# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 4,876,799 | -196,461 | 82,378,888.71 | 0.153 | 0.2311 | 03/31/2025 |
2 | Causeway Capital Management LLC | 314,778 | 40,614 | 5,317,229.98 | 0.0132 | 0.0149 | 06/30/2025 |
3 | Boston Common Asset Management LLC | 216,868 | 34,688 | 3,663,334.26 | 0.1284 | 0.0103 | 06/30/2025 |
4 | RhumbLine Advisers LP | 78,974 | 4,369 | 1,334,028.81 | 0.0011 | 0.0037 | 03/31/2025 |
5 | Hantz Financial Services, Inc. | 72,492 | 1,282 | 1,224,534.86 | 0.0199 | 0.0034 | 03/31/2025 |
6 | American Century Investment Management, Inc. | 72,099 | 0 | 1,217,896.31 | 0.0005 | 0.0034 | 04/30/2024 |
7 | Domini Impact Investments LLC | 64,042 | -3,900 | 1,081,797.46 | 1.5698 | 0.003 | 04/30/2025 |
8 | Saturna Capital Corp. | 44,500 | 0 | 751,694 | 0.0093 | 0.0021 | 06/30/2025 |
9 | Sterling Capital Management LLC | 39,022 | 2,520 | 659,159.62 | 0.0094 | 0.0018 | 03/31/2025 |
10 | SG Trading Solutions LLC | 25,416 | 25,416 | 429,327.07 | 0.1601 | 0.0012 | 06/30/2025 |
11 | GAMMA Investing LLC | 11,654 | -703 | 196,859.37 | 0.0122 | 0.0006 | 06/30/2025 |
12 | Lazard Asset Management LLC | 10,788 | -2,530 | 182,230.9 | 0.0002 | 0.0005 | 06/30/2025 |
13 | PNC Investments LLC | 8,521 | -407 | 143,936.73 | 0.0013 | 0.0004 | 03/31/2025 |
14 | ShariaPortfolio, Inc. | 7,046 | 2,757 | 119,021.03 | 0.0433 | 0.0003 | 06/30/2025 |
15 | Yorkville Asset Management, Inc. | 6,700 | 0 | 113,176.4 | 0.066 | 0.0003 | 09/30/2024 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 314,778 | 47,913 | 5,317,229.98 | 0.5446 | 0.0149 | 06/30/2025 |
2 | Nomura Asset US Value Strategy Mother Fund | 72,099 | 0 | 1,217,896.31 | 0.296 | 0.0034 | 04/30/2024 |
3 | Domini Impact Equity Fund | 64,042 | -3,900 | 1,081,797.46 | 0.0946 | 0.003 | 04/30/2025 |
4 | Saturna Investment Trust - Sustainable Equity Fund | 44,500 | 0 | 751,694 | 3.1012 | 0.0021 | 06/30/2025 |
5 | SGI Enhanced Global Income ETF | 25,416 | 25,416 | 429,327.07 | 0.5247 | 0.0012 | 06/30/2025 |
6 | Lazard Retirement Global Dynamic Multi Asset Portfolio | 10,788 | -2,530 | 182,230.9 | 0.1459 | 0.0005 | 06/30/2025 |
7 | SP Funds S&P World (ex-US) ETF | 7,046 | 2,757 | 119,021.03 | 0.2097 | 0.0003 | 06/30/2025 |
8 | Yorkville International Qvr Enhanced Protection Class | 6,700 | 0 | 113,176.4 | 1.5503 | 0.0003 | 09/30/2024 |
9 | Cambria Endowment Style ETF | 7 | 7 | 118.24 | 0.0001 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 314,778 | 40,614 | 5,317,229.98 | 0.0132 | 0.0149 | 06/30/2025 |
2 | Boston Common Asset Management LLC | 216,868 | 34,688 | 3,663,334.26 | 0.1284 | 0.0103 | 06/30/2025 |
3 | SG Trading Solutions LLC | 25,416 | 25,416 | 429,327.07 | 0.1601 | 0.0012 | 06/30/2025 |
4 | RhumbLine Advisers LP | 78,974 | 4,369 | 1,334,028.81 | 0.0011 | 0.0037 | 03/31/2025 |
5 | ShariaPortfolio, Inc. | 7,046 | 2,757 | 119,021.03 | 0.0433 | 0.0003 | 06/30/2025 |
6 | Sterling Capital Management LLC | 39,022 | 2,520 | 659,159.62 | 0.0094 | 0.0018 | 03/31/2025 |
7 | Hantz Financial Services, Inc. | 72,492 | 1,282 | 1,224,534.86 | 0.0199 | 0.0034 | 03/31/2025 |
8 | Brooklyn Investment Group LLC | 916 | 11 | 15,473.07 | 0.003 | 0 | 03/31/2025 |
9 | Cambria Investment Management LP | 7 | 7 | 118.24 | 0 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 4,876,799 | -196,461 | 82,378,888.71 | 0.153 | 0.2311 | 03/31/2025 |
2 | Domini Impact Investments LLC | 64,042 | -3,900 | 1,081,797.46 | 1.5698 | 0.003 | 04/30/2025 |
3 | Lazard Asset Management LLC | 10,788 | -2,530 | 182,230.9 | 0.0002 | 0.0005 | 06/30/2025 |
4 | GAMMA Investing LLC | 11,654 | -703 | 196,859.37 | 0.0122 | 0.0006 | 06/30/2025 |
5 | PNC Investments LLC | 8,521 | -407 | 143,936.73 | 0.0013 | 0.0004 | 03/31/2025 |
6 | Salomon & Ludwin LLC | 25 | -41 | 422.3 | 0 | 0 | 03/31/2025 |
Data provided by FactSet Research Systems Inc.