Jackson Financial Inc. Class AJXN
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 506 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, down 11 from Q1 2026. 46 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($696.3M), Vanguard Portfolio Management LLC ($557.6M) and TPG GP A, LLC ($482.8M). 11 famous investors held it, including Bill Miller (1.9% of Miller Value Partners's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $25.5M |
| Exits | 51 | $61.9M |
All 13F filers, Q1 2026 → Q2 2026: 3,436,559 shares bought and 3,521,387 shares sold, net −84,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| BlackRock, Inc. | 0.01% | Reduce -1.4% | 6,800,653 | $696.3M |
| Vanguard Portfolio Management LLC | 0.03% | Reduce -0.3% | 5,446,195 | $557.6M |
| TPG GP A, LLC | 10.34% | No change | 4,715,554 | $482.8M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.4% | 4,117,157 | $421.6M |
| Vanguard Capital Management LLC | 0.01% | Reduce -0.6% | 3,136,509 | $321.1M |
| State Street Corp. | 0.01% | Add +1.4% | 2,972,127 | $304.3M |
| Geode Capital Management, LLC | 0.01% | Add +5.3% | 2,297,678 | $246.2M |
| Donald Smith & Co., Inc. | 3.24% | Reduce -5.5% | 1,789,104 | $183.2M |
| HSBC Holdings PLC | 0.09% | Add +17.8% | 1,749,644 | $182.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -6.5% | 1,519,396 | $155.6M |
| American Century Companies Inc. | 0.07% | Reduce -4.5% | 1,457,597 | $149.2M |
| Acadian Asset Management LLC | 0.16% | Reduce -3.4% | 1,290,021 | $132.1M |
| LSV Asset Management | 0.21% | Add +7.7% | 1,141,755 | $116.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.4% | 1,018,101 | $104.2M |
| Morgan Stanley | 0.01% | Add +0.0% | 1,018,067 | $104.2M |
| Federated Hermes, Inc. | 0.15% | Reduce -7.5% | 1,004,572 | $102.9M |
| Norges Bank | 0.01% | — | 998,581 | $102.2M |
| Northern Trust Corp. | 0.01% | Add +3.8% | 898,102 | $92.0M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +1.4% | 831,745 | $85.2M |
| Victory Capital Management Inc. | 0.04% | Add +0.4% | 668,999 | $68.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -28.6% | 650,839 | $66.6M |
| Qube Research & Technologies Ltd | 0.06% | Add +45.3% | 550,901 | $56.4M |
| Balyasny Asset Management L.P. | 0.10% | Add +233.7% | 509,715 | $52.2M |
| Jacobs Levy Equity Management, Inc. | 0.17% | Reduce -1.4% | 465,318 | $47.6M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.9% | 460,439 | $47.1M |
| Nuveen, LLC | 0.01% | Add +5.2% | 454,641 | $46.6M |
| Algert Global LLC | 0.44% | Add +80.2% | 366,243 | $37.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.7% | 344,506 | $36.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.0% | 336,994 | $34.5M |
| Wedge Capital Management L L P | 0.52% | Add +6.4% | 310,357 | $31.8M |
| AQR Capital Management | 0.01% | Reduce -4.2% | 293,763 | $30.1M |
| Citigroup Inc. | 0.01% | Add +66.7% | 292,994 | $30.0M |
| Two Sigma Investments, LP | 0.02% | Add +46.0% | 287,598 | $29.4M |
| Invesco Ltd. | 0.00% | Reduce -12.1% | 284,626 | $29.1M |
| Russell Investments Group, Ltd. | 0.03% | Add +24.9% | 280,925 | $29.0M |
| Public Sector Pension Investment Board | 0.07% | Reduce -6.5% | 278,495 | $28.5M |
| Bank of America Corp. | 0.00% | Reduce -16.1% | 272,954 | $27.9M |
| Citadel Advisors | 0.02% | Add +731.7% | 270,582 | $27.7M |
| Wells Fargo & Company | 0.00% | Add +37.5% | 265,380 | $27.2M |
| Renaissance Technologies | 0.04% | Add +153.9% | 260,300 | $26.7M |
| Easterly Investment Partners LLC | 1.33% | Add +21.9% | 255,302 | $26.1M |
| Sei Investments Co. | 0.02% | Reduce -1.5% | 248,943 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.9% | 248,377 | $25.4M |
| Jane Street Group, LLC | 0.02% | Add +164.6% | 238,231 | $24.4M |
| Four Tree Island Advisory LLC | 8.02% | Add +2.4% | 237,465 | $24.3M |
| Tudor Investment Corporation | 0.10% | Add +13.9% | 236,461 | $24.2M |
| UBS Group AG | 0.00% | Add +324.9% | 233,916 | $24.0M |
| LPL Financial LLC | 0.01% | Add +14.0% | 230,768 | $23.6M |
| Point72 Asset Management | 0.04% | Add +227.1% | 229,468 | $23.5M |
| Ibex Wealth Advisors | 1.62% | Add +0.8% | 201,391 | $20.6M |
| First Trust Advisors LP | 0.01% | Reduce -15.2% | 191,083 | $19.6M |
| Kennedy Capital Management LLC | 0.34% | Reduce -2.0% | 185,657 | $19.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -48.0% | 185,000 | $18.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.0% | 183,291 | $18.8M |
