CUSIP: 47804L102 | US | Financial Services · Asset Management | Micro Cap | 153 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13G/AFirst Trust Portfolios L.P. | 1,074,261 | 8.9% | New 5%+ stake | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 165,309 | $1.8M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 111,631 | $1.2M | 0.1% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 45,671 | $509.2K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 33,953 | $378.6K | 0.0% | ETF | Very Low | Parsippany, NJ | 2026-10-13 | |
| 15,400 | $171.7K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 14,600 | $162.8K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 13,865 | $154.6K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 | |
| 10,402 | $116.0K | 0.0% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 4,285 | $47.8K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 380 | $4.2K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 217 | $2.4K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |