Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0000815917 · 2026 Q2 · vs 2026 Q1 · Filed 14 Aug 2026 (9 days ago)

JONES FINANCIAL COMPANIES LLLP

Reported book: $249.8B
Positions: 2,481

Reported book trail

53 quarters on file · 2013 Q2 to 2026 Q2

2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2

The book

Top 200 of 2,481 positions · 87% of the book

CutAdded· vs 2026 Q1

VUG$18.1B▲ +$1.6B SPYM$14.6B▲ +$6.3B IVV$14.2B▲ +$2.1B VOO$12.4B▲ +$2.5B AGG$10.9B▼ -$2.1B IWR$10.9B▲ +$2.0B IEFA$10.8B▲ +$1.3B VTV$9.7B· -$188.7M VO$8.9B▲ +$1.4B VV$6.5B▲ +$1.0B SCZ$4.4B▲ +$623.4M IUSB$4.1B▲ +$400.8M VEA$4.0B▲ +$593.9M USHY$3.8B▲ +$310.6M IWB$3.5B▼ -$153.3M AVDV$3.5B▲ +$519.5M IJR$3.3B NVDA$2.9B AAPL$2.7B AMZN$2.3B GOOGL$2.2B MSFT$2.2B DFIS$2.2B IEMG$1.8B AVGO IUSG QQQM IWS DGRO LLY IUSV TSM OEF META CGDV VB AMD SPY GOOG V JPM IJH EFA VOE IWD MU EFV CGUS VIG LIN VTEB EFG CGGR VYM AVEM APH IAGG QQQ IWF JNJ VSS KLAC IVW VTI BRK-B XOM BAC AMAT CVX ASML IWM VTWO WFC TSLA RTX

