13F QoQ Ownership Changes
JXN-PA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 77 new · 169 added · 254 reduced · 52 exited
New Positions(77)
Added To(169)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 4,041,610 | +46,661 | $431.0M | +$26.6M | 1.2% |
| Bank of New York Mellon Corp | 886,106 | +213,131 | $94.5M | +$26.4M | 31.7% |
| NORGES BANK | 1,217,796 | +66,366 | $129.9M | +$24.8M | 5.8% |
| FEDERATED HERMES, INC. | 981,046 | +126,611 | $104.6M | +$18.1M | 14.8% |
| TWO SIGMA INVESTMENTS, LP | 350,847 | +118,223 | $37.4M | +$13.9M | 50.8% |
| Point72 Asset Management, L.P. | 325,508 | +119,082 | $34.7M | +$13.8M | 57.7% |
| TUDOR INVESTMENT CORP ET AL | 360,256 | +112,819 | $38.4M | +$13.4M | 45.6% |
| MORGAN STANLEY | 1,196,405 | +67,796 | $127.6M | +$13.3M | 6.0% |
| AQR CAPITAL MANAGEMENT LLC | 288,436 | +106,647 | $30.8M | +$12.4M | 58.7% |
| JANUS HENDERSON GROUP PLC | 368,277 | +98,805 | $39.3M | +$12.0M | 36.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,720,294 | +532 | $183.5M | +$9.4M | 0.0% |
| Cambria Investment Management, L.P. | 88,325 | +81,974 | $9.4M | +$8.9M | 1290.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 239,070 | +62,323 | $25.5M | +$7.6M | 35.3% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 382,081 | +49,081 | $40.7M | +$7.0M | 14.7% |
| Man Group plc | 100,998 | +59,759 | $10.8M | +$6.6M | 144.9% |
| Amundi | 242,437 | +48,612 | $25.9M | +$6.2M | 25.1% |
| LAZARD ASSET MANAGEMENT LLC | 149,443 | +43,194 | $15.9M | +$5.2M | 40.6% |
| BANK OF AMERICA CORP /DE/ | 276,823 | +26,522 | $29.5M | +$4.2M | 10.6% |
| MARTINGALE ASSET MANAGEMENT L P | 54,829 | +34,950 | $5.8M | +$3.8M | 175.8% |
| Y-Intercept (Hong Kong) Ltd | 37,377 | +35,047 | $4.0M | +$3.8M | 1504.2% |
| XTX Topco Ltd | 40,431 | +30,689 | $4.3M | +$3.3M | 315.0% |
| KENNEDY CAPITAL MANAGEMENT LLC | 179,390 | +23,248 | $19.1M | +$3.3M | 14.9% |
| Edgestream Partners, L.P. | 87,573 | +27,887 | $9.3M | +$3.3M | 46.7% |
| Four Tree Island Advisory LLC | 226,107 | +2,160 | $24.1M | +$2.8M | 1.0% |
| WELLS FARGO & COMPANY/MN | 227,982 | +15,622 | $24.3M | +$2.8M | 7.3% |
| TWO SIGMA ADVISERS, LP | 167,800 | +18,200 | $17.9M | +$2.8M | 12.2% |
| JANE STREET GROUP, LLC | 438,451 | +1,425 | $46.8M | +$2.5M | 0.3% |
| IEQ CAPITAL, LLC | 35,106 | +19,403 | $3.7M | +$2.2M | 123.6% |
| SEI INVESTMENTS CO | 239,976 | +5,170 | $25.6M | +$1.8M | 2.2% |
| RAYMOND JAMES FINANCIAL INC | 274,221 | +2,671 | $29.2M | +$1.8M | 1.0% |
| Cetera Investment Advisers | 85,323 | +12,563 | $9.1M | +$1.7M | 17.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 73,900 | +12,500 | $7.9M | +$1.7M | 20.4% |
| CREDIT AGRICOLE S A | 33,029 | +14,632 | $3.5M | +$1.7M | 79.5% |
| LPL Financial LLC | 225,540 | +2,415 | $24.1M | +$1.5M | 1.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 102,593 | +8,600 | $11.0M | +$1.4M | 9.1% |
| ALLIANCEBERNSTEIN L.P. | 138,285 | +5,822 | $14.7M | +$1.3M | 4.4% |
| Kestra Advisory Services, LLC | 27,536 | +10,551 | $2.9M | +$1.2M | 62.1% |
| Focus Partners Wealth | 158,887 | +2,690 | $16.9M | +$1.1M | 1.7% |
| Kera Capital Partners, Inc. | 48,571 | +2,458 | $5.8M | +$1.1M | 5.3% |
| ASSETMARK, INC | 100,308 | +5,414 | $10.7M | +$1.1M | 5.7% |
