13F holdings
JONES FINANCIAL COMPANIES LLLP portfolio
Managed by . 4,724 reported positions worth $208.1B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$208.1B
Book value
4,724
Positions
49%
Top 10 weight
+574
New this quarter
-269
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (574)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA ORD | $189.3M | 1,004,416 | 0.09% |
| QGEN | QIAGEN NV | $45.7M | 1,169,141 | 0.02% |
| SUNB | SUNBELT RENTALS HLDGS INC | $23.1M | 354,530 | 0.01% |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $8.2M | 419,881 | 0.00% |
| CRUX | COLUMBIA ETF TRUST I | $7.1M | 238,650 | 0.00% |
| DFIC | DIMENSIONAL ETF TR | $3.3M | 94,908 | 0.00% |
| AMCR | AMCOR PLC | $2.7M | 69,624 | 0.00% |
| BSCZ | INVESCO EXCHANGE-TRADED | $2.7M | 131,187 | 0.00% |
| PNFP | PINNACLE FINL PARTNERS INC NEW | $2.5M | 30,594 | 0.00% |
| FTWO | EA SER TR | $2.5M | 54,758 | 0.00% |
| PIPR | PIPER SANDLER COS | $2.3M | 30,999 | 0.00% |
| LGN | LEGENCE CORP | $2.1M | 38,136 | 0.00% |
| CDNL | CARDINAL INFRASTRUCTURE GROUP | $1.1M | 30,126 | 0.00% |
| VSNT | VERSANT MEDIA GROUP INC | $975,936 | 27,543 | 0.00% |
| EVTR | MORGAN STANLEY ETF TR | $736,273 | 14,571 | 0.00% |
| THRO | BLACKROCK ETF TR ISHARES U S T | $726,747 | 20,547 | 0.00% |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $718,943 | 24,458 | 0.00% |
| XCEM | COLUMBIA ETF TR II | $679,325 | 17,146 | 0.00% |
| OBK | ORIGIN BANCORP INC | $674,126 | 16,736 | 0.00% |
| 430 | TERNS PHARMACEUTICALS INC | $665,046 | 12,567 | 0.00% |
| ALHC | ALIGNMENT HEALTHCARE INC | $561,972 | 33,813 | 0.00% |
| EQPT | EQUIPMENTSHARECOM INC | $530,824 | 26,475 | 0.00% |
| CASS | CASS INFORMATION SYSTEM INC | $514,736 | 11,863 | 0.00% |
| FIGR | FT INTER INC | $510,136 | 16,456 | 0.00% |
| FPS | FORGENT PWR SOLUTIONS INC | $503,293 | 16,426 | 0.00% |
Closed out (269)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC SPONSORED ADR | $5.5M | 59,663 | 0.00% |
| CMA | COMERICA INC | $1.9M | 22,342 | 0.00% |
| PINNACLE FINANCIAL PARTN | PINNACLE FINANCIAL PARTNERS | $1.8M | 18,419 | 0.00% |
| XRLV | INVESCO EXCHANGE-TRADED FD TR | $1.5M | 28,051 | 0.00% |
| CYBR | CYBER ARK SOFTWARE LTD | $1.1M | 2,411 | 0.00% |
| AMCR | AMCOR PLC | $822,820 | 98,659 | 0.00% |
| 1RG | REV GROUP INC | $547,537 | 9,004 | 0.00% |
| EXK | EXACT SCIENCES CORP | $522,120 | 5,141 | 0.00% |
| SYU1 | SYNOVUS FINANCIAL CORP | $234,190 | 4,679 | 0.00% |
| NYM | AB ACTIVE ETFS INC | $206,616 | 8,263 | 0.00% |
| JMBS | JANUS DETROIT STR TR | $143,924 | 3,150 | 0.00% |
| INFL | LISTED FDS TR | $126,266 | 2,840 | 0.00% |
| CADE | CADENCE BK | $120,214 | 2,806 | 0.00% |
| DSTL | ETF SER SOLUTIONS | $109,495 | 1,859 | 0.00% |
| NUVEEN CALIFORNIA SELECT | NUVEEN CALIFORNIA SELECT TAX | $94,578 | 7,165 | 0.00% |
| QGEN | QIAGEN NV | $89,311 | 1,986 | 0.00% |
| MSLC | MORGAN STANLEY PATHWAY FDS | $86,371 | 1,588 | 0.00% |
| ALDX | ALDEYRA THERAPEUTICS INC | $77,700 | 15,000 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $75,415 | 222 | 0.00% |
| CIVI | CIVITAS RES INC | $73,827 | 2,725 | 0.00% |
| PHYS | SPROTT PHYSICAL GOLD TRUST | $71,719 | 2,172 | 0.00% |
| SHP ETF TR | SHP ETF TR | $70,616 | 2,259 | 0.00% |
| NVDL | GRANITESHARES ETF TR | $64,423 | 732 | 0.00% |
| VGUS | VANGUARD INSTL INDEX FD | $58,938 | 781 | 0.00% |
| 8QR | CONFLUENT INC | $57,547 | 1,903 | 0.00% |
Added to (3202)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $12.1B | 18,924,918 | 5.79% | +3% |
| VOO | VANGUARD S&P 500 ETF | $10.0B | 17,095,668 | 4.79% | +18% |
| IEFA | ISHARES TR | $9.5B | 108,462,596 | 4.56% | +8% |
| IWR | ISHARES RUSSELL MIDCAP | $8.9B | 92,963,542 | 4.26% | +18% |
| SPYM | SPDR SER TR | $8.3B | 110,682,000 | 3.97% | +92% |
| VO | VANGUARD MID CAP ETF | $7.4B | 26,272,163 | 3.57% | +22% |
| VV | VANGUARD INDEX TRUST | $5.4B | 18,664,465 | 2.61% | +5% |
| SCZ | ISHARES | $3.8B | 49,428,037 | 1.81% | +41% |
| IUSB | ISHARES TR | $3.7B | 79,586,891 | 1.75% | +4% |
| USHY | ISHARES BROAD USD HIGH YIELD | $3.5B | 95,360,826 | 1.67% | +8% |
| VEA | VANGUARD FTSE DEVELOPED | $3.4B | 54,998,602 | 1.64% | +4% |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $2.4B | 19,864,667 | 1.16% | +22% |
| AAPL | APPLE INC | $2.1B | 8,423,796 | 1.01% | +193% |
| NVDA | NVIDIA CORP | $2.0B | 12,018,453 | 0.97% | +166% |
| DFIS | DIMENSIONAL ETF TR | $1.9B | 58,747,186 | 0.92% | +28% |
Trimmed (446)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MUA | BLACKROCK MUNIASSETS FUND INC | $9 | 1 | 0.00% | -100% |
| DAWNGBX | DAY ONE BIOPHARMACEUTICALS INC | $43 | 2 | 0.00% | -100% |
| MTA | METALLA RTY & STREAMING LTD | $37 | 6 | 0.00% | -99% |
| AIRO | AIRO GROUP HLDGS INC | $9 | 1 | 0.00% | -98% |
| MAX | MEDIAALPHA INC CL A | $517 | 57 | 0.00% | -98% |
| TAL | TAL ED GROUP | $45 | 4 | 0.00% | -97% |
| AMWL | AMERICAN WELL CORP | $74 | 14 | 0.00% | -97% |
| QAI | NYLI HEDGE MULTI-STRATEGY | $169 | 5 | 0.00% | -97% |
| CABA | CABALETTA BIO INC | $1,750 | 653 | 0.00% | -97% |
| PTRN | PATTERN GROUP INC | $163 | 14 | 0.00% | -95% |
| DNA | GINKGO BIOWORKS HLDGS INC | $71 | 12 | 0.00% | -95% |
