Filing Research | JXN - Jackson Financial Inc Cl A Institutional Holdings

Snapshot holdings

50 / 99 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	310.4KSH	$31.8M
2	EASTERLY INVESTMENT PARTNERS LLC	Shares	255.3KSH	$26.1M
3	Robeco Institutional Asset Management B.V.	Shares	72.9KSH	$7.5M
4	Poehling Capital Management, INC.	Shares	44.4KSH	$4.5M
5	NAPLES GLOBAL ADVISORS, LLC	Shares	39.9KSH	$4.1M
6	Louisiana State Employees Retirement System	Shares	30.6KSH	$3.1M
7	Rathbones Group PLC	Shares	24.6KSH	$2.5M
8	Linden Thomas Advisory Services, LLC	Shares	22.1KSH	$2.3M
9	Capital Investment Advisory Services, LLC	Shares	21.5KSH	$2.2M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.1KSH	$2.1M
11	CWA Asset Management Group, LLC	Shares	19.8KSH	$2.0M
12	Police & Firemen's Retirement System of New Jersey	Shares	19.5KSH	$2.0M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.5KSH	$1.7M
14	RFG Advisory, LLC	Shares	15.0KSH	$1.5M
15	Y-Intercept (Hong Kong) Ltd	Shares	13.2KSH	$1.4M
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	12.2KSH	$1.3M
17	Artemis Investment Management LLP	Shares	12.2KSH	$1.2M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.8KSH	$1.1M
19	Wealthcare Advisory Partners LLC	Shares	11.1KSH	$1.1M
20	Prospera Financial Services Inc	Shares	9.9KSH	$1.0M
21	HARMONY ASSET MANAGEMENT LLC	Shares	9.8KSH	$1.0M
22	WETZEL INVESTMENT ADVISORS, INC.	Shares	9.1KSH	$931.7K
23	Steadtrust LLC	Shares	8.9KSH	$914.3K
24	BENJAMIN EDWARDS INC	Shares	8.3KSH	$846.7K
25	CV Advisors LLC	Shares	7.8KSH	$798.6K
26	Nilsine Partners, LLC	Shares	7.4KSH	$759.7K
27	LVZ, Inc.	Shares	6.8KSH	$693.2K
28	BayBridge Capital Group, LLC	Shares	5.7KSH	$583.2K
29	Merit Financial Group, LLC	Shares	5.6KSH	$573.2K
30	Colonial River Investments, LLC	Shares	4.9KSH	$506.1K
31	Fifth Third Wealth Advisors LLC	Shares	4.6KSH	$471.3K
32	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	4.6KSH	$468.0K
33	Mirae Asset Global Investments Co., Ltd.	Shares	4.4KSH	$447.5K
34	Farther Finance Advisors, LLC	Shares	4.2KSH	$430.0K
35	Meriwether Wealth & Planning, LLC	Shares	4.0KSH	$414.7K
36	Guilbault Capital LLC	Shares	4.0KSH	$409.0K
37	Tactive Advisors, LLC	Shares	3.9KSH	$399.3K
38	Focus Financial Network, Inc.	Shares	3.8KSH	$389.7K
39	Abel Hall, LLC	Shares	3.7KSH	$379.3K
40	GAMMA Investing LLC	Shares	3.5KSH	$357.5K
41	TCFG Investment Advisors, LLC	Shares	3.4KSH	$345.9K
42	PensionDanmark Pensionsforsikringsaktieselskab	Shares	3.3KSH	$340.5K
43	Comprehensive Financial Consultants Institutional, Inc.	Shares	3.2KSH	$329.8K
44	Brucke Financial, Inc.	Shares	3.2KSH	$324.4K
45	PFG Investments, LLC	Shares	3.1KSH	$318.4K
46	FIRST CITIZENS BANK & TRUST CO	Shares	2.8KSH	$288.2K
47	Envestnet Portfolio Solutions, Inc.	Shares	2.7KSH	$281.2K
48	Triumph Capital Management	Shares	2.7KSH	$281.2K
49	Crossmark Global Holdings, Inc.	Shares	2.7KSH	$280.0K
50	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	2.7KSH	$273.9K

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

50 / 108 loaded

#		Instrument
1	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+45.9K	+$4.1M	$26.1M
2	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+18.7K	+$939.9K	$31.8M
3	WETZEL INVESTMENT ADVISORS, INC. added	Shares	+6.8K	+$688.6K	$931.7K
4	CWA Asset Management Group, LLC added	Shares	+6.8K	+$649.8K	$2.0M
5	BayBridge Capital Group, LLC added	Shares	+3.2K	+$320.3K	$583.2K
6	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+2.7K	+$273.9K	$273.9K
7	ANCHYRA PARTNERS LLC new	Shares	+2.4K	+$247.1K	$247.1K
8	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+2.2K	+$220.3K	$220.3K
9	Fifth Third Wealth Advisors LLC added	Shares	+2.2K	+$217.0K	$471.3K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+436	+$173.7K	$1.1M
11	CoreCap Advisors, LLC new	Shares	+986	+$101.0K	$101.0K
12	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$83.6K	$2.0M
13	RFG Advisory, LLC added	Shares	+1.1K	+$64.0K	$1.5M
14	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+323	+$27.0K	$220.5K
15	Brucke Financial, Inc. added	Shares	+339	+$25.3K	$324.4K
16	SJS Investment Consulting Inc. added	Shares	+173	+$17.6K	$20.5K
17	GHP Investment Advisors, Inc. added	Shares	+150	+$15.3K	$15.7K
18	Decker Retirement Planning Inc. new	Shares	+102	+$10.4K	$10.4K
19	GAMMA Investing LLC added	Shares	+181	+$7.5K	$357.5K
20	Valued Wealth Advisors LLC added	Shares	+58	+$5.9K	$6.1K
21	TCFG Investment Advisors, LLC added	Shares	+159	+$5.6K	$345.9K
22	Sachetta, LLC new	Shares	+46	+$4.7K	$4.7K
23	Merit Financial Group, LLC added	Shares	+207	+$3.2K	$573.2K
24	Creative Capital Management Investments LLC new	Shares	+27	+$2.8K	$2.8K
25	Guilbault Capital LLC added	Shares	+150	+$2.6K	$409.0K
26	Versant Capital Management, Inc added	Shares	+59	+$2.1K	$127.3K
27	Wealth Enhancement Trust Services, Inc. new	Shares	+19	+$1.9K	$1.9K
28	LANARK FINANCIAL, INC. added	Shares	+25	+$1.2K	$43.5K
29	Bogart Wealth, LLC added	Shares	+12	+$1.2K	$2.7K
30	BENJAMIN EDWARDS INC added	Shares	+270	+$1.0K	$846.7K
31	JFS WEALTH ADVISORS, LLC added	Shares	+9	+$636	$9.7K
32	LRI Investments, LLC added	Shares	+6	+$611	$717
33	Physician Wealth Advisors, Inc. added	Shares	+5	+$478	$1.5K
34	Noble Wealth Management PBC new	Shares	+4	+$410	$410
35	Handelsbanken Fonder AB added	Shares	+2.5K	+$195	$2.1K
36	PARK AVENUE SECURITIES LLC added	Shares	+93	+$3	$226
37	Abound Wealth Management unchanged	Shares	0	-$10	$308
38	Matrix Trust Co exited	Shares	-187	-$20	$0
39	Ares Financial Consulting, LLC unchanged	Shares	0	-$24	$1.0K
40	Hughes Financial Services, LLC unchanged	Shares	0	-$33	$1.0K
41	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$59	$1.8K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+712	-$73	$4.6K
43	Torren Management, LLC unchanged	Shares	0	-$85	$2.6K
44	Fortitude Family Office, LLC added	Shares	+3	-$119	$13.4K
45	High Note Wealth, LLC unchanged	Shares	0	-$157	$4.8K
46	Dogwood Wealth Management LLC unchanged	Shares	0	-$184	$5.6K
47	AMALGAMATED BANK trimmed	Shares	-1.6K	-$236	$1.9K
48	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$266	$8.2K
49	Abel Hall, LLC added	Shares	+114	-$282	$379.3K
50	Vermillion Wealth Management, Inc. exited	Shares	-3	-$317	$0

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