speb/financial-data huggingface dataset:
Holder of JELD: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 461881 (value 508069; 0.01% of shares outstanding; change 0.00)
Holder of JELD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 839001 (value 922901; 0.01% of shares outstanding; change 0.01)
Holder of JELD: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-04-30: 667169 (value 733885; 0.01% of shares outstanding; change 0.08)
Holder of JELD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2067325 (value 3431759; 0.02% of shares outstanding; change -0.04)
Holder of JELD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 725309 (value 1204012; 0.01% of shares outstanding; change -0.01)
Holder of JELD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2086988 (value 2295686; 0.02% of shares outstanding; change 0.01)
Holder of JELD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 731447 (value 804591; 0.01% of shares outstanding; change 0.01)
Holder of JELD: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-05-31: 478276 (value 559582; 0.01% of shares outstanding; change 0.05)
Holder of JEM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 690 (value 1179; 0.00% of shares outstanding; change 0.00)
Holder of JEM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 691 (value 1851; 0.00% of shares outstanding; change 0.00)
Holder of JEM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 58 (value 368; 0.00% of shares outstanding; change 0.00)
Holder of JENA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 183044 (value 1892674; 0.01% of shares outstanding; change 0.00)
Holder of JENA: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 41676 (value 430096; 0.00% of shares outstanding; change 0.78)
Holder of JENA: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 14869 (value 153448; 0.00% of shares outstanding; change 0.80)
Holder of JENA: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 7632 (value 78914; 0.00% of shares outstanding; change 0.79)
Holder of JENA: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 750366 (value 7743776; 0.03% of shares outstanding; change 0.78)
Holder of JENA: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 28822 (value 298019; 0.00% of shares outstanding; change 0.76)
Holder of JENA: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 41343 (value 426659; 0.00% of shares outstanding; change 0.82)
Holder of JENA: High Income Securities Fund
Shares held as of 2026-02-28: 71213 (value 739903; 0.00% of shares outstanding; change 0.00)
Holder of JENA: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 18921 (value 196589; 0.00% of shares outstanding; change 0.00)
Holder of JENA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 183044 (value 1901827; 0.01% of shares outstanding; change 0.00)
Holder of JENA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 37263 (value 387162; 0.00% of shares outstanding; change 0.00)
Holder of JENA: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 41676 (value 433013; 0.00% of shares outstanding; change 0.00)
Holder of JENA: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 14869 (value 154488; 0.00% of shares outstanding; change 0.00)
Holder of JENA: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 7632 (value 79296; 0.00% of shares outstanding; change 0.00)
Holder of JENA: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 750366 (value 7796302; 0.03% of shares outstanding; change 0.00)
Holder of JENA: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 28822 (value 299460; 0.00% of shares outstanding; change 0.00)
Holder of JENA: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 41343 (value 429553; 0.00% of shares outstanding; change 0.00)
Holder of JF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4579 (value 4441; 0.00% of shares outstanding; change 0.00)
Holder of JF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4579 (value 4899; 0.00% of shares outstanding; change 0.00)
Holder of JF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4579 (value 3860; 0.00% of shares outstanding; change 0.00)
Holder of JFB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 26052 (value 150580; 0.00% of shares outstanding; change 0.00)
Holder of JFB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 64038 (value 370139; 0.00% of shares outstanding; change 1.00)
Holder of JFB: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 608 (value 3033; 0.00% of shares outstanding; change 1.00)
Holder of JFB: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 714 (value 2798; 0.00% of shares outstanding; change 0.68)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 19118 (value 106487; 0.00% of shares outstanding; change 0.44)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5842 (value 32539; 0.00% of shares outstanding; change 0.00)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6779 (value 37759; 0.00% of shares outstanding; change 0.76)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8678 (value 48336; 0.00% of shares outstanding; change 1.08)