| Rhumbline Advisers | 0.01% | Reduce -13.5% | 180,942 | $18.5M |
| Squarepoint Ops LLC | 0.03% | Add +96.6% | 166,794 | $17.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 163,118 | $16.7M |
| Allianz Asset Management GmbH | 0.02% | Reduce -25.9% | 160,368 | $16.4M |
| Focus Partners Wealth | 0.02% | Reduce -0.1% | 159,019 | $16.3M |
| Legal & General Group Plc | 0.00% | Reduce -3.9% | 157,171 | $16.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 147,744 | $15.1M |
| California Public Employees Retirement System | 0.01% | Reduce -1.8% | 134,907 | $13.8M |
| Swiss National Bank | 0.01% | Reduce -5.4% | 127,200 | $13.0M |
| Assetmark, Inc. | 0.02% | Add +12.7% | 120,518 | $12.3M |
| Gator Capital Management, LLC | 2.51% | Add +7.4% | 113,795 | $11.7M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 107,791 | $11.1M |
| Amundi | 0.00% | Reduce -48.6% | 103,850 | $10.6M |
| Cambria Investment Management, L.P. | 0.50% | Add +5.6% | 97,878 | $10.0M |
| Franklin Resources Inc. | 0.00% | Reduce -9.9% | 97,773 | $10.0M |
| Bessemer Group Inc. | 0.01% | No change | 97,010 | $9.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -33.0% | 91,331 | $9.7M |
| Man Group plc | 0.02% | Add +286.5% | 91,317 | $9.3M |
| Prudential Financial Inc. | 0.01% | Reduce -45.0% | 89,916 | $9.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.1% | 84,527 | $8.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -2.7% | 84,326 | $8.6M |
| Hillsdale Investment Management Inc. | 0.20% | Add +8.1% | 83,770 | $8.6M |
| Cetera Investment Advisers | 0.01% | Add +1.1% | 83,293 | $8.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -35.4% | 83,167 | $8.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -11.6% | 79,007 | $8.3M |
| Miller Value Partners | 1.94% | Reduce -0.7% | 80,142 | $8.2M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -4.6% | 72,933 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.0% | 72,638 | $7.4M |
| California State Teachers Retirement System | 0.01% | Reduce -10.1% | 72,537 | $7.4M |
| Deutsche Bank AG | 0.00% | Add +17.9% | 69,023 | $7.1M |
| Bridgewater Associates | 0.03% | Reduce -21.7% | 68,945 | $7.1M |
| CSM Advisors, LLC | 0.15% | Add +22.6% | 66,720 | $6.8M |
| Capital Fund Management S.A. | 0.05% | Add +6.8% | 65,959 | $6.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.5% | 65,033 | $6.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.3% | 64,559 | $6.6M |
| Wesleyan Assurance Society | 0.32% | No change | 61,700 | $6.3M |
| Martingale Asset Management L P | 0.15% | Reduce -1.4% | 61,178 | $6.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -1.7% | 61,121 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.4% | 60,489 | $6.2M |
| Huntleigh Advisors, Inc. | 0.85% | Add +3.2% | 59,460 | $6.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -12.8% | 59,069 | $6.0M |
| Caxton Associates LLP | 0.11% | Add +2.3% | 59,053 | $6.0M |
| RWC Asset Management LLP | 0.25% | Add +9.9% | 58,510 | $6.0M |
| XTX Topco Ltd | 0.08% | Add +14.0% | 57,208 | $5.9M |
| South Dakota Investment Council | 0.10% | Reduce -14.5% | 54,944 | $5.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.6% | 54,023 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +6.4% | 53,874 | $5.5M |
| Kera Capital Partners, Inc. | 0.51% | Add +6.0% | 51,952 | $5.3M |
| Intech Investment Management LLC | 0.05% | Add +14.2% | 50,956 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +75.8% | 48,430 | $5.0M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | Reduce -58.2% | 47,759 | $4.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -2.1% | 47,316 | $4.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -48.0% | 47,301 | $4.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +7.7% | 45,132 | $4.6M |
| Credit Agricole S A | 0.01% | No change | 44,967 | $4.6M |
| New York State Teachers Retirement System | 0.01% | Add +1.6% | 44,510 | $4.6M |
| Poehling Capital Management, INC. | 0.97% | Reduce -4.8% | 44,386 | $4.5M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.8% | 43,248 | $4.4M |
| HRT Financial LP | 0.01% | Reduce -6.1% | 42,453 | $4.3M |
| Jump Financial, LLC | 0.04% | New | 41,686 | $4.3M |