| SMLF | ISHARES | $589 | 8 | 0.00% | -95% |
| IART | INTEGRA LIFESCIENCES HOLDINGS | $1,463 | 159 | 0.00% | -95% |
| KSCP | KNIGHTSCOPE INC | $274 | 57 | 0.00% | -95% |
| KYN | KAYNE ANDERSON ENERGY | $3,585 | 250 | 0.00% | -94% |
The book
Largest 150 of 4,724 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VUG | VANGUARD INDEX TR | $16.6B | 39,228,809 | 7.96% | — |
| AGG | ISHARES CORE US AGGREGATE BOND | $13.0B | 132,174,808 | 6.26% | — |
| IVV | ISHARES CORE S&P 500 ETF | $12.1B | 18,924,918 | 5.79% | — |
| VOO | VANGUARD S&P 500 ETF | $10.0B | 17,095,668 | 4.79% | — |
| VTV | VANGUARD INDEX TR | $9.9B | 51,321,269 | 4.77% | — |
| IEFA | ISHARES TR | $9.5B | 108,462,596 | 4.56% | — |
| IWR | ISHARES RUSSELL MIDCAP | $8.9B | 92,963,542 | 4.26% | — |
| SPYM | SPDR SER TR | $8.3B | 110,682,000 | 3.97% | — |
| VO | VANGUARD MID CAP ETF | $7.4B | 26,272,163 | 3.57% | — |
| VV | VANGUARD INDEX TRUST | $5.4B | 18,664,465 | 2.61% | — |
| SCZ | ISHARES | $3.8B | 49,428,037 | 1.81% | — |
| IUSB | ISHARES TR | $3.7B | 79,586,891 | 1.75% | — |
| IWB | ISHARES RUSSELL 1000 | $3.6B | 10,453,379 | 1.75% | — |
| USHY | ISHARES BROAD USD HIGH YIELD | $3.5B | 95,360,826 | 1.67% | — |
| VEA | VANGUARD FTSE DEVELOPED | $3.4B | 54,998,602 | 1.64% | — |
| AVDV | AMERICAN CENTY ETF TR | $2.9B | 30,361,872 | 1.41% | — |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $2.4B | 19,864,667 | 1.16% | — |
| AAPL | APPLE INC | $2.1B | 8,423,796 | 1.01% | — |
| NVDA | NVIDIA CORP | $2.0B | 12,018,453 | 0.97% | — |
| DFIS | DIMENSIONAL ETF TR | $1.9B | 58,747,186 | 0.92% | — |
| MSFT | MICROSOFT CORP | $1.8B | 5,077,240 | 0.87% | — |
| AMZN | AMAZON COM INC | $1.7B | 8,516,303 | 0.82% | — |
| GOOGL | ALPHABET INC | $1.6B | 5,922,207 | 0.78% | — |
| IEMG | ISHARES INC | $1.4B | 20,057,125 | 0.65% | — |
| AVGO | BROADCOM INC | $1.1B | 3,762,687 | 0.54% | — |
| IWS | ISHARES RUSSELL MIDCAP VALUE | $1.1B | 7,702,234 | 0.53% | — |
| IUSG | ISHARES CORE S&P U.S. GROWTH | $1.0B | 6,741,171 | 0.49% | — |
| DGRO | ISHARES TR | $831.5M | 12,067,891 | 0.40% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $791.0M | 3,415,137 | 0.38% | — |
| IUSV | ISHARES CORE S&P U.S VALUE | $768.3M | 7,651,770 | 0.37% | — |
| VB | VANGUARD INDEX TRUST | $763.2M | 2,976,080 | 0.37% | — |
| META | META PLATFORMS INC | $735.8M | 1,394,773 | 0.35% | — |
| OEF | ISHARES S&P 100 FUND | $672.3M | 2,174,537 | 0.32% | — |
| SPY | SPDR S&P 500 ETF TR | $614.5M | 961,155 | 0.30% | — |
| EFA | ISHARES MSCI EAFE FUND | $597.5M | 6,354,951 | 0.29% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $586.1M | 1,793,762 | 0.28% | — |