Holder of JFB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 45197 (value 177172; 0.00% of shares outstanding; change 0.73)
Holder of JFB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 64038 (value 251028; 0.00% of shares outstanding; change 0.00)
Holder of JFB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 9598 (value 53460; 0.00% of shares outstanding; change 0.24)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 20652 (value 103053; 0.00% of shares outstanding; change 0.08)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7353 (value 36691; 0.00% of shares outstanding; change 0.26)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6779 (value 33827; 0.00% of shares outstanding; change 0.00)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8678 (value 43303; 0.00% of shares outstanding; change 0.00)
Holder of JFB: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 810 (value 3175; 0.00% of shares outstanding; change 0.33)
Holder of JFB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 9661 (value 48208; 0.00% of shares outstanding; change 0.01)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 20652 (value 80955; 0.00% of shares outstanding; change 0.00)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7353 (value 28823; 0.00% of shares outstanding; change 0.00)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6779 (value 26573; 0.00% of shares outstanding; change 0.00)
Holder of JFB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8678 (value 34017; 0.00% of shares outstanding; change 0.00)
Holder of JFB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 9535 (value 37377; 0.00% of shares outstanding; change -0.01)
Holder of JFIN: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 8499 (value 33826; 0.00% of shares outstanding; change 1.31)
Holder of JFIN: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-01-31: 6895 (value 27442; 0.00% of shares outstanding; change 2.72)
Holder of JFIN: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Targeted Value PO
Shares held as of 2026-01-31: 3054 (value 12154; 0.00% of shares outstanding; change 0.00)
Holder of JFIN: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-01-31: 13629 (value 54243; 0.00% of shares outstanding; change 1.06)
Holder of JFIN: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-01-31: 11219 (value 44651; 0.00% of shares outstanding; change -0.43)
Holder of JFIN: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 10503 (value 41801; 0.00% of shares outstanding; change 1.27)
Holder of JFIN: RBB Fund, Inc.-Boston Partners Long/Short Equity Fund
Shares held as of 2026-02-28: 17890 (value 38642; 0.00% of shares outstanding; change 0.11)
Holder of JFIN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9010 (value 34598; 0.00% of shares outstanding; change 0.00)
Holder of JFIN: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 22039 (value 89257; 0.00% of shares outstanding; change 0.00)
Holder of JFIN: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-04-30: 3955 (value 15187; 0.00% of shares outstanding; change 0.00)
Holder of JFIN: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 8499 (value 18357; 0.00% of shares outstanding; change 0.00)
Holder of JFIN: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-04-30: 8307 (value 17943; 0.00% of shares outstanding; change 0.20)
Holder of JFIN: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Targeted Value PO
Shares held as of 2026-04-30: 4847 (value 10469; 0.00% of shares outstanding; change 0.59)
Holder of JFIN: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 6193 (value 13376; 0.00% of shares outstanding; change 7.26)
Holder of JFIN: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-04-30: 14246 (value 30771; 0.00% of shares outstanding; change 0.27)
Holder of JFIN: Dimensional ETF Trust-Dimensional Emerging Markets Value ETF
Shares held as of 2026-04-30: 9369 (value 20237; 0.00% of shares outstanding; change 3.64)
Holder of JFIN: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 23358 (value 50453; 0.00% of shares outstanding; change 1.22)
Holder of JFIN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9010 (value 35859; 0.00% of shares outstanding; change 0.00)
Holder of JFIN: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 12078 (value 48915; 0.00% of shares outstanding; change 0.00)
Holder of JFIN: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 22039 (value 87715; 0.00% of shares outstanding; change 0.00)
Holder of JFIN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9010 (value 19461; 0.00% of shares outstanding; change 0.00)
Holder of JFIN: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 11322 (value 28191; 0.00% of shares outstanding; change -0.06)
Holder of JFIN: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 22039 (value 47604; 0.00% of shares outstanding; change 0.00)
Holder of JFN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 37120 (value 9261440; 0.01% of shares outstanding; change 0.04)
Holder of JFN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 11063 (value 2760218; 0.00% of shares outstanding; change 0.00)
