Cetera Investment Advisers
Position in JEF — Jefferies Financial Group Inc.
CIK 1666741
SCHAUMBURG, IL
Position in JEF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,085,815
+$482,174 QoQ
Shares Held
61,741
-2.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#142
of 581 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Derivatives in JEF
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$90
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $402,887,556 across 38 Capital Markets names. JEF ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
126,209 | $127,643,996 | |
| 2 | MS |
Morgan Stanley
|
389,557 | $81,432,995 | |
| 3 | SCHW |
Schwab Charles Corp
|
626,708 | $57,826,347 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
453,791 | $45,506,161 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
224,287 | $19,521,940 | |
| 6 | IREN |
IREN Ltd
|
392,080 | $17,929,818 | |
| 7 | HUT |
Hut 8 Corp.
|
46,739 | $5,395,783 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
18,019 | $5,075,591 |
All Filings in JEF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,085,815 | 61,741 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,603,641 | 63,088 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $90 | 300 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $3,257,143 | 52,560 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,920,414 | 44,641 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,621,558 | 29,650 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,605,653 | 29,973 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,565,404 | 32,722 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,102,545 | 17,913 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $894,883 | 17,984 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $722,269 | 16,378 | Shares | Sole | 2024-05-24 | |
| 2023-09-30 | $228,497 | 6,238 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $397,376 | 11,980 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $504,031 | 15,880 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,132,852 | 33,047 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $377,718 | 12,804 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $252,833 | 9,154 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $268,154 | 8,163 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $205,174 | 5,288 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||