speb/financial-data huggingface dataset:
Holder of JOY.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-01-31: 4700 (value 21713; 0.00% of shares outstanding; change 1.00)
Holder of JOY.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 6306 (value 29133; 0.00% of shares outstanding; change 5.96)
Holder of JOY.TO: HARBOR FUNDS-Harbor International Core Fund
Shares held as of 2026-01-31: 49300 (value 227765; 0.00% of shares outstanding; change 0.32)
Holder of JOY.TO: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional Intl Core Eqy. Fd.
Shares held as of 2026-03-31: 3866 (value 21108; 0.00% of shares outstanding; change 0.00)
Holder of JOY.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 191962 (value 1048112; 0.00% of shares outstanding; change 0.37)
Holder of JOY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 194056 (value 881014; 0.00% of shares outstanding; change 1.00)
Holder of JOY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 70800 (value 321431; 0.00% of shares outstanding; change 0.28)
Holder of JOY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-04-30: 18700 (value 84897; 0.00% of shares outstanding; change 2.90)
Holder of JOY.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 15800 (value 71731; 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 2026-04-30: 29913 (value 135805; 0.00% of shares outstanding; change 0.26)
Holder of JOY.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 21506 (value 97637; 0.00% of shares outstanding; change 2.41)
Holder of JOY.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 27100 (value 123033; 0.00% of shares outstanding; change 1.00)
Holder of JOY.TO: HARBOR FUNDS-Harbor International Core Fund
Shares held as of 2026-04-30: 49300 (value 223821; 0.00% of shares outstanding; change 0.00)
Holder of JOY.TO: SEI INSTITUTIONAL INTERNATIONAL TRUST-SIT International Equity Fund
Shares held as of 2026-04-30: 14400 (value 66527; 0.00% of shares outstanding; change 0.00)
Holder of JOY.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 31300 (value 136154; 0.00% of shares outstanding; change 1.00)
Holder of JOY.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 231264 (value 1068439; 0.00% of shares outstanding; change 0.20)
Holder of JOY.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 31300 (value 142101; 0.00% of shares outstanding; change 0.00)
Holder of JOY.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 257679 (value 1169862; 0.00% of shares outstanding; change 0.11)
Holder of JOYY: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 294425 (value 19970848; 0.01% of shares outstanding; change 0.03)
Holder of JOYY: JNL Series Trust-JNL Multi-Manager International Small Cap Fund
Shares held as of 2025-12-31: 114804 (value 7741233; 0.00% of shares outstanding; change -0.10)
Holder of JOYY: Krane Shares Trust-KraneShares CSI China Internet ETF
Shares held as of 2025-12-31: 1146960 (value 77339513; 0.03% of shares outstanding; change -0.14)
Holder of JOYY: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-01-31: 142000 (value 9549500; 0.00% of shares outstanding; change 0.02)
Holder of JOYY: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 371095 (value 24956138; 0.01% of shares outstanding; change 0.03)
Holder of JOYY: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 389248 (value 26176928; 0.01% of shares outstanding; change 0.00)
Holder of JOYY: CAUSEWAY CAPITAL MANAGEMENT TRUST-Causeway Emerging Markets Fund
Shares held as of 2026-03-31: 158345 (value 11709612; 0.00% of shares outstanding; change 0.03)
Holder of JOYY: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 300325 (value 22209032; 0.01% of shares outstanding; change 0.02)
Holder of JOYY: Krane Shares Trust-KraneShares CSI China Internet ETF
Shares held as of 2026-03-31: 1071816 (value 79260789; 0.03% of shares outstanding; change -0.07)
Holder of JOYY: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 324028 (value 21849208; 0.01% of shares outstanding; change 0.00)
Holder of JOYY: First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F
Shares held as of 2026-04-30: 174264 (value 11820327; 0.01% of shares outstanding; change 0.01)
Holder of JOYY: Invesco Exchange-Traded Fund Trust II-Invesco China Technology ETF
Shares held as of 2026-04-30: 252419 (value 17121581; 0.01% of shares outstanding; change -0.01)
Holder of JOYY: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 113942 (value 8426010; 0.00% of shares outstanding; change 0.00)
Holder of JOYY: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-04-30: 136100 (value 10064594; 0.00% of shares outstanding; change -0.04)
Holder of JOYY: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 367850 (value 27202506; 0.01% of shares outstanding; change -0.01)
Holder of JOYY: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 389248 (value 28784888; 0.01% of shares outstanding; change 0.00)
Holder of JOYY: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 324028 (value 21790883; 0.01% of shares outstanding; change 0.00)
