speb/financial-data huggingface dataset:
Holder of J: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1502975 (value 202240312; 0.01% of shares outstanding; change 0.00)
Holder of J: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1263653 (value 166486282; 0.01% of shares outstanding; change 0.00)
Holder of J: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1435558 (value 180636265; 0.01% of shares outstanding; change 0.01)
Holder of J: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1547581 (value 208242495; 0.01% of shares outstanding; change 0.02)
Holder of J: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1494987 (value 201165447; 0.01% of shares outstanding; change 0.18)
Holder of J: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1426898 (value 192003391; 0.01% of shares outstanding; change -0.01)
Holder of J4D.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 48689490 (value 820661331; 0.03% of shares outstanding; change 0.01)
Holder of J4D.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 41393868 (value 697693626; 0.02% of shares outstanding; change -0.01)
Holder of J4D.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 60839792 (value 1025454666; 0.03% of shares outstanding; change 0.01)
Holder of J4D.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 17731609 (value 298866261; 0.01% of shares outstanding; change 0.01)
Holder of J4D.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 24519286 (value 413272554; 0.01% of shares outstanding; change 0.00)
Holder of J4D.DE: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-05-31: 16178111 (value 272682053; 0.01% of shares outstanding; change 0.15)
Holder of J4D.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 25243406 (value 425477596; 0.01% of shares outstanding; change 0.02)
Holder of J4D.DE: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-06-30: 16983502 (value 286256918; 0.01% of shares outstanding; change -0.10)
Holder of J4D.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 23205899 (value 391135417; 0.01% of shares outstanding; change 0.00)
Holder of J4D.DE: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 19662059 (value 331403995; 0.01% of shares outstanding; change 0.00)
Holder of J5A.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 31651054 (value 738893833; 0.01% of shares outstanding; change 0.00)
Holder of J5A.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 62981212 (value 1452976541; 0.03% of shares outstanding; change 0.01)
Holder of J5A.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 50878258 (value 1173761396; 0.02% of shares outstanding; change -0.01)
Holder of J5A.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund
Shares held as of 2026-03-31: 15314662 (value 353309247; 0.01% of shares outstanding; change 0.05)
Holder of J5A.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 74804646 (value 1725743160; 0.03% of shares outstanding; change 0.01)
Holder of J5A.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 21794295 (value 502794378; 0.01% of shares outstanding; change 0.01)
Holder of J5A.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 53078994 (value 1239129078; 0.02% of shares outstanding; change 0.02)
Holder of J5A.DE: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-04-30: 39371342 (value 919123951; 0.02% of shares outstanding; change -0.04)
Holder of J5A.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 29670662 (value 692661584; 0.01% of shares outstanding; change 0.03)
Holder of J5A.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 32057079 (value 748372487; 0.01% of shares outstanding; change 0.01)
Holder of J5A.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 31716114 (value 731690740; 0.01% of shares outstanding; change 0.00)
Holder of J5A.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 53738155 (value 1278968048; 0.02% of shares outstanding; change 0.01)
Holder of J5A.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 32653243 (value 753310306; 0.01% of shares outstanding; change 0.02)
Holder of J5A.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 53219468 (value 1227773110; 0.02% of shares outstanding; change -0.01)
Holder of J5A.DE: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-06-30: 37971662 (value 876006230; 0.02% of shares outstanding; change -0.02)
Holder of J5A.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 29954266 (value 691044907; 0.01% of shares outstanding; change 0.00)
Holder of J7Z.DE: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 2100000 (value 464730006; 0.03% of shares outstanding; change 0.00)
Holder of J7Z.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 500000 (value 110650001; 0.01% of shares outstanding; change 0.00)
Holder of J7Z.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 678156 (value 150075924; 0.01% of shares outstanding; change 0.04)
Holder of J7Z.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1348461 (value 298414423; 0.02% of shares outstanding; change 0.03)
Holder of J7Z.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 858699 (value 190030091; 0.01% of shares outstanding; change 0.02)
