speb/financial-data huggingface dataset:
Holder of JBHT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 900861 (value 260673125; 0.01% of shares outstanding; change 0.03)
Holder of JBHT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 966143 (value 264220798; 0.01% of shares outstanding; change 0.00)
Holder of JBHT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 956325 (value 275708485; 0.01% of shares outstanding; change 0.00)
Holder of JBHT: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 799541 (value 232994245; 0.01% of shares outstanding; change 0.00)
Holder of JBHT: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 2713916 (value 742201777; 0.03% of shares outstanding; change -0.05)
Holder of JBHT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 909504 (value 254624732; 0.01% of shares outstanding; change 0.01)
Holder of JBHT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 984271 (value 283765317; 0.01% of shares outstanding; change 0.02)
Holder of JBHT: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 648570 (value 186982723; 0.01% of shares outstanding; change -0.19)
Holder of JBHT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 899919 (value 259446636; 0.01% of shares outstanding; change -0.01)
Holder of JBI: Columbia Acorn Trust-Columbia Acorn Fund
Shares held as of 2025-12-31: 3345300 (value 17863902; 0.02% of shares outstanding; change 0.16)
Holder of JBI: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 3418808 (value 18256435; 0.03% of shares outstanding; change 0.00)
Holder of JBI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2997235 (value 16005235; 0.02% of shares outstanding; change -0.04)
Holder of JBI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1929779 (value 10305020; 0.01% of shares outstanding; change -0.04)
Holder of JBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4160035 (value 22214587; 0.03% of shares outstanding; change 0.00)
Holder of JBI: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2025-12-31: 2278701 (value 12168263; 0.02% of shares outstanding; change 0.04)
Holder of JBI: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 6019585 (value 32204779; 0.04% of shares outstanding; change 0.00)
Holder of JBI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 1988300 (value 10140329; 0.01% of shares outstanding; change -0.08)
Holder of JBI: Columbia Acorn Trust-Columbia Acorn Fund
Shares held as of 2026-03-31: 3345300 (value 17696636; 0.02% of shares outstanding; change 0.00)
Holder of JBI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 2821937 (value 14391878; 0.02% of shares outstanding; change 4.30)
Holder of JBI: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2026-03-31: 3691701 (value 19529098; 0.03% of shares outstanding; change 0.08)
Holder of JBI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3026398 (value 16009645; 0.02% of shares outstanding; change 0.01)
Holder of JBI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1936916 (value 10246285; 0.01% of shares outstanding; change 0.00)
Holder of JBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4160035 (value 22006584; 0.03% of shares outstanding; change 0.00)
Holder of JBI: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2026-03-31: 2628701 (value 13905828; 0.02% of shares outstanding; change 0.15)
Holder of JBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3317845 (value 17717292; 0.02% of shares outstanding; change 0.00)
Holder of JBI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 1772700 (value 9483944; 0.01% of shares outstanding; change -0.11)
Holder of JBI: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 7251706 (value 38361524; 0.05% of shares outstanding; change 0.20)
Holder of JBI: Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund
Shares held as of 2026-04-30: 1887068 (value 9982589; 0.01% of shares outstanding; change 0.09)
Holder of JBI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2821937 (value 15097362; 0.02% of shares outstanding; change 0.00)
Holder of JBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3188001 (value 17055805; 0.02% of shares outstanding; change -0.04)
Holder of JBI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 2773037 (value 14669365; 0.02% of shares outstanding; change -0.02)
Holder of JBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3266139 (value 17277875; 0.02% of shares outstanding; change 0.02)
Holder of JBIO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1385335 (value 29147449; 0.03% of shares outstanding; change 0.25)
Holder of JBIO: abrdn Healthcare Investors
Shares held as of 2025-12-31: 589729 (value 12407898; 0.01% of shares outstanding; change 1.00)
Holder of JBIO: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 693700 (value 13492465; 0.01% of shares outstanding; change 0.18)
Holder of JBIO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 453568 (value 8821897; 0.01% of shares outstanding; change 0.01)
