Filing Research | JEF - JEFFERIES FINANCIAL GROUP IN Institutional Holdings

Snapshot holdings

50 / 124 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	1.0MSH	$51.4M
2	Mraz, Amerine & Associates, Inc.	Shares	617.1KSH	$30.8M
3	Fideuram Asset Management (Ireland) dac	Shares	377.6KSH	$18.6M
4	Gradient Investments LLC	Shares	308.9KSH	$15.4M
5	Sequoia Financial Advisors, LLC	Shares	182.9KSH	$9.1M
6	Merrion Investment Management Co, LLC	Shares	147.9KSH	$7.4M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	168.7KSH	$7.3M
8	Y-Intercept (Hong Kong) Ltd	Shares	140.9KSH	$7.0M
9	LEE DANNER & BASS INC	Shares	139.8KSH	$7.0M
10	Poehling Capital Management, INC.	Shares	122.4KSH	$6.1M
11	Ervin Investment Management, LLC	Shares	92.2KSH	$4.6M
12	Police & Firemen's Retirement System of New Jersey	Shares	68.4KSH	$3.4M
13	GATEWAY INVESTMENT ADVISERS LLC	Shares	54.2KSH	$2.7M
14	Louisiana State Employees Retirement System	Shares	47.9KSH	$2.4M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	47.3KSH	$2.4M
16	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	42.8KSH	$2.1M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	39.2KSH	$2.0M
18	Vest Financial, LLC	Shares	35.6KSH	$1.8M
19	Merit Financial Group, LLC	Shares	35.5KSH	$1.8M
20	Intrinsic Value Partners, LLC	Shares	31.8KSH	$1.6M
21	MIZUHO MARKETS AMERICAS LLC	Shares	29.9KSH	$1.5M
22	NorthCrest Asset Manangement, LLC	Shares	28.4KSH	$1.5M
23	LANARK FINANCIAL, INC.	Shares	21.9KSH	$1.1M
24	Friedenthal Financial	Shares	20.9KSH	$1.0M
25	WADDELL & ASSOCIATES, LLC	Shares	15.6KSH	$777.6K
26	Counterpoint Mutual Funds LLC	Shares	14.3KSH	$713.8K
27	SECURIAN ASSET MANAGEMENT, INC	Shares	12.1KSH	$661.8K
28	OFI INVEST ASSET MANAGEMENT	Shares	13.7KSH	$597.4K
29	Crossmark Global Holdings, Inc.	Shares	11.4KSH	$568.4K
30	Sylvest Advisors, LLC	Shares	10.6KSH	$529.1K
31	Diversified Trust Co	Shares	10.3KSH	$515.0K
32	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	10.0KSH	$499.8K
33	KWMG, LLC	Shares	9.9KSH	$495.1K
34	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	9.5KSH	$473.1K
35	EQUITABLE TRUST CO	Shares	9.0KSH	$449.8K
36	MISSION WEALTH MANAGEMENT, LP	Shares	8.3KSH	$416.5K
37	Farther Finance Advisors, LLC	Shares	8.3KSH	$412.0K
38	Crewe Advisors LLC	Shares	7.5KSH	$377.1K
39	Boston Trust Walden Corp	Shares	7.5KSH	$374.9K
40	Perpetual Ltd	Shares	7.0KSH	$352.3K
41	Cooper Financial Group	Shares	7.0KSH	$349.4K
42	Hennion & Walsh Asset Management, Inc.	Shares	6.9KSH	$343.5K
43	Sivia Capital Partners, LLC	Shares	6.6KSH	$331.3K
44	EverSource Wealth Advisors, LLC	Shares	6.5KSH	$322.9K
45	GREENLEAF TRUST	Shares	6.3KSH	$317.2K
46	BFSG, LLC	Shares	6.3KSH	$316.1K
47	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	6.1KSH	$305.5K
48	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.0KSH	$301.9K
49	PFG Investments, LLC	Shares	5.8KSH	$291.8K
50	Whitener Capital Management, Inc.	Shares	5.6KSH	$282.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 134 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac new	Shares	+377.6K	+$18.6M	$18.6M
2	Assenagon Asset Management S.A. trimmed	Shares	-66.4K	+$6.2M	$51.4M
