Position in JEF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,980,657
+$2,754,462 QoQ
Shares Held
59,637
+835.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#147
of 581 holders
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Inspire Advisors, LLC holds $7,238,351 across 6 Capital Markets names. JEF ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
This page
|
59,637 | $2,980,657 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
30,461 | $2,651,325 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
5,019 | $673,198 | |
| 4 | MRX |
Marex Group Ltd
|
6,025 | $367,223 | |
| 5 | IREN |
IREN Ltd
|
7,343 | $335,795 | |
| 6 | MS |
Morgan Stanley
|
1,101 | $230,153 |
All Filings in JEF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,980,657 | 59,637 | Shares | Defined | 2026-08-13 | |
| 2021-09-30 | $226,195 | 6,092 | Shares | Defined | 2021-11-09 | |
| 2020-12-31 | $1,254 | 51 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||