Holder of JFN.SW: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 20143 (value 5025678; 0.00% of shares outstanding; change 0.00)
Holder of JFN.SW: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 6260 (value 1561870; 0.00% of shares outstanding; change 0.05)
Holder of JFN.SW: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 7132 (value 1779434; 0.00% of shares outstanding; change 0.32)
Holder of JFN.SW: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 14664 (value 3658668; 0.00% of shares outstanding; change 0.07)
Holder of JFN.SW: -Militia Long/Short Equity ETF
Shares held as of 2026-02-28: 13439 (value 3521018; 0.00% of shares outstanding; change 0.96)
Holder of JFN.SW: Fidelity Select Portfolios-Fidelity International Real Estate Fund
Shares held as of 2026-03-31: 4360 (value 1131420; 0.00% of shares outstanding; change -0.08)
Holder of JFN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 49010 (value 12840620; 0.01% of shares outstanding; change 1.00)
Holder of JFN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 37120 (value 9725440; 0.01% of shares outstanding; change 0.00)
Holder of JFN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 13410 (value 3513420; 0.00% of shares outstanding; change 0.21)
Holder of JFN.SW: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 20143 (value 5277466; 0.00% of shares outstanding; change 0.00)
Holder of JFN.SW: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 14664 (value 3841968; 0.00% of shares outstanding; change 0.00)
Holder of JFN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 18599 (value 4872938; 0.00% of shares outstanding; change 79.87)
Holder of JFN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 70834 (value 18558508; 0.01% of shares outstanding; change 76.33)
Holder of JFN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 34823 (value 8688338; 0.01% of shares outstanding; change 0.01)
Holder of JFN.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 19460 (value 4855270; 0.00% of shares outstanding; change 0.00)
Holder of JFN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 35083 (value 9191746; 0.01% of shares outstanding; change 0.01)
Holder of JFN.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 19747 (value 5173714; 0.00% of shares outstanding; change 0.01)
Holder of JFR: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 1100000 (value 8393000; 0.01% of shares outstanding; change 1.00)
Holder of JFR: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 125000 (value 948750; 0.00% of shares outstanding; change 1.00)
Holder of JFR: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2025-12-31: 1697471 (value 12951703; 0.01% of shares outstanding; change 1.99)
Holder of JFR: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 88296 (value 671049; 0.00% of shares outstanding; change -0.18)
Holder of JFR: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 2773071 (value 21213993; 0.02% of shares outstanding; change 0.10)
Holder of JFR: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 309750 (value 2369587; 0.00% of shares outstanding; change -0.10)
Holder of JFR: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2026-03-31: 1716759 (value 13133206; 0.01% of shares outstanding; change 0.01)
Holder of JFR: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 250000 (value 1912500; 0.00% of shares outstanding; change 1.00)
Holder of JFR: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 509919 (value 3900880; 0.00% of shares outstanding; change 0.00)
Holder of JFR: EATON VANCE FLOATING RATE PORTFOLIO/MA-Floating-Rate Portfolio
Shares held as of 2026-04-30: 100000 (value 765000; 0.00% of shares outstanding; change 1.00)
Holder of JFR: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 168939 (value 1289004; 0.00% of shares outstanding; change 0.06)
Holder of JFR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 2224831 (value 17042205; 0.02% of shares outstanding; change 0.06)
Holder of JFR: SENIOR DEBT PORTFOLIO-Senior Debt Portfolio (MA)
Shares held as of 2026-04-30: 100000 (value 765000; 0.00% of shares outstanding; change 1.00)
Holder of JFR: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-04-30: 223969 (value 1731280; 0.00% of shares outstanding; change -0.09)
Holder of JFR: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 73865 (value 561373; 0.00% of shares outstanding; change 0.00)
Holder of JFR: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 168939 (value 1299140; 0.00% of shares outstanding; change 0.00)
Holder of JFR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 2166218 (value 16658216; 0.02% of shares outstanding; change -0.03)
Holder of JFR: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 162977 (value 1246774; 0.00% of shares outstanding; change -0.04)
Holder of JFR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 2161448 (value 16535077; 0.02% of shares outstanding; change 0.00)
Holder of JFR: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-06-30: 220047 (value 1683359; 0.00% of shares outstanding; change -0.02)
Holder of JFU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2127 (value 5998; 0.00% of shares outstanding; change 0.00)