Holder of JOYY: First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F
Shares held as of 2026-05-31: 174034 (value 12194562; 0.01% of shares outstanding; change 0.00)
Holder of JOYY: Invesco Exchange-Traded Fund Trust II-Invesco China Technology ETF
Shares held as of 2026-05-31: 279369 (value 19575385; 0.01% of shares outstanding; change 0.11)
Holder of JOYY: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 303031 (value 22409141; 0.01% of shares outstanding; change -0.06)
Holder of JOYY: First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F
Shares held as of 2026-06-30: 223047 (value 16494324; 0.01% of shares outstanding; change 0.28)
Holder of JOYY: Invesco Exchange-Traded Fund Trust II-Invesco China Technology ETF
Shares held as of 2026-06-30: 221021 (value 16344502; 0.01% of shares outstanding; change -0.21)
Holder of JPC: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 19794 (value 157560; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 11861 (value 94413; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 4632 (value 36870; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 8576 (value 68264; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 5392 (value 41734; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 43198 (value 334352; 0.00% of shares outstanding; change 0.00)
Holder of JPC: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-03-31: 70603 (value 557057; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 19794 (value 152413; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 11861 (value 91329; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 4632 (value 35666; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 8576 (value 66035; 0.00% of shares outstanding; change 0.00)
Holder of JPC: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 114207 (value 891956; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 2643418 (value 20592226; 0.01% of shares outstanding; change -0.09)
Holder of JPC: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 5392 (value 41518; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 43198 (value 332624; 0.00% of shares outstanding; change 0.00)
Holder of JPC: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 114207 (value 901093; 0.00% of shares outstanding; change 0.00)
Holder of JPC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 2573212 (value 20019589; 0.01% of shares outstanding; change -0.03)
Holder of JPC: Advisor Managed Portfolios-Bramshill Income Performance Fund
Shares held as of 2026-06-30: 27865 (value 214560; 0.00% of shares outstanding; change 1.00)
Holder of JPC: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 112479 (value 866088; 0.00% of shares outstanding; change -0.02)
Holder of JPC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 2567542 (value 19770072; 0.01% of shares outstanding; change 0.00)
Holder of JPC: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-06-30: 70603 (value 543643; 0.00% of shares outstanding; change 0.00)
Holder of JPM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 65746925 (value 19678711961; 0.02% of shares outstanding; change 0.00)
Holder of JPM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 81949754 (value 24528380669; 0.03% of shares outstanding; change -0.02)
Holder of JPM: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2025-12-31: 24052035 (value 7198293005; 0.01% of shares outstanding; change 0.01)
Holder of JPM: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2025-12-31: 15622600 (value 4675531708; 0.01% of shares outstanding; change -0.03)
Holder of JPM: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 14482319 (value 4800599261; 0.01% of shares outstanding; change -0.03)
Holder of JPM: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-01-31: 10519923 (value 3487144191; 0.00% of shares outstanding; change -0.03)
Holder of JPM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 34432541 (value 10306003762; 0.01% of shares outstanding; change -0.01)
Holder of JPM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 64607606 (value 22820051963; 0.02% of shares outstanding; change -0.02)
Holder of JPM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 80758854 (value 28524834131; 0.03% of shares outstanding; change -0.01)
Holder of JPM: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 23269643 (value 8219070405; 0.01% of shares outstanding; change -0.03)
Holder of JPM: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 14334973 (value 5063255690; 0.01% of shares outstanding; change -0.08)
Holder of JPM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 34551443 (value 11453112705; 0.01% of shares outstanding; change 0.00)
Holder of JPM: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 18860160 (value 6251766044; 0.01% of shares outstanding; change 0.03)
Holder of JPM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 32225560 (value 10335381642; 0.01% of shares outstanding; change 0.03)
