speb/financial-data huggingface dataset:
Holder of JKS: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-05-31: 212148 (value 3345574; 0.00% of shares outstanding; change 0.01)
Holder of JKS: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-05-31: 657218 (value 9726826; 0.01% of shares outstanding; change 0.15)
Holder of JKS: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 377879 (value 5592609; 0.01% of shares outstanding; change -0.05)
Holder of JKS: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-06-30: 1266584 (value 18745443; 0.02% of shares outstanding; change 0.00)
Holder of JKS: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-06-30: 423028 (value 6260814; 0.01% of shares outstanding; change 0.58)
Holder of JKS: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 288887 (value 4275527; 0.01% of shares outstanding; change 0.51)
Holder of JKS: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-06-30: 362636 (value 5367012; 0.01% of shares outstanding; change 0.71)
Holder of JL: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 45 (value 270; 0.00% of shares outstanding; change 0.00)
Holder of JL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1508 (value 8776; 0.00% of shares outstanding; change 1.00)
Holder of JL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1508 (value 9048; 0.00% of shares outstanding; change 0.00)
Holder of JLHL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5996 (value 268620; 0.00% of shares outstanding; change 0.00)
Holder of JLHL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5996 (value 158594; 0.00% of shares outstanding; change 0.00)
Holder of JLHL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5996 (value 36455; 0.00% of shares outstanding; change 0.00)
Holder of JLHL: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 7195 (value 43745; 0.00% of shares outstanding; change 1.00)
Holder of JLL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 508593 (value 143580888; 0.01% of shares outstanding; change 0.00)
Holder of JLL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1070915 (value 302330011; 0.02% of shares outstanding; change -0.05)
Holder of JLL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 690522 (value 194941264; 0.01% of shares outstanding; change -0.04)
Holder of JLL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1490393 (value 420752844; 0.03% of shares outstanding; change 0.00)
Holder of JLL: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1768805 (value 521514459; 0.04% of shares outstanding; change 0.00)
Holder of JLL: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 944034 (value 307235876; 0.02% of shares outstanding; change -0.05)
Holder of JLL: Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund
Shares held as of 2026-03-31: 366907 (value 103581514; 0.01% of shares outstanding; change 0.00)
Holder of JLL: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 471095 (value 153317873; 0.01% of shares outstanding; change 0.08)
Holder of JLL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 526568 (value 171371562; 0.01% of shares outstanding; change 0.04)
Holder of JLL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1080190 (value 351547848; 0.02% of shares outstanding; change 0.01)
Holder of JLL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 687920 (value 223883572; 0.01% of shares outstanding; change 0.00)
Holder of JLL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1487076 (value 483968902; 0.03% of shares outstanding; change 0.00)
Holder of JLL: Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund
Shares held as of 2026-04-30: 373307 (value 110065834; 0.01% of shares outstanding; change 0.02)
Holder of JLL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 357055 (value 107098651; 0.01% of shares outstanding; change 0.00)
Holder of JLL: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1752170 (value 570243747; 0.04% of shares outstanding; change -0.01)
Holder of JLL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1594138 (value 470015642; 0.03% of shares outstanding; change 0.02)
Holder of JLL: Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund
Shares held as of 2026-05-31: 361607 (value 117685002; 0.01% of shares outstanding; change -0.03)
Holder of JLL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 353574 (value 114713549; 0.01% of shares outstanding; change -0.01)
Holder of JLL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1601088 (value 521074109; 0.03% of shares outstanding; change 0.00)
Holder of JLL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 356972 (value 116176541; 0.01% of shares outstanding; change 0.01)
Holder of JLS: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 20001 (value 356217; 0.00% of shares outstanding; change 0.00)
Holder of JLS: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 20964 (value 365821; 0.00% of shares outstanding; change 0.05)
