Signals

JEF

665 in-universe funds with a nonzero position in JEF within the trailing 4 quarters, as of 2025Q4

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#22866
Score / z-1.132 / -1.62
Consensus187.68 over 350 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-9% / 3.2d

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

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 1,013.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 913.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 573.0 10.1% 4 -0.5 pp +1.9 pp +1.1 pp +10.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 453.9 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 345.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 295.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS MUTUAL LIFE INSURANCE CO CIK 0000225602 0.978 2 288.4 11.9% 3 -2.1 pp -4.7 pp +11.9 pp +11.9 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 246.2 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 236.3 3.7% 3 +0.5 pp +2.6 pp +3.7 pp +3.7 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 211.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROBOTTI ROBERT CIK 0001105838 0.673 61 189.5 26.7% 3 +22.9 pp +23.5 pp +26.7 pp +26.7 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 182.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 161.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 159.9 2.1% 3 -0.2 pp +0.1 pp +2.1 pp +2.1 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 156.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 145.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 131.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 121.5 0.0% 3 -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 109.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 108.8 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 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 106.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 96.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 91.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 88.9 0.0% 5 -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 88.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 87.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 76.4 1.4% 3 -0.1 pp +0.0 pp +1.4 pp +1.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 72.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 68.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 63.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 61.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 61.0 0.7% 3 -1.2 pp -0.2 pp +0.7 pp +0.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 60.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Munro Partners CIK 0001768744 0.213 59 60.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 60.0 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 59.4 0.4% 3 +0.3 pp +0.2 pp +0.4 pp +0.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 59.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 57.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 57.3 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 43.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 42.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 40.8 1.2% 3 -0.1 pp -0.0 pp +1.2 pp +1.2 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 38.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Moerus Capital Management LLC CIK 0001742647 0.309 14 37.8 16.3% 3 -1.8 pp +0.8 pp +16.3 pp +16.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 37.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 37.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 35.9 5.3% 5 -0.5 pp +0.3 pp +0.5 pp -2.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 31.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hosking Partners LLP CIK 0001650135 0.592 98 30.1 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 29.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 28.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
GoodHaven Capital Management, LLC CIK 0001542300 0.777 24 27.4 8.9% 3 -0.4 pp +0.5 pp +8.9 pp +8.9 pp
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 26.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 26.5 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 26.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 26.0 2.5% 3 -0.1 pp +0.1 pp +2.5 pp +2.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 25.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 24.0 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 23.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 22.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 21.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 21.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 20.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 18.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 18.1 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 17.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 17.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 17.3 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 16.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 16.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 16.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 15.8 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
VALUEWORKS LLC CIK 0001282189 0.188 38 15.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 14.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 13.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 12.5 0.1% 3 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
Merrion Investment Management Co, LLC CIK 0001383782 0.283 106 12.4 6.7% 3 -1.1 pp -0.7 pp +6.7 pp +6.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 12.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 11.7 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rock Point Advisors, LLC CIK 0001301540 0.271 123 11.2 2.8% 3 -0.2 pp +0.1 pp +2.8 pp +2.8 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 10.8 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 10.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Man Group plc CIK 0001637460 0.631 2032 10.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 10.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 9.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 9.2 1.8% 3 +0.1 pp -0.0 pp +1.8 pp +1.8 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 9.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 8.5 1.6% 3 -0.1 pp +0.1 pp +1.6 pp +1.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 8.2 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 7.6 1.6% 3 -0.1 pp -0.0 pp +1.6 pp +1.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 7.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VR Advisory Services Ltd CIK 0001348145 0.539 43 6.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 6.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
RBF Capital, LLC CIK 0001134621 0.512 506 6.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 5.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 5.9 2.3% 3 -0.2 pp +0.0 pp +2.3 pp +2.3 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 5.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 5.6 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 5.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 5.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 5.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 5.2 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
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VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.524 50 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 0.125 218 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 0.0 0.0% 0 -0.8 pp -0.4 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.0 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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