| LLY | ELI LILLY & CO | $572.5M | 650,867 | 0.28% | — |
| VOE | VANGUARD INDEX TR | $570.8M | 3,133,089 | 0.27% | — |
| V | VISA INC CL A | $563.1M | 1,902,811 | 0.27% | — |
| CGDV | CAPITAL GROUP DIVID VALUE ETF | $562.3M | 13,483,605 | 0.27% | — |
| JPM | JPMORGAN CHASE & CO | $557.5M | 1,966,359 | 0.27% | — |
| IWD | ISHARES RUSSELL 1000 VALUE | $554.8M | 2,641,153 | 0.27% | — |
| IJH | ISHARES CORE S&P MID CAP ETF | $548.8M | 8,269,770 | 0.26% | — |
| EFV | ISHARES TR MSCI EAFE VALUE | $536.1M | 7,441,607 | 0.26% | — |
| GOOG | ALPHABET INC | $514.6M | 1,879,140 | 0.25% | — |
| EXMOC | EXXON MOBIL CORP | $498.7M | 2,917,317 | 0.24% | — |
| IWF | ISHARES RUSSELL 1000 GROWTH | $468.5M | 1,134,310 | 0.23% | — |
| LIN | LINDE PLC | $465.0M | 946,497 | 0.22% | — |
| EFG | ISHARES TR | $462.9M | 4,299,898 | 0.22% | — |
| VTEB | VANGUARD TAX EXEMPT BOND INDEX | $441.3M | 8,880,433 | 0.21% | — |
| VYM | VANGUARD | $435.1M | 2,985,657 | 0.21% | — |
| VIG | VANGUARD DIVIDEND APPRECIATION | $433.3M | 2,055,747 | 0.21% | — |
| CVX | CHEVRON CORP | $428.5M | 2,031,200 | 0.21% | — |
| VTWO | VANGUARD RUSSELL 2000 ETF | $412.2M | 4,197,675 | 0.20% | — |
| VSS | VANGUARD FTSE ALL-WORLD EX US | $386.6M | 2,718,482 | 0.19% | — |
| CGGR | CAPITAL GROUP GROWTH ETF | $375.0M | 9,610,507 | 0.18% | — |
| JNJ | JOHNSON & JOHNSON | $373.5M | 1,551,388 | 0.18% | — |
| IWP | ISHARES RUSSELL MIDCAP GROWTH | $356.4M | 2,851,583 | 0.17% | — |
| APH | AMPHENOL CORP | $344.6M | 2,787,314 | 0.17% | — |
| AVEM | AMERICAN CENTY ETF TR AVANTIS | $335.1M | 4,262,711 | 0.16% | — |
| RTX | RTX CORP | $334.1M | 1,758,650 | 0.16% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $331.5M | 706,009 | 0.16% | — |
| IVW | ISHARES S&P 500 GROWTH | $327.9M | 2,990,288 | 0.16% | — |
| QQQ | INVESCO QQQ TR | $322.9M | 573,848 | 0.16% | — |
| MRK | MERCK & CO INC | $318.2M | 2,659,381 | 0.15% | — |
| PG | PROCTER & GAMBLE CO | $316.8M | 2,218,265 | 0.15% | — |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $312.3M | 2,953,836 | 0.15% | — |
| BND | VANGUARD TOTAL BD MARKET ETF | $307.6M | 4,207,293 | 0.15% | — |
| BAC | BANK AMERICA CORP | $307.6M | 6,537,754 | 0.15% | — |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $292.5M | 7,801,326 | 0.14% | — |
| IWM | ISHARES RUSSELL 2000 | $290.4M | 1,191,917 | 0.14% | — |
| ADI | ANALOG DEVICES INC | $285.1M | 925,742 | 0.14% | — |
| MDT | MEDTRONIC PLC | $282.0M | 3,237,420 | 0.14% | — |
| ROST | ROSS STORES INC | $277.1M | 1,308,753 | 0.13% | — |