Holder of JLS: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 20647 (value 356367; 0.00% of shares outstanding; change -0.02)
Holder of JMAT.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1585788 (value 3361870560; 0.01% of shares outstanding; change 0.03)
Holder of JMAT.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1322126 (value 2702425544; 0.01% of shares outstanding; change 0.00)
Holder of JMAT.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 882547 (value 1803926068; 0.01% of shares outstanding; change -0.01)
Holder of JMAT.L: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 564468 (value 1153772592; 0.00% of shares outstanding; change 0.09)
Holder of JMAT.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 614874 (value 1256802456; 0.00% of shares outstanding; change 0.01)
Holder of JMAT.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2433477 (value 4974026988; 0.01% of shares outstanding; change 0.00)
Holder of JMAT.L: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 625175 (value 1199085650; 0.00% of shares outstanding; change 0.01)
Holder of JMAT.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1534136 (value 2942472848; 0.01% of shares outstanding; change -0.03)
Holder of JMAT.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 3747404 (value 7742136664; 0.02% of shares outstanding; change 0.04)
Holder of JMAT.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1322126 (value 2535837668; 0.01% of shares outstanding; change 0.00)
Holder of JMAT.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 882547 (value 1692725146; 0.01% of shares outstanding; change 0.00)
Holder of JMAT.L: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 601264 (value 1153224352; 0.00% of shares outstanding; change 0.07)
Holder of JMAT.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 587671 (value 1127152978; 0.00% of shares outstanding; change -0.04)
Holder of JMAT.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2349363 (value 4506078234; 0.01% of shares outstanding; change -0.03)
Holder of JMAT.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1165970 (value 2383242680; 0.01% of shares outstanding; change 0.00)
Holder of JMAT.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 662934 (value 1355037096; 0.00% of shares outstanding; change 0.00)
Holder of JMAT.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 3930843 (value 8034643092; 0.02% of shares outstanding; change 0.05)
Holder of JMAT.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1190797 (value 2283948646; 0.01% of shares outstanding; change 0.02)
Holder of JMAT.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 673079 (value 1290965522; 0.00% of shares outstanding; change 0.02)
Holder of JMAT.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 4265600 (value 8181420800; 0.03% of shares outstanding; change 0.09)
Holder of JMIA: -Golden Eagle Dynamic Hypergrowth ETF
Shares held as of 2025-12-31: 14210 (value 103164; 0.00% of shares outstanding; change 1.00)
Holder of JMIA: EXCHANGE TRADED CONCEPTS TRUST-EMQQ The Emerging Markets Internet ETF
Shares held as of 2026-02-28: 43364 (value 254113; 0.00% of shares outstanding; change 1.00)
Holder of JMIA: EXCHANGE TRADED CONCEPTS TRUST-FMQQ The Next Frontier Internet ETF
Shares held as of 2026-02-28: 12491 (value 73197; 0.00% of shares outstanding; change 1.00)
Holder of JMIA: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 12700 (value 74422; 0.00% of shares outstanding; change 0.07)
Holder of JMIA: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 21762 (value 127525; 0.00% of shares outstanding; change 1.00)
Holder of JMIA: GLOBAL X FUNDS-Global X E-commerce ETF
Shares held as of 2026-04-30: 25675 (value 181778; 0.00% of shares outstanding; change 0.00)
Holder of JMIA: Manager Directed Portfolios-Hood River International Opportunity Fund
Shares held as of 2026-04-30: 254782 (value 1493022; 0.00% of shares outstanding; change 0.00)
Holder of JMIA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 237049 (value 1564523; 0.00% of shares outstanding; change 0.00)
Holder of JMIA: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 62694 (value 413780; 0.00% of shares outstanding; change 0.02)
Holder of JMIA: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 219726 (value 1555660; 0.00% of shares outstanding; change 0.00)
Holder of JMIA: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 42042 (value 277477; 0.00% of shares outstanding; change 0.03)
Holder of JMIA: GLOBAL X FUNDS-Global X E-commerce ETF
Shares held as of 2026-05-31: 23434 (value 152321; 0.00% of shares outstanding; change -0.09)
Holder of JMIA: Goldman Sachs ETF Trust-Goldman Sachs Innovate Equity ETF
Shares held as of 2026-05-31: 14739 (value 95803; 0.00% of shares outstanding; change 1.00)
Holder of JMIA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 236809 (value 1387700; 0.00% of shares outstanding; change 0.00)
Holder of JMIA: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 61426 (value 359956; 0.00% of shares outstanding; change -0.02)
