# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 204,668 | 20,259 | 5,978,147.61 | 0.8844 | 0.0189 | 06/30/2025 |
2 | Causeway Capital Management LLC | 26,507 | -3,917 | 774,242.96 | 0.0019 | 0.0024 | 06/30/2025 |
3 | Sterling Capital Management LLC | 23,548 | 1,823 | 687,813.53 | 0.0098 | 0.0022 | 03/31/2025 |
4 | Yorktown Management & Research Co., Inc. | 23,050 | 0 | 673,267.45 | 0.4635 | 0.0021 | 06/30/2025 |
5 | RhumbLine Advisers LP | 16,770 | 239 | 489,834.93 | 0.0004 | 0.0015 | 03/31/2025 |
6 | JPMorgan Asset Management (UK) Ltd. | 16,018 | 0 | 467,869.76 | 0.0003 | 0.0015 | 11/21/2024 |
7 | Hancock Whitney Bank (Investment Management) | 15,177 | 2,338 | 443,304.99 | 0.0128 | 0.0014 | 03/31/2025 |
8 | Advisors Capital Management LLC | 10,900 | 9,000 | 318,378.1 | 0.0045 | 0.001 | 03/31/2025 |
9 | Tidal Investments LLC | 9,648 | 2,055 | 281,808.43 | 0.0017 | 0.0009 | 06/30/2025 |
10 | Riverbridge Partners LLC | 7,621 | 7,621 | 222,601.79 | 0.0035 | 0.0007 | 06/30/2025 |
11 | PNC Investments LLC | 7,179 | 2,319 | 209,691.41 | 0.0019 | 0.0007 | 03/31/2025 |
12 | GAMMA Investing LLC | 5,437 | 1,444 | 158,809.33 | 0.0098 | 0.0005 | 06/30/2025 |
13 | Andbank Wealth Management SGIIC SAU | 5,184 | 0 | 151,419.46 | 0.0081 | 0.0005 | 12/31/2024 |
14 | ShariaPortfolio, Inc. | 3,446 | 1,463 | 100,654.21 | 0.037 | 0.0003 | 06/30/2025 |
15 | LFG+ZEST SA | 2,700 | 2,700 | 78,864.3 | 0.041 | 0.0002 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 26,507 | -3,917 | 774,242.96 | 0.0792 | 0.0024 | 06/30/2025 |
2 | Yorktown Growth Fund | 23,050 | 0 | 673,267.45 | 0.7322 | 0.0021 | 06/30/2025 |
3 | Nikko Asset World High Dividend Yield Equity Mother Fund | 16,018 | 0 | 467,869.76 | 0.3696 | 0.0015 | 11/21/2024 |
4 | Advisors Capital International Fund | 10,900 | 9,000 | 318,378.1 | 3.998 | 0.001 | 03/31/2025 |
5 | SP Funds S&P Global Technology ETF | 9,648 | 2,055 | 281,808.43 | 0.4616 | 0.0009 | 06/30/2025 |
6 | Rainbow Fund - Dynamic Mixed Allocation | 4,500 | 0 | 131,440.5 | 1.4233 | 0.0004 | 12/31/2024 |
7 | SP Funds S&P World (ex-US) ETF | 3,446 | 1,463 | 100,654.21 | 0.1771 | 0.0003 | 06/30/2025 |
8 | Zest Asset Management SICAV - Global Equity | 2,700 | 2,700 | 78,864.3 | 0.4838 | 0.0002 | 06/30/2025 |
9 | Rainbow Fund - International Mixed Portfolio | 2,325 | 0 | 67,910.92 | 1.6568 | 0.0002 | 12/31/2024 |
10 | Majuinso 2007, SICAV | 684 | 0 | 19,978.96 | 0.7415 | 0.0001 | 12/31/2024 |
11 | abrdn International Equity ADR Fund | 324 | 124 | 9,463.72 | 1.5749 | 0 | 06/30/2025 |
12 | Cambria Endowment Style ETF | 13 | 13 | 379.72 | 0.0003 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 204,668 | 20,259 | 5,978,147.61 | 0.8844 | 0.0189 | 06/30/2025 |
2 | Advisors Capital Management LLC | 10,900 | 9,000 | 318,378.1 | 0.0045 | 0.001 | 03/31/2025 |
3 | Riverbridge Partners LLC | 7,621 | 7,621 | 222,601.79 | 0.0035 | 0.0007 | 06/30/2025 |
4 | LFG+ZEST SA | 2,700 | 2,700 | 78,864.3 | 0.041 | 0.0002 | 06/30/2025 |
5 | Hancock Whitney Bank (Investment Management) | 15,177 | 2,338 | 443,304.99 | 0.0128 | 0.0014 | 03/31/2025 |
6 | PNC Investments LLC | 7,179 | 2,319 | 209,691.41 | 0.0019 | 0.0007 | 03/31/2025 |
7 | Tidal Investments LLC | 9,648 | 2,055 | 281,808.43 | 0.0017 | 0.0009 | 06/30/2025 |
8 | Sterling Capital Management LLC | 23,548 | 1,823 | 687,813.53 | 0.0098 | 0.0022 | 03/31/2025 |
9 | ShariaPortfolio, Inc. | 3,446 | 1,463 | 100,654.21 | 0.037 | 0.0003 | 06/30/2025 |
10 | GAMMA Investing LLC | 5,437 | 1,444 | 158,809.33 | 0.0098 | 0.0005 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Vident Asset Management | 0 | -12,015 | 0 | 0 | 0 | |
2 | Causeway Capital Management LLC | 26,507 | -3,917 | 774,242.96 | 0.0019 | 0.0024 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.