 18,700 | $2.0M |
| Arizona State Retirement System | 0.01% | Reduce -3.5% | 18,675 | $2.0M |
| Kiker Wealth Management, LLC | 0.94% | New | 18,649 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.58% | Reduce -2.8% | 18,487 | $2.0M |
| Pinnacle Holdings, LLC | 0.69% | No change | 18,285 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | No change | 18,200 | $1.9M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -2.6% | 18,114 | $1.9M |
| Cerity Partners LLC | 0.00% | Reduce -0.0% | 17,559 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +4.1% | 17,513 | $1.9M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 17,172 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.4% | 16,991 | $1.8M |
| Harmony Asset Management LLC | 0.54% | Add +9.1% | 16,729 | $1.8M |
| Picton Mahoney Asset Management | 0.02% | Add +97.1% | 16,311 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +4.5% | 16,235 | $1.7M |
| Independent Advisor Alliance | 0.02% | Reduce -6.2% | 15,804 | $1.7M |
| Voya Investment Management LLC | 0.00% | Reduce -4.9% | 15,598 | $1.6M |
| Oxbow Advisors, LLC | 0.14% | Reduce -3.0% | 15,405 | $1.6M |
| EDENTREE ASSET MANAGEMENT Ltd | 0.48% | No change | 15,000 | $1.6M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -43.1% | 14,400 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -48.0% | 14,395 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Add +179.8% | 13,909 | $1.5M |
| RFG Advisory, LLC | 0.03% | Reduce -24.7% | 13,907 | $1.5M |
| Gsa Capital Partners LLP | 0.09% | Reduce -51.0% | 13,875 | $1.5M |
| Ritholtz Wealth Management | 0.03% | Reduce -2.1% | 13,830 | $1.5M |
| Cwm, LLC | 0.00% | Add +3.7% | 13,111 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Add +2790.9% | 13,067 | $1.4M |
| CWA Asset Management Group, LLC | 0.05% | New | 12,983 | $1.4M |
| Walleye Capital LLC | 0.01% | New | 12,950 | $1.4M |
| Eaton Financial Holdings Company, LLC | 0.44% | Reduce -5.3% | 12,830 | $1.4M |
| FMR LLC | 0.00% | Add +8.5% | 12,675 | $1.3M |
| International Assets Investment Management, LLC | 0.09% | Reduce -5.5% | 12,443 | $1.3M |
| Summit Global Investments | 0.08% | Add +1.3% | 12,280 | $1.3M |
| WINTON GROUP Ltd | 0.05% | Reduce -74.3% | 12,188 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +29.3% | 12,148 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -3.0% | 12,143 | $1.3M |
| Strategic Advisors LLC | 0.21% | No change | 12,000 | $1.3M |
| Wellington Shields & Co., LLC | 0.32% | Reduce -1.9% | 11,927 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.5% | 11,854 | $1.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | Reduce -15.6% | 11,508 | $1.2M |
| Point Nemo Capital, LLC | 0.76% | New | 10,912 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.8% | 10,899 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.3% | 10,803 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.8% | 10,634 | $1.1M |
| ProShare Advisors LLC | 0.00% | Reduce -21.6% | 10,554 | $1.1M |
| NewEdge Wealth, LLC | 0.01% | Reduce -29.1% | 10,535 | $1.1M |
| Creative Planning | 0.00% | Reduce -8.9% | 10,444 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +119.2% | 10,408 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -0.1% | 10,356 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +4.0% | 10,340 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -27.1% | 10,320 | $1.1M |
| World Investment Advisors | 0.02% | Add +2.8% | 10,239 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +41.7% | 10,163 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Reduce -38.4% | 10,119 | $1.1M |
| Evolve Private Wealth, LLC | 0.06% | Add +38.0% | 10,060 | $1.1M |
| Erste Asset Management GmbH | 0.01% | Reduce -2.8% | 10,300 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -3.4% | 10,017 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.2% | 9,945 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -12.1% | 9,762 | $1.0M |