Holder of JBIO: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-02-28: 501400 (value 9752230; 0.01% of shares outstanding; change -0.02)
Holder of JBIO: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 516015 (value 10036492; 0.01% of shares outstanding; change 0.00)
Holder of JBIO: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 894343 (value 18816977; 0.02% of shares outstanding; change 0.00)
Holder of JBIO: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1009957 (value 17108672; 0.02% of shares outstanding; change 0.00)
Holder of JBIO: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 400000 (value 8416000; 0.01% of shares outstanding; change 0.00)
Holder of JBIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 366818 (value 7684837; 0.01% of shares outstanding; change 0.56)
Holder of JBIO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1385335 (value 27817526; 0.03% of shares outstanding; change 0.00)
Holder of JBIO: abrdn Healthcare Investors
Shares held as of 2026-03-31: 589729 (value 11841758; 0.01% of shares outstanding; change 0.00)
Holder of JBIO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 799090 (value 16812854; 0.02% of shares outstanding; change -0.29)
Holder of JBIO: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 894343 (value 17394972; 0.02% of shares outstanding; change 0.00)
Holder of JBIO: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 693700 (value 13929495; 0.01% of shares outstanding; change 0.00)
Holder of JBIO: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 1009957 (value 19643664; 0.02% of shares outstanding; change 0.00)
Holder of JBIO: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 495800 (value 9955663; 0.01% of shares outstanding; change -0.01)
Holder of JBIO: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 516015 (value 10361581; 0.01% of shares outstanding; change 0.00)
Holder of JBIO: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 640000 (value 12448000; 0.01% of shares outstanding; change 0.60)
Holder of JBIO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 767764 (value 14933010; 0.02% of shares outstanding; change -0.04)
Holder of JBIO: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 751114 (value 15082369; 0.02% of shares outstanding; change -0.16)
Holder of JBIO: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1009957 (value 20279936; 0.02% of shares outstanding; change 0.00)
Holder of JBIO: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 640000 (value 12851199; 0.01% of shares outstanding; change 0.00)
Holder of JBIO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 775078 (value 15563566; 0.02% of shares outstanding; change 0.01)
Holder of JBIO: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1527903 (value 30680292; 0.03% of shares outstanding; change 1.00)
Holder of JBL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2693796 (value 982050263; 0.03% of shares outstanding; change 0.02)
Holder of JBL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2303201 (value 839654950; 0.02% of shares outstanding; change -0.05)
Holder of JBL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1485017 (value 541377793; 0.01% of shares outstanding; change -0.04)
Holder of JBL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3189920 (value 1162917227; 0.03% of shares outstanding; change -0.01)
Holder of JBL: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 2142824 (value 669825346; 0.02% of shares outstanding; change 0.26)
Holder of JBL: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1152107 (value 360137122; 0.01% of shares outstanding; change 0.03)
Holder of JBL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1348529 (value 491619728; 0.01% of shares outstanding; change -0.01)
Holder of JBL: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 1435700 (value 448785457; 0.01% of shares outstanding; change -0.02)
Holder of JBL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2683507 (value 838837443; 0.03% of shares outstanding; change 0.00)
Holder of JBL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2313084 (value 723046919; 0.02% of shares outstanding; change 0.00)
Holder of JBL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1472943 (value 460427246; 0.01% of shares outstanding; change -0.01)
Holder of JBL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3186034 (value 995922356; 0.03% of shares outstanding; change 0.00)
Holder of JBL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1353188 (value 510476627; 0.01% of shares outstanding; change 0.00)
Holder of JBL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1256475 (value 483516718; 0.01% of shares outstanding; change 0.03)
Holder of JBL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1365855 (value 515255126; 0.01% of shares outstanding; change 0.01)
Holder of JBL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1351301 (value 422403174; 0.01% of shares outstanding; change 0.00)
Holder of JBL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1268736 (value 419050824; 0.01% of shares outstanding; change 0.01)