| Ancora Advisors LLC | 0.08% | Reduce -8.9% | 40,923 | $4.2M |
| Quantinno Capital Management LP | 0.01% | Add +17.3% | 40,894 | $4.2M |
| Naples Global Advisors, LLC | 0.25% | Add +0.0% | 39,900 | $4.1M |
| Susquehanna International Group, LLP | 0.00% | Add +61.8% | 39,249 | $4.0M |
| Fifth Third Bancorp | 0.01% | Reduce -5.6% | 38,808 | $4.0M |
| MetLife Investment Management, LLC | 0.02% | Add +4.7% | 38,547 | $3.9M |
| Lazard Asset Management LLC | 0.01% | Reduce -27.8% | 38,394 | $3.9M |
| Lighthouse Investment Partners, LLC | 0.12% | New | 38,167 | $3.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +7.0% | 38,045 | $3.9M |
| Segall Bryant & Hamill, LLC | 0.05% | Reduce -35.2% | 37,447 | $3.8M |
| Blue Water Asset Management | 1.23% | Reduce -0.0% | 37,169 | $3.8M |
| Illinois Municipal Retirement Fund | 0.04% | Add +2.1% | 36,100 | $3.7M |
| Quantbot Technologies LP | 0.14% | Add +1812.0% | 35,698 | $3.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.4% | 35,329 | $3.6M |
| Barclays PLC | 0.00% | Reduce -67.2% | 34,145 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.4% | 33,301 | $3.4M |
| BNP Paribas Financial Markets | 0.00% | Add +21.2% | 32,694 | $3.3M |
| Kendall Capital Management | 0.55% | Reduce -5.2% | 32,472 | $3.3M |
| Storebrand Asset Management As | 0.01% | No change | 32,444 | $3.3M |
| ExodusPoint Capital Management, LP | 0.03% | New | 31,981 | $3.3M |
| Alexander Labrunerie & Co., Inc. | 1.14% | Reduce -1.9% | 31,525 | $3.2M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -2.5% | 30,600 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -55.0% | 30,476 | $3.1M |
| Millennium Management | 0.00% | Add +434.4% | 27,771 | $2.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -24.6% | 27,768 | $2.8M |
| Jupiter Topco LLC | 0.00% | — | 27,417 | $2.8M |
| Rathbones Group PLC | 0.01% | Reduce -4.5% | 24,615 | $2.5M |
| Asset Allocation Strategies LLC | 0.37% | Add +8.2% | 23,623 | $2.4M |
| SEB Asset Management AB | 0.01% | Add +150.8% | 23,443 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Add +9.4% | 23,252 | $2.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -34.3% | 22,968 | $2.4M |
| Linden Thomas Advisory Services, LLC | 0.18% | Reduce -34.1% | 22,073 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +1.1% | 21,939 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.6% | 21,786 | $2.2M |
| William John Sempolinski | 0.90% | Add +2.4% | 21,700 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.14% | Reduce -0.9% | 21,541 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.5% | 20,890 | $2.1M |
| Carson Advisory Inc. | 0.98% | Reduce -0.7% | 20,818 | $2.1M |
| Handelsbanken Fonder AB | 0.01% | Add +13.7% | 20,700 | $2.1M |
| GMO | 0.00% | Reduce -13.5% | 20,339 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.3% | 20,068 | $2.1M |
| CWA Asset Management Group, LLC | 0.06% | Add +52.1% | 19,752 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +7.8% | 19,520 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Add +36.9% | 19,035 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -23.4% | 18,901 | $1.9M |
| LFG Wealth Partners, LLC | 0.90% | Reduce -12.5% | 18,841 | $1.9M |
| Amalgamated Bank | 0.01% | Reduce -8.1% | 18,638 | $1.9M |
| Pinnacle Holdings, LLC | 0.62% | Reduce -0.1% | 18,275 | $1.9M |
| WINTON GROUP Ltd | 0.06% | Add +48.2% | 18,062 | $1.8M |
| Kiker Wealth Management, LLC | 0.70% | Reduce -5.6% | 17,613 | $1.8M |
| Arizona State Retirement System | 0.01% | Reduce -6.4% | 17,479 | $1.8M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 17,172 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,991 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -5.5% | 16,595 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.6% | 16,538 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.3% | 15,862 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +0.7% | 15,714 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | Add +9.0% | 15,692 | $1.6M |
| Oxbow Advisors, LLC | 0.13% | No change | 15,405 | $1.6M |
| Independent Advisor Alliance | 0.04% | Reduce -4.4% | 15,103 | $1.5M |
| EDENTREE ASSET MANAGEMENT Ltd | 0.47% | No change | 15,000 | $1.5M |
| RFG Advisory, LLC | 0.02% | Add +7.7% | 14,984 | $1.5M |
| Entropy Technologies, LP | 0.06% | New | 14,628 | $1.5M |