Holder of JMIA: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 216646 (value 1518688; 0.00% of shares outstanding; change -0.01)
Holder of JMIA: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 42336 (value 248088; 0.00% of shares outstanding; change 0.01)
Holder of JMIA: GLOBAL X FUNDS-Global X E-commerce ETF
Shares held as of 2026-06-30: 23364 (value 136913; 0.00% of shares outstanding; change 0.00)
Holder of JMIA: Goldman Sachs ETF Trust-Goldman Sachs Innovate Equity ETF
Shares held as of 2026-06-30: 14739 (value 86370; 0.00% of shares outstanding; change 0.00)
Holder of JMM: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 211 (value 1215; 0.00% of shares outstanding; change 1.00)
Holder of JMM: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 211 (value 1228; 0.00% of shares outstanding; change 1.00)
Holder of JMM: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 475 (value 2764; 0.00% of shares outstanding; change 1.00)
Holder of JMM: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 141 (value 807; 0.00% of shares outstanding; change -0.33)
Holder of JMM: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 380 (value 2175; 0.00% of shares outstanding; change -0.20)
Holder of JMM: SIT MUTUAL FUNDS INC-Sit Balanced Fund
Shares held as of 2026-03-31: 22553 (value 129115; 0.00% of shares outstanding; change 0.07)
Holder of JMS.AX: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 2618872 (value 694001; 0.00% of shares outstanding; change 0.92)
Holder of JMS.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 6493059 (value 1850521; 0.00% of shares outstanding; change 0.00)
Holder of JMS.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 2845286 (value 810906; 0.00% of shares outstanding; change -0.18)
Holder of JMS.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 8608843 (value 2453520; 0.00% of shares outstanding; change 0.09)
Holder of JMS.AX: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 982023 (value 279876; 0.00% of shares outstanding; change 0.00)
Holder of JMS.AX: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 2786347 (value 794108; 0.00% of shares outstanding; change 0.55)
Holder of JMS.AX: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 4911505 (value 1399778; 0.00% of shares outstanding; change 0.08)
Holder of JMS.AX: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 4689041 (value 1242595; 0.00% of shares outstanding; change 0.79)
Holder of JMS.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 6493059 (value 1720660; 0.00% of shares outstanding; change 0.00)
Holder of JMS.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2836787 (value 751748; 0.00% of shares outstanding; change 0.00)
Holder of JMS.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 8721372 (value 2311163; 0.00% of shares outstanding; change 0.01)
Holder of JMS.AX: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 1156366 (value 306436; 0.00% of shares outstanding; change 0.18)
Holder of JMS.AX: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 3309204 (value 876939; 0.00% of shares outstanding; change 0.19)
Holder of JMS.AX: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 4984111 (value 1320789; 0.00% of shares outstanding; change 0.01)
Holder of JMS.AX: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 872682 (value 231260; 0.00% of shares outstanding; change 0.40)
Holder of JMS.AX: WisdomTree Trust-WisdomTree Dynamic International SmallCap Equity Fund
Shares held as of 2026-04-30: 1582559 (value 411465; 0.00% of shares outstanding; change -0.03)
Holder of JMS.AX: WisdomTree Trust-WisdomTree International High Dividend Fund
Shares held as of 2026-04-30: 871022 (value 248241; 0.00% of shares outstanding; change 0.04)
Holder of JMS.AX: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-04-30: 3893038 (value 1012189; 0.00% of shares outstanding; change 0.01)
Holder of JMS.AX: WisdomTree Trust-WisdomTree Dynamic International SmallCap Equity Fund
Shares held as of 2026-06-30: 1542562 (value 408778; 0.00% of shares outstanding; change -0.03)
Holder of JMS.AX: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-06-30: 3893038 (value 1031655; 0.00% of shares outstanding; change 0.00)
Holder of JMSB: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 49061 (value 1050886; 0.00% of shares outstanding; change 0.00)
Holder of JMSB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 699213 (value 14977142; 0.05% of shares outstanding; change 0.00)
Holder of JMSB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1214398 (value 26012405; 0.09% of shares outstanding; change -0.04)
Holder of JMSB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 144371 (value 3070771; 0.01% of shares outstanding; change 0.11)
Holder of JMSB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 379425 (value 8070369; 0.03% of shares outstanding; change 0.05)
Holder of JMSB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 124667 (value 2681587; 0.01% of shares outstanding; change 0.00)