| Centaurus Financial, Inc. | 0.05% | Reduce -6.8% | 9,633 | $1.0M |
| Advisory Research Inc. | 0.12% | New | 9,608 | $1.0M |
| Vestcor Inc | 0.03% | Add +167.2% | 9,425 | $996K |
| Nomura Asset Management International Inc. | 0.00% | New | 9,400 | $994K |
| SEB Asset Management AB | 0.00% | — | 9,349 | $988K |
| HighTower Advisors, LLC | 0.00% | Add +90.7% | 9,340 | $987K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -33.9% | 9,402 | $975K |
| Atria Investments, Inc | 0.01% | Reduce -11.1% | 8,988 | $950K |
| NewSquare Capital LLC | 0.08% | Add +3.5% | 8,944 | $946K |
| Steadtrust LLC | 0.54% | Reduce -7.3% | 8,930 | $944K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +150.7% | 8,898 | $941K |
| Royce & Associates LP | 0.01% | No change | 8,490 | $898K |
| New York Life Investment Management LLC | 0.01% | Add +29.7% | 8,310 | $879K |
| Evergreen Wealth Management, LLC | 0.45% | No change | 8,298 | $877K |
| Quadrature Capital Ltd | 0.01% | Reduce -35.7% | 8,151 | $862K |
| Mutual of America Capital Management LLC | 0.01% | Add +4.3% | 8,104 | $857K |
| Benjamin Edwards Inc. | 0.01% | Reduce -2.0% | 7,999 | $846K |
| State of Wisconsin Investment Board | 0.00% | Reduce -52.4% | 7,990 | $845K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -9.3% | 7,958 | $841K |
| CV Advisors LLC | 0.23% | No change | 7,800 | $825K |
| Graham Capital Management, L.P. | 0.04% | Add +10.6% | 7,384 | $781K |
| MorganRosel Wealth Management, LLC | 0.31% | Reduce -22.0% | 7,356 | $778K |
| Regal Investment Advisors LLC | 0.04% | Reduce -0.2% | 7,329 | $775K |
| Nilsine Partners, LLC | 0.06% | New | 6,766 | $773K |
| Vise Technologies, Inc. | 0.01% | No change | 7,051 | $752K |
| Accordant Advisory Group Inc | 0.46% | Reduce -55.2% | 7,051 | $745K |
| CIBC Asset Management Inc | 0.00% | No change | 6,946 | $734K |
| STRS Ohio | 0.00% | Reduce -6.8% | 6,900 | $729K |
| Bank of Montreal | 0.00% | Add +19.0% | 6,862 | $725K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.4% | 6,843 | $724K |
| Xponance LLC | 0.01% | Add +13.0% | 6,757 | $714K |
| LVZ, Inc. | 0.08% | Add +2.5% | 6,727 | $711K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.4% | 6,709 | $709K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,635 | $701K |
| SG Americas Securities, LLC | 0.00% | Reduce -66.7% | 6,291 | $665K |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 6,289 | $665K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 6,219 | $657K |
| Colonial River Investments, LLC | 0.23% | Reduce -9.9% | 6,199 | $655K |
| Bannerstone Capital Management, LLC | 0.59% | Add +5.9% | 6,017 | $636K |
| Ariadne Wealth Management, LP | 0.28% | Reduce -0.5% | 5,884 | $622K |
| ARGA Investment Management, LP | 0.02% | Reduce -50.9% | 5,794 | $613K |
| Engineers Gate Manager LP | 0.01% | Reduce -91.5% | 5,718 | $605K |
| Samalin Investment Counsel, LLC | 0.21% | Add +5.4% | 5,694 | $602K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -3.3% | 5,534 | $585K |
| Tidal Investments LLC | 0.00% | Add +32.8% | 5,517 | $583K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 5,495 | $581K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -58.1% | 5,493 | $581K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,400 | $571K |
| Merit Financial Group, LLC | 0.00% | Add +5.1% | 5,392 | $570K |
| Prelude Capital Management, LLC | 0.04% | Reduce -1.1% | 5,376 | $568K |
| Millennium Management | 0.00% | Reduce -96.3% | 5,197 | $549K |
| Integrated Wealth Concepts LLC | 0.00% | Add +13.0% | 5,188 | $548K |
| Guggenheim Capital LLC | 0.00% | Reduce -26.1% | 5,046 | $533K |
| Leonteq Securities AG | 0.03% | Reduce -6.9% | 5,000 | $529K |