Holder of JFU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2127 (value 5785; 0.00% of shares outstanding; change 0.00)
Holder of JFU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2127 (value 4807; 0.00% of shares outstanding; change 0.00)
Holder of JG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2278 (value 12620; 0.00% of shares outstanding; change 0.00)
Holder of JG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2278 (value 9339; 0.00% of shares outstanding; change 0.00)
Holder of JG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2278 (value 10934; 0.00% of shares outstanding; change 0.00)
Holder of JGH: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1 (value 12; 0.00% of shares outstanding; change 1.00)
Holder of JGH: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 215 (value 2758; 0.00% of shares outstanding; change 0.25)
Holder of JGH: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 26097 (value 329083; 0.00% of shares outstanding; change 0.71)
Holder of JGH: Global Opportunities Portfolio
Shares held as of 2026-01-31: 83400 (value 1051673; 0.00% of shares outstanding; change 0.00)
Holder of JGH: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 1232 (value 15535; 0.00% of shares outstanding; change 0.25)
Holder of JGH: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 469808 (value 5816223; 0.02% of shares outstanding; change 1.00)
Holder of JGH: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 148 (value 1832; 0.00% of shares outstanding; change 1.00)
Holder of JGH: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 398 (value 4927; 0.00% of shares outstanding; change 397.00)
Holder of JGH: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 215 (value 2661; 0.00% of shares outstanding; change 0.00)
Holder of JGH: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 28773 (value 356209; 0.00% of shares outstanding; change 0.10)
Holder of JGH: Global Opportunities Portfolio
Shares held as of 2026-04-30: 83400 (value 1032492; 0.00% of shares outstanding; change 0.00)
Holder of JGH: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 346996 (value 4493598; 0.02% of shares outstanding; change 0.03)
Holder of JGH: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 1232 (value 15252; 0.00% of shares outstanding; change 0.00)
Holder of JGH: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 337124 (value 4173595; 0.01% of shares outstanding; change -0.03)
Holder of JGH: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 336386 (value 4164458; 0.01% of shares outstanding; change 0.00)
Holder of JHA1.DE: JPMorgan Trust II-JPMorgan Large Cap Value Fund
Shares held as of 2026-03-31: 1260951 (value 27993113; 0.00% of shares outstanding; change -0.33)
Holder of JHA1.DE: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2026-03-31: 2739530 (value 60817568; 0.00% of shares outstanding; change -0.01)
Holder of JHA1.DE: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 3371174 (value 74840065; 0.01% of shares outstanding; change -0.04)
Holder of JHA1.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3114408 (value 69139859; 0.01% of shares outstanding; change 0.00)
Holder of JHA1.DE: VANGUARD QUANTITATIVE FUNDS-Vanguard Growth and Income Fund
Shares held as of 2026-03-31: 2493607 (value 55358077; 0.00% of shares outstanding; change -0.03)
Holder of JHA1.DE: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-04-30: 3618187 (value 80323754; 0.01% of shares outstanding; change 0.14)
Holder of JHA1.DE: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 4702881 (value 108166263; 0.01% of shares outstanding; change 1.72)
Holder of JHA1.DE: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 4702881 (value 104403961; 0.01% of shares outstanding; change 1.72)
Holder of JHA1.DE: Fidelity Securities Fund-Fidelity Leveraged Company Stock Fund
Shares held as of 2026-04-30: 1260600 (value 27985320; 0.00% of shares outstanding; change 1.00)
Holder of JHA1.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 10685164 (value 237210648; 0.02% of shares outstanding; change -0.02)
Holder of JHA1.DE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 4600545 (value 102132102; 0.01% of shares outstanding; change 0.00)
Holder of JHG: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 1028294 (value 53173081; 0.01% of shares outstanding; change -0.01)
Holder of JHG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1331371 (value 68845193; 0.01% of shares outstanding; change 0.00)
Holder of JHG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2804648 (value 145028345; 0.02% of shares outstanding; change -0.05)
Holder of JHG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1808154 (value 93499641; 0.01% of shares outstanding; change -0.04)
Holder of JHG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3929106 (value 203174067; 0.03% of shares outstanding; change 0.00)
Holder of JHG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 971660 (value 50448585; 0.01% of shares outstanding; change -0.08)
Holder of JHG: BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd.