Holder of JBL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1391399 (value 434937408; 0.01% of shares outstanding; change 0.02)
Holder of JBL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1275141 (value 398596320; 0.01% of shares outstanding; change 0.01)
Holder of JBL.DE: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 2142824 (value 591633719; 0.02% of shares outstanding; change 0.26)
Holder of JBL.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1152107 (value 318096749; 0.01% of shares outstanding; change 0.03)
Holder of JBL.DE: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 1435700 (value 396396778; 0.01% of shares outstanding; change -0.02)
Holder of JBL.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2683507 (value 740916299; 0.03% of shares outstanding; change 0.00)
Holder of JBL.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2313084 (value 638642506; 0.02% of shares outstanding; change 0.00)
Holder of JBL.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1472943 (value 406679571; 0.01% of shares outstanding; change -0.01)
Holder of JBL.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3186034 (value 879664006; 0.03% of shares outstanding; change 0.00)
Holder of JBL.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1351301 (value 373094214; 0.01% of shares outstanding; change 0.00)
Holder of JBL.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1391399 (value 384165272; 0.01% of shares outstanding; change 0.02)
Holder of JBL.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1275141 (value 352066437; 0.01% of shares outstanding; change 0.01)
Holder of JBLU: ETF Series Solutions-U.S. Global Jets ETF
Shares held as of 2025-12-31: 4728754 (value 25866283; 0.01% of shares outstanding; change 0.10)
Holder of JBLU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3138319 (value 17166604; 0.01% of shares outstanding; change 0.01)
Holder of JBLU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 6612443 (value 36170061; 0.02% of shares outstanding; change -0.04)
Holder of JBLU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 4257316 (value 23287517; 0.01% of shares outstanding; change 0.93)
Holder of JBLU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9134775 (value 49967217; 0.02% of shares outstanding; change 0.00)
Holder of JBLU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 4463344 (value 24503757; 0.01% of shares outstanding; change 0.00)
Holder of JBLU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2904729 (value 15946961; 0.01% of shares outstanding; change 0.01)
Holder of JBLU: ETF Series Solutions-U.S. Global Jets ETF
Shares held as of 2026-03-31: 5542536 (value 29209164; 0.01% of shares outstanding; change 0.17)
Holder of JBLU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3304247 (value 17413381; 0.01% of shares outstanding; change 0.05)
Holder of JBLU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6835971 (value 36025567; 0.02% of shares outstanding; change 0.03)
Holder of JBLU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4348692 (value 22917606; 0.01% of shares outstanding; change 0.02)
Holder of JBLU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9232201 (value 48653699; 0.02% of shares outstanding; change 0.01)
Holder of JBLU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 7250761 (value 39661661; 0.02% of shares outstanding; change 0.01)
Holder of JBLU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 4463344 (value 23521822; 0.01% of shares outstanding; change 0.00)
Holder of JBLU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2934377 (value 15464166; 0.01% of shares outstanding; change 0.01)
Holder of JBLU: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 18056867 (value 99132195; 0.05% of shares outstanding; change 0.02)
Holder of JBLU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 6967011 (value 38248888; 0.02% of shares outstanding; change -0.04)
Holder of JBLU: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 2755539 (value 15127908; 0.01% of shares outstanding; change -0.05)
Holder of JBLU: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 17945863 (value 94574697; 0.05% of shares outstanding; change -0.01)
Holder of JBLU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 7082624 (value 37325428; 0.02% of shares outstanding; change 0.02)
Holder of JBLU: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 2835739 (value 14944344; 0.01% of shares outstanding; change 0.03)
Holder of JBS: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2025-12-31: 1902824 (value 23728215; 0.00% of shares outstanding; change 0.04)
Holder of JBS: DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund
Shares held as of 2025-12-31: 1747000 (value 21785090; 0.00% of shares outstanding; change 1.96)
Holder of JBS: SELECTED AMERICAN SHARES INC-SELECTED AMERICAN SHARES
Shares held as of 2025-12-31: 1331620 (value 16605301; 0.00% of shares outstanding; change 1.00)