| Tactive Advisors, LLC | 0.14% | Reduce -6.8% | 4,800 | $507K |
| Profund Advisors LLC | 0.02% | Reduce -50.1% | 4,740 | $501K |
| Savant Capital, LLC | 0.00% | Add +26.5% | 4,683 | $495K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.3% | 4,625 | $485K |
| Highland Capital Management, LLC | 0.03% | Add +41.0% | 4,492 | $475K |
| Swiss Life Asset Management Ltd | 0.00% | Add +30.6% | 4,346 | $459K |
| CenterBook Partners LP | 0.02% | Reduce -81.5% | 4,283 | $453K |
| Brooklyn Investment Group | 0.01% | Add +15.3% | 4,225 | $447K |
| Bokf, NA | 0.01% | Reduce -23.9% | 4,213 | $445K |
| Vident Advisory, LLC | 0.00% | Add +8.4% | 4,201 | $444K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -23.9% | 4,153 | $439K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +110.3% | 4,139 | $438K |
| Praxis Investment Management Inc. | 0.03% | Reduce -22.1% | 4,108 | $434K |
| Ethic Inc. | 0.01% | Reduce -0.9% | 4,096 | $433K |
| Meriwether Wealth & Planning, LLC | 0.23% | No change | 4,050 | $428K |
| Abacus Wealth Partners, LLC | 0.04% | Reduce -5.3% | 3,945 | $417K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.3% | 3,929 | $415K |
| nVerses Capital, LLC | 0.37% | New | 3,876 | $410K |
| Quartz Partners, LLC | 0.16% | New | 3,866 | $409K |
| Journey Strategic Wealth LLC | 0.01% | Add +29.0% | 3,866 | $409K |
| Resonant Capital Advisors, LLC | 0.02% | New | 3,847 | $407K |
| Guilbault Capital LLC | 0.45% | Add +17.9% | 3,845 | $406K |
| Sanchez Gaunt Capital Management, LLC | 0.25% | — | 3,822 | $404K |
| Focus Financial Network, Inc. | 0.01% | Add +0.1% | 3,802 | $402K |
| AE Wealth Management LLC | 0.00% | Add +18.4% | 3,728 | $394K |
| Equitable Holdings, Inc. | 0.00% | Add +10.2% | 3,648 | $389K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.1% | 3,623 | $383K |
| Gotham Asset Management | 0.00% | Reduce -0.1% | 3,594 | $380K |
| Abel Hall, LLC | 0.08% | Reduce -1.2% | 3,590 | $380K |
| Truist Financial Corp. | 0.00% | Add +3.6% | 3,586 | $379K |
| TrinityBridge Ltd | 0.01% | Add +2.1% | 3,585 | $379K |
| Virtu Financial LLC | 0.02% | New | 3,525 | $373K |
| Inspire Investing, LLC | 0.02% | Add +601.0% | 3,505 | $371K |
| Inceptionr LLC | 0.09% | New | 3,493 | $369K |
| EP Wealth Advisors, LLC | 0.00% | Add +6.3% | 3,436 | $363K |
| Kestra Investment Management, LLC | 0.01% | Reduce -13.1% | 3,405 | $360K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -1.5% | 3,401 | $360K |
| Captrust Financial Advisors | 0.00% | Add +19.1% | 3,368 | $356K |
| DNB Asset Management AS | 0.00% | New | 3,366 | $356K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | No change | 3,326 | $352K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -11.7% | 3,322 | $351K |
| GAMMA Investing LLC | 0.02% | Add +16.5% | 3,311 | $350K |
| GTS Securities LLC | 0.01% | New | 3,286 | $347K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | No change | 3,260 | $345K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.10% | No change | 3,234 | $342K |
| TCFG Wealth Management, LLC | 0.13% | Reduce -0.8% | 3,219 | $340K |
| TCFG Investment Advisors, LLC | 0.13% | — | 3,219 | $340K |
| Sage Rhino Capital LLC | 0.06% | Add +0.6% | 3,186 | $337K |
| PFG Investments, LLC | 0.01% | Reduce -1.1% | 3,037 | $321K |
| Measured Wealth Private Client Group, LLC | 0.09% | Add +28.4% | 3,012 | $318K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -13.1% | 2,968 | $314K |
| Empowered Funds, LLC | 0.00% | Add +28.9% | 2,968 | $314K |
| Brighton Jones LLC | 0.01% | New | 2,942 | $311K |
| Los Angeles Capital Management LLC | 0.00% | Add +288.3% | 2,916 | $308K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.8% | 2,912 | $308K |
| First Citizens Bank & Trust Co. | 0.01% | New | 2,860 | $302K |
| Snowden Capital Advisors LLC | 0.01% | Add +12.1% | 2,846 | $301K |