Holder of JPM: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 14280070 (value 5043863402; 0.01% of shares outstanding; change -0.01)
Holder of JPM: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-04-30: 10101743 (value 3568036558; 0.00% of shares outstanding; change -0.04)
Holder of JPM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 34874236 (value 11560112132; 0.01% of shares outstanding; change 0.01)
Holder of JPM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 34503332 (value 12186921600; 0.01% of shares outstanding; change 0.00)
Holder of JPM: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 18123748 (value 6098097511; 0.01% of shares outstanding; change -0.04)
Holder of JPM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 32513889 (value 10939948271; 0.01% of shares outstanding; change 0.01)
Holder of JPM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 35522724 (value 12546981040; 0.01% of shares outstanding; change 0.02)
Holder of JPM: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 18242250 (value 6443344966; 0.01% of shares outstanding; change 0.01)
Holder of JPM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 32382792 (value 11437925685; 0.01% of shares outstanding; change 0.00)
Holder of JQC: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2025-12-31: 256035 (value 1236649; 0.00% of shares outstanding; change 1.00)
Holder of JQC: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 135695 (value 649979; 0.00% of shares outstanding; change -0.14)
Holder of JQC: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 121978 (value 584274; 0.00% of shares outstanding; change 0.00)
Holder of JQC: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 3995579 (value 18979000; 0.03% of shares outstanding; change 0.02)
Holder of JQC: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-03-31: 137766 (value 662654; 0.00% of shares outstanding; change 0.00)
Holder of JQC: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 473400 (value 2248650; 0.00% of shares outstanding; change 1.00)
Holder of JQC: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2026-03-31: 306035 (value 1453666; 0.00% of shares outstanding; change 0.20)
Holder of JQC: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 314469 (value 1493727; 0.00% of shares outstanding; change 0.85)
Holder of JQC: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 118167 (value 561293; 0.00% of shares outstanding; change 0.10)
Holder of JQC: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 113619 (value 544235; 0.00% of shares outstanding; change 0.00)
Holder of JQC: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 186064 (value 893107; 0.00% of shares outstanding; change 0.06)
Holder of JQC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 2022798 (value 9770114; 0.01% of shares outstanding; change 0.04)
Holder of JQC: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 121978 (value 579395; 0.00% of shares outstanding; change 0.00)
Holder of JQC: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 113619 (value 546507; 0.00% of shares outstanding; change 0.00)
Holder of JQC: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 186064 (value 883804; 0.00% of shares outstanding; change 0.00)
Holder of JQC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1965388 (value 9335593; 0.01% of shares outstanding; change -0.03)
Holder of JQC: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 111900 (value 531525; 0.00% of shares outstanding; change -0.02)
Holder of JQC: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 230322 (value 1094029; 0.00% of shares outstanding; change 0.24)
Holder of JQC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1961059 (value 9315030; 0.01% of shares outstanding; change 0.00)
Holder of JQC: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-06-30: 137766 (value 654388; 0.00% of shares outstanding; change 0.00)
Holder of JRI: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 137846 (value 1780970; 0.01% of shares outstanding; change 0.00)
Holder of JRI: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 751868 (value 9819396; 0.03% of shares outstanding; change -0.07)
Holder of JRI: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 227308 (value 2968642; 0.01% of shares outstanding; change 0.65)
Holder of JRI: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 146 (value 1906; 0.00% of shares outstanding; change 1.00)
Holder of JRI: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 391 (value 5106; 0.00% of shares outstanding; change 1.00)
Holder of JRI: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 47311 (value 601795; 0.00% of shares outstanding; change 1.00)
Holder of JRI: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 12390 (value 161813; 0.00% of shares outstanding; change 1.00)
Holder of JRI: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 56702 (value 721249; 0.00% of shares outstanding; change 0.31)
Holder of JRI: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 30663 (value 387886; 0.00% of shares outstanding; change -0.35)