| Eaton Financial Holdings Company, LLC | 0.41% | Add +13.6% | 14,578 | $1.5M |
| Aquatic Capital Management LLC | 0.05% | New | 14,557 | $1.5M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -31.1% | 14,400 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -38.0% | 14,373 | $1.5M |
| Quadrature Capital Ltd | 0.01% | Add +75.7% | 14,317 | $1.5M |
| Ritholtz Wealth Management | 0.02% | Add +0.3% | 13,866 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Add +5.0% | 13,716 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -33.4% | 13,224 | $1.4M |
| NewEdge Wealth, LLC | 0.01% | Add +22.8% | 12,935 | $1.3M |
| International Assets Investment Management, LLC | 0.08% | Reduce -1.6% | 12,247 | $1.3M |
| Summit Global Investments | 0.07% | Reduce -0.2% | 12,259 | $1.3M |
| Artemis Investment Management LLP | 0.01% | Reduce -60.8% | 12,195 | $1.2M |
| FMR LLC | 0.00% | Reduce -5.0% | 12,047 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +16.7% | 12,045 | $1.2M |
| Strategic Advisors LLC | 0.27% | Reduce -0.8% | 11,900 | $1.2M |
| Wellington Shields & Co., LLC | 0.27% | Reduce -0.9% | 11,816 | $1.2M |
| Vinva Investment Management Ltd | 0.01% | Reduce -42.2% | 7,927 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.27% | New | 11,656 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -5.3% | 11,508 | $1.2M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 11,508 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | New | 11,456 | $1.2M |
| New Age Alpha Advisors, LLC | 0.05% | New | 11,327 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Reduce -40.7% | 11,222 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.6% | 9,838 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -6.2% | 11,124 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Add +38.3% | 11,047 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +11.1% | 10,842 | $1.1M |
| Vise Technologies, Inc. | 0.01% | Add +51.4% | 10,676 | $1.1M |
| Erste Asset Management GmbH | 0.01% | No change | 10,300 | $1.1M |
| Graham Capital Management, L.P. | 0.04% | Add +42.7% | 10,534 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.3% | 10,333 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -1.9% | 10,144 | $1.0M |
| NewSquare Capital LLC | 0.08% | Add +11.6% | 9,979 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 9,970 | $1.0M |
| Prospera Financial Services Inc | 0.01% | Reduce -1.2% | 9,898 | $1.0M |
| Harmony Asset Management LLC | 0.27% | Reduce -41.3% | 9,820 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.9% | 9,763 | $1000K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -10.8% | 9,727 | $996K |
| Advisory Research Inc. | 0.10% | Add +1.0% | 9,700 | $993K |
| Brown Advisory Inc. | 0.00% | New | 9,698 | $993K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.6% | 9,578 | $981K |
| ProShare Advisors LLC | 0.00% | Reduce -10.2% | 9,479 | $971K |
| Vestcor Inc | 0.02% | No change | 9,425 | $965K |
| Nomura Asset Management International Inc. | 0.00% | No change | 9,400 | $962K |
| Medallion Wealth Advisors, LLC | 0.30% | Add +3236.6% | 11,845 | $952K |
| Sterling Capital Management LLC | 0.02% | Reduce -9.1% | 9,201 | $942K |
| Wetzel Investment Advisors, Inc. | 0.32% | Add +295.6% | 9,100 | $932K |
| Tidal Investments LLC | 0.00% | Add +62.9% | 8,989 | $920K |
| Steadtrust LLC | 0.46% | No change | 8,930 | $914K |
| Pathstone Holdings, LLC | 0.00% | Reduce -17.3% | 8,792 | $900K |
| New York Life Investment Management LLC | 0.01% | Add +5.5% | 8,765 | $897K |
| Truist Financial Corp. | 0.00% | Add +139.6% | 8,593 | $880K |
| Atria Investments, Inc | 0.01% | Reduce -4.9% | 8,545 | $875K |
| Creative Planning | 0.00% | Reduce -19.5% | 8,410 | $861K |
| Benjamin Edwards Inc. | 0.01% | Add +3.4% | 8,269 | $847K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -8.2% | 8,166 | $836K |
| Evolve Private Wealth, LLC | 0.05% | Reduce -20.2% | 8,027 | $822K |
| Jefferies Financial Group Inc. | 0.01% | New | 8,000 | $819K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.4% | 7,988 | $818K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -1.8% | 7,813 | $800K |
| CV Advisors LLC | 0.15% | No change | 7,800 | $799K |
| Ieq Capital, LLC | 0.00% | Reduce -65.5% | 7,720 | $790K |
| World Investment Advisors | 0.01% | Reduce -25.7% | 7,612 | $784K |
