CUSIP: 47103U753 | NYSE | 411 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 352,700 | $16.7M | 1.0% | ETF | Low | Santa Monica, CA | 2026-10-21 | |
| 340,382 | $16.1M | 11.7% | Yield | Medium | Gilbert, AZ | 2026-10-15 | |
| 294,309 | $13.9M | 3.1% | ETF | N/A | Tampa, FL | 2026-10-30 | |
| 258,570 | $12.2M | 5.3% | Yield | Low | Minneapolis, MN | 2026-10-07 | |
| 237,033 | $11.0M | 1.1% | ETF | Medium | Tavares, FL | 2026-11-05 | |
| 200,000 | $9.4K | 0.0% | Growth | Low | Leeds, United Kingdom | 2026-10-09 | |
| 160,140 | $7.5M | 0.3% | ETF | Low | Minnetonka, MN | 2026-10-15 | |
| 149,218 | $7.0M | 0.5% | Core | Medium | Greenwood Village, CO | 2026-11-02 | |
| 147,775 | $7.0M | 0.7% | Core | Medium | Honolulu, HI | 2026-10-06 | |
| 127,503 | $6.0M | 2.9% | ETF | High | West Bend, WI | 2026-10-09 | |
| 104,700 | $4.9M | 0.1% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 101,404 | $4.8M | 0.8% | Growth | Very Low | Aventura, FL | 2026-10-13 | |
| 101,253 | $4.8M | 2.6% | ETF | Medium | Austin, TX | 2026-10-29 | |
| 98,509 | $4.7M | 0.5% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 93,142 | $4.4M | 0.1% | Core | Low | North Little Rock, AR | 2026-10-23 | |
| 92,955 | $4.4M | 3.3% | ETF | Low | Irvine, CA | 2026-10-16 | |
| 90,626 | $4.3M | 1.2% | ETF | Low | Woburn, MA | 2026-10-28 | |
| 90,072 | $4.3M | 2.6% | Core | Very Low | Media, PA | 2026-10-20 | |
| 88,147 | $4.2M | 0.8% | ETF | High | College Station, TX | 2026-11-03 | |
| 81,693 | $3.9M | 1.5% | Core | High | Orem, UT | 2026-10-29 | |
| 81,335 | $3.8M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 73,156 | $3.5M | 0.1% | Growth | Low | Austin, TX | 2026-11-03 | |
| 65,090 | $3.1M | 0.2% | ETF | Low | Bloomfield Hills, MI | 2026-11-04 | |
| 63,079 | $3.0M | 1.0% | ETF | Low | Augusta, GA | 2026-10-14 | |
| 61,657 | $2.9M | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 53,182 | $2.5M | 0.8% | ETF | Low | Denver, CO | 2026-10-22 | |
| 52,276 | $2.5M | 0.1% | ETF | Low | Wayne, PA | 2026-10-20 | |
| 52,146 | $2.5M | 0.2% | Growth | Medium | Port Chester, NY | 2026-11-04 | |
| 51,202 | $2.4M | 0.3% | Core | Low | Alpharetta, GA | 2026-10-22 | |
| 51,094 | $2.4K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 51,028 | $2.5M | 0.4% | Core | High | Brentwood, TN | 2026-11-03 | |
| 49,665 | $2.3M | 0.1% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 45,229 | $2.1M | 1.2% | ETF | Very Low | Mesa, AZ | 2026-10-14 | |
| 44,977 | $2.1M | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 43,862 | $2.1M | 0.3% | ETF | Medium | Troy, MI | 2026-11-03 | |
| 42,286 | $2.0M | 2.0% | ETF | Medium | Allentown, PA | 2026-10-20 | |
| 35,000 | $1.7M | 0.0% | Core | Medium | Basel, Switzerland | 2026-10-26 | |
| 34,177 | $1.6K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 33,764 | $1.6M | 0.1% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 32,368 | $1.5M | 0.1% | ETF | Medium | Phoenix, AZ | 2026-10-16 | |
| 31,712 | $1.5M | 0.3% | ETF | Medium | St. Charles, IL | 2026-10-26 | |
| 29,267 | $1.4M | 0.1% | Growth | Medium | Irvine, CA | 2026-10-07 | |
| 28,962 | $1.4M | 0.1% | ETF | Low | Atlanta, GA | 2026-11-02 | |
| 28,636 | $1.4M | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 27,229 | $1.3M | 0.4% | Growth | Low | Tampa, FL | 2026-11-05 | |
| 26,792 | $1.3M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 26,696 | $1.3M | 0.9% | ETF | Medium | Burr Ridge, IL | 2026-10-13 | |
| 24,751 | $1.2M | 0.1% | Core | Medium | Provo, UT | 2026-10-20 | |
| 23,722 | $1.1M | 0.1% | ETF | Low | Manhattan, KS | 2026-10-21 | |
| 23,034 | $1.1M | 0.1% | ETF | High | Brighton, MI | 2026-10-19 | |
| 19,721 | $931.0K | 0.6% | Core | Low | St. Francisville, LA | 2026-10-15 | |
| 17,916 | $846.4K | 0.0% | Growth | Medium | Sandy, UT | 2026-10-20 | |
| 17,916 | $846.4K | 0.0% | Growth | Low | Sandy, UT | 2026-10-20 | |
