JONES FINANCIAL COMPANIES LLLP SCZ — Index ETF

Ownership history in JONES FINANCIAL COMPANIES LLLP  ·  56 quarters on record

AI Ownership Summary

JONES FINANCIAL COMPANIES LLLP reported Index ETF (SCZ) in 56 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.81% in 2026 Q1. The latest visible filing shows SCZ at 1.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JONES FINANCIAL COMPANIES LLLP's position in Index ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCZ was reported at 1.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.81% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCZ stock page JONES FINANCIAL COMPANIES LLLP fund profile JONES FINANCIAL COMPANIES LLLP full holdings
How JONES FINANCIAL COMPANIES LLLP held SCZ — position size vs. price
% of Fund (quarterly)    SCZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 49,428,037 +14,342,867 +40.9% 1.81% $3.76B 2026-05-15 $83.04
2025 Q4 ADDED — — — 35,085,170 +23,794,915 +210.8% 1.66% $2.72B 2026-02-17 $83.76
2025 Q3 ADDED — — — 11,290,255 +655,170 +6.2% 0.59% $860.5M 2025-11-14 (Est.) $73.86
2025 Q2 ADDED — — — 10,635,085 +790,215 +8.0% 0.58% $770.1M 2025-08-13 $72.86
2025 Q1 ADDED — — — 9,844,870 +129,541 +1.3% 0.57% $632.9M 2025-05-16 $65.78
2024 Q4 REDUCED 25.6% +4.6% ❌ 9,715,329 -3,343,920 -25.6% 0.56% $590.2M 2025-02-06 $60.50
2024 Q3 ADDED — — — 13,059,249 +409,001 +3.2% 0.91% $883.7M 2024-11-12 $58.44
2024 Q2 REDUCED 18.3% +9.8% ❌ 12,650,248 -2,835,519 -18.3% 0.90% $779.8M 2024-08-14 $58.91
2024 Q1 REDUCED 19.2% -1.5% ✅ 15,485,767 -3,689,851 -19.2% 1.34% $980.7M 2024-05-14 $59.00
2023 Q4 REDUCED 44.2% +1.9% ❌ 19,175,618 -15,188,090 -44.2% 1.78% $1.19B 2024-02-13 $54.57
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCZ

As of 2026 Q1 — sorted by position size

Bear Mountain Capital, Inc. 8.48% Aspect Partners, LLC 7.66% Financial Advisory Corp 6.34% LTG Capital LLC 3Y 6.13% Shakespeare Wealth Management, LLC 3Y 7Y 5.52% TIAA Wealth Investment Management LLC 5.51% Sound Stewardship, LLC 4.74% BLUELINE ADVISORS LLC 4.62% Cooke Wealth Management, LLC 3.82% Omega Financial Group, LLC 3Y 7Y 3.6%

FAQ About JONES FINANCIAL COMPANIES LLLP and SCZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has JONES FINANCIAL COMPANIES LLLP reported owning SCZ?

JONES FINANCIAL COMPANIES LLLP reported SCZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCZ position in JONES FINANCIAL COMPANIES LLLP's portfolio?

The largest reported portfolio weight for SCZ was 1.81% in 2026 Q1.

What is the latest reported SCZ position on this page?

The most recent filing on this page is 2026 Q1, when JONES FINANCIAL COMPANIES LLLP reported 49,428,037 shares, equal to 1.81% of portfolio, with an estimated market value of $3.76B.

What does the chart on this SCZ ownership page compare?

The chart compares JONES FINANCIAL COMPANIES LLLP's quarterly SCZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JONES FINANCIAL COMPANIES LLLP time their SCZ position?

Based on 13F filing dates vs. subsequent SCZ price moves, JONES FINANCIAL COMPANIES LLLP correctly timed 34 out of 55 reported position changes (62%). The annualised alpha on SCZ relative to SPY over the holding period was -5.0%.

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