| Brucke Financial, Inc. | 0.15% | Add +42.7% | 2,829 | $299K |
| Triumph Capital Management | 0.06% | Reduce -31.8% | 2,802 | $296K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,797 | $296K |
| Brookstone Capital Management | 0.00% | Add +0.4% | 2,793 | $295K |
| Choreo, LLC | 0.00% | Add +3.0% | 2,713 | $287K |
| Polymer Capital Management (US) LLC | 0.04% | Reduce -24.7% | 2,709 | $286K |
| Centiva Capital, LP | 0.01% | New | 2,667 | $282K |
| State of Wyoming | 0.03% | Reduce -9.2% | 2,663 | $282K |
| Victory Financial Group, LLC | 0.03% | New | 2,569 | $272K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 2,551 | $270K |
| Lifetime Wealth Management P.C. | 0.16% | Reduce -86.6% | 2,544 | $269K |
| Sovereign Financial Group, Inc. | 0.05% | Add +14.7% | 2,519 | $266K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -1.4% | 2,510 | $265K |
| Glenmede Trust Co. NA | 0.00% | Add +2.5% | 2,504 | $265K |
| GWN Securities Inc. | 0.05% | Add +0.4% | 2,503 | $265K |
| HB Wealth Management, LLC | 0.00% | Add +25.2% | 2,487 | $263K |
| BayBridge Capital Group, LLC | 0.16% | No change | 2,465 | $263K |
| Paragon Capital Management Ltd | 0.05% | Reduce -4.2% | 2,446 | $259K |
| Seven Mile Advisory | 0.19% | New | 2,444 | $258K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,408 | $255K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +5.5% | 2,405 | $254K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | No change | 2,328 | $246K |
| Wetzel Investment Advisors, Inc. | 0.10% | No change | 2,300 | $243K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -0.0% | 2,284 | $242K |
| Jones Financial Companies LLLP | 0.00% | Add +11.8% | 2,378 | $241K |
| Shelton Capital Management | 0.01% | No change | 2,273 | $240K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -45.0% | 2,258 | $239K |
| Hudson Bay Capital Management LP | 0.00% | New | 2,220 | $235K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,179 | $230K |
| Arkadios Wealth Advisors | 0.00% | New | 2,155 | $228K |
| FJ Capital Management LLC | 0.03% | Reduce -21.5% | 2,148 | $227K |
| Plato Investment Management Ltd | 0.02% | Add +554.1% | 2,126 | $225K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,125 | $225K |
| KBC Group NV | 0.00% | No change | 2,116 | $224K |
| Park Avenue Securities LLC | 0.00% | New | 2,110 | $223K |
| Valmark Advisers, Inc. | 0.00% | Add +0.1% | 2,093 | $221K |
| Fieldview Capital Management, LLC | 0.06% | Reduce -61.1% | 2,078 | $220K |
| Busey Bank | 0.01% | No change | 2,033 | $215K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 2,031 | $215K |
| Strategic Blueprint, LLC | 0.01% | Reduce -0.5% | 2,024 | $214K |
| Facet Wealth, Inc. | 0.00% | No change | 2,000 | $211K |
| DGS Capital Management, LLC | 0.03% | Reduce -8.7% | 1,983 | $210K |
| Savvy Advisors, Inc. | 0.01% | New | 1,980 | $209K |
| Private Trust Co. NA | 0.02% | Reduce -23.0% | 1,972 | $208K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -3.9% | 1,943 | $205K |
| Seeds Investor LLC | 0.03% | Reduce -18.0% | 1,946 | $204K |
| Saxony Capital Management, LLC | 0.12% | No change | 1,930 | $204K |
| Independent Financial Group, LLC | 0.00% | Reduce -11.1% | 1,924 | $203K |
| IFP Advisors, Inc | 0.00% | Reduce -16.4% | 1,915 | $202K |
| Lido Advisors, LLC | 0.00% | New | 1,907 | $202K |
| Geneos Wealth Management Inc. | 0.00% | Add +7.4% | 1,906 | $201K |
| DRW Securities, LLC | 0.01% | Reduce -49.1% | 1,894 | $200K |
| Quantbot Technologies LP | 0.01% | New | 1,867 | $197K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -92.0% | 1,831 | $194K |
| Arax Advisory Partners | 0.01% | Add +1381.4% | 1,748 | $191K |
| Evelyn Partners Investment Management LLP | 0.01% | Reduce -29.3% | 1,780 | $188K |