| 16,660 | $786.5K | 0.0% | ETF | Low | Charlotte, NC | 2026-10-22 | |
| 16,521 | $780.0K | 0.4% | Deep Value | Medium | Bradenton, FL | 2026-10-23 | |
| 16,281 | $768.6K | 0.1% | Core | Medium | Minneapolis, MN | 2026-10-13 | |
| 13,566 | $640.5K | 0.0% | ETF | Medium | Wheaton, IL | 2026-10-22 | |
| 13,118 | $619.3K | 0.0% | ETF | Low | Detroit, MI | 2026-10-13 | |
| 13,085 | $617.7K | 0.1% | ETF | Medium | Stamford, CT | 2026-10-30 | |
| 12,800 | $604.3K | 0.5% | Core | High | Gardiner, ME | 2026-11-05 | |
| 12,718 | $600.4K | 0.4% | ETF | Low | Littleton, CO | 2026-10-20 | |
| 12,655 | $597.4K | 0.0% | Core | Medium | Charlotte, NC | 2026-10-15 | |
| 12,015 | $567.2K | 0.1% | ETF | High | Tulsa, OK | 2026-10-09 | |
| 11,750 | $554.7K | 0.0% | Core | Low | Houston, TX | 2026-11-02 | |
| 11,302 | $533.6K | 0.0% | Core | Medium | Wesley Chapel, FL | 2026-10-20 | |
| 11,132 | $525.6K | 0.6% | ETF | Low | Wesley Chapel, FL | 2026-10-20 | |
| 9,323 | $440.1K | 0.0% | ETF | Low | Columbus, OH | 2026-10-14 | |
| 9,004 | $425.1K | 0.3% | Growth | Medium | Bellevue, WA | 2026-10-16 | |
| 8,358 | $394.6K | 0.1% | ETF | High | Waukesha, WI | 2026-10-28 | |
| 8,064 | $380.7K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 7,361 | $347.5K | 0.1% | ETF | Very Low | Turlock, CA | 2026-11-03 | |
| 7,350 | $347.0K | 0.1% | ETF | Very Low | Houston, TX | 2026-10-13 | |
| 7,157 | $337.9K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 6,410 | $302.6K | 0.0% | ETF | Low | Carmel, IN | 2026-10-08 | |
| 6,113 | $288.6K | 0.0% | Core | Low | Manchester, VT | 2026-10-22 | |
| 5,943 | $280.6K | 0.2% | Growth | High | Bainbridge Island, WA | 2026-10-19 | |
| 5,742 | $271.1K | 0.3% | Growth | Low | Buda, TX | 2026-10-26 | |
| 5,533 | $261.2K | 0.1% | Growth | Medium | Lake Mary, FL | 2026-11-02 | |
| 5,520 | $260.6K | 0.1% | Growth | Low | Atlanta, GA | 2026-11-03 | |
| 5,201 | $245.5K | 0.0% | Growth | Very Low | Bellevue, WA | 2026-10-13 | |
| 5,180 | $244.6K | 0.1% | GARP | Very High | Reno, NV | 2026-10-09 | |
| 4,783 | $225.8K | 0.1% | ETF | Low | Saratoga Springs, NY | 2026-10-09 | |
| 4,670 | $220.5K | 0.0% | Agg Growth | Very Low | Vancouver, WA | 2026-10-14 | |
| 4,409 | $208.1K | 0.0% | Growth | Medium | Provo, UT | 2026-10-20 | |
| 4,370 | $206.3K | 0.1% | Core | Low | Akron, OH | 2026-10-20 | |
| 4,265 | $201.4K | 0.1% | ETF | Very Low | Dallas, TX | 2026-10-15 | |
| 4,230 | $200.8K | 0.0% | ETF | Medium | New York, NY | 2026-10-19 | |
| 3,931 | $185.6K | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 | |
| 3,605 | $170.2K | 0.1% | ETF | Low | Minnetonka, MN | 2026-11-02 | |
| 3,527 | $147.8K | 0.0% | Growth | Medium | Geneva 1, Switzerland | 2026-11-04 | |
| 3,289 | $155.3K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 2,367 | $111.7K | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 | |
| 1,000 | $47.2K | 0.0% | ETF | Low | Murray, UT | 2026-10-28 | |
| 830 | $39.2K | 0.0% | Agg Growth | Medium | Boca Raton, FL | 2026-10-15 | |
| 700 | $33.0K | 0.0% | ETF | Low | Newport Beach, CA | 2026-10-16 | |
| 664 | $31.3K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 443 | $20.9K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 318 | $15.0K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 180 | $8.5K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 94 | $4.4K | 0.0% | Growth | Low | Bloomington, IL | 2026-10-30 | |
| 51 | $2.4K | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 | |
| 39 | $1.8K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 38 | $1.8K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 33 | $1.6K | 0.0% | Growth | High | Fort Myers, FL | 2026-11-04 | |
| 26 | $1.2K | 0.0% | ETF | Medium | Sandy, UT | 2026-11-04 | |
| 24 | $1.1K | 0.0% | ETF | Medium | Hendersonville, Tn 37075, TN | 2026-11-03 | |
| 19 | $910 | 0.0% | Value | Medium | Denver, CO | 2026-10-28 |