Holder of J7Z.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1857520 (value 411069181; 0.03% of shares outstanding; change 0.02)
Holder of J7Z.DE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1607663 (value 355775826; 0.03% of shares outstanding; change 0.00)
Holder of J7Z.DE: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 410452 (value 90833028; 0.01% of shares outstanding; change 0.40)
Holder of J7Z.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2061345 (value 456175654; 0.03% of shares outstanding; change 0.00)
Holder of J7Z.DE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 482758 (value 106834346; 0.01% of shares outstanding; change 0.06)
Holder of J8W.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1251982 (value 14560550; 0.01% of shares outstanding; change 0.03)
Holder of J8W.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3851638 (value 44794550; 0.02% of shares outstanding; change 0.22)
Holder of J8W.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1099305 (value 12784917; 0.01% of shares outstanding; change 0.03)
Holder of J8W.DE: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-04-30: 1022079 (value 11886778; 0.01% of shares outstanding; change 0.68)
Holder of J8W.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2652070 (value 30843574; 0.02% of shares outstanding; change 0.01)
Holder of J8W.DE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 907441 (value 10553538; 0.01% of shares outstanding; change 0.02)
Holder of J8W.DE: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-05-31: 1248908 (value 14524800; 0.01% of shares outstanding; change -0.03)
Holder of J8W.DE: ARK ETF Trust-ARK Autonomous Technology & Robotics ETF
Shares held as of 2026-06-30: 1783531 (value 20742465; 0.01% of shares outstanding; change -0.01)
Holder of J8W.DE: ARK ETF Trust-ARK Space & Defense Innovation ETF
Shares held as of 2026-06-30: 860994 (value 10013360; 0.01% of shares outstanding; change -0.08)
Holder of J8W.DE: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 6275146 (value 72979948; 0.04% of shares outstanding; change 0.33)
Holder of JACK: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 233809 (value 2910922; 0.01% of shares outstanding; change 1.66)
Holder of JACK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 205972 (value 2564351; 0.01% of shares outstanding; change -0.05)
Holder of JACK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 587209 (value 7310751; 0.03% of shares outstanding; change 0.00)
Holder of JACK: Janus Detroit Street TRT-Janus Henderson Small/Mid Cap Growth Alpha ET
Shares held as of 2026-01-31: 246379 (value 2811184; 0.01% of shares outstanding; change 1.00)
Holder of JACK: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 239708 (value 2735068; 0.01% of shares outstanding; change -0.29)
Holder of JACK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 172144 (value 1964163; 0.01% of shares outstanding; change 0.01)
Holder of JACK: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 394727 (value 5743277; 0.02% of shares outstanding; change 0.27)
Holder of JACK: Manning & Napier Fund, Inc.-Callodine Equity Income Series
Shares held as of 2026-03-31: 376343 (value 5637617; 0.02% of shares outstanding; change 0.00)
Holder of JACK: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 346049 (value 5035013; 0.02% of shares outstanding; change 0.48)
Holder of JACK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 210402 (value 3061349; 0.01% of shares outstanding; change 0.02)
Holder of JACK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 587209 (value 8543891; 0.03% of shares outstanding; change 0.00)
Holder of JACK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 416872 (value 5190056; 0.02% of shares outstanding; change -0.04)
Holder of JACK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 172876 (value 2515345; 0.01% of shares outstanding; change 0.00)
Holder of JACK: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-04-30: 141174 (value 1610795; 0.01% of shares outstanding; change 0.00)
Holder of JACK: Janus Detroit Street TRT-Janus Henderson Small/Mid Cap Growth Alpha ET
Shares held as of 2026-04-30: 181228 (value 2636867; 0.01% of shares outstanding; change -0.26)
Holder of JACK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 419939 (value 4791503; 0.02% of shares outstanding; change 0.01)
Holder of JACK: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-05-31: 130800 (value 1959383; 0.01% of shares outstanding; change -0.07)
Holder of JACK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 423914 (value 6167948; 0.02% of shares outstanding; change 0.01)
Holder of JACK: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 122462 (value 1781822; 0.01% of shares outstanding; change -0.01)
Holder of JACK: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-06-30: 129685 (value 1886916; 0.01% of shares outstanding; change -0.01)
Holder of JACK: Manning & Napier Fund, Inc.-Callodine Equity Income Series
