ENVESTNET ASSET MANAGEMENT INC
Position in JEF — Jefferies Financial Group Inc.
CIK 1407543
Berwyn, PA
Position in JEF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$743,502
+$283,259 QoQ
Shares Held
14,876
+33.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#278
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. JEF ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,502 | 14,876 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $460,243 | 11,152 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,685,767 | 124,024 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,111,964 | 246,285 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,756,442 | 233,250 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $12,850,746 | 239,887 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $20,933,348 | 267,007 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,815,003 | 126,970 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,596,158 | 112,463 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,491,408 | 101,846 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,062,645 | 125,282 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,501,459 | 150,190 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,483,157 | 135,157 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,613,445 | 971,338 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,807,774 | 140,250 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,705,822 | 125,621 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,837,971 | 138,956 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,672,797 | 203,129 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,157,833 | 158,707 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,960,080 | 133,587 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,527,295 | 132,377 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,520,737 | 116,968 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,584,086 | 105,044 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,743,604 | 96,867 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,111,734 | 71,494 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,052,518 | 76,995 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||