Holder of JBS: DAVIS NEW YORK VENTURE FUND INC-Davis Global Fund
Shares held as of 2026-01-31: 1515010 (value 18058919; 0.00% of shares outstanding; change 1.00)
Holder of JBS: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 3451322 (value 42382233; 0.00% of shares outstanding; change 0.03)
Holder of JBS: Brighthouse Funds Trust II-VanEck Global Natural Resources Portfolio
Shares held as of 2026-03-31: 1203650 (value 15009515; 0.00% of shares outstanding; change -0.16)
Holder of JBS: Carillon Series Trust-Carillon Scout Mid Cap Fund
Shares held as of 2026-03-31: 3048310 (value 36305371; 0.00% of shares outstanding; change 0.14)
Holder of JBS: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2026-03-31: 1708753 (value 20983486; 0.00% of shares outstanding; change -0.10)
Holder of JBS: DAVIS SERIES INC-Davis Opportunity Fund
Shares held as of 2026-03-31: 1290270 (value 15380018; 0.00% of shares outstanding; change 0.18)
Holder of JBS: DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund
Shares held as of 2026-03-31: 2066700 (value 25379075; 0.00% of shares outstanding; change 0.18)
Holder of JBS: SELECTED AMERICAN SHARES INC-SELECTED AMERICAN SHARES
Shares held as of 2026-03-31: 2844890 (value 34935248; 0.00% of shares outstanding; change 1.14)
Holder of JBS: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 4564042 (value 56913604; 0.01% of shares outstanding; change -0.04)
Holder of JBS: DAVIS NEW YORK VENTURE FUND INC-Davis Global Fund
Shares held as of 2026-04-30: 1891660 (value 23229584; 0.00% of shares outstanding; change 0.25)
Holder of JBS: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-04-30: 7636500 (value 93776217; 0.01% of shares outstanding; change 6.57)
Holder of JBS: Davis Fundamental ETF Trust-Davis Select Worldwide ETF
Shares held as of 2026-04-30: 1279240 (value 15657897; 0.00% of shares outstanding; change 0.24)
Holder of JBS: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 4575335 (value 54537993; 0.01% of shares outstanding; change 0.00)
Holder of JBS: iShares, Inc.-iShares MSCI Brazil ETF
Shares held as of 2026-04-30: 8521907 (value 101581132; 0.01% of shares outstanding; change 0.15)
Holder of JBS: Davis Fundamental ETF Trust-Davis Select Worldwide ETF
Shares held as of 2026-05-31: 1481350 (value 17657692; 0.00% of shares outstanding; change 0.16)
Holder of JBS: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 3840784 (value 47164826; 0.00% of shares outstanding; change -0.16)
Holder of JBS: iShares, Inc.-iShares MSCI Brazil ETF
Shares held as of 2026-05-31: 8288538 (value 101783244; 0.01% of shares outstanding; change -0.03)
Holder of JBS: Carillon Series Trust-Carillon Scout Mid Cap Fund
Shares held as of 2026-06-30: 3734642 (value 45861402; 0.00% of shares outstanding; change 0.23)
Holder of JBS: Davis Fundamental ETF Trust-Davis Select Worldwide ETF
Shares held as of 2026-06-30: 1967180 (value 24156969; 0.00% of shares outstanding; change 0.33)
Holder of JBSS: Thrivent Series Fund, Inc.-Thrivent Small Cap Stock Portfolio
Shares held as of 2025-12-31: 185185 (value 13872209; 0.02% of shares outstanding; change -0.14)
Holder of JBSS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 239170 (value 17916225; 0.03% of shares outstanding; change -0.22)
Holder of JBSS: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 581403 (value 45861067; 0.06% of shares outstanding; change -0.01)
Holder of JBSS: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 104976 (value 8523001; 0.01% of shares outstanding; change 0.02)
Holder of JBSS: DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund
Shares held as of 2026-03-31: 250000 (value 20297500; 0.03% of shares outstanding; change 0.00)
Holder of JBSS: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 125000 (value 10148750; 0.01% of shares outstanding; change 0.00)
Holder of JBSS: ROYCE FUND-Royce Small-Cap Special Equity Fund
Shares held as of 2026-03-31: 179000 (value 14533010; 0.02% of shares outstanding; change -0.26)
Holder of JBSS: Thrivent Series Fund, Inc.-Thrivent Small Cap Stock Portfolio
Shares held as of 2026-03-31: 187391 (value 15214275; 0.02% of shares outstanding; change 0.01)
Holder of JBSS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 271498 (value 22042923; 0.03% of shares outstanding; change 0.14)
Holder of JBSS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 187067 (value 14013189; 0.02% of shares outstanding; change 0.00)
Holder of JBSS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 167463 (value 12628385; 0.02% of shares outstanding; change 0.63)
Holder of JBSS: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 579561 (value 47054559; 0.06% of shares outstanding; change 0.00)
Holder of JBSS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 555321 (value 43803718; 0.06% of shares outstanding; change 0.02)
Holder of JBSS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 179803 (value 14182860; 0.02% of shares outstanding; change -0.04)
Holder of JBSS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 197214 (value 15556239; 0.02% of shares outstanding; change 0.18)