Shares held as of 2026-06-30: 376343 (value 5475790; 0.02% of shares outstanding; change 0.00)
Holder of JACS: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 40000 (value 425200; 0.00% of shares outstanding; change 0.00)
Holder of JACS: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 477663 (value 5072781; 0.02% of shares outstanding; change 0.00)
Holder of JACS: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 58355 (value 620313; 0.00% of shares outstanding; change 0.00)
Holder of JACS: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 1081376 (value 11495027; 0.05% of shares outstanding; change 0.00)
Holder of JACS: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1063000; 0.00% of shares outstanding; change 1.00)
Holder of JACS: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 204800 (value 2177024; 0.01% of shares outstanding; change 0.00)
Holder of JACS: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-02-28: 17102 (value 182991; 0.00% of shares outstanding; change 1.00)
Holder of JACS: High Income Securities Fund
Shares held as of 2026-02-28: 100000 (value 1068000; 0.00% of shares outstanding; change 0.00)
Holder of JACS: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 477663 (value 5101440; 0.02% of shares outstanding; change 0.00)
Holder of JACS: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 80351 (value 858148; 0.00% of shares outstanding; change 0.00)
Holder of JACS: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 58355 (value 623231; 0.00% of shares outstanding; change 0.00)
Holder of JACS: Listed Funds Trust-Horizon Kinetics SPAC Active ETF
Shares held as of 2026-03-31: 46288 (value 494355; 0.00% of shares outstanding; change 0.00)
Holder of JACS: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 1081376 (value 11549096; 0.05% of shares outstanding; change 0.00)
Holder of JACS: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1068000; 0.00% of shares outstanding; change 0.00)
Holder of JACS: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 204800 (value 2187264; 0.01% of shares outstanding; change 0.00)
Holder of JACS: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 210279 (value 2245779; 0.01% of shares outstanding; change 1.00)
Holder of JACS: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-05-31: 102102 (value 1090449; 0.00% of shares outstanding; change 4.97)
Holder of JAG.TO: American Century Quantitative Equity Funds, Inc.-GLOBAL GOLD FUND
Shares held as of 2025-12-31: 250100 (value 1763205; 0.00% of shares outstanding; change 1.00)
Holder of JAG.TO: American Century ETF Trust-Avantis International Equity Fund
Shares held as of 2026-03-31: 7800 (value 41573; 0.00% of shares outstanding; change 0.00)
Holder of JAG.TO: American Century ETF Trust-Avantis International Small Cap Value Fund
Shares held as of 2026-03-31: 2641 (value 14076; 0.00% of shares outstanding; change -0.51)
Holder of JAG.TO: American Century Quantitative Equity Funds, Inc.-GLOBAL GOLD FUND
Shares held as of 2026-03-31: 250100 (value 1333032; 0.00% of shares outstanding; change 0.00)
Holder of JAG.TO: OCM MUTUAL FUND
Shares held as of 2026-03-31: 1700000 (value 9605000; 0.02% of shares outstanding; change 0.00)
Holder of JAG.TO: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 10200 (value 56711; 0.00% of shares outstanding; change 1.00)
Holder of JAG.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 18400 (value 103960; 0.00% of shares outstanding; change 0.00)
Holder of JAG.TO: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 3614 (value 20419; 0.00% of shares outstanding; change 0.03)
Holder of JAG.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 182887 (value 1033311; 0.00% of shares outstanding; change 0.00)
Holder of JAG.TO: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-04-30: 10200 (value 54365; 0.00% of shares outstanding; change 0.00)
Holder of JAG.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 18400 (value 91079; 0.00% of shares outstanding; change 0.00)
Holder of JAG.TO: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-05-31: 3728 (value 18453; 0.00% of shares outstanding; change 0.03)
Holder of JAG.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 128499 (value 714454; 0.00% of shares outstanding; change -0.30)
Holder of JAG.TO: OCM MUTUAL FUND
Shares held as of 2026-05-31: 1700000 (value 9060999; 0.02% of shares outstanding; change 0.00)
Holder of JAG.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 18400 (value 98071; 0.00% of shares outstanding; change 0.00)
Holder of JAG.TO: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-06-30: 3880 (value 20680; 0.00% of shares outstanding; change 0.04)
Holder of JAG.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 90599 (value 482892; 0.00% of shares outstanding; change -0.29)
Holder of JAGX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 3063 (value 8576; 0.01% of shares outstanding; change 1.83)
Holder of JAGX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 18 (value 50; 0.00% of shares outstanding; change -0.10)