Holder of JMSB: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 62868 (value 1404471; 0.00% of shares outstanding; change 0.02)
Holder of JMSB: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 51920 (value 1159892; 0.00% of shares outstanding; change 0.06)
Holder of JMSB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 700873 (value 15657502; 0.05% of shares outstanding; change 0.00)
Holder of JMSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 59179 (value 1267614; 0.00% of shares outstanding; change -0.10)
Holder of JMSB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1212738 (value 27092567; 0.09% of shares outstanding; change 0.00)
Holder of JMSB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 144371 (value 3225248; 0.01% of shares outstanding; change 0.00)
Holder of JMSB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 379425 (value 8476354; 0.03% of shares outstanding; change 0.00)
Holder of JMSB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 304220 (value 6470759; 0.02% of shares outstanding; change 0.01)
Holder of JMSB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 104257 (value 2217546; 0.01% of shares outstanding; change 0.00)
Holder of JMSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 60169 (value 1294235; 0.00% of shares outstanding; change 0.02)
Holder of JMSB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 123782 (value 2765289; 0.01% of shares outstanding; change -0.01)
Holder of JMSB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 292416 (value 6289868; 0.02% of shares outstanding; change -0.04)
Holder of JMSB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 103072 (value 2217078; 0.01% of shares outstanding; change -0.01)
Holder of JMSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 60169 (value 1344175; 0.00% of shares outstanding; change 0.00)
Holder of JMSB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 295172 (value 6594142; 0.02% of shares outstanding; change 0.01)
Holder of JMSB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 103941 (value 2322041; 0.01% of shares outstanding; change 0.01)
Holder of JMT.LS: -Price (T.Rowe) Emerging Markets Equity Trust
Shares held as of 2025-12-31: 1602216 (value 28391266; 0.00% of shares outstanding; change -0.54)
Holder of JMT.LS: -Price (T.Rowe) International Growth Equity Trust
Shares held as of 2025-12-31: 1933864 (value 34268068; 0.00% of shares outstanding; change -0.48)
Holder of JMT.LS: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 2126551 (value 37682482; 0.00% of shares outstanding; change 0.00)
Holder of JMT.LS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2597416 (value 46026209; 0.00% of shares outstanding; change 0.02)
Holder of JMT.LS: JPMorgan Trust I-JPMorgan Emerging Markets Equity Fund
Shares held as of 2026-01-31: 2530718 (value 44085107; 0.00% of shares outstanding; change -0.32)
Holder of JMT.LS: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-01-31: 1200551 (value 20913598; 0.00% of shares outstanding; change 0.14)
Holder of JMT.LS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 1572955 (value 27872761; 0.00% of shares outstanding; change -0.02)
Holder of JMT.LS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3994521 (value 69584556; 0.01% of shares outstanding; change 0.01)
Holder of JMT.LS: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 4109977 (value 67321419; 0.01% of shares outstanding; change -0.06)
Holder of JMT.LS: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 1894740 (value 31035839; 0.00% of shares outstanding; change -0.11)
Holder of JMT.LS: John Hancock Funds III-International Growth Fund
Shares held as of 2026-03-31: 3532681 (value 62740415; 0.01% of shares outstanding; change 0.01)
Holder of JMT.LS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-03-31: 1511742 (value 26334545; 0.00% of shares outstanding; change -0.04)
Holder of JMT.LS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2669533 (value 43726948; 0.00% of shares outstanding; change 0.03)
Holder of JMT.LS: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 1390270 (value 24218503; 0.00% of shares outstanding; change 0.09)
Holder of JMT.LS: JPMorgan Trust I-JPMorgan Emerging Markets Equity Fund
Shares held as of 2026-04-30: 2207887 (value 36165187; 0.00% of shares outstanding; change -0.13)
Holder of JMT.LS: John Hancock Funds III-International Growth Fund
Shares held as of 2026-04-30: 3532681 (value 61539303; 0.01% of shares outstanding; change 0.00)
Holder of JMT.LS: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-04-30: 1355807 (value 22208117; 0.00% of shares outstanding; change 0.13)
Holder of JMT.LS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 1509138 (value 24719679; 0.00% of shares outstanding; change 0.00)
Holder of JMT.LS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4000088 (value 65521438; 0.01% of shares outstanding; change 0.00)
