JEF · Jefferies Financial Group Inc. · Shareholders & Ownership

$51.17 +2.61 (+5.37%) At close · Nov 4

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$11.15B

229.67M

Volume · Nov 4 2.26M Avg daily vol (3M) 2.19M

Every disclosed holder of JEF in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns JEF

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	594	136,318,534	59.35%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	93,351,103	40.65%	Rest
Registered funds (N-PORT, not summed)	367	47,145,908	20.53%	No

Shares outstanding: 229,669,637, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of JEF

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	STEINBERG JOSEPH S Insider CIK 924255 · Nov 14, 2024 Director, 10% Owner, issuer-wide, not summed	20,697,182	9.01%	+100	Nov 14, 2024	Director, 10% Owner, issuer-wide, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,705,627	7.27%	-850,088	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,596,950	2.44%	+122,338	Jun 30, 2026	iShares Trust, not summed
2.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	819,310	0.36%	-20,654	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	627,638	0.27%	+42,019	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	408,329	0.18%	-179,725	Jul 31, 2026	iShares Trust, not summed
2.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	339,278	0.15%	+75,741	Jun 30, 2026	iShares Trust, not summed
3	HANDLER RICHARD B Insider CIK 1211677 · Oct 28, 2026 Director, CEO, issuer-wide, not summed	15,480,688	6.74%	0	Oct 28, 2026	Director, CEO, issuer-wide, not summed
4	SUMITOMO MITSUI FINANCIAL GROUP, INC. Insider CIK 1022837 · Jul 15, 2026 Director, issuer-wide, not summed	8,566,379	3.73%	-34,672,539	Jul 15, 2026	Director, issuer-wide, not summed
4.1	SUMITOMO MITSUI FINANCIAL GROUP, INC. 13F CIK 1022837 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,429,337	2.80%	-2,817,744	Jun 30, 2026	carried, not yet filed for the newest quarter
5	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,426,996	3.67%	+3,144,305	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	613,926	0.27%	+50,676	Jun 30, 2026	AQR Funds, not summed
5.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	142,393	0.06%	-54,833	Jun 30, 2026	AQR Funds, not summed
5.3	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	57,260	0.02%	—	Jun 30, 2026	AQR Funds, not summed
5.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	48,796	0.02%	—	Jun 30, 2026	AQR Funds, not summed
5.5	AQR Global Fund Fund S000024170 · Registered fund · Jun 30, 2026 AQR Funds, not summed	39,697	0.02%	—	Jun 30, 2026	AQR Funds, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,109,182	3.10%	-715,354	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,692,873	2.91%	-22,024	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,964,406	2.16%	+71,662	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	827,825	0.36%	+19,272	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	250,930	0.11%	-3,410	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	115,439	0.05%	-56,267	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	53,119	0.02%	-500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	33,665	0.01%	+440	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	MASSACHUSETTS MUTUAL LIFE INSURANCE CO 13F CIK 225602 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,654,362	2.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,544,447	1.98%	-53,055	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	FRIEDMAN BRIAN P Insider CIK 1275002 · Oct 7, 2026 Director, President, issuer-wide, not summed	3,799,521	1.65%	-100	Oct 7, 2026	Director, President, issuer-wide, not summed
12	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,347,848	1.46%	-443,679	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	AB Large Cap Value Fund Fund S000010411 · Registered fund · Jun 30, 2026 AB TRUST, not summed	111,921	0.05%	0	Jun 30, 2026	AB TRUST, not summed
12.2	AB EQUITY INCOME FUND INC Fund S000010125 · Registered fund · Aug 31, 2026 AB EQUITY INCOME FUND INC, not summed	110,956	0.05%	-18,568	Aug 31, 2026	AB EQUITY INCOME FUND INC, not summed
12.3	AB Select US Long/Short Portfolio Fund S000039195 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	85,326	0.04%	+18,145	Jun 30, 2026	AB CAP FUND, INC., not summed
12.4	AB Select US Equity Portfolio Fund S000034947 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	34,317	0.01%	-6,388	Jun 30, 2026	AB CAP FUND, INC., not summed
12.5	AB US High Dividend ETF Fund S000079471 · Registered fund · Aug 31, 2026 AB Active ETFs, Inc., not summed	24,707	0.01%	+1,565	Aug 31, 2026	AB Active ETFs, Inc., not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,282,982	1.43%	-50,876	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,205,077	1.40%	+380,024	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,977,314	1.30%	-69,658	Jun 30, 2026	carried, not yet filed for the newest quarter
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	2,906,726	1.27%	+40,185	Sep 30, 2026
16.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	419,664	0.18%	+35,021	Jul 31, 2026	Dimensional ETF Trust, not summed
16.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	363,688	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	335,621	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	313,886	0.14%	+34,001	Jul 31, 2026	Dimensional ETF Trust, not summed
16.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	196,142	0.09%	+17,120	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,898,045	1.26%	+84,821	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	183	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
18	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,788,432	1.21%	+171,137	Jun 30, 2026	carried, not yet filed for the newest quarter
19	First Pacific Advisors, LP 13F CIK 1377581 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,704,265	1.18%	+117,764	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	FPA Crescent Fund Fund S000009495 · Registered fund · Jun 30, 2026 Investment Managers Series Trust III, not summed	2,277,248	0.99%	0	Jun 30, 2026	Investment Managers Series Trust III, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,646,300	1.15%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,545,859	1.11%	-2,405,168	Jun 30, 2026	carried, not yet filed for the newest quarter
22	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,141,744	0.93%	+611,516	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Baron Focused Growth Fund Fund S000022521 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	1,930,044	0.84%	+429,344	Jun 30, 2026	BARON SELECT FUNDS, not summed