| Mariner, LLC | 23,255 | +9,392 | $2.5M | +$1.1M | 67.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | 16,800 | +9,714 | $1.8M | +$1.1M | 137.1% |
| FOX RUN MANAGEMENT, L.L.C. | 18,381 | +8,834 | $2.0M | +$993.9K | 92.5% |
| State of Tennessee, Department of Treasury | 38,446 | +2,515 | $4.6M | +$934.7K | 7.0% |
| Allspring Global Investments Holdings, LLC | 124,084 | +1,600 | $13.3M | +$933.8K | 1.3% |
| RWC Asset Management LLP | 50,037 | +6,317 | $5.3M | +$910.7K | 14.4% |
| CenterBook Partners LP | 23,084 | +7,755 | $2.5M | +$910.2K | 50.6% |
| Jump Financial, LLC | 10,665 | +7,109 | $1.1M | +$777.4K | 199.9% |
| Cerity Partners LLC | 17,565 | +6,672 | $1.9M | +$770.7K | 61.3% |
| Counterpoint Mutual Funds LLC | 12,231 | +8,802 | $1.1M | +$741.5K | 256.7% |
| BARCLAYS PLC | 144,448 | +24,751 | $12.8M | +$708.6K | 20.7% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 116,456 | +698 | $12.4M | +$701.9K | 0.6% |
| FRANKLIN RESOURCES INC | 99,909 | +1,485 | $10.7M | +$691.8K | 1.5% |
| Quantinno Capital Management LP | 31,120 | +5,087 | $3.3M | +$683.6K | 19.5% |
| PROFUND ADVISORS LLC | 9,506 | +5,310 | $1.0M | +$589.1K | 126.5% |
| Campbell & CO Investment Adviser LLC | 10,366 | +5,061 | $1.1M | +$568.5K | 95.4% |
| SEGALL BRYANT & HAMILL, LLC | 60,090 | +2,036 | $6.4M | +$531.8K | 3.5% |
| DEUTSCHE BANK AG\ | 56,799 | +2,159 | $6.1M | +$526.4K | 4.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,222 | +3,394 | $1.6M | +$522.9K | 31.3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,546 | +3,596 | $2.9M | +$513.3K | 15.0% |
| GUGGENHEIM CAPITAL LLC | 6,830 | +4,299 | $728.4K | +$472.2K | 169.8% |
| Huntleigh Advisors, Inc. | 54,261 | +1,746 | $5.8M | +$470.9K | 3.3% |
| ZACKS INVESTMENT MANAGEMENT | 28,643 | +2,970 | $3.1M | +$455.7K | 11.6% |
| BNP PARIBAS FINANCIAL MARKETS | 50,825 | +1,599 | $5.4M | +$437.3K | 3.2% |
| Versor Investments LP | 16,079 | +3,361 | $1.7M | +$427.4K | 26.4% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,229 | +3,878 | $664.3K | +$426.3K | 164.9% |
| Aquatic Capital Management LLC | 16,496 | +3,025 | $1.8M | +$395.6K | 22.4% |
| NewEdge Advisors, LLC | 6,223 | +3,309 | $663.7K | +$368.7K | 113.5% |
| AXQ CAPITAL, LP | 7,396 | +3,218 | $788.8K | +$365.8K | 77.0% |
| MorganRosel Wealth Management, LLC | 9,435 | +3,067 | $1.0M | +$361.6K | 48.2% |
| Skandinaviska Enskilda Banken AB (publ) | 15,127 | +2,727 | $1.6M | +$358.0K | 22.0% |
| HARMONY ASSET MANAGEMENT LLC | 15,338 | +2,700 | $1.6M | +$356.5K | 21.4% |
| FORA Capital, LLC | 6,141 | +3,147 | $654.9K | +$351.9K | 105.1% |
| Asset Allocation Strategies LLC | 22,257 | +2,251 | $2.4M | +$348.6K | 11.3% |
| FMR LLC | 11,680 | +2,797 | $1.2M | +$346.5K | 31.5% |
| Vinva Investment Management Ltd | 10,532 | +1,775 | $1.7M | +$331.6K | 20.3% |
| NAPLES GLOBAL ADVISORS, LLC | 40,458 | +996 | $4.3M | +$320.1K | 2.5% |
| Vise Technologies, Inc. | 7,051 | +2,647 | $752.0K | +$306.2K | 60.1% |
| Creative Planning | 11,461 | +2,384 | $1.2M | +$303.4K | 26.3% |
| NewEdge Wealth, LLC | 14,856 | +883 | $1.6M | +$275.7K | 6.3% |
| State of New Jersey Common Pension Fund D | 23,585 | +1,298 | $2.5M | +$259.2K | 5.8% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13,174 | +190 | $1.4M | +$246.0K | 1.5% |