Holder of JBSS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 554409 (value 45012468; 0.06% of shares outstanding; change 0.00)
Holder of JBSS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 184773 (value 15001720; 0.02% of shares outstanding; change 0.03)
Holder of JBSS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 230635 (value 18725256; 0.03% of shares outstanding; change 0.17)
Holder of JBT.DE: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 592293 (value 71667453; 0.01% of shares outstanding; change 0.71)
Holder of JBT.DE: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 660000 (value 79860000; 0.01% of shares outstanding; change -0.06)
Holder of JBT.DE: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 929530 (value 112473130; 0.02% of shares outstanding; change 0.63)
Holder of JBT.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 580451 (value 70234571; 0.01% of shares outstanding; change 0.04)
Holder of JBT.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 669961 (value 81065281; 0.01% of shares outstanding; change 0.01)
Holder of JBT.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1198361 (value 145001681; 0.02% of shares outstanding; change 0.02)
Holder of JBT.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1654846 (value 200236366; 0.03% of shares outstanding; change 0.01)
Holder of JBT.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 516637 (value 62513077; 0.01% of shares outstanding; change 0.01)
Holder of JBT.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3153085 (value 381523285; 0.06% of shares outstanding; change 0.00)
Holder of JBT.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1248333 (value 151048293; 0.02% of shares outstanding; change 0.02)
Holder of JBTM: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 571943 (value 76863419; 0.01% of shares outstanding; change 0.04)
Holder of JBTM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 560322 (value 75301673; 0.01% of shares outstanding; change 0.01)
Holder of JBTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 665631 (value 89454149; 0.01% of shares outstanding; change -0.03)
Holder of JBTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1179389 (value 158498086; 0.02% of shares outstanding; change -0.04)
Holder of JBTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1640723 (value 220496762; 0.03% of shares outstanding; change 0.00)
Holder of JBTM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 511282 (value 67044411; 0.01% of shares outstanding; change 0.01)
Holder of JBTM: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 592293 (value 81227061; 0.01% of shares outstanding; change 0.71)
Holder of JBTM: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 660000 (value 90512399; 0.01% of shares outstanding; change -0.06)
Holder of JBTM: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 929530 (value 127475743; 0.02% of shares outstanding; change 0.63)
Holder of JBTM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 580451 (value 79603049; 0.01% of shares outstanding; change 0.04)
Holder of JBTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 669961 (value 91878451; 0.01% of shares outstanding; change 0.01)
Holder of JBTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1198361 (value 164343226; 0.02% of shares outstanding; change 0.02)
Holder of JBTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1654846 (value 226945579; 0.03% of shares outstanding; change 0.01)
Holder of JBTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1275424 (value 171404230; 0.02% of shares outstanding; change 0.00)
Holder of JBTM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 516637 (value 70851597; 0.01% of shares outstanding; change 0.01)
Holder of JBTM: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 474754 (value 63802189; 0.01% of shares outstanding; change 0.01)
Holder of JBTM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3166731 (value 415253451; 0.06% of shares outstanding; change 0.01)
Holder of JBTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1225484 (value 160697722; 0.02% of shares outstanding; change -0.04)
Holder of JBTM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3153085 (value 432414074; 0.06% of shares outstanding; change 0.00)
Holder of JBTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1248333 (value 171196386; 0.02% of shares outstanding; change 0.02)
Holder of JCAP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 325299 (value 5526829; 0.01% of shares outstanding; change 0.00)
Holder of JCAP: Legg Mason Global Asset Management Trust-ClearBridge Small Cap Fund
Shares held as of 2026-01-31: 314979 (value 5345193; 0.01% of shares outstanding; change 0.44)
Holder of JCAP: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 623360 (value 10578418; 0.01% of shares outstanding; change 0.73)
Holder of JCAP: Brinker Capital Destinations TRT-Destinations Multi Strategy Alternati