Holder of JRI: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 60786 (value 790825; 0.00% of shares outstanding; change 0.07)
Holder of JRI: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 18580 (value 242654; 0.00% of shares outstanding; change -0.39)
Holder of JRI: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 61863 (value 807930; 0.00% of shares outstanding; change 0.02)
Holder of JRS: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 163 (value 1343; 0.00% of shares outstanding; change -0.33)
Holder of JRS: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 163 (value 1348; 0.00% of shares outstanding; change -0.33)
Holder of JRS: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 368 (value 3043; 0.00% of shares outstanding; change -0.18)
Holder of JRS: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 14906 (value 129533; 0.00% of shares outstanding; change 0.05)
Holder of JRS: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 238 (value 2068; 0.00% of shares outstanding; change 0.46)
Holder of JRS: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 638 (value 5544; 0.00% of shares outstanding; change 0.73)
Holder of JRS: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 316500 (value 2750384; 0.01% of shares outstanding; change 0.00)
Holder of JRSH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 54107 (value 183963; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 132571 (value 450741; 0.01% of shares outstanding; change 0.00)
Holder of JRSH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 7541 (value 34914; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 8187 (value 37905; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 25144 (value 116416; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 17957 (value 83140; 0.00% of shares outstanding; change -0.15)
Holder of JRSH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 7189 (value 24586; 0.00% of shares outstanding; change -0.79)
Holder of JRSH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12025 (value 41125; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 6972 (value 23844; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 55728 (value 258020; 0.00% of shares outstanding; change 0.03)
Holder of JRSH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 132571 (value 613803; 0.01% of shares outstanding; change 0.00)
Holder of JRSH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 16264 (value 55622; 0.00% of shares outstanding; change -0.01)
Holder of JRSH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 7541 (value 34914; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 8187 (value 37905; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 25144 (value 116416; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 17957 (value 83140; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 7189 (value 33285; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12025 (value 55675; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 6972 (value 32280; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 16371 (value 75797; 0.00% of shares outstanding; change 0.01)
Holder of JRSH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 7189 (value 33285; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10527 (value 48740; 0.00% of shares outstanding; change -0.12)
Holder of JRSH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 6972 (value 32280; 0.00% of shares outstanding; change 0.00)
Holder of JRSH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 16157 (value 74806; 0.00% of shares outstanding; change -0.01)
Holder of JRVR: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1605421 (value 6357467; 0.03% of shares outstanding; change 0.00)
Holder of JRVR: T. Rowe Price Financial Services Fund, Inc.
Shares held as of 2025-12-31: 699180 (value 2733793; 0.02% of shares outstanding; change -0.27)
Holder of JRVR: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2713302 (value 10744676; 0.06% of shares outstanding; change -0.04)
Holder of JRVR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 491073 (value 1920095; 0.01% of shares outstanding; change -0.04)
Holder of JRVR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1155297 (value 4517211; 0.03% of shares outstanding; change 0.10)
Holder of JRVR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 360781 (value 1410653; 0.01% of shares outstanding; change 0.01)
Holder of JRVR: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-02-28: 602153 (value 2354418; 0.01% of shares outstanding; change 0.00)
Holder of JRVR: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 222293 (value 880280; 0.00% of shares outstanding; change 0.01)
Holder of JRVR: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1717980 (value 8091685; 0.04% of shares outstanding; change 0.07)
Holder of JRVR: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-03-31: 602153 (value 2354418; 0.01% of shares outstanding; change 0.00)
Holder of JRVR: T. Rowe Price Financial Services Fund, Inc.