Shares added · vs 2026 Q1

Ranked by dollar move

SPYM$14.6B held · +53% of shares · +$6.3B value+59.14M sh
VOO$12.4B held · +8% of shares · +$2.5B value+1.45M sh
IVV$14.2B held · +3% of shares · +$2.1B value+484.8K sh
IWR$10.9B held · +7% of shares · +$2.0B value+6.69M sh
VUG$18.1B held · -7% of shares · +$1.6B value · 6:1 split-16.26M sh
VO$8.9B held · +5% of shares · +$1.4B value · 4:1 split+5.68M sh
IEFA$10.8B held · +5% of shares · +$1.3B value+5.04M sh
VV$6.5B held · +3% of shares · +$1.0B value+557.9K sh
IJR$3.3B held · +14% of shares · +$929.7M value+2.86M sh
NVDA$2.9B held · +26% of shares · +$895.2M value+3.09M sh
SCZ$4.4B held · +8% of shares · +$623.4M value+3.87M sh
GOOGL$2.2B held · +12% of shares · +$613.4M value+706.6K sh
VEA$4.0B held · +3% of shares · +$593.9M value+1.82M sh
AAPL$2.7B held · +11% of shares · +$554.3M value+914.0K sh
AMZN$2.3B held · +14% of shares · +$553.4M value+1.16M sh
AMD$787.2M held · +15% of shares · +$523.2M value+201.0K sh
AVDV$3.5B held · +10% of shares · +$519.5M value+2.91M sh
MU$606.8M held · +29% of shares · +$458.8M value+121.4K sh
QQQM$1.2B held · +22% of shares · +$420.9M value+750.0K sh
IUSB$4.1B held · +10% of shares · +$400.8M value+7.92M sh
IEMG$1.8B held · +7% of shares · +$391.0M value+1.49M sh
MSFT$2.2B held · +14% of shares · +$349.8M value+724.5K sh
LLY$901.2M held · +15% of shares · +$328.7M value+95.2K sh
AVGO$1.5B held · +6% of shares · +$323.7M value+221.8K sh
USHY$3.8B held · +7% of shares · +$310.6M value+7.09M sh
TSM$855.7M held · +10% of shares · +$269.6M value+185.2K sh
CGUS$555.7M held · +64% of shares · +$263.3M value+4.98M sh
DGRO$1.1B held · +19% of shares · +$261.2M value+2.35M sh
KLAC$430.3M held · +42% of shares · +$254.8M value · 10:1 split+514.4K sh
GOOG$760.2M held · +21% of shares · +$245.6M value+391.5K sh
DFIS$2.2B held · +4% of shares · +$234.7M value+2.62M sh
CGDV$796.5M held · +22% of shares · +$234.2M value+2.94M sh
IUSG$1.2B held · +1% of shares · +$228.3M value+88.1K sh
AMAT$384.5M held · +31% of shares · +$227.6M value+146.4K sh
IAGG$482.7M held · +73% of shares · +$208.8M value+4.03M sh
V$750.6M held · +17% of shares · +$187.5M value+327.1K sh
UNH$326.4M held · +39% of shares · +$184.7M value+215.8K sh
OEF$851.7M held · +10% of shares · +$179.4M value+207.1K sh
AVEM$504.7M held · +25% of shares · +$169.7M value+1.08M sh
ITOT$302.3M held · +90% of shares · +$164.7M value+889.0K sh
VTI$404.9M held · +44% of shares · +$162.3M value+343.3K sh
JPM$717.4M held · +11% of shares · +$159.8M value+214.4K sh
IJH$707.7M held · +12% of shares · +$159.0M value+999.0K sh
CGGR$528.8M held · +20% of shares · +$153.8M value+1.94M sh
QQQ$474.9M held · +17% of shares · +$152.0M value+98.2K sh
APH$494.7M held · +8% of shares · +$150.1M value+233.5K sh
CAT$306.7M held · +34% of shares · +$146.9M value+77.6K sh
SPY$761.2M held · +8% of shares · +$146.7M value+75.5K sh
ASML$365.2M held · +11% of shares · +$125.8M value+19.7K sh
AZN$314.8M held · +66% of shares · +$125.6M value+666.5K sh
IUSV$889.9M held · +6% of shares · +$121.6M value+451.0K sh
SCHM$266.2M held · +53% of shares · +$120.8M value+2.56M sh
VIG$544.0M held · +13% of shares · +$110.7M value+263.2K sh
IWD$659.8M held · +3% of shares · +$105.0M value+77.0K sh
VOE$672.0M held · +8% of shares · +$101.1M value+244.4K sh
META$836.2M held · +9% of shares · +$100.4M value+123.6K sh
INTC$143.1M held · +11% of shares · +$99.7M value+108.8K sh
WFC$347.3M held · +29% of shares · +$99.2M value+931.2K sh
VTEB$539.8M held · +20% of shares · +$98.5M value+1.79M sh
IVW$423.8M held · +7% of shares · +$95.9M value+204.2K sh
VYM$527.8M held · +12% of shares · +$92.6M value+350.0K sh
SPYG$180.5M held · +69% of shares · +$92.3M value+643.6K sh
CGGO$266.1M held · +19% of shares · +$89.4M value+1.03M sh
JNJ$462.1M held · +17% of shares · +$88.6M value+263.4K sh
CVS$187.0M held · +27% of shares · +$88.3M value+383.6K sh
MA$282.3M held · +41% of shares · +$88.1M value+164.7K sh
ABBV$250.5M held · +27% of shares · +$87.6M value+211.4K sh
JMUB$158.2M held · +120% of shares · +$87.4M value+1.70M sh
LRCX$147.1M held · +36% of shares · +$86.6M value+101.7K sh
DYNF$204.5M held · +46% of shares · +$84.5M value+978.3K sh
NXPI$158.5M held · +45% of shares · +$82.7M value+176.5K sh
EFA$680.0M held · +4% of shares · +$82.5M value+271.1K sh
WDC$140.0M held · +12% of shares · +$81.5M value+26.0K sh
CSCO$244.6M held · +5% of shares · +$80.9M value+100.9K sh
TXN$179.1M held · +18% of shares · +$78.1M value+96.7K sh
TSLA$346.4M held · +23% of shares · +$78.1M value+170.4K sh
JGRO$318.2M held · +15% of shares · +$77.9M value+453.5K sh
BAC$385.2M held · +2% of shares · +$77.7M value+121.9K sh
LIN$540.6M held · +10% of shares · +$75.6M value+93.9K sh
SPHQ$257.8M held · +20% of shares · +$74.9M value+500.7K sh
UBS$202.7M held · +17% of shares · +$74.6M value+610.7K sh
MMIT$81.3M held · +1063% of shares · +$74.4M value+3.04M sh
SMH$146.7M held · +24% of shares · +$74.3M value+46.3K sh
VYMI$273.6M held · +28% of shares · +$73.0M value+604.4K sh
IWM$363.5M held · +2% of shares · +$73.0M value+20.0K sh
MS$168.5M held · +32% of shares · +$72.8M value+190.8K sh
SCHF$271.2M held · +18% of shares · +$70.2M value+1.54M sh
SYK$114.5M held · +152% of shares · +$69.7M value+207.5K sh
EFG$532.6M held · +2% of shares · +$69.6M value+73.1K sh
HIMU$158.6M held · +69% of shares · +$68.8M value+1.31M sh
SOXX$127.4M held · +18% of shares · +$68.3M value+33.1K sh
GEV$244.6M held · +13% of shares · +$67.9M value+26.9K sh
BX$152.5M held · +68% of shares · +$67.4M value+534.4K sh
VOT$328.7M held · +6% of shares · +$67.2M value+64.4K sh
COR$85.3M held · +404% of shares · +$66.8M value+238.9K sh
C$217.5M held · +8% of shares · +$65.3M value+117.3K sh
ARM$75.1M held · +217% of shares · +$64.9M value+153.8K sh
CRWD$113.4M held · +23% of shares · +$64.7M value+29.9K sh
DE$321.2M held · +15% of shares · +$64.6M value+69.2K sh
AXP$164.7M held · +40% of shares · +$64.0M value+139.4K sh

