Signals

← Signals

☆JEF

511 in-universe funds with a nonzero position in JEF within the trailing 4 quarters, as of 2025Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-28 Insider HANDLER RICHARD B (CEO) acquired via award ($4,009,941)
2026-08-28 Insider Ellis-Kirk Matrice acquired via award ($8,760)
2026-08-28 Insider Sharp Michael J. (EVP and General Counsel) acquired via award ($39,605)
2026-08-28 Insider Weiler Melissa acquired via award ($8,760)
2026-08-28 Insider FRIEDMAN BRIAN P (President) acquired via award ($1,540,459)
2026-08-28 Insider O Kane Michael T acquired via award ($28,562)
2026-08-28 Insider Larson Matthew Scott (EVP, CFO) acquired via award ($39,605)
2026-08-28 Insider BEYER ROBERT D acquired via award ($26,598)
2026-08-07 Insider FRIEDMAN BRIAN P (President) disposed via G
2026-07-21 Ownership Dilution filing by Jefferies Financial Group Inc. (424B5)
2026-07-21 Ownership Dilution filing by Jefferies Financial Group Inc. (424B5)
2026-07-15 Insider SUMITOMO MITSUI FINANCIAL GROUP, INC. acquired via purchase ($318,717,006)
2026-07-15 8-K Item(s) 8.01, 9.01
2026-07-09 Ownership Dilution filing by Jefferies Financial Group Inc. (424B5)
2026-07-08 8-K Item(s) 8.01, 9.01
2026-07-07 Ownership Dilution filing by Jefferies Financial Group Inc. (424B5)
2026-07-02 Ownership Dilution filing by Jefferies Financial Group Inc. (424B5)
2026-07-02 Ownership Dilution filing by Jefferies Financial Group Inc. (424B5)
2026-07-02 Ownership Dilution filing by Jefferies Financial Group Inc. (424B5)
2026-07-02 Ownership Dilution filing by Jefferies Financial Group Inc. (424B5)
2026-07-02 Ownership Dilution filing by Jefferies Financial Group Inc. (424B5)
2026-07-02 Ownership Dilution filing by Jefferies Financial Group Inc. (424B5)
2026-06-24 8-K Item(s) 2.02, 9.01
2026-04-28 8-K Item(s) 8.01, 9.01
2026-04-24 8-K Item(s) 8.01, 9.01
2026-03-31 8-K Item(s) 5.03, 5.07, 9.01
2026-03-25 8-K Item(s) 2.02, 9.01
2026-03-09 8-K Item(s) 7.01, 9.01
2026-02-11 8-K Item(s) 7.01, 9.01
2026-01-16 8-K Item(s) 8.01, 9.01

Flow ranking

Rank#612
Score / z0.260 / 0.32
Consensus191.47 over 341 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+4% / 1.8d

Forensics

Clean as of 2026Q2
Accrual ratio—
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-28 HANDLER RICHARD B A $4,009,941
2026-08-28 Ellis-Kirk Matrice A $8,760
2026-08-28 Sharp Michael J. A $39,605
2026-08-28 Weiler Melissa A $8,760
2026-08-28 FRIEDMAN BRIAN P A $1,540,459
2026-08-28 O Kane Michael T A $28,562
2026-08-28 Larson Matthew Scott A $39,605
2026-08-28 BEYER ROBERT D A $26,598
2026-08-07 FRIEDMAN BRIAN P G —
2026-07-15 SUMITOMO MITSUI FINANCIAL GR P $318,717,006
Showing the 10 most recent.

8-K events

Negative / total0 / 2
FiledFormItems
2026-07-15 8-K 8.01, 9.01
2026-07-08 8-K 8.01, 9.01
2026-06-24 8-K 2.02, 9.01
2026-04-28 8-K 8.01, 9.01
2026-04-24 8-K 8.01, 9.01
2026-03-31 8-K 5.03, 5.07, 9.01
2026-03-25 8-K 2.02, 9.01
2026-03-09 8-K 7.01, 9.01
2026-02-11 8-K 7.01, 9.01
2026-01-16 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 94
FiledFormFiler
2026-07-21 424B5 Jefferies Financial Group Inc.
2026-07-21 424B5 Jefferies Financial Group Inc.
2026-07-09 424B5 Jefferies Financial Group Inc.
2026-07-07 424B5 Jefferies Financial Group Inc.
2026-07-02 424B5 Jefferies Financial Group Inc.
2026-07-02 424B5 Jefferies Financial Group Inc.
2026-07-02 424B5 Jefferies Financial Group Inc.
2026-07-02 424B5 Jefferies Financial Group Inc.
2026-07-02 424B5 Jefferies Financial Group Inc.
2026-07-02 424B5 Jefferies Financial Group Inc.
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 842.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 817.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 505.7 8.3% 2 -0.8 pp +8.3 pp +8.3 pp +8.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 388.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 366.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 264.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS MUTUAL LIFE INSURANCE CO CIK 0000225602 0.978 2 254.6 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 246.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 160.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 157.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 156.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Advisors, LP CIK 0001377581 0.846 74 141.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 113.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 109.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORGES BANK CIK 0001374170 0.994 1617 107.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 92.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 86.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 86.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 85.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 83.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 80.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 80.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 79.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 73.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 70.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 70.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 62.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 58.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 54.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 51.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 45.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 39.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 39.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 38.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 36.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Moerus Capital Management LLC CIK 0001742647 0.309 14 36.4 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 35.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 35.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 32.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 32.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 31.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 31.2 5.0% 3 +0.1 pp -2.5 pp +5.0 pp +5.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 29.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 28.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 28.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 27.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hosking Partners LLP CIK 0001650135 0.592 98 26.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoodHaven Capital Management, LLC CIK 0001542300 0.777 24 24.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 23.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 23.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Capital Management, LLC CIK 0001588456 0.557 179 23.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 22.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 21.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 21.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 21.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KETTLE HILL CAPITAL MANAGEMENT, LLC CIK 0001387369 0.018 35 21.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 21.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 19.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 18.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBOTTI ROBERT CIK 0001105838 0.673 61 18.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 17.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 16.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 16.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 16.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merrion Investment Management Co, LLC CIK 0001383782 0.283 106 11.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rock Point Advisors, LLC CIK 0001301540 0.271 123 9.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 9.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIXIS CIK 0001274981 0.561 1107 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.524 50 8.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 8.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lafayette Investments, Inc. CIK 0001308377 0.521 162 7.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 7.2 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Poehling Capital Management, INC. CIK 0001730815 0.228 166 6.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 5.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just JEF). Qtrs Held counts distinct quarters this fund has actually held JEF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JEF position size. Δ columns are the percentage-point change in JEF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status