Shares held as of 2026-02-28: 789199 (value 40998888; 0.01% of shares outstanding; change 1.00)
Holder of JHG: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 3817433 (value 198315647; 0.02% of shares outstanding; change 0.07)
Holder of JHG: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 955083 (value 49616562; 0.01% of shares outstanding; change -0.07)
Holder of JHG: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1200041 (value 62342130; 0.01% of shares outstanding; change -0.67)
Holder of JHG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1375207 (value 71442004; 0.01% of shares outstanding; change 0.03)
Holder of JHG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2842348 (value 147659980; 0.02% of shares outstanding; change 0.01)
Holder of JHG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1809860 (value 94022228; 0.01% of shares outstanding; change 0.00)
Holder of JHG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3891833 (value 202180727; 0.03% of shares outstanding; change -0.01)
Holder of JHG: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 932535 (value 48342614; 0.01% of shares outstanding; change 0.00)
Holder of JHG: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4163551 (value 216171560; 0.03% of shares outstanding; change 0.02)
Holder of JHG: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 923423 (value 47971825; 0.01% of shares outstanding; change -0.01)
Holder of JHG: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4181534 (value 217230694; 0.03% of shares outstanding; change 0.00)
Holder of JHI: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 93 (value 1222; 0.00% of shares outstanding; change -0.33)
Holder of JHI: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 93 (value 1248; 0.00% of shares outstanding; change -0.33)
Holder of JHI: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 209 (value 2804; 0.00% of shares outstanding; change -0.19)
Holder of JHI: INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund
Shares held as of 2026-03-31: 27809 (value 362907; 0.00% of shares outstanding; change 0.54)
Holder of JHI: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 64 (value 835; 0.00% of shares outstanding; change -0.31)
Holder of JHI: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 173 (value 2257; 0.00% of shares outstanding; change -0.17)
Holder of JHS: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 110 (value 1214; 0.00% of shares outstanding; change -0.35)
Holder of JHS: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 110 (value 1226; 0.00% of shares outstanding; change -0.35)
Holder of JHS: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 247 (value 2754; 0.00% of shares outstanding; change -0.21)
Holder of JHS: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 77 (value 834; 0.00% of shares outstanding; change -0.30)
Holder of JHS: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 207 (value 2243; 0.00% of shares outstanding; change -0.16)
Holder of JHS: SIT MUTUAL FUNDS INC-Sit Balanced Fund
Shares held as of 2026-03-31: 5900 (value 63956; 0.00% of shares outstanding; change 0.18)
Holder of JHX: JPMorgan Trust II-JPMorgan Large Cap Value Fund
Shares held as of 2025-12-31: 1872921 (value 43601602; 0.00% of shares outstanding; change 1.69)
Holder of JHX: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2025-12-31: 2764776 (value 64363987; 0.00% of shares outstanding; change -0.02)
Holder of JHX: VANGUARD QUANTITATIVE FUNDS-Vanguard Growth and Income Fund
Shares held as of 2025-12-31: 2578885 (value 60036444; 0.00% of shares outstanding; change 0.00)
Holder of JHX: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-01-31: 3174686 (value 77811554; 0.01% of shares outstanding; change 1.40)
Holder of JHX: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1728072 (value 42355045; 0.00% of shares outstanding; change 0.00)
Holder of JHX: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD CAPITAL APPRECIATION FUND
Shares held as of 2026-01-31: 1214284 (value 29762101; 0.00% of shares outstanding; change 0.01)
Holder of JHX: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 10911678 (value 267445230; 0.02% of shares outstanding; change -0.04)
Holder of JHX: Vanguard Explorer Fund
Shares held as of 2026-01-31: 4600545 (value 112759359; 0.01% of shares outstanding; change 0.00)
Holder of JHX: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-03-31: 2982500 (value 69432602; 0.01% of shares outstanding; change 1.00)
Holder of JHX: JPMorgan Trust II-JPMorgan Large Cap Value Fund
Shares held as of 2026-03-31: 1260951 (value 33465640; 0.00% of shares outstanding; change -0.33)
Holder of JHX: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2026-03-31: 2739530 (value 72707128; 0.00% of shares outstanding; change -0.01)