23	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,078,958	0.91%	-43,981	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,882,582	0.82%	-23,169	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,875,534	0.82%	+29,091	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	1,823,879	0.79%	+619,571	Jun 30, 2026	Bridge Builder Trust, not summed
27	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,596,595	0.70%	-143,430	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,591,384	0.69%	+281,388	Jun 30, 2026	carried, not yet filed for the newest quarter
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,562,599	0.68%	+654,507	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,459,968	0.64%	+7,890	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	106,316	0.05%	+2,174	Jun 30, 2026	Northern Funds, not summed
30.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	32,706	0.01%	+366	Jul 31, 2026	FlexShares Trust, not summed
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,339,953	0.58%	-64,295	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	25,331	0.01%	-739	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,298,376	0.57%	+279,383	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	505,249	0.22%	-2,808	Jul 31, 2026	TIAA-CREF Funds, not summed
32.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	177,116	0.08%	+112,633	Jun 30, 2026	College Retirement Equities Fund, not summed
32.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	132,876	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
32.4	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	114,000	0.05%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
32.5	Nuveen Mid Cap Value Opportunities Fund Fund S000005556 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	113,887	0.05%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,265,262	0.55%	+196,095	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	44,700	0.02%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
33.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	19,239	0.01%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
33.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	5,404	0.00%	-102	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
33.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	2,015	0.00%	-873	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
33.5	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	1,933	0.00%	0	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,232,031	0.54%	+2,002	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	452,396	0.20%	+5,603	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	173,514	0.08%	+786	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	129,539	0.06%	+11,643	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	100,731	0.04%	+4,009	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	99,156	0.04%	+1,329	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35	BECK MACK & OLIVER LLC 13F CIK 10742 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,222,167	0.53%	-935	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,017,239	0.44%	+1,787	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,012,791	0.44%	+236,806	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NewEdge Wealth, LLC 13F CIK 1861796 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	998,413	0.43%	-19,418	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	928,364	0.40%	+751,315	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	203,265	0.09%	-105,663	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	82,435	0.04%	-5,747	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.3	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	35,685	0.02%	—	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
39.4	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	19,448	0.01%	-2,614	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.5	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	4,299	0.00%	+42	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40	Moerus Capital Management LLC 13F CIK 1742647 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	910,370	0.40%	+133,302	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Moerus Worldwide Fund Fund S000053886 · Registered fund · Aug 31, 2026 Northern Lights Fund Trust IV, not summed	174,433	0.08%	+15,525	Aug 31, 2026	Northern Lights Fund Trust IV, not summed
41	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	820,771	0.36%	+292,187	Jun 30, 2026	carried, not yet filed for the newest quarter
42	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	779,872	0.34%	-88,400	Jun 30, 2026	carried, not yet filed for the newest quarter
43	PRIVATE MANAGEMENT GROUP INC 13F CIK 1142031 · Registered investment adviser · Sep 30, 2026	767,534	0.33%	+14,616	Sep 30, 2026
44	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	751,324	0.33%	-175,724	Jun 30, 2026	carried, not yet filed for the newest quarter
45	CAPITAL FUND MANAGEMENT S.A. 13F CIK 1323645 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	688,560	0.30%	+302,593	Jun 30, 2026	carried, not yet filed for the newest quarter
46	CHECK CAPITAL MANAGEMENT INC/CA 13F CIK 1032814 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	685,910	0.30%	+5,739	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Blue Chip Investor Fund Fund S000004808 · Registered fund · Jun 30, 2026 BLUE CHIP INVESTOR FUNDS, not summed	23,600	0.01%	0	Jun 30, 2026	BLUE CHIP INVESTOR FUNDS, not summed
47	Bridge Builder Tax Managed Large Cap Fund Fund S000076294 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	679,753	0.30%	+54,639	Jun 30, 2026	Bridge Builder Trust, not summed
48	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	660,454	0.29%	+15,861	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,516	0.00%	—	Aug 31, 2026	DBX ETF Trust, not summed
48.2	Xtrackers S&P MidCap 400 Scored & Screened ETF Fund S000070348 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	230	0.00%	+7	Aug 31, 2026	DBX ETF Trust, not summed
49	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	654,306	0.28%	+33,957	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Nykredit A/S 13F CIK 1847328 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	629,669	0.27%	—	Jun 30, 2026	carried, not yet filed for the newest quarter

69 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 96223 CUSIP 47233W109 13F (30d) 231 filings 215 filers Visit website Investor relations