Shares held as of 2026-03-31: 270144 (value 1272378; 0.01% of shares outstanding; change -0.61)
Holder of JRVR: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2638193 (value 12425889; 0.06% of shares outstanding; change -0.03)
Holder of JRVR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 529418 (value 2493558; 0.01% of shares outstanding; change 0.08)
Holder of JRVR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1155297 (value 5441448; 0.03% of shares outstanding; change 0.00)
Holder of JRVR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 957350 (value 3743238; 0.02% of shares outstanding; change 0.02)
Holder of JRVR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 331292 (value 1295351; 0.01% of shares outstanding; change 0.00)
Holder of JRVR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 367139 (value 1729224; 0.01% of shares outstanding; change 0.02)
Holder of JRVR: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-04-30: 597392 (value 2813716; 0.01% of shares outstanding; change -0.01)
Holder of JRVR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 919895 (value 3596789; 0.02% of shares outstanding; change -0.04)
Holder of JRVR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 327512 (value 1280571; 0.01% of shares outstanding; change -0.01)
Holder of JRVR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 264883 (value 1035692; 0.01% of shares outstanding; change 0.39)
Holder of JRVR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 928640 (value 4373894; 0.02% of shares outstanding; change 0.01)
Holder of JRVR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 330284 (value 1555637; 0.01% of shares outstanding; change 0.01)
Holder of JRVR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 263947 (value 1243190; 0.01% of shares outstanding; change 0.00)
Holder of JSPR: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 26308 (value 12961; 0.00% of shares outstanding; change 0.00)
Holder of JSPR: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 385522 (value 189946; 0.01% of shares outstanding; change 0.00)
Holder of JSPR: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 548289 (value 270141; 0.02% of shares outstanding; change -0.10)
Holder of JSPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 312032 (value 258674; 0.01% of shares outstanding; change 1.47)
Holder of JSPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 833391 (value 690881; 0.03% of shares outstanding; change 0.00)
Holder of JSPR: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 27174 (value 22527; 0.00% of shares outstanding; change 1.00)
Holder of JSPR: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 4665 (value 3211; 0.00% of shares outstanding; change 0.00)
Holder of JSPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 172824 (value 85150; 0.01% of shares outstanding; change 0.21)
Holder of JSPR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 34109 (value 16805; 0.00% of shares outstanding; change 0.18)
Holder of JSPR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 49896 (value 24583; 0.00% of shares outstanding; change 0.00)
Holder of JSPR: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2026-03-31: 3638 (value 2504; 0.00% of shares outstanding; change 0.00)
Holder of JSPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 312032 (value 214802; 0.01% of shares outstanding; change 0.00)
Holder of JSPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 833391 (value 573706; 0.03% of shares outstanding; change 0.00)
Holder of JSPR: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 27174 (value 18706; 0.00% of shares outstanding; change 0.00)
Holder of JSPR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 68218 (value 33611; 0.00% of shares outstanding; change -0.01)
Holder of JSPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 172195 (value 86355; 0.01% of shares outstanding; change 0.00)
Holder of JSPR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9659 (value 4843; 0.00% of shares outstanding; change 0.00)
Holder of JSPR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 34109 (value 17105; 0.00% of shares outstanding; change 0.00)
Holder of JSPR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 49896 (value 25022; 0.00% of shares outstanding; change 0.00)
Holder of JSPR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 68667 (value 34436; 0.00% of shares outstanding; change 0.01)
Holder of JSPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 153206 (value 105467; 0.01% of shares outstanding; change -0.11)
Holder of JSPR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9659 (value 6649; 0.00% of shares outstanding; change 0.00)
Holder of JSPR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 34109 (value 23480; 0.00% of shares outstanding; change 0.00)
Holder of JSPR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 49896 (value 34348; 0.00% of shares outstanding; change 0.00)
Holder of JSPR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 67769 (value 46652; 0.00% of shares outstanding; change -0.01)
Holder of JTAI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 114 (value 948; 0.00% of shares outstanding; change 0.00)
Holder of JTAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 563509 (value 4282668; 0.40% of shares outstanding; change 8165.80)
Holder of JTAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3259 (value 24768; 0.00% of shares outstanding; change 202.69)
Holder of JTAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 2817 (value 19775; 0.00% of shares outstanding; change -1.00)