Holder of JHX: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 3371174 (value 89470961; 0.01% of shares outstanding; change -0.04)
Holder of JHX: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3114408 (value 82656391; 0.01% of shares outstanding; change 0.00)
Holder of JHX: VANGUARD QUANTITATIVE FUNDS-Vanguard Growth and Income Fund
Shares held as of 2026-03-31: 2493607 (value 66180332; 0.00% of shares outstanding; change -0.03)
Holder of JHX: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-03-31: 2684400 (value 62492833; 0.00% of shares outstanding; change 1.00)
Holder of JHX: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-04-30: 3618187 (value 96026686; 0.01% of shares outstanding; change 0.14)
Holder of JHX: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 4702881 (value 121428385; 0.01% of shares outstanding; change 1.72)
Holder of JHX: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 4702881 (value 124814466; 0.01% of shares outstanding; change 1.72)
Holder of JHX: Fidelity Securities Fund-Fidelity Leveraged Company Stock Fund
Shares held as of 2026-04-30: 1260600 (value 33456325; 0.00% of shares outstanding; change 1.00)
Holder of JHX: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 10685164 (value 283584262; 0.02% of shares outstanding; change -0.02)
Holder of JHX: Vanguard Explorer Fund
Shares held as of 2026-04-30: 4600545 (value 122098468; 0.01% of shares outstanding; change 0.00)
Holder of JHX.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5323075 (value 171775632; 0.01% of shares outstanding; change 0.02)
Holder of JHX.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 1649306 (value 57098971; 0.00% of shares outstanding; change 0.04)
Holder of JHX.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1249648 (value 43262812; 0.00% of shares outstanding; change 0.02)
Holder of JHX.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8265560 (value 286153678; 0.02% of shares outstanding; change 0.01)
Holder of JHX.AX: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 4475124 (value 165221569; 0.01% of shares outstanding; change -0.06)
Holder of JHX.AX: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 6632873 (value 244885659; 0.02% of shares outstanding; change 0.02)
Holder of JHX.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 1213567 (value 44804891; 0.00% of shares outstanding; change 0.01)
Holder of JHX.AX: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 1531648 (value 56548441; 0.00% of shares outstanding; change 1.00)
Holder of JHX.AX: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 1413321 (value 52179808; 0.00% of shares outstanding; change 0.03)
Holder of JHX.AX: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 1266485 (value 46758623; 0.00% of shares outstanding; change 0.00)
Holder of JHX.AX: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 849788 (value 27422659; 0.00% of shares outstanding; change 1.00)
Holder of JHX.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5455503 (value 201417160; 0.01% of shares outstanding; change 0.02)
Holder of JHX.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 1676013 (value 61878396; 0.00% of shares outstanding; change 0.02)
Holder of JHX.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1296775 (value 47876930; 0.00% of shares outstanding; change 0.04)
Holder of JHX.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8238020 (value 304147683; 0.02% of shares outstanding; change 0.00)
Holder of JILL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 216901 (value 2748135; 0.01% of shares outstanding; change 0.00)
Holder of JILL: Putnam Investment Funds-Putnam Small Cap Value Fund
Shares held as of 2026-02-28: 130565 (value 2201325; 0.01% of shares outstanding; change 0.13)
Holder of JILL: PARADIGM FUNDS-Paradigm Micro-Cap Fund
Shares held as of 2026-03-31: 147000 (value 2478420; 0.01% of shares outstanding; change 0.00)
Holder of JILL: ROYCE CAPITAL FUND-Royce Capital Fund - Small-Cap Portfolio
Shares held as of 2026-03-31: 170743 (value 2878727; 0.01% of shares outstanding; change 0.09)
Holder of JILL: ROYCE FUND-Royce Small-Cap Fund
Shares held as of 2026-03-31: 293042 (value 4940688; 0.02% of shares outstanding; change 0.01)
Holder of JILL: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 327747 (value 5525814; 0.02% of shares outstanding; change 0.06)
Holder of JILL: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 163704 (value 2760049; 0.01% of shares outstanding; change 0.38)
Holder of JILL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 216901 (value 3656950; 0.01% of shares outstanding; change 0.00)
Holder of JILL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 181704 (value 2302189; 0.01% of shares outstanding; change 0.01)
