AI Holders Summary · Q1 2026

594 institutions reported JEF in Q1 2026. BlackRock, Inc. leads at 17.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$725M17.6M0.01%Q1 2026 02

SUMITOMO MITSUI FINANCIAL GROUP, INC.

CIK 0001022837

$382M9.2M7.73%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$323M7.8M0.02%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$277M6.7M0.01%Q1 2026 05

Alyeska Investment Group, L.P.

CIK 0001453072

$246M4.0M0.70%Q4 2025 06

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$235M3.8M0.08%Q1 2026 07

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$216M5.3M0.10%Q1 2026 08

BARROW HANLEY MEWHINNEY & STRAUSS LLC

CIK 0000313028

$204M5.0M0.67%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$202M4.9M0.01%Q1 2026 10

MASSACHUSETTS MUTUAL LIFE INSURANCE CO

CIK 0000225602

$192M4.7M8.86%Q1 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$144M2.3M0.02%Q4 2025 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$126M3.0M0.01%Q1 2026 13

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$117M2.8M0.09%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$116M2.8M0.01%Q1 2026 15

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$110M2.7M0.02%Q1 2026 16

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$108M2.6M0.04%Q1 2026 17

First Pacific Advisors, LP

CIK 0001377581

$107M2.6M1.50%Q1 2026 18

BARCLAYS PLC

CIK 0000312069

$90M2.2M0.02%Q1 2026 19

D. E. Shaw & Co., Inc.

CIK 0001009207

$81M1.3M0.04%Q4 2025 20

JPMORGAN CHASE & CO

CIK 0000019617

$76M1.9M0.00%Q1 2026

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