Holder of JTAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 2817 (value 5746; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 128042 (value 32778; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 33100 (value 8473; 0.00% of shares outstanding; change 1.00)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 124942 (value 30248; 0.00% of shares outstanding; change 0.61)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 15860 (value 3839; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 17979 (value 4352; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 16075 (value 3891; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 128042 (value 15493; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 33100 (value 4005; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 198769 (value 24051; 0.00% of shares outstanding; change 1.00)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 124487 (value 28632; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 15860 (value 3647; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 17979 (value 4135; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 16075 (value 3697; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 124487 (value 15062; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 15860 (value 1919; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 17979 (value 2175; 0.00% of shares outstanding; change 0.00)
Holder of JUNS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 16075 (value 1945; 0.00% of shares outstanding; change 0.00)
Holder of JVA: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 34854 (value 149349; 0.01% of shares outstanding; change 0.16)
Holder of JVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 58109 (value 250101; 0.01% of shares outstanding; change 0.00)
Holder of JVA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 10036 (value 33620; 0.00% of shares outstanding; change 0.00)
Holder of JVA: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 16381 (value 54876; 0.00% of shares outstanding; change 0.00)
Holder of JVA: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 3887 (value 16729; 0.00% of shares outstanding; change 0.00)
Holder of JVA: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 31127 (value 104275; 0.01% of shares outstanding; change 0.00)
Holder of JVA: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 38420 (value 132164; 0.01% of shares outstanding; change 0.10)
Holder of JVA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 36740 (value 157430; 0.01% of shares outstanding; change 0.39)
Holder of JVA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7288 (value 31229; 0.00% of shares outstanding; change 0.03)
Holder of JVA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 10248 (value 43912; 0.00% of shares outstanding; change 0.00)
Holder of JVA: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-03-31: 130000 (value 557049; 0.02% of shares outstanding; change 0.00)
Holder of JVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 58109 (value 199894; 0.01% of shares outstanding; change 0.00)
Holder of JVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 19302 (value 66398; 0.00% of shares outstanding; change 1.00)
Holder of JVA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 10036 (value 34523; 0.00% of shares outstanding; change 0.00)
Holder of JVA: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 16381 (value 56350; 0.00% of shares outstanding; change 0.00)
Holder of JVA: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 31127 (value 107076; 0.01% of shares outstanding; change 0.00)
Holder of JVA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 36606 (value 122630; 0.01% of shares outstanding; change 0.00)
Holder of JVA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7288 (value 24414; 0.00% of shares outstanding; change 0.00)
Holder of JVA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 10248 (value 34330; 0.00% of shares outstanding; change 0.00)
Holder of JVA: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-04-30: 130000 (value 435499; 0.02% of shares outstanding; change 0.00)
Holder of JVA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 31878 (value 109660; 0.01% of shares outstanding; change -0.13)
Holder of JVA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7288 (value 25070; 0.00% of shares outstanding; change 0.00)
Holder of JVA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 10248 (value 35253; 0.00% of shares outstanding; change 0.00)
Holder of JVA: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-05-31: 130000 (value 447200; 0.02% of shares outstanding; change 0.00)
Holder of JWEL: Fidelity NASDAQ Composite Index Fund
Shares held as of 2024-09-30: 914 (value 1636; 0.00% of shares outstanding; change 0.00)
Holder of JWEL.TO: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2025-12-31: 215759 (value 7521358; 0.01% of shares outstanding; change -0.02)
Holder of JWEL.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 65181 (value 2362811; 0.00% of shares outstanding; change -0.03)
Holder of JWEL.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 221615 (value 8033543; 0.01% of shares outstanding; change 0.00)
Holder of JWEL.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 74437 (value 2698341; 0.00% of shares outstanding; change 1.00)
Holder of JWEL.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 947296 (value 33022739; 0.02% of shares outstanding; change 0.00)
Holder of JWEL.TO: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-01-31: 78454 (value 2843957; 0.00% of shares outstanding; change 1.00)
Holder of JWEL.TO: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2026-03-31: 216153 (value 8834172; 0.01% of shares outstanding; change 0.00)