| IAGG | ISHARES TR | $273.9M | 5,513,003 | 0.13% | — |
| NVS | NOVARTIS AG ADR | $270.1M | 1,821,796 | 0.13% | — |
| TSLA | TESLA INC | $268.3M | 741,379 | 0.13% | — |
| AMD | ADVANCED MICRO DEVICES INC | $264.0M | 1,307,106 | 0.13% | — |
| VOT | VANGUARD INDEX TR | $261.6M | 1,036,302 | 0.13% | — |
| MCD | MCDONALDS CORP | $260.9M | 852,691 | 0.13% | — |
| VWO | VANGUARD FTSE EMERGING MARKETS | $257.8M | 4,846,903 | 0.12% | — |
| DE | DEERE & CO | $256.7M | 453,252 | 0.12% | — |
| VEU | VANGUARD INTERNATIONAL EQUITY | $253.1M | 3,468,500 | 0.12% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $251.1M | 1,644,956 | 0.12% | — |
| KO | COCA-COLA CO | $248.1M | 3,276,983 | 0.12% | — |
| WFC | WELLS FARGO & CO | $248.1M | 3,211,555 | 0.12% | — |
| VTI | VANGUARD INDEX TRUST | $242.6M | 773,538 | 0.12% | — |
| JGRO | J P MORGAN EXCHANGE-TRADED FD | $240.3M | 2,930,243 | 0.12% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $240.1M | 506,040 | 0.12% | — |
| ASML | ASML HLDG NV | $239.4M | 183,763 | 0.12% | — |
| COST | COSTCO WHOLESALE CORPORATION | $238.2M | 241,960 | 0.11% | — |
| BIV | VANGUARD INTER TERM BD ETF | $238.0M | 3,109,181 | 0.11% | — |
| COP | CONOCOPHILLIPS | $236.3M | 1,766,840 | 0.11% | — |
| HD | HOME DEPOT INC | $235.3M | 731,337 | 0.11% | — |
| TTE | TOTALENERGIES SE | $235.2M | 2,616,965 | 0.11% | — |
| BTI | BRITISH AMERN TOB PLC | $224.7M | 3,886,821 | 0.11% | — |
| VONG | VANGUARD RUSSELL 1000 GROWTH | $220.6M | 2,077,244 | 0.11% | — |
| LOW | LOWES COMPANIES INC | $218.0M | 944,206 | 0.10% | — |
| GE | GE AEROSPACE | $215.4M | 761,718 | 0.10% | — |
| ETN | EATON CORP PLC | $212.6M | 594,884 | 0.10% | — |
| VBR | VANGUARD SMALL CAP VALUE ETF | $209.9M | 984,444 | 0.10% | — |
| DUK | DUKE ENERGY CORP NEW | $209.4M | 1,610,470 | 0.10% | — |
| CB | CHUBB LTD SWITZ | $203.4M | 637,285 | 0.10% | — |
| SCHF | SCHWAB STRATEGIC TR | $201.0M | 8,345,201 | 0.10% | — |
| VYMI | VANGUARD INTERNATIONAL HIGH | $200.6M | 2,193,118 | 0.10% | — |
| ACGL | ARCH CAP GROUP LTD | $197.5M | 2,114,031 | 0.09% | — |
| BLK | BLACKROCK INC | $196.4M | 209,745 | 0.09% | — |
| MA | MASTERCARD INC CL A | $194.2M | 401,050 | 0.09% | — |
| PEP | PEPSICO INC | $192.2M | 1,254,640 | 0.09% | — |
| AZN | ASTRAZENECA ORD | $189.3M | 1,004,416 | 0.09% | — |
| NOW | SERVICENOW INC | $185.1M | 1,856,285 | 0.09% | — |
| SPHQ | INVESCO EXCHANGE-TRADED FD TR | $182.9M | 2,467,657 | 0.09% | — |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $182.0M | 617,063 | 0.09% | — |