3	Mraz, Amerine & Associates, Inc. added	Shares	+2.8K	+$5.5M	$30.8M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+53.1K	+$3.3M	$7.3M
5	Y-Intercept (Hong Kong) Ltd added	Shares	+47.6K	+$3.2M	$7.0M
6	Gradient Investments LLC added	Shares	+7.5K	+$3.0M	$15.4M
7	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+43.5K	+$2.3M	$2.7M
8	Sequoia Financial Advisors, LLC added	Shares	+10.3K	+$2.0M	$9.1M
9	Vest Financial, LLC new	Shares	+35.6K	+$1.8M	$1.8M
10	MIZUHO MARKETS AMERICAS LLC new	Shares	+29.9K	+$1.5M	$1.5M
11	Merit Financial Group, LLC added	Shares	+18.5K	+$1.1M	$1.8M
12	Poehling Capital Management, INC. trimmed	Shares	-277	+$1.1M	$6.1M
13	Friedenthal Financial new	Shares	+20.9K	+$1.0M	$1.0M
14	Ervin Investment Management, LLC added	Shares	+1.9K	+$880.0K	$4.6M
15	LEE DANNER & BASS INC trimmed	Shares	-9.0K	+$846.3K	$7.0M
16	Police & Firemen's Retirement System of New Jersey added	Shares	+3.3K	+$733.3K	$3.4M
17	NorthCrest Asset Manangement, LLC added	Shares	+8.3K	+$653.1K	$1.5M
18	WADDELL & ASSOCIATES, LLC added	Shares	+8.3K	+$479.2K	$777.6K
19	Louisiana State Employees Retirement System unchanged	Shares	0	+$417.2K	$2.4M
20	MISSION WEALTH MANAGEMENT, LP new	Shares	+8.3K	+$416.5K	$416.5K
21	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-881	+$336.1K	$2.1M
22	Sivia Capital Partners, LLC new	Shares	+6.6K	+$331.3K	$331.3K
23	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+6.0K	+$301.9K	$301.9K
24	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-3.1K	+$282.8K	$2.4M
25	Intrinsic Value Partners, LLC unchanged	Shares	0	+$276.8K	$1.6M
26	Apollon Wealth Management, LLC new	Shares	+5.4K	+$271.6K	$271.6K
27	RIVERSEDGE ADVISORS, LLC new	Shares	+5.1K	+$256.9K	$256.9K
28	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.3K	+$247.1K	$2.0M
29	FAMILY WEALTH PARTNERS, LLC new	Shares	+4.9K	+$244.3K	$244.3K
30	Sage Capital Management, LLC new	Shares	+4.6K	+$228.5K	$228.5K
31	SANDERS MORRIS HARRIS LLC new	Shares	+4.2K	+$209.9K	$209.9K
32	Capstone Wealth Management, LLC new	Shares	+4.2K	+$209.0K	$209.0K
33	Wedmont Private Capital new	Shares	+3.9K	+$205.3K	$205.3K
34	LANARK FINANCIAL, INC. added	Shares	+7	+$191.2K	$1.1M
35	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-127	+$158.8K	$661.8K
36	EverSource Wealth Advisors, LLC added	Shares	+2.0K	+$138.7K	$322.9K
37	Crossmark Global Holdings, Inc. added	Shares	+261	+$109.8K	$568.4K
38	Sylvest Advisors, LLC added	Shares	+230	+$101.7K	$529.1K
39	PARSONS CAPITAL MANAGEMENT INC/RI unchanged	Shares	0	+$87.1K	$499.8K
40	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+4	+$82.6K	$473.1K
41	IFP Advisors, Inc added	Shares	+935	+$79.1K	$232.2K
42	KWMG, LLC trimmed	Shares	-272	+$75.1K	$495.1K
43	GREENLEAF TRUST added	Shares	+322	+$68.6K	$317.2K
44	Crewe Advisors LLC unchanged	Shares	0	+$65.7K	$377.1K
45	Boston Trust Walden Corp unchanged	Shares	0	+$65.3K	$374.9K
46	Cooper Financial Group added	Shares	+59	+$63.3K	$349.4K
47	MKT Advisors LLC unchanged	Shares	0	+$56.8K	$278.6K
48	True Wealth Design, LLC added	Shares	+822	+$52.7K	$107.9K
49	Fifth Third Wealth Advisors LLC added	Shares	+76	+$48.8K	$261.7K
50	M.E. ALLISON & CO., INC. unchanged	Shares	0	+$47.0K	$269.9K

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