Holder of JMT.LS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1938292 (value 33765046; 0.00% of shares outstanding; change 0.00)
Holder of JMT.LS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1064739 (value 17440423; 0.00% of shares outstanding; change 0.01)
Holder of JMT.LS: John Hancock Funds III-International Growth Fund
Shares held as of 2026-05-31: 3459677 (value 56669506; 0.01% of shares outstanding; change -0.02)
Holder of JMT.LS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1952662 (value 31984601; 0.00% of shares outstanding; change 0.01)
Holder of JMX.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2056024 (value 135615341; 0.04% of shares outstanding; change 0.03)
Holder of JMX.DE: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1293517 (value 85320380; 0.02% of shares outstanding; change 0.13)
Holder of JMX.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 907615 (value 59866284; 0.02% of shares outstanding; change 0.02)
Holder of JMX.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1058667 (value 69829674; 0.02% of shares outstanding; change 1.00)
Holder of JMX.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1894375 (value 124952973; 0.03% of shares outstanding; change 0.00)
Holder of JMX.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2607704 (value 172004153; 0.04% of shares outstanding; change 0.00)
Holder of JMX.DE: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 2594758 (value 171150235; 0.04% of shares outstanding; change -0.43)
Holder of JMX.DE: Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF
Shares held as of 2026-05-31: 2567256 (value 160248114; 0.04% of shares outstanding; change 0.14)
Holder of JMX.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4930308 (value 325203111; 0.08% of shares outstanding; change 0.00)
Holder of JMX.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1954625 (value 128927063; 0.03% of shares outstanding; change 0.02)
Holder of JMX.DE: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 1018527 (value 67182039; 0.02% of shares outstanding; change -0.55)
Holder of JNJ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 60753681 (value 13689627050; 0.03% of shares outstanding; change 0.02)
Holder of JNJ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 75728761 (value 17063961854; 0.03% of shares outstanding; change 0.00)
Holder of JNJ: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 13232948 (value 3060648454; 0.01% of shares outstanding; change 0.01)
Holder of JNJ: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-01-31: 9683738 (value 2239751697; 0.00% of shares outstanding; change 0.03)
Holder of JNJ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 30776260 (value 6934814722; 0.01% of shares outstanding; change 0.00)
Holder of JNJ: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 9496788 (value 2501453901; 0.00% of shares outstanding; change 0.63)
Holder of JNJ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 61239752 (value 16130550303; 0.03% of shares outstanding; change 0.01)
Holder of JNJ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 76529088 (value 20157761312; 0.03% of shares outstanding; change 0.01)
Holder of JNJ: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 22290848 (value 5871409227; 0.01% of shares outstanding; change 0.01)
Holder of JNJ: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 13587935 (value 3579061996; 0.01% of shares outstanding; change -0.02)
Holder of JNJ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 30882510 (value 7142815530; 0.01% of shares outstanding; change 0.00)
Holder of JNJ: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 17436049 (value 4032783656; 0.01% of shares outstanding; change -0.01)
Holder of JNJ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 28805061 (value 6938274902; 0.01% of shares outstanding; change 0.03)
Holder of JNJ: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 13529636 (value 3563706039; 0.01% of shares outstanding; change 0.02)
Holder of JNJ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 31171059 (value 7209554026; 0.01% of shares outstanding; change 0.01)
Holder of JNJ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 30839534 (value 8123133067; 0.01% of shares outstanding; change 0.00)
Holder of JNJ: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-05-31: 16768365 (value 4309134621; 0.01% of shares outstanding; change -0.04)
Holder of JNJ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 29059162 (value 7467623770; 0.01% of shares outstanding; change 0.01)
Holder of JNJ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 31750743 (value 8363145512; 0.01% of shares outstanding; change 0.02)
Holder of JNJ: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 17066625 (value 4495348920; 0.01% of shares outstanding; change 0.02)
Holder of JNJ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 29093686 (value 7663276714; 0.01% of shares outstanding; change 0.00)