1–100 of 1,889

Shares cut · vs 2026 Q1

Ranked by dollar move

AGG$10.9B held · -17% of shares · -$2.1B value-22.02M sh
VTV$9.7B held · -13% of shares · -$188.7M value-6.74M sh
IWB$3.5B held · -17% of shares · -$153.3M value-1.75M sh
ICE$125.9M held · -38% of shares · -$125.3M value-628.6K sh
PANW$229.5M held · -0% of shares · +$118.6M value-750 sh
XOM$386.0M held · -3% of shares · -$112.8M value-90.7K sh
MDT$183.5M held · -30% of shares · -$98.5M value-967.0K sh
IWP$282.9M held · -30% of shares · -$73.5M value-855.0K sh
VTWO$354.5M held · -30% of shares · -$57.7M value-1.25M sh
ROST$221.9M held · -20% of shares · -$55.2M value-268.3K sh
GE$267.8M held · -5% of shares · +$52.4M value-35.9K sh
IWS$1.2B held · -9% of shares · +$51.6M value-710.6K sh
CRM$113.2M held · -22% of shares · -$51.3M value-200.1K sh
BSX$57.2M held · -16% of shares · -$48.8M value-238.8K sh
INTU$19.3M held · -54% of shares · -$46.2M value-85.0K sh
MCD$217.7M held · -5% of shares · -$43.2M value-45.7K sh
ISRG$107.5M held · -19% of shares · -$41.6M value-63.7K sh
MRSH$82.6M held · -32% of shares · -$39.9M value-235.1K sh
TM$33.7M held · -43% of shares · -$37.7M value-148.7K sh
ADI$322.1M held · -10% of shares · +$36.9M value-94.7K sh
CMCSA$35.9M held · -39% of shares · -$35.7M value-981.5K sh
ABT$120.4M held · -14% of shares · -$35.6M value-217.6K sh
KKR$21.1M held · -63% of shares · -$35.5M value-405.2K sh
FIS$16.9M held · -57% of shares · -$31.0M value-584.3K sh
E$114.6M held · -6% of shares · -$30.9M value-147.4K sh
QCOM$130.1M held · -13% of shares · +$29.4M value-105.1K sh
BDX$28.8M held · -51% of shares · -$29.4M value-191.7K sh
MLM$21.1M held · -59% of shares · -$27.2M value-50.3K sh
VB$789.2M held · -11% of shares · +$26.1M value-341.9K sh
VXF$157.4M held · -2% of shares · +$23.9M value-12.8K sh
HLN$65.8M held · -22% of shares · -$23.3M value-1.97M sh
TYL$18.9M held · -49% of shares · -$22.9M value-60.9K sh
ODFL$86.7M held · -32% of shares · -$22.4M value-183.1K sh
DT$1.4M held · -95% of shares · -$22.4M value-629.7K sh
NKE$66.4M held · -5% of shares · -$22.2M value-94.4K sh
DELL$51.9M held · -25% of shares · +$22.0M value-44.2K sh
ADSK$4.3M held · -80% of shares · -$21.3M value-89.6K sh
EFX$54.5M held · -21% of shares · -$20.8M value-94.0K sh
PEP$171.7M held · -3% of shares · -$20.5M value-37.3K sh
ACN$28.1M held · -13% of shares · -$20.4M value-32.7K sh
GD$91.1M held · -18% of shares · -$20.0M value-58.2K sh
ENTG$67.0M held · -2% of shares · +$18.9M value-8.9K sh
ITW$35.8M held · -36% of shares · -$18.4M value-75.7K sh
TJX$135.7M held · -11% of shares · -$18.0M value-110.3K sh
CF$31.6M held · -18% of shares · -$17.9M value-64.1K sh
BP$51.1M held · -6% of shares · -$17.6M value-95.1K sh
WM$120.6M held · -13% of shares · -$17.2M value-77.4K sh
HPE$50.1M held · -17% of shares · +$17.1M value-231.8K sh
IR$31.6M held · -36% of shares · -$16.9M value-222.3K sh
ANET$148.8M held · -31% of shares · -$16.6M value-425.4K sh
CPRT$51.1M held · -20% of shares · -$16.5M value-412.8K sh
