JXN · Jackson Financial Inc. · Shareholders & Ownership

$130.44 +1.82 (+1.42%) At close · Oct 20

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$8.71B

67.73M

Volume · Oct 20 651.73K Avg daily vol (3M) 724.67K

Every disclosed holder of JXN 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 JXN

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)	515	62,984,405	93.00%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	1,622,535	2.40%	Yes
Remaining	—	3,121,804	4.61%	Rest
Registered funds (N-PORT, not summed)	365	27,897,433	41.19%	No

Shares outstanding: 67,728,744, 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 JXN

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	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,800,653	10.04%	-100,075	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,741,956	2.57%	0	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,565,922	2.31%	-52,636	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	575,203	0.85%	-8,516	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	470,777	0.70%	0	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	108,985	0.16%	-1,131	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,446,195	8.04%	-17,549	Jun 30, 2026	carried, not yet filed for the newest quarter
3	TPG GP A, LLC 13F CIK 1903793 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,715,554	6.96%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,117,157	6.08%	+56,807	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	963,087	1.42%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	578,455	0.85%	+8,698	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	495,837	0.73%	+2,014	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	364,552	0.54%	+11,854	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	277,100	0.41%	+825	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,136,509	4.63%	-17,704	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,972,127	4.39%	+40,766	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	639,178	0.94%	-2,411	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	361,638	0.53%	-9,263	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	129,438	0.19%	+10,554	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	22,500	0.03%	-1,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	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	12,375	0.02%	+200	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,297,678	3.39%	+116,110	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,214,055	3.27%	-24,745	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	DONALD SMITH & CO., INC. 13F CIK 814375 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,789,104	2.64%	-103,293	Jun 30, 2026	carried, not yet filed for the newest quarter
10	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,749,644	2.58%	+263,838	Jun 30, 2026	carried, not yet filed for the newest quarter
11	First Trust Portfolios L.P. 13G CIK 1184765 · Unknown · Mar 31, 2025 Rule 13d-1(b), qualified institution	1,622,535	2.40%	—	Mar 31, 2025	Rule 13d-1(b), qualified institution
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,597,852	2.36%	-31,952	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,519,396	2.24%	-105,514	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	70,276	0.10%	—	May 31, 2026	Goldman Sachs Trust, not summed
13.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	37,253	0.06%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
13.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	21,179	0.03%	-1,257	May 31, 2026	Goldman Sachs ETF Trust, not summed
13.4	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	8,333	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
13.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	2,283	0.00%	+12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
14	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,457,597	2.15%	-69,111	Jun 30, 2026	carried, not yet filed for the newest quarter
15	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,290,021	1.90%	-45,772	Jun 30, 2026	carried, not yet filed for the newest quarter
16	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,141,755	1.69%	+81,914	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	47,000	0.07%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
16.2	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	46,700	0.07%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
17	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	1,117,205	1.65%	0	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,018,101	1.50%	-47,100	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	340,213	0.50%	+9,829	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	191,305	0.28%	+7,668	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	160,722	0.24%	+12,431	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	77,279	0.11%	+521	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	43,894	0.06%	+2,090	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,018,067	1.50%	+318	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	87	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,013,210	1.50%	-24,617	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,004,572	1.48%	-81,345	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,002,120	1.48%	-112,378	May 31, 2026	American Century ETF Trust, not summed
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	998,581	1.47%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	898,102	1.33%	+32,794	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	95,746	0.14%	+4,666	Jul 31, 2026	FlexShares Trust, not summed
24.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	33,455	0.05%	+1,991	Jun 30, 2026	Northern Funds, not summed
24.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,118	0.02%	+644	Jul 31, 2026	FlexShares Trust, not summed
24.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,277	0.01%	-207	Jun 30, 2026	Northern Funds, not summed
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	831,745	1.23%	+11,897	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	799,354	1.18%	+8,984	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	668,999	0.99%	+2,457	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Victory RS Global Fund Fund S000053563 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	120,566	0.18%	0	Jun 30, 2026	Victory Portfolios, not summed
27.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	71,293	0.11%	+3,088	Jun 30, 2026	Victory Portfolios II, not summed
27.3	Victory Sustainable World Fund Fund S000012923 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	67,015	0.10%	-1,389	May 31, 2026	Victory Portfolios III, not summed
27.4	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	63,214	0.09%	+11,971	Jun 30, 2026	Victory Portfolios II, not summed
27.5	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	26,455	0.04%	0	Jul 31, 2026	Victory Portfolios III, not summed
28	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	650,839	0.96%	-260,014	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	11,149	0.02%	+896	Jul 31, 2026	BNY Mellon ETF Trust, not summed
29	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	550,901	0.81%	+171,870	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Prieskorn Laura Louene Insider CIK 1856349 · Sep 24, 2026 Director, CEO and President, issuer-wide, not summed	522,211	0.77%	+496	Sep 24, 2026	Director, CEO and President, issuer-wide, not summed
31	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	509,715	0.75%	+356,955	Jun 30, 2026	carried, not yet filed for the newest quarter
32	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	465,318	0.69%	-6,687	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	460,439	0.68%	+3,957	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	454,641	0.67%	+22,343	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	195,030	0.29%	-3,860	Jul 31, 2026	TIAA-CREF Funds, not summed
34.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	86,393	0.13%	+6,427	Jul 31, 2026	TIAA-CREF Funds, not summed
34.3	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	61,100	0.09%	-9,737	Jul 31, 2026	NuShares ETF Trust, not summed
34.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	56,449	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
34.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	4,053	0.01%	-101	Jun 30, 2026	TIAA-CREF Life Funds, not summed
35	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	436,727	0.64%	-9,600	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
36	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	412,293	0.61%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
37	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	366,243	0.54%	+163,006	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	347,372	0.51%	+4,044	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
39	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	344,506	0.51%	-145,771	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	336,994	0.50%	-7,046	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	51,386	0.08%	-4,279	Jul 31, 2026	Principal Funds, Inc, not summed
40.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	4,391	0.01%	+2,182	Jul 31, 2026	Principal Funds, Inc, not summed
41	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	293,763	0.43%	-13,007	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	13,071	0.02%	+4,590	Jun 30, 2026	AQR Funds, not summed
41.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	4,594	0.01%	—	Mar 31, 2026	AQR Funds, not summed
42	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	292,994	0.43%	+117,263	Jun 30, 2026	carried, not yet filed for the newest quarter
43	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	287,598	0.42%	+90,658	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	284,626	0.42%	-39,226	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	69,369	0.10%	+15,316	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
44.2	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	63,318	0.09%	+12,590	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.3	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	43,221	0.06%	-10,840	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	28,948	0.04%	-167	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.5	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	13,963	0.02%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	280,925	0.41%	+56,014	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	62,653	0.09%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
45.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	13,144	0.02%	+3,318	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
45.3	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	2,301	0.00%	-191	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
45.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	2,094	0.00%	+508	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
46	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	278,495	0.41%	-19,357	Jun 30, 2026	carried, not yet filed for the newest quarter
47	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	272,954	0.40%	-52,268	Jun 30, 2026	carried, not yet filed for the newest quarter
48	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	270,582	0.40%	+238,048	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	265,380	0.39%	+72,314	Jun 30, 2026	carried, not yet filed for the newest quarter
50	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	260,300	0.38%	+157,800	Jun 30, 2026	carried, not yet filed for the newest quarter

49 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 1822993 CUSIP 46817M107 13F (30d) 75 filings 73 filers Visit website Investor relations