Institutional Fund
Jones Financial Companies Lllp
Des Peres, MOCIK 8159176 filings on record
Portfolio Value
$208.07B
Q1 2026
Holdings
4,724
Reported positions
New Buys
580
Opened this quarter
QoQ Change
+26.9%
from $164.02B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds8.0%
- Ishares Tr6.3%
- Ishares Tr5.8%
- Vanguard Index Fds4.8%
- Vanguard Index Fds4.8%
- Ishares Tr4.6%
- Other65.9%
Portfolio Holdings
4,724 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 39.23M | $16.57B | 8.0% | −153.2K | Reduced |
| 2 | Ishares Tr | 132.17M | $13.03B | 6.3% | −6.38M | Reduced |
| 3 | Ishares Tr | 18.92M | $12.06B | 5.8% | +575.6K | Added |
| 4 | Vanguard Index Fds | 17.10M | $9.97B | 4.8% | +2.66M | Added |
| 5 | Vanguard Index Fds | 51.32M | $9.92B | 4.8% | −3.95M | Reduced |
| 6 | Ishares Tr | 108.46M | $9.49B | 4.6% | +7.83M | Added |
| 7 | Ishares Tr | 92.96M | $8.87B | 4.3% | +14.04M | Added |
| 8 | Spdr Series Trust | 110.68M | $8.26B | 4.0% | +53.11M | Added |
| 9 | Vanguard Index Fds | 26.27M | $7.43B | 3.6% | +4.78M | Added |
| 10 | Vanguard Index Fds | 18.66M | $5.44B | 2.6% | +825.3K | Added |
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