Holder of JAGX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 20 (value 55; 0.00% of shares outstanding; change -0.09)
Holder of JAGX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 3052 (value 7965; 0.01% of shares outstanding; change 0.00)
Holder of JAGX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 18 (value 46; 0.00% of shares outstanding; change 0.00)
Holder of JAGX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 19 (value 49; 0.00% of shares outstanding; change -0.05)
Holder of JAGX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1534 (value 1477; 0.00% of shares outstanding; change -0.50)
Holder of JAGX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 18 (value 17; 0.00% of shares outstanding; change 0.00)
Holder of JAGX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 19 (value 18; 0.00% of shares outstanding; change 0.00)
Holder of JAKK: Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund
Shares held as of 2025-12-31: 124279 (value 2745323; 0.01% of shares outstanding; change 1.00)
Holder of JAKK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 93794 (value 2071909; 0.01% of shares outstanding; change 0.00)
Holder of JAKK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 253563 (value 5601206; 0.02% of shares outstanding; change 0.00)
Holder of JAKK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 132927 (value 2925723; 0.01% of shares outstanding; change -0.08)
Holder of JAKK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 81678 (value 1797732; 0.01% of shares outstanding; change 0.00)
Holder of JAKK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 90224 (value 1985830; 0.01% of shares outstanding; change 0.02)
Holder of JAKK: HOTCHKIS & WILEY Fd.S/DE/-Hotchkis & Wiley Small Cap Diversified Value
Shares held as of 2026-03-31: 90400 (value 2214800; 0.01% of shares outstanding; change 0.00)
Holder of JAKK: Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund
Shares held as of 2026-03-31: 158987 (value 3895181; 0.01% of shares outstanding; change 0.28)
Holder of JAKK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 98265 (value 2407492; 0.01% of shares outstanding; change 0.05)
Holder of JAKK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 253563 (value 6212293; 0.02% of shares outstanding; change 0.00)
Holder of JAKK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 224993 (value 4970095; 0.02% of shares outstanding; change -0.04)
Holder of JAKK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 83432 (value 1807137; 0.01% of shares outstanding; change -0.21)
Holder of JAKK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 146374 (value 3586163; 0.01% of shares outstanding; change 0.10)
Holder of JAKK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 81678 (value 2001111; 0.01% of shares outstanding; change 0.00)
Holder of JAKK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 90573 (value 2219038; 0.01% of shares outstanding; change 0.00)
Holder of JAKK: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 170640 (value 3839400; 0.01% of shares outstanding; change 0.00)
Holder of JAKK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 216140 (value 4757241; 0.02% of shares outstanding; change -0.04)
Holder of JAKK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 81675 (value 1797666; 0.01% of shares outstanding; change -0.02)
Holder of JAKK: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 170640 (value 3878647; 0.01% of shares outstanding; change 0.00)
Holder of JAKK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 218207 (value 5346071; 0.02% of shares outstanding; change 0.01)
Holder of JAKK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 81502 (value 1996799; 0.01% of shares outstanding; change 0.00)
Holder of JAKK: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 170640 (value 4180680; 0.01% of shares outstanding; change 0.00)
Holder of JAN: American Century Capital Portfolios, Inc.-Global Real Estate Fund
Shares held as of 2026-03-31: 211059 (value 5650049; 0.00% of shares outstanding; change 1.00)
Holder of JAN: BARON SELECT FUNDS-Baron Real Estate Income Fund
Shares held as of 2026-03-31: 149832 (value 4011002; 0.00% of shares outstanding; change 1.00)
Holder of JAN: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 392740 (value 12335963; 0.00% of shares outstanding; change 1.00)
Holder of JAN: DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund
Shares held as of 2026-03-31: 287054 (value 7385899; 0.00% of shares outstanding; change 1.00)
Holder of JAN: DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund
Shares held as of 2026-03-31: 502262 (value 15776049; 0.00% of shares outstanding; change 1.00)
Holder of JAN: DEUTSCHE DWS SECURITIES TRUST-DWS RREEF Real Estate Securities Fund
Shares held as of 2026-03-31: 380133 (value 11939977; 0.00% of shares outstanding; change 1.00)
Holder of JAN: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-03-31: 334550 (value 10508215; 0.00% of shares outstanding; change 1.00)
Holder of JAN: Nuveen Investment Funds, Inc.-Nuveen Real Estate Securities Fund
