MERCER GLOBAL ADVISORS INC /ADV
Position in JEF — Jefferies Financial Group Inc.
CIK 853758
DENVER, CO
Position in JEF
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$13,572,568
+$4,482,768 QoQ
Shares Held
271,560
+23.3% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#71
of 581 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $231,531,325 across 34 Capital Markets names. JEF ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
298,848 | $62,471,185 | |
| 2 | GS |
Goldman Sachs Group Inc
|
60,179 | $60,863,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
336,105 | $31,012,408 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
182,980 | $18,349,234 | |
| 5 | JEF |
Jefferies Financial Group Inc.
This page
|
271,560 | $13,572,568 | |
| 6 | EVR |
Evercore Inc.
|
23,728 | $8,101,688 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
106,086 | $6,319,543 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
51,341 | $4,468,720 |
All Filings in JEF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,572,568 | 271,560 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $9,089,800 | 220,252 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,513,468 | 185,791 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,751,620 | 26,775 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,686,420 | 30,836 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,438,140 | 26,846 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,215,427 | 28,258 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,122,059 | 34,477 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,740,206 | 34,972 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,462,797 | 33,170 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,206,117 | 29,847 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,083,112 | 29,569 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $906,635 | 27,333 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $775,503 | 24,433 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $851,344 | 24,835 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $828,714 | 28,092 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $667,245 | 24,158 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $676,645 | 20,598 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $616,260 | 15,883 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $548,149 | 14,763 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $381,193 | 11,146 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||