Holder of JWEL.TO: Fidelity Investment Trust-Fidelity Canada Fund
Shares held as of 2026-03-31: 175563 (value 6120126; 0.00% of shares outstanding; change -0.02)
Holder of JWEL.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 1235270 (value 43061512; 0.03% of shares outstanding; change -0.04)
Holder of JWEL.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 930930 (value 33746212; 0.02% of shares outstanding; change -0.02)
Holder of JWEL.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 80513 (value 3290566; 0.00% of shares outstanding; change 0.24)
Holder of JWEL.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 226915 (value 9274015; 0.01% of shares outstanding; change 0.02)
Holder of JWEL.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-04-30: 30024 (value 1227080; 0.00% of shares outstanding; change 0.00)
Holder of JWEL.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 75442 (value 3083314; 0.00% of shares outstanding; change 0.01)
Holder of JWEL.TO: Fidelity Investment Trust-Fidelity Canada Fund
Shares held as of 2026-04-30: 175563 (value 6364158; 0.00% of shares outstanding; change 0.00)
Holder of JWEL.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 1232270 (value 44669787; 0.03% of shares outstanding; change 0.00)
Holder of JWEL.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 30363 (value 1100658; 0.00% of shares outstanding; change 1.00)
Holder of JWEL.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 930930 (value 38047108; 0.02% of shares outstanding; change 0.00)
Holder of JWEL.TO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 118972 (value 4862385; 0.00% of shares outstanding; change 0.00)
Holder of JWEL.TO: Fidelity Investment Trust-Fidelity Canada Fund
Shares held as of 2026-05-31: 175563 (value 7175259; 0.00% of shares outstanding; change 0.00)
Holder of JWEL.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 1277022 (value 52191887; 0.03% of shares outstanding; change 0.04)
Holder of JWEL.TO: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-05-31: 35453 (value 1448964; 0.00% of shares outstanding; change 0.41)
Holder of JXN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 731630 (value 75438369; 0.01% of shares outstanding; change -0.02)
Holder of JXN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1541863 (value 158981494; 0.02% of shares outstanding; change -0.07)
Holder of JXN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 994497 (value 102542586; 0.01% of shares outstanding; change -0.06)
Holder of JXN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2121105 (value 218707137; 0.03% of shares outstanding; change -0.03)
Holder of JXN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 963087 (value 105342453; 0.01% of shares outstanding; change 0.00)
Holder of JXN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 678640 (value 74229641; 0.01% of shares outstanding; change 0.01)
Holder of JXN: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 1117205 (value 133260211; 0.02% of shares outstanding; change -0.11)
Holder of JXN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 790370 (value 94275332; 0.01% of shares outstanding; change 0.08)
Holder of JXN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1629804 (value 194403019; 0.02% of shares outstanding; change 0.06)
Holder of JXN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1037827 (value 123792003; 0.01% of shares outstanding; change 0.04)
Holder of JXN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2238800 (value 267044061; 0.03% of shares outstanding; change 0.06)
Holder of JXN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1618558 (value 166889516; 0.02% of shares outstanding; change 0.00)
Holder of JXN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1105583 (value 119248183; 0.02% of shares outstanding; change 0.00)
Holder of JXN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 963087 (value 114877016; 0.01% of shares outstanding; change 0.00)
Holder of JXN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 669410 (value 79847223; 0.01% of shares outstanding; change -0.01)
Holder of JXN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1741956 (value 190535142; 0.03% of shares outstanding; change 0.00)
Holder of JXN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1584143 (value 173273556; 0.02% of shares outstanding; change -0.02)
Holder of JXN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1002120 (value 109611882; 0.01% of shares outstanding; change -0.09)
Holder of JXN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1741956 (value 207780509; 0.03% of shares outstanding; change 0.00)
Holder of JXN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1565922 (value 186783174; 0.02% of shares outstanding; change -0.01)
Holder of JXN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 944990 (value 112718406; 0.01% of shares outstanding; change -0.06)
Holder of JYD: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2025-05-31: 66726 (value 62055; 0.00% of shares outstanding; change -0.04)
Holder of JYNT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 157032 (value 1397584; 0.01% of shares outstanding; change -0.07)
Holder of JYNT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 439235 (value 3909191; 0.03% of shares outstanding; change -0.04)
Holder of JYNT: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-01-31: 87011 (value 798761; 0.01% of shares outstanding; change 1.75)
Holder of JYNT: Vanguard Explorer Fund
Shares held as of 2026-01-31: 81335 (value 746655; 0.01% of shares outstanding; change 0.00)