| Fox Run Management, L.L.C. | 0.13% | Reduce -61.1% | 7,648 | $783K |
| Nilsine Partners, LLC | 0.05% | Add +9.7% | 7,420 | $760K |
| STRS Ohio | 0.00% | Add +5.8% | 7,300 | $747K |
| State of Wyoming | 0.08% | Add +173.1% | 7,272 | $745K |
| Regal Investment Advisors LLC | 0.04% | Reduce -1.1% | 7,252 | $743K |
| Bank of Montreal | 0.00% | Add +5.2% | 7,217 | $739K |
| Evergreen Wealth Management, LLC | 0.35% | Reduce -13.3% | 7,198 | $737K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -32.3% | 7,016 | $718K |
| EP Wealth Advisors, LLC | 0.00% | Add +103.0% | 6,974 | $714K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.0% | 6,912 | $708K |
| Mirabella Financial Services LLP | 0.07% | New | 6,846 | $701K |
| LVZ, Inc. | 0.07% | Add +0.6% | 6,770 | $693K |
| NewEdge Advisors, LLC | 0.00% | Add +7.4% | 6,753 | $691K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,635 | $679K |
| Gsa Capital Partners LLP | 0.04% | Reduce -52.5% | 6,588 | $675K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.3% | 6,553 | $671K |
| Xponance LLC | 0.00% | Reduce -3.1% | 6,545 | $670K |
| CIBC Asset Management Inc | 0.00% | Reduce -6.0% | 6,530 | $669K |
| Bannerstone Capital Management, LLC | 0.52% | Add +0.1% | 6,026 | $617K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +8.5% | 6,006 | $615K |
| Guggenheim Capital LLC | 0.00% | Add +15.9% | 5,847 | $599K |
| Ariadne Wealth Management, LP | 0.26% | Reduce -2.5% | 5,740 | $588K |
| MorganRosel Wealth Management, LLC | 0.20% | Reduce -22.4% | 5,708 | $584K |
| Samalin Investment Counsel, LLC | 0.19% | Add +0.1% | 5,702 | $584K |
| BayBridge Capital Group, LLC | 0.30% | Add +131.1% | 5,696 | $583K |
| CIBC Bancorp USA Inc. | 0.00% | Add +4.7% | 5,653 | $579K |
| Prelude Capital Management, LLC | 0.04% | Add +4.2% | 5,600 | $573K |
| Merit Financial Group, LLC | 0.00% | Add +3.8% | 5,599 | $573K |
| HighTower Advisors, LLC | 0.00% | Reduce -41.0% | 5,513 | $565K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 5,495 | $563K |
| Edgestream Partners, L.P. | 0.02% | Reduce -94.7% | 5,462 | $559K |
| Nisa Investment Advisors, LLC | 0.00% | Add +42.9% | 5,178 | $530K |
| CenterBook Partners LP | 0.03% | Add +18.9% | 5,092 | $521K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +21.1% | 5,029 | $515K |
| Leonteq Securities AG | 0.03% | No change | 5,000 | $512K |
| Colonial River Investments, LLC | 0.14% | Reduce -20.3% | 4,942 | $506K |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.3% | 4,882 | $500K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -8.9% | 4,725 | $484K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +91.4% | 4,603 | $471K |
| Highland Capital Management, LLC | 0.02% | Add +1.8% | 4,571 | $468K |
| Brevan Howard Capital Management LP | 0.01% | New | 4,387 | $449K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.7% | 4,371 | $448K |
| Savant Capital, LLC | 0.00% | Reduce -7.9% | 4,315 | $444K |
| Vident Advisory, LLC | 0.00% | Add +2.2% | 4,293 | $440K |
| SG Americas Securities, LLC | 0.00% | Reduce -32.7% | 4,235 | $434K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.3% | 4,197 | $430K |
| Empowered Funds, LLC | 0.00% | Add +40.0% | 4,156 | $426K |
| Qsemble Capital Management, LP | 0.05% | New | 4,139 | $424K |
| Profund Advisors LLC | 0.01% | Reduce -12.8% | 4,131 | $423K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,108 | $421K |
| Aigen Investment Management, LP | 0.11% | New | 4,091 | $419K |
| Ethic Inc. | 0.01% | Reduce -0.3% | 4,082 | $418K |
| Meriwether Wealth & Planning, LLC | 0.21% | No change | 4,050 | $415K |
| Guilbault Capital LLC | 0.41% | Add +3.9% | 3,995 | $409K |
| Inspire Investing, LLC | 0.02% | Add +13.6% | 3,981 | $408K |
| Sanchez Gaunt Capital Management, LLC | 0.22% | Add +2.7% | 3,926 | $402K |
| Centiva Capital, LP | 0.01% | Add +46.5% | 3,907 | $400K |
| Tactive Advisors, LLC | 0.10% | Reduce -18.8% | 3,900 | $399K |
| Quartz Partners, LLC | 0.13% | Add +0.3% | 3,876 | $397K |
| Focus Financial Network, Inc. | 0.01% | Add +0.1% | 3,806 | $390K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -12.4% | 3,805 | $390K |
| AE Wealth Management LLC | 0.00% | Add +1.1% | 3,771 | $386K |
| BTG Pactual Asset Management US LLC | 0.03% | Add +85.7% | 3,771 | $386K |
| IMC-Chicago, LLC | 0.00% | New | 3,715 | $380K |