Shares held as of 2026-03-31: 206573 (value 5529959; 0.00% of shares outstanding; change 1.00)
Holder of JAN: Prudential Investment Portfolios 12-PGIM US Real Estate Fund
Shares held as of 2026-03-31: 211859 (value 5671465; 0.00% of shares outstanding; change 1.00)
Holder of JAN: TIAA-CREF Funds-Nuveen Real Estate Securities Select Fund
Shares held as of 2026-03-31: 706526 (value 22191981; 0.00% of shares outstanding; change 1.00)
Holder of JAN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 292015 (value 7682914; 0.00% of shares outstanding; change 1.00)
Holder of JAN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1045301 (value 32832904; 0.01% of shares outstanding; change 1.00)
Holder of JAN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 332158 (value 10433082; 0.00% of shares outstanding; change 1.00)
Holder of JAN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1436040 (value 45106016; 0.01% of shares outstanding; change 1.00)
Holder of JAN: BlackRock Funds-BlackRock Real Estate Securities Fund
Shares held as of 2026-04-30: 338964 (value 10646859; 0.00% of shares outstanding; change 1.00)
Holder of JAN: John Hancock Funds II-Small Cap Dynamic Growth Fund
Shares held as of 2026-04-30: 306570 (value 8065856; 0.00% of shares outstanding; change 1.00)
Holder of JAN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Real Estate Fund
Shares held as of 2026-04-30: 227588 (value 6092530; 0.00% of shares outstanding; change -0.08)
Holder of JAN: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-05-31: 372703 (value 9805815; 0.00% of shares outstanding; change 0.11)
Holder of JAN: John Hancock Funds II-Small Cap Dynamic Growth Fund
Shares held as of 2026-05-31: 411090 (value 12912336; 0.00% of shares outstanding; change 0.34)
Holder of JANX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 522990 (value 7630424; 0.01% of shares outstanding; change 0.01)
Holder of JANX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1225837 (value 17884962; 0.02% of shares outstanding; change 0.04)
Holder of JANX: Vanguard Explorer Fund
Shares held as of 2026-01-31: 326362 (value 4680031; 0.01% of shares outstanding; change 1.00)
Holder of JANX: Fidelity Concord Street Trust-Fidelity Series Small Cap Core Fund
Shares held as of 2026-02-28: 283800 (value 4140642; 0.00% of shares outstanding; change -0.10)
Holder of JANX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 420974 (value 6036767; 0.01% of shares outstanding; change 0.01)
Holder of JANX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 320385 (value 4674417; 0.01% of shares outstanding; change 0.00)
Holder of JANX: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-03-31: 720074 (value 11038734; 0.01% of shares outstanding; change 0.00)
Holder of JANX: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 423646 (value 6494493; 0.01% of shares outstanding; change 1.55)
Holder of JANX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 541795 (value 8305717; 0.01% of shares outstanding; change 0.04)
Holder of JANX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1225837 (value 18792081; 0.02% of shares outstanding; change 0.00)
Holder of JANX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 392349 (value 5724371; 0.01% of shares outstanding; change -0.03)
Holder of JANX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1052539 (value 15356544; 0.02% of shares outstanding; change 0.02)
Holder of JANX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 320385 (value 4594320; 0.01% of shares outstanding; change 0.00)
Holder of JANX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 423876 (value 6498019; 0.01% of shares outstanding; change 0.01)
Holder of JANX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 1592314 (value 22833783; 0.03% of shares outstanding; change 0.12)
Holder of JANX: Vanguard Explorer Fund
Shares held as of 2026-04-30: 326362 (value 5003129; 0.01% of shares outstanding; change 0.00)
Holder of JANX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 392152 (value 5623459; 0.01% of shares outstanding; change 0.00)
Holder of JANX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1011452 (value 14504221; 0.02% of shares outstanding; change -0.04)
Holder of JANX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 320385 (value 4911502; 0.01% of shares outstanding; change 0.00)
Holder of JANX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 1557136 (value 25537029; 0.03% of shares outstanding; change -0.02)
Holder of JANX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 388840 (value 5960917; 0.01% of shares outstanding; change -0.01)
Holder of JANX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1021045 (value 15652619; 0.02% of shares outstanding; change 0.01)
Holder of JANX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1921361 (value 29454463; 0.03% of shares outstanding; change 0.23)
Holder of JAR.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1727624 (value 107976500; 0.01% of shares outstanding; change 0.02)
Holder of JAR.L: FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund
Shares held as of 2026-01-31: 1250155 (value 78134687; 0.00% of shares outstanding; change 0.00)
Holder of JAR.L: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 7051271 (value 440704437; 0.02% of shares outstanding; change 0.00)
Holder of JAR.L: First Eagle Funds-First Eagle Global Income Builder Fund
Shares held as of 2026-01-31: 868600 (value 54287500; 0.00% of shares outstanding; change 0.00)
Holder of JAR.L: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-01-31: 3666800 (value 229175000; 0.01% of shares outstanding; change 0.00)
Holder of JAR.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2688940 (value 168058750; 0.01% of shares outstanding; change 0.01)
Holder of JAR.L: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 1121270 (value 70079375; 0.00% of shares outstanding; change -0.03)
Holder of JAR.L: BNY Mellon Strategic Funds, Inc.-BNY Mellon International Stock Fund
Shares held as of 2026-02-28: 662300 (value 41393750; 0.00% of shares outstanding; change -0.01)
Holder of JAR.L: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-03-31: 929576 (value 58098500; 0.00% of shares outstanding; change 0.00)
Holder of JAR.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1771224 (value 110701500; 0.01% of shares outstanding; change 0.03)
Holder of JAR.L: FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund
Shares held as of 2026-04-30: 1250155 (value 78134687; 0.00% of shares outstanding; change 0.00)
Holder of JAR.L: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-04-30: 971076 (value 60692250; 0.00% of shares outstanding; change 0.04)
Holder of JAR.L: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 7051271 (value 440704437; 0.02% of shares outstanding; change 0.00)
Holder of JAR.L: First Eagle Funds-First Eagle Global Income Builder Fund
Shares held as of 2026-04-30: 868600 (value 54287500; 0.00% of shares outstanding; change 0.00)
Holder of JAR.L: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 3666800 (value 229175000; 0.01% of shares outstanding; change 0.00)
Holder of JAR.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2673940 (value 167121250; 0.01% of shares outstanding; change -0.01)
Holder of JAR.L: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-04-30: 1110270 (value 69391875; 0.00% of shares outstanding; change -0.01)
Holder of JAR.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1177300 (value 73581250; 0.00% of shares outstanding; change 0.00)
Holder of JAR.L: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 992176 (value 62011000; 0.00% of shares outstanding; change 0.02)
Holder of JAR.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1183800 (value 73987500; 0.00% of shares outstanding; change 0.01)
Holder of JARB.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1727624 (value 69651235; 0.01% of shares outstanding; change 0.02)
Holder of JARB.L: FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund
Shares held as of 2026-01-31: 1250155 (value 50401499; 0.00% of shares outstanding; change 0.00)
Holder of JARB.L: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 7051271 (value 284280453; 0.02% of shares outstanding; change 0.00)
Holder of JARB.L: First Eagle Funds-First Eagle Global Income Builder Fund
Shares held as of 2026-01-31: 868600 (value 35018651; 0.00% of shares outstanding; change 0.00)
Holder of JARB.L: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-01-31: 3666800 (value 147831443; 0.01% of shares outstanding; change 0.00)
Holder of JARB.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2688940 (value 108407843; 0.01% of shares outstanding; change 0.01)
Holder of JARB.L: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 1121270 (value 45205345; 0.00% of shares outstanding; change -0.03)
Holder of JARB.L: BNY Mellon Strategic Funds, Inc.-BNY Mellon International Stock Fund
Shares held as of 2026-02-28: 662300 (value 26701419; 0.00% of shares outstanding; change -0.01)
Holder of JARB.L: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-03-31: 929576 (value 37476972; 0.00% of shares outstanding; change 0.00)
Holder of JARB.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1771224 (value 71409021; 0.01% of shares outstanding; change 0.03)
Holder of JARB.L: FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund
Shares held as of 2026-04-30: 1250155 (value 50401499; 0.00% of shares outstanding; change 0.00)
Holder of JARB.L: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-04-30: 971076 (value 39150094; 0.00% of shares outstanding; change 0.04)
Holder of JARB.L: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 7051271 (value 284280453; 0.02% of shares outstanding; change 0.00)
Holder of JARB.L: First Eagle Funds-First Eagle Global Income Builder Fund
Shares held as of 2026-04-30: 868600 (value 35018651; 0.00% of shares outstanding; change 0.00)
Holder of JARB.L: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 3666800 (value 147831443; 0.01% of shares outstanding; change 0.00)
Holder of JARB.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2673940 (value 107803100; 0.01% of shares outstanding; change -0.01)