| Pathstone Holdings, LLC | 11,164 | +1,823 | $1.2M | +$245.1K | 19.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 18,311 | +1,383 | $2.0M | +$239.2K | 8.2% |
| Qsemble Capital Management, LP | 12,830 | +1,632 | $1.4M | +$234.7K | 14.6% |
| EXCHANGE TRADED CONCEPTS, LLC | 22,899 | +1,087 | $2.4M | +$234.1K | 5.0% |
| Sequoia Financial Advisors, LLC | 4,104 | +1,810 | $437.7K | +$205.4K | 78.9% |
| MACKENZIE FINANCIAL CORP | 27,700 | +349 | $3.0M | +$204.8K | 1.3% |
| Rathbones Group PLC | 27,453 | +396 | $2.9M | +$188.9K | 1.5% |
| STIFEL FINANCIAL CORP | 24,739 | +329 | $2.6M | +$167.4K | 1.3% |
| GROUP ONE TRADING LLC | 1,640 | +1,501 | $174.9K | +$160.8K | 1079.8% |
| Corient Private Wealth LLC | 12,523 | +867 | $1.3M | +$155.8K | 7.4% |
| Ariadne Wealth Management, LP | 5,911 | +376 | $662.7K | +$141.1K | 6.8% |
| Atria Investments, Inc | 10,107 | +761 | $1.1M | +$131.9K | 8.1% |
| Concurrent Investment Advisors, LLC | 3,549 | +1,058 | $378.5K | +$126.4K | 42.5% |
| Pallas Capital Advisors LLC | 3,414 | +957 | $364.1K | +$115.4K | 38.9% |
| MML INVESTORS SERVICES, LLC | 11,107 | +519 | $1.2M | +$112.7K | 4.9% |
| Pictet Asset Management Holding SA | 10,357 | +533 | $1.1M | +$110.1K | 5.4% |
| Gallagher Fiduciary Advisors, LLC | 8,776 | +612 | $935.9K | +$109.5K | 7.5% |
| Pinnacle Holdings, LLC | 18,285 | +50 | $2.0M | +$104.2K | 0.3% |
| Federation des caisses Desjardins du Quebec | 5,457 | +720 | $582.0K | +$102.5K | 15.2% |
| Focus Partners Advisor Solutions, LLC | 3,764 | +669 | $401.4K | +$102.3K | 21.6% |
| Merit Financial Group, LLC | 5,131 | +734 | $547.3K | +$102.2K | 16.7% |
| State of Wyoming | 2,934 | +847 | $312.9K | +$101.6K | 40.6% |
| NEUBERGER BERMAN GROUP LLC | 7,174 | +605 | $765.1K | +$100.1K | 9.2% |
| LVZ, Inc. | 6,566 | +609 | $700.3K | +$97.2K | 10.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,485 | +296 | $1.1M | +$86.8K | 2.9% |
| C M BIDWELL & ASSOCIATES LTD | 851 | +775 | $90.8K | +$83.1K | 1019.7% |
| AE Wealth Management LLC | 3,149 | +645 | $335.9K | +$82.3K | 25.8% |
| Private Advisor Group, LLC | 14,156 | +49 | $1.5M | +$81.8K | 0.3% |
| Tidal Investments LLC | 4,155 | +325 | $443.1K | +$55.4K | 8.5% |
| CIBC Asset Management Inc | 6,946 | +113 | $740.8K | +$49.1K | 1.6% |
| GAMMA Investing LLC | 2,843 | +321 | $303.2K | +$47.9K | 12.7% |
| HighTower Advisors, LLC | 4,897 | +172 | $522.2K | +$43.9K | 3.6% |
| Brookstone Capital Management | 2,782 | +228 | $296.7K | +$38.1K | 8.9% |
| Triumph Capital Management | 4,110 | +107 | $438.3K | +$33.1K | 2.7% |
| Samalin Investment Counsel, LLC | 5,404 | +34 | $576.4K | +$32.7K | 0.6% |
| EverSource Wealth Advisors, LLC | 1,210 | +218 | $129.0K | +$28.6K | 22.0% |
| JOURNEY STRATEGIC WEALTH LLC | 2,996 | +111 | $319.5K | +$27.5K | 3.8% |
| Global Retirement Partners, LLC | 1,495 | +184 | $159.4K | +$26.7K | 14.0% |
| Smartleaf Asset Management LLC | 1,308 | +166 | $140.7K | +$24.1K | 14.5% |
| SILVER OAK SECURITIES, INCORPORATED | 3,452 | +18 | $371.3K | +$23.7K | 0.5% |
| SEEDS INVESTOR LLC | 2,373 | +102 | $253.1K | +$23.2K | 4.5% |
| WETZEL INVESTMENT ADVISORS, INC. | 2,300 | +100 | $245.3K | +$22.6K | 4.5% |
| Salomon & Ludwin, LLC | 512 | +187 | $56.2K | +$22.4K | 57.5% |
| Focus Financial Network, Inc. | 3,798 | +3 | $405.1K | +$20.9K | 0.1% |
| SAGE RHINO CAPITAL LLC | 3,166 | +10 | $337.7K | +$18.2K | 0.3% |
| Sound Income Strategies, LLC | 483 | +98 | $54.8K | +$16.3K | 25.4% |
| ROTHSCHILD INVESTMENT LLC | 322 | +143 | $34.3K | +$16.2K | 79.9% |
| Paragon Capital Management Ltd | 2,554 | +19 | $272.4K | +$15.7K | 0.7% |
| HUB Investment Partners, LLC | 2,125 | +28 | $226.6K | +$14.4K | 1.3% |
| GWN SECURITIES INC. | 2,492 | +8 | $265.9K | +$14.3K | 0.3% |
| UMB Bank, n.a. | 392 | +114 | $41.8K | +$13.7K | 41.0% |
| Empowered Funds, LLC | 2,302 | +10 | $245.5K | +$13.5K | 0.4% |
| Fifth Third Wealth Advisors LLC | 2,279 | +5 | $243.1K | +$12.9K | 0.2% |
| CIBC Private Wealth Group LLC | 1,980 | +15 | $211.2K | +$12.3K | 0.8% |
| Rossby Financial, LCC | 121 | +112 | $12.9K | +$12.0K | 1244.4% |
| Geneos Wealth Management Inc. | 1,774 | +9 | $189.2K | +$10.5K | 0.5% |
| Legacy Wealth Managment, LLC/ID | 180 | +92 | $19.2K | +$10.3K | 104.5% |
| LSV ASSET MANAGEMENT | 896,939 | +49,141 | $95.7K | +$9.8K | 5.8% |
| BESSEMER GROUP INC | 80,161 | +79,757 | $8.6K | +$8.5K | 19741.8% |
| Cullen/Frost Bankers, Inc. | 324 | +51 | $34.6K | +$7.0K | 18.7% |
| True Wealth Design, LLC | 102 | +57 | $10.9K | +$6.3K | 126.7% |
| Versant Capital Management, Inc | 836 | +6 | $89.2K | +$5.1K | 0.7% |
| ALGERT GLOBAL LLC | 276,794 | +35,290 | $29.5K | +$5.1K | 14.6% |
| Root Financial Partners, LLC | 274 | +32 | $29.2K | +$4.7K | 13.2% |
| FIFTH THIRD BANCORP | 264 | +16 | $28.2K | +$3.1K | 6.5% |
| JFS WEALTH ADVISORS, LLC | 82 | +24 | $8.7K | +$2.9K | 41.4% |
| Blue Trust, Inc. | 455 | +3 | $48.5K | +$2.8K | 0.7% |
| HARBOUR INVESTMENTS, INC. | 452 | +3 | $48.2K | +$2.8K | 0.7% |
| GSA CAPITAL PARTNERS LLP | 28,289 | +19,563 | $3.0K | +$2.1K | 224.2% |
| SJS Investment Consulting Inc. | 25 | +13 | $2.7K | +$1.5K | 108.3% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 57 | +11 | $6.1K | +$1.4K | 23.9% |
| MAI Capital Management | 63 | +9 | $6.7K | +$1.3K | 16.7% |
| Larson Financial Group LLC | 85 | +6 | $9.0K | +$1.1K | 7.6% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 52,499 | +5,395 | $5.6K | +$831 | 11.4% |
| SG Americas Securities, LLC | 18,896 | +7,175 | $2.0K | +$828 | 61.2% |
| CSM Advisors, LLC | 69,623 | +3,476 | $7.4K | +$729 | 5.3% |
| Thrivent Financial for Lutherans | 61,018 | +2,878 | $6.5K | +$622 | 5.0% |
| Janney Montgomery Scott LLC | 57,617 | +2,399 | $6.1K | +$555 | 4.3% |
| Bare Financial Services, Inc | 54 | +2 | $5.8K | +$495 | 3.8% |
| CWM, LLC | 12,641 | +4,219 | $1.3K | +$495 | 50.1% |
| Bay Harbor Wealth Management, LLC | 8 | +4 | $853 | +$449 | 100.0% |
| Prestige Wealth Management Group LLC | 10 | +5 | $951 | +$444 | 100.0% |
| Parallel Advisors, LLC | 39 | +2 | $4.2K | +$413 | 5.4% |
| Rialto Wealth Management, LLC | 16 | +2 | $1.7K | +$289 | 14.3% |
| Close Asset Management Ltd | 3,512 | +2,490 | $375 | +$271 | 243.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,016 | +297 | $108 | +$35 | 41.3% |
| HANTZ FINANCIAL SERVICES, INC. | 764 | +75 | $81 | +$11 | 10.9% |