| Abel Hall, LLC | 0.07% | Add +3.2% | 3,704 | $379K |
| Advisortrust Partners, LLC | 0.13% | New | 3,692 | $378K |
| Equitable Holdings, Inc. | 0.00% | Add +1.2% | 3,692 | $378K |
| Bayforest Capital Ltd | 0.34% | Add +1362.7% | 3,642 | $373K |
| TrinityBridge Ltd | 0.01% | Add +0.4% | 3,599 | $369K |
| Gotham Asset Management | 0.00% | No change | 3,594 | $368K |
| Captrust Financial Advisors | 0.00% | Add +4.8% | 3,530 | $361K |
| Capital Asset Advisory Services LLC | 0.01% | New | 3,525 | $361K |
| GAMMA Investing LLC | 0.01% | Add +5.5% | 3,492 | $358K |
| Silver Oak Securities, Incorporated | 0.02% | Add +1.1% | 3,439 | $352K |
| TCFG Investment Advisors, LLC | 0.12% | Add +4.9% | 3,378 | $346K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -18.4% | 3,378 | $346K |
| DNB Asset Management AS | 0.00% | No change | 3,366 | $345K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | No change | 3,326 | $341K |
| Corient Private Wealth LP | 0.00% | Reduce -72.8% | 3,309 | $339K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | No change | 3,260 | $334K |
| Measured Wealth Private Client Group, LLC | 0.08% | Add +7.0% | 3,222 | $330K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | Reduce -0.4% | 3,221 | $330K |
| Sage Rhino Capital LLC | 0.05% | Add +0.8% | 3,211 | $329K |
| Arax Advisory Partners | 0.00% | Add +82.6% | 3,192 | $327K |
| Virtu Financial LLC | 0.01% | Reduce -9.8% | 3,178 | $325K |
| Brucke Financial, Inc. | 0.14% | Add +12.0% | 3,168 | $324K |
| Candriam S.C.A. | 0.00% | Reduce -98.2% | 3,166 | $324K |
| PFG Investments, LLC | 0.01% | Add +2.4% | 3,110 | $318K |
| Axxcess Wealth Management, LLC | 0.00% | New | 2,988 | $306K |
| Choreo, LLC | 0.00% | Add +9.8% | 2,978 | $305K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -0.1% | 2,964 | $303K |
| HUB Investment Partners, LLC | 0.01% | Add +38.2% | 2,937 | $301K |
| Kestra Investment Management, LLC | 0.01% | Reduce -14.4% | 2,914 | $298K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.2% | 2,879 | $295K |
| Victory Financial Group, LLC | 0.03% | Add +10.9% | 2,849 | $292K |
| HB Wealth Management, LLC | 0.00% | Add +13.8% | 2,829 | $290K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -1.6% | 2,815 | $288K |
| 111 Capital | 0.05% | New | 2,770 | $284K |
| Triumph Capital Management | 0.05% | Reduce -2.0% | 2,746 | $281K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.8% | 2,746 | $281K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -6.1% | 2,735 | $280K |
| Brighton Jones LLC | 0.01% | Reduce -8.8% | 2,684 | $275K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.04% | New | 2,675 | $274K |
| Nykredit A/S | 0.00% | — | 2,603 | $267K |
| Sovereign Financial Group, Inc. | 0.04% | Add +3.1% | 2,597 | $266K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.0% | 2,552 | $261K |
| Lifetime Wealth Management P.C. | 0.15% | No change | 2,544 | $261K |
| GWN Securities Inc. | 0.04% | Add +0.4% | 2,513 | $257K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -1.8% | 2,466 | $252K |
| Schroder Investment Management Group | 0.00% | Reduce -99.2% | 2,405 | $252K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.7% | 2,462 | $252K |
| Anchyra Partners LLC | 0.06% | New | 2,413 | $247K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.0% | 2,407 | $246K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | No change | 2,328 | $238K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Reduce -78.4% | 2,246 | $230K |
| Jones Financial Companies LLLP | 0.00% | Reduce -10.7% | 2,124 | $227K |
| Park Avenue Securities LLC | 0.00% | Add +4.4% | 2,203 | $226K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,179 | $223K |
| Horizon Investments, LLC | 0.00% | Reduce -93.8% | 2,154 | $221K |
| Exchange Traded Concepts, LLC | 0.00% | Add +17.6% | 2,154 | $221K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,151 | $220K |
| FJ Capital Management LLC | 0.03% | No change | 2,148 | $220K |
| R Squared Ltd | 0.11% | New | 2,134 | $219K |
| KBC Group NV | 0.00% | No change | 2,116 | $217K |
| Savvy Advisors, Inc. | 0.00% | Add +6.4% | 2,106 | $216K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -7.9% | 2,103 | $215K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,093 | $214K |
| Prosperitas Financial LLC | 0.07% | New | 2,091 | $214K |