Holder of JARB.L: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-04-30: 1110270 (value 44761867; 0.00% of shares outstanding; change -0.01)
Holder of JARB.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1177300 (value 47464262; 0.00% of shares outstanding; change 0.00)
Holder of JARB.L: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 992176 (value 40000766; 0.00% of shares outstanding; change 0.02)
Holder of JARB.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1183800 (value 47726317; 0.00% of shares outstanding; change 0.01)
Holder of JAZZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 654679 (value 154825040; 0.01% of shares outstanding; change 0.01)
Holder of JAZZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1310029 (value 309808765; 0.02% of shares outstanding; change -0.04)
Holder of JAZZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 844626 (value 199745607; 0.01% of shares outstanding; change -0.03)
Holder of JAZZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1814862 (value 429196724; 0.03% of shares outstanding; change 0.00)
Holder of JAZZ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 524696 (value 118539319; 0.01% of shares outstanding; change -0.33)
Holder of JAZZ: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 2100000 (value 533126989; 0.03% of shares outstanding; change 0.00)
Holder of JAZZ: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1601163 (value 369164137; 0.03% of shares outstanding; change 0.00)
Holder of JAZZ: SmallCap World Fund Inc
Shares held as of 2026-03-31: 500000 (value 126934997; 0.01% of shares outstanding; change 0.00)
Holder of JAZZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 678156 (value 172163460; 0.01% of shares outstanding; change 0.04)
Holder of JAZZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1348461 (value 342333787; 0.02% of shares outstanding; change 0.03)
Holder of JAZZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 858699 (value 217997910; 0.01% of shares outstanding; change 0.02)
Holder of JAZZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1857520 (value 471568593; 0.03% of shares outstanding; change 0.02)
Holder of JAZZ: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1607663 (value 408137397; 0.03% of shares outstanding; change 0.00)
Holder of JAZZ: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 459720 (value 105993042; 0.01% of shares outstanding; change 0.00)
Holder of JAZZ: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2052478 (value 463695826; 0.03% of shares outstanding; change 0.02)
Holder of JAZZ: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 410452 (value 104201447; 0.01% of shares outstanding; change 0.40)
Holder of JAZZ: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 455232 (value 110994669; 0.01% of shares outstanding; change -0.01)
Holder of JAZZ: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2061345 (value 523313645; 0.03% of shares outstanding; change 0.00)
Holder of JAZZ: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 482758 (value 122557771; 0.01% of shares outstanding; change 0.06)
Holder of JBGS: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 737130 (value 10813697; 0.01% of shares outstanding; change 0.31)
Holder of JBGS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 648230 (value 9509534; 0.01% of shares outstanding; change -0.02)
Holder of JBGS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1344932 (value 19730152; 0.02% of shares outstanding; change -0.08)
Holder of JBGS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 865931 (value 12703207; 0.01% of shares outstanding; change -0.08)
Holder of JBGS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1861471 (value 27307779; 0.03% of shares outstanding; change -0.08)
Holder of JBGS: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2025-12-31: 601996 (value 8831281; 0.01% of shares outstanding; change 0.00)
Holder of JBGS: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 2303182 (value 33188852; 0.04% of shares outstanding; change -0.15)
Holder of JBGS: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 647286 (value 9398593; 0.01% of shares outstanding; change -0.04)
Holder of JBGS: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 758244 (value 11009703; 0.01% of shares outstanding; change 0.03)
Holder of JBGS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 663967 (value 9640801; 0.01% of shares outstanding; change 0.02)
Holder of JBGS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1228073 (value 17831620; 0.02% of shares outstanding; change -0.09)
Holder of JBGS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 779250 (value 11314710; 0.01% of shares outstanding; change -0.10)
Holder of JBGS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1703755 (value 24738523; 0.03% of shares outstanding; change -0.08)
Holder of JBGS: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2026-03-31: 601996 (value 8740982; 0.01% of shares outstanding; change 0.00)
Holder of JBGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1474505 (value 21630988; 0.03% of shares outstanding; change 0.00)