Shares held as of 2026-02-28: 242691 (value 4742182; 0.00% of shares outstanding; change 0.41)
Holder of JCAP: Goldman Sachs Trust-Goldman Sachs Small Cap Value Fund
Shares held as of 2026-02-28: 271908 (value 5389216; 0.00% of shares outstanding; change 0.13)
Holder of JCAP: Putnam Investment Funds-Putnam Small Cap Value Fund
Shares held as of 2026-02-28: 134100 (value 2275676; 0.00% of shares outstanding; change 0.00)
Holder of JCAP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 197021 (value 3904956; 0.00% of shares outstanding; change 0.88)
Holder of JCAP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 834462 (value 16539036; 0.01% of shares outstanding; change 1.57)
Holder of JCAP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 521983 (value 8868491; 0.01% of shares outstanding; change 1.34)
Holder of JCAP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 127439 (value 2165188; 0.00% of shares outstanding; change 1.60)
Holder of JCAP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 277638 (value 4508841; 0.01% of shares outstanding; change 0.20)
Holder of JCAP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 221242 (value 4385016; 0.00% of shares outstanding; change 1.85)
Holder of JCAP: Legg Mason Global Asset Management Trust-ClearBridge Small Cap Fund
Shares held as of 2026-04-30: 314979 (value 6242883; 0.01% of shares outstanding; change 0.00)
Holder of JCAP: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-04-30: 629500 (value 12476689; 0.01% of shares outstanding; change 0.01)
Holder of JCAP: WILLIAM BLAIR FUNDS-William Blair Small Cap Growth Fund
Shares held as of 2026-04-30: 559207 (value 9148626; 0.01% of shares outstanding; change 0.04)
Holder of JCAP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 501553 (value 8511354; 0.01% of shares outstanding; change -0.04)
Holder of JCAP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 338033 (value 5736419; 0.01% of shares outstanding; change 0.22)
Holder of JCAP: WILLIAM BLAIR FUNDS-William Blair Small Cap Growth Fund
Shares held as of 2026-05-31: 559207 (value 10926905; 0.01% of shares outstanding; change 0.00)
Holder of JCAP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 537734 (value 10657887; 0.01% of shares outstanding; change 0.07)
Holder of JCAP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 137021 (value 2715756; 0.00% of shares outstanding; change 0.09)
Holder of JCAP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 371651 (value 7366122; 0.01% of shares outstanding; change 0.10)
Holder of JCAP: WILLIAM BLAIR FUNDS-William Blair Small Cap Growth Fund
Shares held as of 2026-06-30: 615477 (value 12198753; 0.01% of shares outstanding; change 0.10)
Holder of JCE: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 82 (value 1322; 0.00% of shares outstanding; change 1.00)
Holder of JCE: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 82 (value 1362; 0.00% of shares outstanding; change 1.00)
Holder of JCE: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 184 (value 3058; 0.00% of shares outstanding; change 1.00)
Holder of JCE: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 18185 (value 292414; 0.00% of shares outstanding; change 0.39)
Holder of JCE: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 122 (value 2000; 0.00% of shares outstanding; change 0.49)
Holder of JCE: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 327 (value 5362; 0.00% of shares outstanding; change 0.78)
Holder of JCI: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 16345201 (value 2191237606; 0.03% of shares outstanding; change -0.02)
Holder of JCI: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 29666817 (value 3977133414; 0.05% of shares outstanding; change -0.08)
Holder of JCI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 15411094 (value 2066011224; 0.03% of shares outstanding; change -0.05)
Holder of JCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 19188536 (value 2572415089; 0.03% of shares outstanding; change -0.07)
Holder of JCI: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 16345201 (value 2343411387; 0.03% of shares outstanding; change 0.00)
Holder of JCI: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 28178817 (value 4039996855; 0.05% of shares outstanding; change -0.05)
Holder of JCI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7816551 (value 1047886807; 0.01% of shares outstanding; change 0.01)
Holder of JCI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 15554698 (value 2230076976; 0.03% of shares outstanding; change 0.01)
Holder of JCI: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6609102 (value 947546921; 0.01% of shares outstanding; change -0.01)
Holder of JCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 19430403 (value 2785736783; 0.03% of shares outstanding; change 0.01)
Holder of JCI: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5660693 (value 811573527; 0.01% of shares outstanding; change 0.01)