| Global Assets Advisory, LLC | 0.05% | New | 1,725 | $182K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.6% | 1,641 | $173K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 1,536 | $162K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +4.8% | 1,501 | $159K |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.2% | 1,333 | $141K |
| Hantz Financial Services, Inc. | 0.00% | Add +66.9% | 1,275 | $135K |
| Davis Capital Management | 0.09% | New | 1,260 | $133K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +23.7% | 1,257 | $133K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.4% | 1,239 | $131K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -16.6% | 1,210 | $128K |
| Versant Capital Management, Inc | 0.01% | Add +41.6% | 1,184 | $125K |
| Advisory Services Network, LLC | 0.00% | New | 1,111 | $117K |
| Raiffeisen Bank International AG | 0.00% | Reduce -11.5% | 1,124 | $116K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -0.7% | 1,039 | $110K |
| Ameriflex Group, Inc. | 0.05% | No change | 950 | $100K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 935 | $99K |
| Covestor Ltd | 0.07% | Add +14.8% | 909 | $96K |
| Pacer Advisors, Inc. | 0.00% | Add +58.5% | 853 | $90K |
| Essential Partners LLC | 0.03% | Reduce -7.9% | 815 | $86K |
| Kemnay Advisory Services Inc. | 0.01% | Add +286.4% | 796 | $84K |
| Spire Wealth Management | 0.00% | No change | 700 | $74K |
| Simplex Trading, LLC | 0.00% | Reduce -4.9% | 665 | $70K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -22.1% | 663 | $70K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -48.2% | 678 | $70K |
| Brown Shipley& Co Ltd | 0.04% | No change | 640 | $68K |
| Forum Finance Group S.A. | 0.03% | — | 650 | $54K |
| Salomon & Ludwin, LLC | 0.00% | No change | 512 | $53K |
| Allworth Financial LP | 0.00% | Add +9.9% | 467 | $49K |
| Creative Financial Designs Inc. | 0.00% | Reduce -15.4% | 466 | $49K |
| Blue Trust, Inc. | 0.00% | Add +0.2% | 456 | $48K |
| UMB Bank, n.a. | 0.00% | Add +3.6% | 406 | $43K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -8.2% | 402 | $42K |
| Root Financial Partners, LLC | 0.00% | Add +46.4% | 401 | $42K |
| Lanark Financial, Inc. | 0.00% | Reduce -11.1% | 400 | $42K |
| Employees Retirement System of Texas | 0.00% | No change | 375 | $40K |
| Signature Equity Partners, LLC | 0.02% | New | 360 | $38K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 355 | $38K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 338 | $36K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 337 | $36K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -72.5% | 335 | $35K |
| Rothschild Investment LLC | 0.00% | Reduce -4.3% | 308 | $33K |
| Bayforest Capital Ltd | 0.03% | New | 249 | $26K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 249 | $26K |
| Signaturefd, LLC | 0.00% | Add +8.8% | 236 | $25K |
| Wilkerson Advisory Group LLC | 0.01% | No change | 229 | $24K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.8% | 229 | $24K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.2% | 223 | $24K |
| EFG International AG | 0.00% | Reduce -63.4% | 200 | $21K |
| JPL Wealth Management, LLC | 0.00% | New | 195 | $21K |
| Matrix Trust Co | 0.00% | Add +1.1% | 187 | $20K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 180 | $19K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +28.8% | 179 | $19K |
| WealthCollab, LLC | 0.01% | No change | 174 | $18K |
| MAI Capital Management | 0.00% | Add +173.0% | 172 | $18K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 169 | $18K |
| True Wealth Design, LLC | 0.00% | Add +39.2% | 142 | $15K |
| Sound Income Strategies, LLC | 0.00% | Reduce -72.3% | 134 | $14K |
| Fortitude Family Office, LLC | 0.00% | Add +29.3% | 128 | $14K |
| Private Wealth Management Group, LLC | 0.00% | No change | 122 | $13K |
| Wellington Shields Capital Management, LLC | 0.00% | No change | 118 | $12K |
