Position in JEF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,757,196
+$118,241 QoQ
Shares Held
35,158
-11.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#193
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, 2026HighTower Advisors, LLC holds $770,868,956 across 32 Capital Markets names. JEF ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,409,310 | $294,602,162 | |
| 2 | GS |
Goldman Sachs Group Inc
|
219,334 | $221,827,827 | |
| 3 | MC |
Moelis & Co
|
1,843,458 | $120,599,022 | |
| 4 | SCHW |
Schwab Charles Corp
|
375,553 | $34,652,275 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
189,028 | $25,354,325 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
186,772 | $18,729,496 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
214,526 | $18,672,343 | |
| 8 | IREN |
IREN Ltd
|
117,618 | $5,378,671 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,757,196 | 35,158 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,638,955 | 39,713 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,293,137 | 37,004 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,607,354 | 100,999 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,153,090 | 39,369 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,491,603 | 27,844 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,423,500 | 30,912 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,933,347 | 31,411 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,661,585 | 33,392 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,471,793 | 33,374 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,502,565 | 37,183 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,325,932 | 36,198 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,193,522 | 35,982 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,123,183 | 35,387 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,638,174 | 47,788 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,675,719 | 56,804 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,226,330 | 44,400 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,540,995 | 46,910 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,688,848 | 43,527 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,728,511 | 46,553 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $808,727 | 23,647 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $636,193 | 21,136 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $426,540 | 17,339 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $228,545 | 12,697 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $516,074 | 33,188 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $470,752 | 34,437 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||