Holder of JNJ.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 13232948 (value 2518230044; 0.01% of shares outstanding; change 0.01)
Holder of JNJ.DE: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-01-31: 9683738 (value 1842815370; 0.00% of shares outstanding; change 0.03)
Holder of JNJ.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 30776260 (value 5856722371; 0.01% of shares outstanding; change 0.00)
Holder of JNJ.DE: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 9496788 (value 2190908962; 0.00% of shares outstanding; change 0.63)
Holder of JNJ.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 61239752 (value 14128010599; 0.03% of shares outstanding; change 0.01)
Holder of JNJ.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 76529088 (value 17655260368; 0.03% of shares outstanding; change 0.01)
Holder of JNJ.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 22290848 (value 5142498565; 0.01% of shares outstanding; change 0.01)
Holder of JNJ.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 13587935 (value 3134736563; 0.01% of shares outstanding; change -0.02)
Holder of JNJ.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 17436049 (value 3318080177; 0.01% of shares outstanding; change -0.01)
Holder of JNJ.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 28805061 (value 5481603196; 0.01% of shares outstanding; change 0.03)
Holder of JNJ.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 13529636 (value 3121286983; 0.01% of shares outstanding; change 0.02)
Holder of JNJ.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 31171059 (value 5931852622; 0.01% of shares outstanding; change 0.01)
Holder of JNJ.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 30839534 (value 7114680399; 0.01% of shares outstanding; change 0.00)
Holder of JNJ.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 31750743 (value 7324896313; 0.01% of shares outstanding; change 0.02)
Holder of JNJ.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 17066625 (value 3937270335; 0.01% of shares outstanding; change 0.02)
Holder of JNJ.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 29093686 (value 6711913271; 0.01% of shares outstanding; change 0.00)
Holder of JNO.AX: ClearBridge International Small Cap Fd
Shares held as of 2022-09-30: 127557 (value 3316; 0.00% of shares outstanding; change 0.00)
Holder of JOB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1107632 (value 258521; 0.01% of shares outstanding; change 0.00)
Holder of JOB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3749016 (value 875020; 0.03% of shares outstanding; change 0.00)
Holder of JOB: -Longview Advantage ETF
Shares held as of 2026-02-28: 1017 (value 216; 0.00% of shares outstanding; change 0.00)
Holder of JOB: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 5200 (value 1108; 0.00% of shares outstanding; change 0.00)
Holder of JOB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 623547 (value 142792; 0.01% of shares outstanding; change 0.22)
Holder of JOB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 132847 (value 30421; 0.00% of shares outstanding; change 0.00)
Holder of JOB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 276653 (value 63353; 0.00% of shares outstanding; change 0.00)
Holder of JOB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1107632 (value 236036; 0.01% of shares outstanding; change 0.00)
Holder of JOB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3749016 (value 798915; 0.03% of shares outstanding; change 0.00)
Holder of JOB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 621278 (value 135624; 0.01% of shares outstanding; change 0.00)
Holder of JOB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 132847 (value 29000; 0.00% of shares outstanding; change 0.00)
Holder of JOB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 276653 (value 60393; 0.00% of shares outstanding; change 0.00)
Holder of JOB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 621278 (value 132394; 0.01% of shares outstanding; change 0.00)
Holder of JOB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 132847 (value 28309; 0.00% of shares outstanding; change 0.00)
Holder of JOB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 276653 (value 58954; 0.00% of shares outstanding; change 0.00)
Holder of JOBY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 6003247 (value 71438637; 0.01% of shares outstanding; change 0.07)
Holder of JOBY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 12411261 (value 147694001; 0.01% of shares outstanding; change 0.02)
Holder of JOBY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 8004395 (value 95252297; 0.01% of shares outstanding; change 0.03)
Holder of JOBY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 17276937 (value 205595543; 0.02% of shares outstanding; change 0.07)
Holder of JOBY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 5049001 (value 49783148; 0.01% of shares outstanding; change 0.07)