EQT$21.5M held · -27% of shares · -$16.4M value-152.6K sh
OTIS$2.4M held · -86% of shares · -$15.8M value-206.2K sh
D$82.6M held · -26% of shares · -$14.9M value-410.8K sh
VONG$235.3M held · -7% of shares · +$14.7M value-150.1K sh
HII$39.1M held · -2% of shares · -$14.7M value-2.3K sh
FTV$5.9M held · -75% of shares · -$14.7M value-285.7K sh
AMT$46.3M held · -25% of shares · -$14.4M value-89.0K sh
SSNC$1.3M held · -92% of shares · -$14.2M value-216.1K sh
SCHW$143.5M held · -7% of shares · -$13.8M value-120.3K sh
TD$134.2M held · -15% of shares · +$13.5M value-199.6K sh
NOW$172.4M held · -6% of shares · -$12.7M value-104.1K sh
CCI$6.7M held · -67% of shares · -$12.7M value-165.1K sh
AIG$24.1M held · -37% of shares · -$12.6M value-184.0K sh
AME$179.1M held · -5% of shares · +$12.5M value-42.0K sh
ALB$24.4M held · -11% of shares · -$12.4M value-22.3K sh
CAH$40.8M held · -33% of shares · -$12.1M value-84.4K sh
SNY$26.1M held · -25% of shares · -$11.9M value-204.2K sh
WWD$77.9M held · -5% of shares · +$10.9M value-10.3K sh
J$73.9M held · -12% of shares · -$10.7M value-83.7K sh
SYY$11.6M held · -48% of shares · -$10.6M value-131.4K sh
ADBE$26.3M held · -17% of shares · -$10.5M value-26.4K sh
MOAT$140.3M held · -1% of shares · +$10.3M value-18.3K sh
CME$23.9M held · -6% of shares · -$9.9M value-6.9K sh
LOW$208.2M held · -1% of shares · -$9.9M value-7.7K sh
MRK$327.9M held · -4% of shares · +$9.7M value-110.6K sh
GM$18.8M held · -38% of shares · -$9.6M value-148.3K sh
DG$107.8M held · -9% of shares · -$9.1M value-94.2K sh
RTO$11.8M held · -40% of shares · -$9.1M value-274.7K sh
XLE$49.2M held · -2% of shares · -$9.0M value-16.6K sh
ASX$48.3M held · -35% of shares · +$8.8M value-634.8K sh
MRVL$64.3M held · -59% of shares · +$8.8M value-343.9K sh
ALL$73.5M held · -4% of shares · +$8.5M value-12.1K sh
ELV$69.1M held · -17% of shares · +$8.4M value-36.3K sh
HLT$89.2M held · -3% of shares · +$8.3M value-7.1K sh
KEYS$92.9M held · -8% of shares · +$7.6M value-23.1K sh
GEHC$12.4M held · -35% of shares · -$7.6M value-99.6K sh
APD$31.4M held · -15% of shares · -$7.4M value-19.9K sh
BIL$36.0M held · -17% of shares · -$7.3M value-79.7K sh
LW$3.8M held · -69% of shares · -$7.3M value-181.7K sh
BCS$186.9M held · -21% of shares · +$6.9M value-1.90M sh
CNH$3.9M held · -64% of shares · -$6.6M value-626.2K sh
FORM$48.6M held · -14% of shares · +$6.4M value-58.7K sh
UPS$70.6M held · -4% of shares · +$6.3M value-25.3K sh
ULTA$39.8M held · -9% of shares · -$6.1M value-7.9K sh
AOS$62.7M held · -5% of shares · -$6.0M value-51.3K sh
PBH$8.9M held · -28% of shares · -$5.9M value-70.4K sh
PEN$278.0K held · -95% of shares · -$5.9M value-17.6K sh
Q$18.7M held · -3% of shares · +$5.1M value-3.0K sh
CTSH$10.0M held · -1% of shares · -$5.0M value-1.8K sh

1–100 of 386

Opened (205)

2 moved by a corporate action (dashed).

W

TE+85

Closed (40)

8 moved by a corporate action (dashed).

LBRDK HOHOLX CTCTRA ESESPR

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