Holder of JILL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 114613 (value 1499138; 0.01% of shares outstanding; change 0.19)
Holder of JILL: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 143280 (value 2119111; 0.01% of shares outstanding; change 0.27)
Holder of JILL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 174667 (value 2537911; 0.01% of shares outstanding; change -0.04)
Holder of JILL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 122481 (value 1779648; 0.01% of shares outstanding; change 0.07)
Holder of JILL: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 143280 (value 2334031; 0.01% of shares outstanding; change 0.00)
Holder of JILL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 176310 (value 2972586; 0.01% of shares outstanding; change 0.01)
Holder of JILL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 127965 (value 2157489; 0.01% of shares outstanding; change 0.04)
Holder of JILL: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 164780 (value 2778190; 0.01% of shares outstanding; change 0.15)
Holder of JJSF: Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio
Shares held as of 2025-12-31: 235838 (value 17951989; 0.01% of shares outstanding; change 0.11)
Holder of JJSF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 197802 (value 15056688; 0.01% of shares outstanding; change -0.05)
Holder of JJSF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 351716 (value 26772622; 0.02% of shares outstanding; change -0.05)
Holder of JJSF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 487883 (value 37137655; 0.03% of shares outstanding; change -0.04)
Holder of JJSF: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2025-12-31: 233396 (value 17766104; 0.01% of shares outstanding; change -0.06)
Holder of JJSF: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 180788 (value 12967923; 0.01% of shares outstanding; change 0.03)
Holder of JJSF: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 1105744 (value 83395210; 0.06% of shares outstanding; change -0.04)
Holder of JJSF: Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio
Shares held as of 2026-03-31: 251051 (value 19190339; 0.01% of shares outstanding; change 0.06)
Holder of JJSF: ROYCE FUND-Royce Small-Cap Total Return Fund
Shares held as of 2026-03-31: 277119 (value 21182977; 0.01% of shares outstanding; change 0.29)
Holder of JJSF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 196472 (value 15065473; 0.01% of shares outstanding; change -0.01)
Holder of JJSF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 351165 (value 26843053; 0.02% of shares outstanding; change 0.00)
Holder of JJSF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 497077 (value 37996567; 0.03% of shares outstanding; change 0.02)
Holder of JJSF: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2026-03-31: 227522 (value 17391782; 0.01% of shares outstanding; change -0.03)
Holder of JJSF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 368122 (value 28021447; 0.02% of shares outstanding; change -0.02)
Holder of JJSF: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 1070644 (value 81893557; 0.06% of shares outstanding; change -0.03)
Holder of JJSF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 927774 (value 66549232; 0.05% of shares outstanding; change 0.02)
Holder of JJSF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 353821 (value 25379581; 0.02% of shares outstanding; change -0.04)
Holder of JJSF: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 981644 (value 75036869; 0.05% of shares outstanding; change -0.08)
Holder of JJSF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 922618 (value 70524922; 0.05% of shares outstanding; change -0.01)
Holder of JJSF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 364156 (value 27836085; 0.02% of shares outstanding; change 0.03)
Holder of JJSF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 202488 (value 15478183; 0.01% of shares outstanding; change 0.47)
Holder of JJSF: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-06-30: 236236 (value 18057880; 0.01% of shares outstanding; change 0.39)
Holder of JKHY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1825827 (value 248896750; 0.03% of shares outstanding; change 0.02)
Holder of JKHY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 927282 (value 126407089; 0.01% of shares outstanding; change -0.04)
Holder of JKHY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1642399 (value 223891843; 0.02% of shares outstanding; change -0.05)
Holder of JKHY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2269454 (value 309371985; 0.03% of shares outstanding; change -0.01)
Holder of JKHY: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1011909 (value 152373259; 0.01% of shares outstanding; change 0.05)