Holder of JOBY: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 2555157 (value 19725811; 0.00% of shares outstanding; change 0.13)
Holder of JOBY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 3223756 (value 30786870; 0.00% of shares outstanding; change 0.01)
Holder of JOBY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 6761147 (value 46854747; 0.01% of shares outstanding; change 0.13)
Holder of JOBY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 13345228 (value 92482427; 0.01% of shares outstanding; change 0.08)
Holder of JOBY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 8498362 (value 58893647; 0.01% of shares outstanding; change 0.06)
Holder of JOBY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18427669 (value 127703743; 0.02% of shares outstanding; change 0.07)
Holder of JOBY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 14306883 (value 170251902; 0.01% of shares outstanding; change 0.14)
Holder of JOBY: ARK ETF Trust-ARK Autonomous Technology & Robotics ETF
Shares held as of 2026-04-30: 3391778 (value 40362156; 0.00% of shares outstanding; change 0.27)
Holder of JOBY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 3212025 (value 31670565; 0.00% of shares outstanding; change 0.00)
Holder of JOBY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 5795264 (value 40161178; 0.01% of shares outstanding; change 0.15)
Holder of JOBY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 13775389 (value 135825330; 0.01% of shares outstanding; change -0.04)
Holder of JOBY: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 4818256 (value 47508002; 0.00% of shares outstanding; change 0.01)
Holder of JOBY: ARK ETF Trust-ARK Autonomous Technology & Robotics ETF
Shares held as of 2026-05-31: 3495498 (value 34465609; 0.00% of shares outstanding; change 0.03)
Holder of JOBY: ARK ETF Trust-ARK Space & Defense Innovation ETF
Shares held as of 2026-05-31: 2760003 (value 27213628; 0.00% of shares outstanding; change 0.72)
Holder of JOBY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 3120623 (value 21625916; 0.00% of shares outstanding; change -0.03)
Holder of JOBY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 14007612 (value 97072748; 0.01% of shares outstanding; change 0.02)
Holder of JOBY: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 4782203 (value 33140665; 0.00% of shares outstanding; change -0.01)
Holder of JOBY: ARK ETF Trust-ARK Autonomous Technology & Robotics ETF
Shares held as of 2026-06-30: 3464382 (value 24008166; 0.00% of shares outstanding; change -0.01)
Holder of JOBY: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-06-30: 2832334 (value 19628074; 0.00% of shares outstanding; change 0.19)
Holder of JOE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 431625 (value 27464299; 0.01% of shares outstanding; change 0.02)
Holder of JOE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 479791 (value 30529101; 0.01% of shares outstanding; change -0.10)
Holder of JOE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 850545 (value 54120179; 0.01% of shares outstanding; change -0.11)
Holder of JOE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1197434 (value 76192726; 0.02% of shares outstanding; change -0.09)
Holder of JOE: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1405467 (value 91805104; 0.02% of shares outstanding; change 0.00)
Holder of JOE: Fairholme Funds Inc-The Fairholme Fund
Shares held as of 2026-02-28: 16116124 (value 1001133605; 0.28% of shares outstanding; change -0.01)
Holder of JOE: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-03-31: 641900 (value 40844097; 0.01% of shares outstanding; change -0.15)
Holder of JOE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 469209 (value 29147262; 0.01% of shares outstanding; change -0.38)
Holder of JOE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 443704 (value 27562892; 0.01% of shares outstanding; change 0.03)
Holder of JOE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 519255 (value 32256120; 0.01% of shares outstanding; change 0.08)
Holder of JOE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 929894 (value 57765014; 0.02% of shares outstanding; change 0.09)
Holder of JOE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1288060 (value 80014285; 0.02% of shares outstanding; change 0.08)
Holder of JOE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 937996 (value 59684686; 0.02% of shares outstanding; change 0.00)
Holder of JOE: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-04-30: 641900 (value 41928907; 0.01% of shares outstanding; change 0.00)
Holder of JOE: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1393512 (value 86564963; 0.02% of shares outstanding; change -0.01)
Holder of JOE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2428711 (value 158643401; 0.04% of shares outstanding; change 0.02)
Holder of JOE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 901222 (value 58867820; 0.02% of shares outstanding; change -0.04)