Holder of JCI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 7843531 (value 1162489782; 0.01% of shares outstanding; change 0.00)
Holder of JCI: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 5196365 (value 753265105; 0.01% of shares outstanding; change 0.13)
Holder of JCI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7325292 (value 1061874377; 0.01% of shares outstanding; change 0.03)
Holder of JCI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7916802 (value 1173349277; 0.01% of shares outstanding; change 0.01)
Holder of JCI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7832621 (value 1122962834; 0.01% of shares outstanding; change 0.00)
Holder of JCI: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 5778695 (value 811675538; 0.01% of shares outstanding; change 0.11)
Holder of JCI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 7396848 (value 1056343844; 0.01% of shares outstanding; change 0.01)
Holder of JCI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 8063886 (value 1156119296; 0.01% of shares outstanding; change 0.02)
Holder of JCI: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-06-30: 6622992 (value 949538330; 0.01% of shares outstanding; change 0.15)
Holder of JCI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7374302 (value 1057253641; 0.01% of shares outstanding; change 0.00)
Holder of JCSE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2025-03-31: 183 (value 248; 0.00% of shares outstanding; change 0.00)
Holder of JCTC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 36630 (value 80036; 0.01% of shares outstanding; change 0.00)
Holder of JCTC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 17038 (value 33905; 0.00% of shares outstanding; change 0.43)
Holder of JCTC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2550 (value 5074; 0.00% of shares outstanding; change 0.00)
Holder of JCTC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1150 (value 2288; 0.00% of shares outstanding; change 0.00)
Holder of JCTC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 36630 (value 93406; 0.01% of shares outstanding; change 0.00)
Holder of JCTC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 16976 (value 37516; 0.00% of shares outstanding; change 0.00)
Holder of JCTC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2174 (value 4804; 0.00% of shares outstanding; change -0.15)
Holder of JCTC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1150 (value 2541; 0.00% of shares outstanding; change 0.00)
Holder of JCTC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 16976 (value 43288; 0.00% of shares outstanding; change 0.00)
Holder of JCTC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2174 (value 5543; 0.00% of shares outstanding; change 0.00)
Holder of JCTC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1150 (value 2932; 0.00% of shares outstanding; change 0.00)
Holder of JD: Brighthouse Funds Trust I-Invesco Global Equity Portfolio
Shares held as of 2025-12-31: 505613 (value 14576822; 0.00% of shares outstanding; change -0.26)
Holder of JD: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 11731048 (value 338206112; 0.01% of shares outstanding; change -0.17)
Holder of JD: AIM Intl Mutual Fd.s -Invesco Global Fd.
Shares held as of 2026-01-31: 3752169 (value 101383608; 0.00% of shares outstanding; change -0.33)
Holder of JD: SCHWAB CAPITAL TRT-Schwab Fd.amental Emerging Markets Eqy. Index Fd.
Shares held as of 2026-01-31: 638271 (value 17246082; 0.00% of shares outstanding; change 0.20)
Holder of JD: Delaware Group Global & Intl Fd.s-Nomura Emerging Markets Fd.
Shares held as of 2026-02-28: 1150000 (value 34718500; 0.00% of shares outstanding; change -0.15)
Holder of JD: SCHWAB STRATEGIC TRUST-Schwab Fundamental Emerging Markets Equity ETF
Shares held as of 2026-02-28: 3744967 (value 113060555; 0.00% of shares outstanding; change 0.17)
Holder of JD: Advisor Managed Portfolios-Patient Opportunity Trust
Shares held as of 2026-03-31: 800000 (value 22560000; 0.00% of shares outstanding; change 0.14)
Holder of JD: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 11731048 (value 354160345; 0.01% of shares outstanding; change 0.00)
Holder of JD: Franklin Templeton Varbl Insurance Prod. TRT-TEMPLETON FOREIGN VIP Fd.
Shares held as of 2026-03-31: 465760 (value 12584835; 0.00% of shares outstanding; change 1.00)
Holder of JD: NORTHWESTERN MUTUAL SERIES FUND INC-International Equity Portfolio
Shares held as of 2026-03-31: 463600 (value 12526472; 0.00% of shares outstanding; change 0.00)
Holder of JD: AIM Intl Mutual Fd.s -Invesco Global Fd.
Shares held as of 2026-04-30: 2370419 (value 71562950; 0.00% of shares outstanding; change -0.37)
Holder of JD: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 535592 (value 15296507; 0.00% of shares outstanding; change 0.04)
Holder of JD: Invesco Exch-Trd Fd. TRT II-Invesco RAFI Emerging Markets ETF
Shares held as of 2026-04-30: 997778 (value 26959962; 0.00% of shares outstanding; change 0.00)
Holder of JD: SCHWAB CAPITAL TRT-Schwab Fd.amental Emerging Markets Eqy. Index Fd.