Holder of JKHY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 921632 (value 125636880; 0.01% of shares outstanding; change 0.00)
Holder of JKHY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1834999 (value 276314152; 0.03% of shares outstanding; change 0.01)
Holder of JKHY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 931509 (value 140266626; 0.01% of shares outstanding; change 0.00)
Holder of JKHY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1663941 (value 250556238; 0.02% of shares outstanding; change 0.01)
Holder of JKHY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2285808 (value 344196972; 0.03% of shares outstanding; change 0.01)
Holder of JKHY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 924804 (value 114139307; 0.01% of shares outstanding; change 0.00)
Holder of JKHY: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1010729 (value 129605775; 0.01% of shares outstanding; change -0.03)
Holder of JKHY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 867482 (value 111237213; 0.01% of shares outstanding; change 0.03)
Holder of JKHY: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 759912 (value 97443512; 0.01% of shares outstanding; change 0.28)
Holder of JKHY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 932336 (value 115068907; 0.01% of shares outstanding; change 0.00)
Holder of JKHY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 923527 (value 139064697; 0.01% of shares outstanding; change 0.00)
Holder of JKHY: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1005642 (value 152525720; 0.01% of shares outstanding; change -0.01)
Holder of JKHY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 875924 (value 131668902; 0.01% of shares outstanding; change 0.01)
Holder of JKHY: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 758672 (value 114043580; 0.01% of shares outstanding; change 0.00)
Holder of JKHY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 949640 (value 142996792; 0.01% of shares outstanding; change 0.02)
Holder of JKHY: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1426323 (value 214775719; 0.02% of shares outstanding; change 0.42)
Holder of JKHY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 858595 (value 129287236; 0.01% of shares outstanding; change -0.02)
Holder of JKHY: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 1118913 (value 168485921; 0.02% of shares outstanding; change 1.00)
Holder of JKS: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 313147 (value 5627251; 0.01% of shares outstanding; change 0.00)
Holder of JKS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 417304 (value 7498952; 0.01% of shares outstanding; change 0.05)
Holder of JKS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 444099 (value 7980458; 0.01% of shares outstanding; change 0.00)
Holder of JKS: SCHWAB STRATEGIC TRUST-Schwab Fundamental Emerging Markets Equity ETF
Shares held as of 2026-02-28: 365121 (value 5403790; 0.01% of shares outstanding; change 0.30)
Holder of JKS: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 398204 (value 9282135; 0.01% of shares outstanding; change 0.00)
Holder of JKS: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 309387 (value 4578927; 0.01% of shares outstanding; change -0.01)
Holder of JKS: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-04-30: 1142109 (value 22510967; 0.02% of shares outstanding; change 0.04)
Holder of JKS: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-04-30: 232273 (value 4578100; 0.00% of shares outstanding; change -0.19)
Holder of JKS: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 193933 (value 3822419; 0.00% of shares outstanding; change 0.00)
Holder of JKS: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-04-30: 210185 (value 4142746; 0.00% of shares outstanding; change 0.01)
Holder of JKS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 424848 (value 6287750; 0.01% of shares outstanding; change 0.02)
Holder of JKS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 444099 (value 6572665; 0.01% of shares outstanding; change 0.00)
Holder of JKS: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-04-30: 575113 (value 10334780; 0.01% of shares outstanding; change 0.44)
Holder of JKS: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 398204 (value 7155725; 0.01% of shares outstanding; change 0.00)
Holder of JKS: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-05-31: 1266065 (value 20877411; 0.02% of shares outstanding; change 0.11)
Holder of JKS: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-05-31: 267121 (value 4404825; 0.01% of shares outstanding; change 0.15)
Holder of JKS: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 191245 (value 3015933; 0.00% of shares outstanding; change -0.01)