As of the latest SEC filings, Jackson Financial Inc. (JXN) is held by 406 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $236,685,936.00 in market value, representing 0.01% of its portfolio.
Funds holding Jackson Financial Inc. (JXN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JXN
- CIK:
- 0001822993
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $236,685,936.00 | 2,238,800 | Mar 31, 2026 | May 28, 2026 |
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.20% | $184,159,588.32 | 1,741,956 | Mar 31, 2026 | May 26, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.10% | $172,302,878.88 | 1,629,804 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.24% | $171,113,951.76 | 1,618,558 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.52% | $122,015,241.04 | 1,114,498 | Feb 28, 2026 | Apr 29, 2026 |
|
VEIPX
VANGUARD EQUITY INCOME FUND
|
MF | Vanguard | 0.19% | $118,110,912.60 | 1,117,205 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.60% | $111,496,581.99 | 963,087 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.18% | $109,719,070.44 | 1,037,827 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.10% | $83,557,916.40 | 790,370 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.24% | $77,497,595.70 | 669,410 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.49% | $67,828,789.08 | 641,589 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.42% | $65,960,767.89 | 569,757 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.50% | $61,710,772.68 | 583,719 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.42% | $57,169,888.71 | 493,823 | Apr 30, 2026 | Jun 29, 2026 |
|
VASVX
VANGUARD SELECTED VALUE FUND
|
MF | Vanguard | 0.78% | $51,671,276.79 | 446,327 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.66% | $49,770,544.44 | 470,777 | Mar 31, 2026 | May 26, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.45% | $43,587,615.96 | 412,293 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.54% | $40,831,847.46 | 352,698 | Apr 30, 2026 | Jun 29, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.30% | $39,796,023.45 | 1,595,031 | Mar 31, 2026 | May 26, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.97% | $39,211,653.72 | 370,901 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.09% | $38,788,216.60 | 354,295 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.25% | $37,587,549.44 | 343,328 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.17% | $36,170,440.32 | 330,384 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.17% | $31,984,356.75 | 276,275 | Apr 30, 2026 | Jun 24, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.03% | $30,478,189.05 | 263,265 | Apr 30, 2026 | Jun 26, 2026 |
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