Shares held as of 2026-04-30: 838825 (value 25324127; 0.00% of shares outstanding; change 0.31)
Holder of JD: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 698882 (value 18883791; 0.00% of shares outstanding; change 0.30)
Holder of JD: Fidelity Investment Trust-Fidelity Series Emerging Markets Fund
Shares held as of 2026-05-31: 496753 (value 14996973; 0.00% of shares outstanding; change 1.01)
Holder of JD: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-05-31: 610411 (value 18428308; 0.00% of shares outstanding; change 0.94)
Holder of JD: Invesco Exch-Trd Fd. TRT II-Invesco RAFI Emerging Markets ETF
Shares held as of 2026-05-31: 999736 (value 29612181; 0.00% of shares outstanding; change 0.00)
Holder of JD: Advisor Managed Portfolios-Patient Opportunity Trust
Shares held as of 2026-06-30: 800000 (value 24152000; 0.00% of shares outstanding; change 0.00)
Holder of JD: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 706697 (value 21335182; 0.00% of shares outstanding; change 0.01)
Holder of JD: Invesco Exch-Trd Fd. TRT II-Invesco RAFI Emerging Markets ETF
Shares held as of 2026-06-30: 1079953 (value 32603781; 0.00% of shares outstanding; change 0.08)
Holder of JDZG: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2025-12-31: 1 (value 50; 0.00% of shares outstanding; change 0.00)
Holder of JEF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1778699 (value 93773013; 0.01% of shares outstanding; change 0.01)
Holder of JEF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3276819 (value 172753901; 0.02% of shares outstanding; change -0.04)
Holder of JEF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2112716 (value 111382390; 0.01% of shares outstanding; change -0.04)
Holder of JEF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4555836 (value 240183679; 0.02% of shares outstanding; change 0.00)
Holder of JEF: BARON SELECT FUNDS-Baron Focused Growth Fund
Shares held as of 2026-03-31: 1500700 (value 83829102; 0.01% of shares outstanding; change 1.65)
Holder of JEF: Bridge Builder Trust-Bridge Builder Large Cap Value Fund
Shares held as of 2026-03-31: 1204308 (value 67272645; 0.01% of shares outstanding; change 0.00)
Holder of JEF: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 2277248 (value 127207074; 0.01% of shares outstanding; change 0.00)
Holder of JEF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 881564 (value 49094297; 0.00% of shares outstanding; change 0.01)
Holder of JEF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1846443 (value 103142307; 0.01% of shares outstanding; change 0.04)
Holder of JEF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3333858 (value 186229309; 0.02% of shares outstanding; change 0.02)
Holder of JEF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2122939 (value 118587373; 0.01% of shares outstanding; change 0.00)
Holder of JEF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4597502 (value 256816464; 0.02% of shares outstanding; change 0.01)
Holder of JEF: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 892149 (value 56035879; 0.00% of shares outstanding; change 0.16)
Holder of JEF: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1250984 (value 77135673; 0.01% of shares outstanding; change 0.00)
Holder of JEF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5585329 (value 350814522; 0.03% of shares outstanding; change 0.02)
Holder of JEF: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 912755 (value 50986494; 0.00% of shares outstanding; change 0.02)
Holder of JEF: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1238773 (value 64527685; 0.01% of shares outstanding; change -0.01)
Holder of JEF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5609419 (value 313342148; 0.03% of shares outstanding; change 0.00)
Holder of JEF: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1258346 (value 70291208; 0.01% of shares outstanding; change 0.02)
Holder of JELD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 929183 (value 2007035; 0.01% of shares outstanding; change -0.05)
Holder of JELD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2500328 (value 5400708; 0.03% of shares outstanding; change 0.00)
Holder of JELD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 531773 (value 1148629; 0.01% of shares outstanding; change 0.00)
Holder of JELD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 559555 (value 928861; 0.01% of shares outstanding; change 0.00)
Holder of JELD: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 1530485 (value 2540605; 0.02% of shares outstanding; change -0.03)
Holder of JELD: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-01-31: 617831 (value 1025599; 0.01% of shares outstanding; change 0.30)
Holder of JELD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 832183 (value 1381423; 0.01% of shares outstanding; change 0.01)
Holder of JELD: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 3157602 (value 3473362; 0.04% of shares outstanding; change 0.32)
Holder of JELD: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 660519 (value 726570; 0.01% of shares outstanding; change 0.35)
Holder of JELD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 929183 (value 1022101; 0.01% of shares outstanding; change 0.00)
Holder of JELD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2500328 (value 2750360; 0.03% of shares outstanding; change 0.00)
Holder of JELD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2151542 (value 4647330; 0.03% of shares outstanding; change 0.02)
Holder of JELD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 733679 (value 1584746; 0.01% of shares outstanding; change 0.00)
Holder of JELD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 559555 (value 615510; 0.01% of shares outstanding; change 0.00)