| Arkadios Wealth Advisors | 0.00% | Reduce -3.9% | 2,070 | $212K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -37.8% | 2,068 | $212K |
| Evelyn Partners Group Ltd | 0.00% | — | 2,054 | $210K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,049 | $210K |
| Strategic Blueprint, LLC | 0.01% | Add +0.5% | 2,035 | $208K |
| Fieldview Capital Management, LLC | 0.06% | Reduce -2.2% | 2,033 | $208K |
| Busey Bank | 0.01% | No change | 2,033 | $208K |
| Facet Wealth, Inc. | 0.00% | No change | 2,000 | $205K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -11.7% | 1,995 | $204K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +1.9% | 1,980 | $203K |
| Paragon Capital Management Ltd | 0.04% | Reduce -19.5% | 1,970 | $202K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 1,935 | $198K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.2% | 1,749 | $179K |
| Fulcrum Asset Management LLP | 0.02% | New | 1,568 | $164K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -5.4% | 1,552 | $159K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +2.3% | 1,536 | $157K |
| Global Retirement Partners, LLC | 0.00% | — | 1,490 | $153K |
| Simplex Trading, LLC | 0.00% | Add +120.3% | 1,465 | $150K |
| Hamilton Capital Partners Inc. | 0.00% | Reduce -13.0% | 1,337 | $137K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 1,250 | $128K |
| Versant Capital Management, Inc | 0.01% | Add +5.0% | 1,243 | $127K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.3% | 1,156 | $118K |
| Private Trust Co. NA | 0.01% | Reduce -43.3% | 1,119 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.8% | 1,083 | $111K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,039 | $106K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -18.9% | 1,020 | $104K |
| CoreCap Advisors, LLC | 0.00% | New | 986 | $101K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -24.5% | 963 | $99K |
| Ameriflex Group, Inc. | 0.04% | Add +0.3% | 953 | $98K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -32.9% | 831 | $85K |
| Spire Wealth Management | 0.00% | No change | 700 | $72K |
| Smartleaf Asset Management LLC | 0.00% | No change | 678 | $71K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -43.0% | 690 | $71K |
| Pacer Advisors, Inc. | 0.00% | Reduce -20.4% | 679 | $70K |
| Davis Capital Management | 0.04% | Reduce -46.8% | 670 | $69K |
| Continuum Advisory, LLC | 0.00% | New | 575 | $59K |
| Allworth Financial LP | 0.00% | Add +22.7% | 573 | $59K |
| Optiver Holding B.V. | 0.00% | New | 564 | $58K |
| Forum Finance Group S.A. | 0.02% | No change | 650 | $54K |
| Salomon & Ludwin, LLC | 0.00% | No change | 512 | $54K |
| Kemnay Advisory Services Inc. | 0.01% | Reduce -41.2% | 468 | $48K |
| Creative Financial Designs Inc. | 0.00% | No change | 466 | $48K |
| Lanark Financial, Inc. | 0.00% | Add +6.3% | 425 | $44K |
| UMB Bank, n.a. | 0.00% | Add +4.2% | 423 | $43K |
| Blue Trust, Inc. | 0.00% | Reduce -7.5% | 422 | $43K |
| Parallel Advisors, LLC | 0.00% | Add +938.5% | 405 | $41K |
| Employees Retirement System of Texas | 0.00% | No change | 375 | $38K |
| Signature Equity Partners, LLC | 0.02% | No change | 360 | $37K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 338 | $35K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -2.1% | 328 | $34K |
| Clearstead Advisors, LLC | 0.00% | New | 326 | $33K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -89.1% | 317 | $32K |
| Rothschild Investment LLC | 0.00% | Reduce -3.3% | 298 | $31K |
| Essential Partners LLC | 0.01% | Reduce -69.0% | 253 | $26K |
| Bell Investment Advisors, Inc | 0.00% | No change | 229 | $23K |
| Wilkerson Advisory Group LLC | 0.01% | No change | 229 | $23K |
| Signaturefd, LLC | 0.00% | Reduce -8.1% | 217 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -48.5% | 207 | $21K |
| EFG International AG | 0.00% | No change | 200 | $20K |
| SJS Investment Consulting Inc. | 0.00% | Add +640.7% | 200 | $20K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.7% | 197 | $20K |
| JPL Wealth Management, LLC | 0.00% | No change | 195 | $20K |
| Covestor Ltd | 0.01% | Reduce -80.6% | 176 | $18K |
| WealthCollab, LLC | 0.01% | No change | 174 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | Add +5000.0% | 153 | $16K |
| True Wealth Design, LLC | 0.00% | No change | 142 | $15K |