Holder of JBGS: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 2197445 (value 31906902; 0.04% of shares outstanding; change -0.05)
Holder of JBGS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3584204 (value 51648379; 0.06% of shares outstanding; change 0.00)
Holder of JBGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1416847 (value 20416765; 0.02% of shares outstanding; change -0.04)
Holder of JBGS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3584204 (value 52042643; 0.06% of shares outstanding; change 0.00)
Holder of JBGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1446764 (value 21007013; 0.02% of shares outstanding; change 0.02)
Holder of JBH.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1023536 (value 76898256; 0.01% of shares outstanding; change 0.02)
Holder of JBH.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 415932 (value 32642344; 0.00% of shares outstanding; change -0.03)
Holder of JBH.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 243285 (value 19093007; 0.00% of shares outstanding; change 0.03)
Holder of JBH.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1603622 (value 125852259; 0.01% of shares outstanding; change 0.02)
Holder of JBH.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 234681 (value 17840448; 0.00% of shares outstanding; change 0.01)
Holder of JBH.AX: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 341939 (value 25994201; 0.00% of shares outstanding; change 0.00)
Holder of JBH.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1052931 (value 80043811; 0.01% of shares outstanding; change 0.03)
Holder of JBH.AX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 197081 (value 15342755; 0.00% of shares outstanding; change 0.09)
Holder of JBH.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 415932 (value 31619149; 0.00% of shares outstanding; change 0.00)
Holder of JBH.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 252712 (value 19211165; 0.00% of shares outstanding; change 0.04)
Holder of JBH.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1601452 (value 121742375; 0.01% of shares outstanding; change 0.00)
Holder of JBH.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 794584 (value 62358954; 0.01% of shares outstanding; change 0.01)
Holder of JBH.AX: iShares Trust-iShares International Equity Factor ETF
Shares held as of 2026-04-30: 254469 (value 19970727; 0.00% of shares outstanding; change 0.03)
Holder of JBH.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 431662 (value 33876835; 0.00% of shares outstanding; change 0.00)
Holder of JBH.AX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 208127 (value 16610615; 0.00% of shares outstanding; change 0.06)
Holder of JBH.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 800484 (value 60852790; 0.01% of shares outstanding; change 0.01)
Holder of JBH.AX: iShares Trust-iShares International Equity Factor ETF
Shares held as of 2026-05-31: 257179 (value 19550746; 0.00% of shares outstanding; change 0.01)
Holder of JBH.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 439879 (value 33439600; 0.00% of shares outstanding; change 0.02)
Holder of JBH.AX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 213982 (value 16266910; 0.00% of shares outstanding; change 0.03)
Holder of JBHT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1897378 (value 524492186; 0.02% of shares outstanding; change 0.01)
Holder of JBHT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1728685 (value 477860381; 0.02% of shares outstanding; change -0.06)
Holder of JBHT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1114547 (value 308094219; 0.01% of shares outstanding; change -0.05)
Holder of JBHT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2395212 (value 662108435; 0.03% of shares outstanding; change -0.02)
Holder of JBHT: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 618560 (value 178330840; 0.01% of shares outstanding; change -0.16)
Holder of JBHT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 954366 (value 263815386; 0.01% of shares outstanding; change 0.00)
Holder of JBHT: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 2853222 (value 822583867; 0.03% of shares outstanding; change 0.00)
Holder of JBHT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1899198 (value 547538760; 0.02% of shares outstanding; change 0.00)
Holder of JBHT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1745236 (value 503151517; 0.02% of shares outstanding; change 0.01)
Holder of JBHT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1111266 (value 320377974; 0.01% of shares outstanding; change 0.00)
Holder of JBHT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2400025 (value 691927178; 0.03% of shares outstanding; change 0.00)
Holder of JBHT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 957654 (value 261899226; 0.01% of shares outstanding; change 0.00)
Holder of JBHT: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 802531 (value 232220358; 0.01% of shares outstanding; change -0.03)