| Rossby Financial, LCC | 0.00% | Reduce -3.3% | 117 | $12K |
| Zions Bancorporation, National Association | 0.00% | No change | 110 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.9% | 105 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 103 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 102 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +146.3% | 101 | $11K |
| Danske Bank A/S | 0.00% | Reduce -91.7% | 100 | $11K |
| Kilter Group LLC | 0.00% | Add +160.0% | 91 | $10K |
| Accent Capital Management, LLC | 0.00% | No change | 89 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.9% | 86 | $9K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 86 | $9K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 82 | $9K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 80 | $8K |
| CVA Family Office, LLC | 0.00% | New | 78 | $8K |
| FWL Investment Management, LLC | 0.00% | New | 76 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 66 | $7K |
| Quadrant Capital Group LLC | 0.00% | No change | 61 | $6K |
| Dogwood Wealth Management LLC | 0.00% | No change | 55 | $6K |
| Bare Financial Services, Inc | 0.00% | No change | 54 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 54 | $6K |
| Red Tortoise LLC | 0.00% | No change | 47 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 47 | $5K |
| Mather Group, Llc. | 0.00% | New | 45 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 40 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 39 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 30 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -91.0% | 29 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +8.0% | 27 | $3K |
| Torren Management, LLC | 0.00% | Reduce -95.6% | 25 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +15.0% | 23 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +25.0% | 20 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 18 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 16 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 16 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 14 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | Add +75.0% | 14 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -30.0% | 14 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | Add +140.0% | 12 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 12 | $1K |
| Ankerstar Wealth, LLC | 0.00% | No change | 11 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 10 | $1K |
| Bayban | 0.00% | New | 10 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +42.9% | 10 | $1K |
| Huntington National Bank | 0.00% | No change | 10 | $1K |
| Ares Financial Consulting, LLC | 0.00% | No change | 10 | $1K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.00% | Reduce -86.3% | 7 | $740 |
| HFM Investment Advisors, LLC | 0.00% | Add +16.7% | 7 | $740 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 6 | $634 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 4 | $423 |
| Abound Wealth Management | 0.00% | Reduce -25.0% | 3 | $318 |
| GHP Investment Advisors, Inc. | 0.00% | New | 3 | $318 |
| Stone House Investment Management, LLC | 0.00% | Add +50.0% | 3 | $317 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $317 |
| McIlrath & Eck, LLC | 0.00% | No change | 3 | $317 |
| Valued Wealth Advisors LLC | 0.00% | Add +100.0% | 2 | $212 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $212 |
| Curio Wealth, LLC | 0.00% | New | 2 | $211 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $151 |
| Fairman Group, LLC | 0.00% | No change | 1 | $106 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $106 |
| Rakuten Securities, Inc. | 0.00% | Reduce -50.0% | 1 | $106 |
| LRI Investments, LLC | 0.00% | No change | 1 | $106 |
"% 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.