| Fortitude Family Office, LLC | 0.00% | Add +2.3% | 131 | $13K |
| Zions Bancorporation, National Association | 0.00% | Add +18.2% | 130 | $13K |
| Fiduciary Financial Advisors | 0.00% | New | 130 | $13K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -30.2% | 125 | $13K |
| Private Wealth Management Group, LLC | 0.00% | No change | 122 | $12K |
| Wellington Shields Capital Management, LLC | 0.00% | No change | 118 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 105 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +2.0% | 103 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 103 | $11K |
| Decker Retirement Planning Inc. | 0.00% | New | 102 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 102 | $10K |
| Danske Bank A/S | 0.00% | No change | 100 | $10K |
| Kilter Group LLC | 0.00% | Add +5.5% | 96 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.5% | 95 | $10K |
| CVA Family Office, LLC | 0.00% | Add +20.5% | 94 | $10K |
| Larson Financial Group LLC | 0.00% | Add +5.8% | 91 | $9K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 82 | $8K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 80 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +42.6% | 77 | $8K |
| C M Bidwell & Associates Ltd. | 0.00% | Reduce -88.5% | 76 | $8K |
| Rossby Financial, LCC | 0.00% | Reduce -36.8% | 74 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 66 | $7K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.6% | 66 | $7K |
| Valued Wealth Advisors LLC | 0.00% | Add +2900.0% | 60 | $6K |
| Huntington National Bank | 0.00% | Add +460.0% | 56 | $6K |
| Dogwood Wealth Management LLC | 0.00% | No change | 55 | $6K |
| Quarry LP | 0.00% | New | 53 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 53 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 47 | $5K |
| Sachetta, LLC | 0.00% | New | 46 | $5K |
| Mather Group, Llc. | 0.00% | No change | 45 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 40 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 30 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 27 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +85.7% | 26 | $3K |
| Torren Management, LLC | 0.00% | No change | 25 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | Add +83.3% | 22 | $2K |
| Bellevue Asset Management, LLC | 0.00% | New | 22 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +5.0% | 21 | $2K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 20 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 19 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 18 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +41.7% | 17 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 16 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 16 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +50.0% | 15 | $2K |
| Bokf, NA | 0.00% | Reduce -99.6% | 15 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +85.7% | 13 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | Reduce -92.3% | 13 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -35.7% | 9 | $1K |
| Ankerstar Wealth, LLC | 0.00% | Reduce -9.1% | 10 | $1K |
| Bayban | 0.00% | No change | 10 | $1K |
| Ares Financial Consulting, LLC | 0.00% | No change | 10 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -35.7% | 9 | $922 |
| LRI Investments, LLC | 0.00% | Add +600.0% | 7 | $717 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 6 | $614 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -79.3% | 6 | $598 |
| Noble Wealth Management PBC | 0.00% | New | 4 | $410 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $314 |
| Abound Wealth Management | 0.00% | No change | 3 | $308 |
| Accordant Advisory Group Inc | 0.00% | Reduce -100.0% | 2 | $205 |
| US Bancorp \de | 0.00% | New | 2 | $205 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $205 |
| Stone House Investment Management, LLC | 0.00% | Reduce -33.3% | 2 | $205 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $146 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $103 |
| Fairman Group, LLC | 0.00% | No change | 1 | $102 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $102 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $102 |
| Evolution Advisers, Inc. | 0.00% | New | 6 | $0 |
| Navigoe, LLC | 0.00% | New | 6 | $0 |
"% 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.