Holder of JOE: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-05-31: 641900 (value 39874827; 0.01% of shares outstanding; change 0.00)
Holder of JOE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2415053 (value 150023089; 0.04% of shares outstanding; change -0.01)
Holder of JOE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 913659 (value 56756496; 0.02% of shares outstanding; change 0.01)
Holder of JOF: HC Capital Trust-The Institutional International Equity Portfolio
Shares held as of 2025-12-31: 404125 (value 4768675; 0.01% of shares outstanding; change 0.00)
Holder of JOF: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 124847 (value 1427001; 0.00% of shares outstanding; change 0.00)
Holder of JOF: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 2631 (value 31282; 0.00% of shares outstanding; change -0.29)
Holder of JOF: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 473402 (value 5344708; 0.02% of shares outstanding; change 1.10)
Holder of JOF: HC Capital Trust-The Institutional International Equity Portfolio
Shares held as of 2026-03-31: 424125 (value 4788371; 0.02% of shares outstanding; change 0.05)
Holder of JOF: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 68095 (value 768792; 0.00% of shares outstanding; change -0.45)
Holder of JOF: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 2238 (value 25267; 0.00% of shares outstanding; change -0.15)
Holder of JOUT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 63109 (value 2824758; 0.01% of shares outstanding; change 0.07)
Holder of JOUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 138857 (value 6215239; 0.02% of shares outstanding; change 0.00)
Holder of JOUT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 63311 (value 2878751; 0.01% of shares outstanding; change 0.00)
Holder of JOUT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 49527 (value 2220790; 0.01% of shares outstanding; change -0.35)
Holder of JOUT: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 122517 (value 5570848; 0.01% of shares outstanding; change 0.00)
Holder of JOUT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 56775 (value 2581559; 0.01% of shares outstanding; change 0.01)
Holder of JOUT: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 307500 (value 14141925; 0.03% of shares outstanding; change 0.03)
Holder of JOUT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 68704 (value 3159697; 0.01% of shares outstanding; change 0.09)
Holder of JOUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 138857 (value 6386033; 0.02% of shares outstanding; change 0.00)
Holder of JOUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 139504 (value 6244198; 0.02% of shares outstanding; change 0.02)
Holder of JOUT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 48591 (value 2174933; 0.01% of shares outstanding; change 0.00)
Holder of JOUT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 86635 (value 3884713; 0.01% of shares outstanding; change 0.01)
Holder of JOUT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 64313 (value 2957754; 0.01% of shares outstanding; change 0.30)
Holder of JOUT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 58511 (value 2690920; 0.01% of shares outstanding; change 0.03)
Holder of JOUT: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 122517 (value 5634557; 0.01% of shares outstanding; change 0.00)
Holder of JOUT: Unified Series Trust-Dean Small Cap Value Fund
Shares held as of 2026-04-30: 56445 (value 2566554; 0.01% of shares outstanding; change 0.52)
Holder of JOUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 138823 (value 6312281; 0.02% of shares outstanding; change 0.00)
Holder of JOUT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 50606 (value 2301054; 0.01% of shares outstanding; change 0.04)
Holder of JOUT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 92620 (value 4211431; 0.01% of shares outstanding; change 0.07)
Holder of JOUT: Unified Series Trust-Dean Small Cap Value Fund
Shares held as of 2026-05-31: 77645 (value 3570893; 0.01% of shares outstanding; change 0.38)
Holder of JOUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 140148 (value 6445406; 0.02% of shares outstanding; change 0.01)
Holder of JOUT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 51035 (value 2347099; 0.01% of shares outstanding; change 0.01)
Holder of JOUT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 92433 (value 4250993; 0.01% of shares outstanding; change 0.00)
Holder of JOY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 55300 (value 255485; 0.00% of shares outstanding; change 1.00)
Holder of JOY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-01-31: 10900 (value 50357; 0.00% of shares outstanding; change 0.98)
Holder of JOY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 4800 (value 22175; 0.00% of shares outstanding; change 1.00)
Holder of JOY.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 23713 (value 109554; 0.00% of shares outstanding; change 1.00)