| WMT | WAL-MART INC | $182.0M | 1,480,640 | 0.09% | — |
| BCS | BARCLAYS PLC | $179.9M | 8,890,185 | 0.09% | — |
| NWG | NATWEST GROUP PLC | $178.1M | 12,478,180 | 0.09% | — |
| NGG | NATIONAL GRID PLC | $176.8M | 2,157,622 | 0.08% | — |
| CGGO | CAPITAL GROUP GLOBAL GROWTH | $176.7M | 5,426,564 | 0.08% | — |
| GEV | GE VERNOVA INC | $176.7M | 207,057 | 0.08% | — |
| KLAC | KLA CORP | $175.5M | 121,580 | 0.08% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $171.9M | 1,201,510 | 0.08% | — |
| JEPI | J P MORGAN EXCHANGE-TRADED FD | $169.0M | 3,042,219 | 0.08% | — |
| AME | AMETEK INC | $166.6M | 795,422 | 0.08% | — |
| ANET | ARISTA NETWORKS INC | $165.4M | 1,369,123 | 0.08% | — |
| CRM | SALESFORCE INC | $164.5M | 915,072 | 0.08% | — |
| CSCO | CISCO SYSTEMS INC | $163.7M | 2,048,234 | 0.08% | — |
| ABBV | ABBVIE INCORPORATED | $162.9M | 777,405 | 0.08% | — |
| NFLX | NETFLIX COM INC | $162.6M | 1,738,673 | 0.08% | — |
| PULS | PGIM ETF TR | $160.8M | 3,238,063 | 0.08% | — |
| PAAA | PGIM ETF TR | $160.7M | 3,127,790 | 0.08% | — |
| CAT | CATERPILLAR INC | $159.8M | 229,707 | 0.08% | — |
| SCHW | CHARLES SCHWAB CORP | $157.3M | 1,702,694 | 0.08% | — |
| AMAT | APPLIED MATLS INC | $157.0M | 465,418 | 0.08% | — |
| MPC | MARATHON PETE CORP | $156.3M | 621,765 | 0.08% | — |
| ABT | ABBOTT LABORATORIES | $155.9M | 1,501,209 | 0.07% | — |
| TJX | TJX COMPANIES INC NEW | $153.7M | 986,901 | 0.07% | — |
| LMT | LOCKHEED MARTIN CORP | $153.5M | 249,653 | 0.07% | — |
| C | CITIGROUP INC | $152.2M | 1,416,827 | 0.07% | — |
| BA | BOEING CO | $150.7M | 790,673 | 0.07% | — |
| RIO | RIO TINTO PLC | $149.5M | 1,725,801 | 0.07% | — |
| ISRG | INTUITIVE SURGICAL INC | $149.1M | 329,419 | 0.07% | — |
| MU | MICRON TECHNOLOGY INC | $148.0M | 414,402 | 0.07% | — |
| ENB | ENBRIDGE INC | $147.2M | 2,696,635 | 0.07% | — |
| NEE | NEXTERA ENERGY INC | $145.7M | 1,591,960 | 0.07% | — |
| SCHM | SCHWAB STRATEGIC TR | $145.5M | 4,791,027 | 0.07% | — |
| E | ENI SPA | $145.5M | 2,634,185 | 0.07% | — |
| PGR | PROGRESSIVE CORPORATION | $144.8M | 728,175 | 0.07% | — |
| CBRE | CBRE GROUP INC | $144.6M | 1,097,438 | 0.07% | — |
| BSV | VANGUARD SHORT TERM BD ETF | $143.2M | 1,832,755 | 0.07% | — |
| UNH | UNITEDHEALTH GROUP INC | $141.7M | 547,071 | 0.07% | — |
This table is the 150 largest positions by value, out of 4,724 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by JONES FINANCIAL COMPANIES LLLP (CIK 815917, accession 0001193125-26-225579). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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