# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 86,568 | 20,761 | 4,942,686.53 | 0.0122 | 0.0068 | 06/30/2025 |
2 | FundSight SA | 82,200 | 0 | 4,693,291.2 | 1.879 | 0.0065 | 09/30/2024 |
3 | Fidelity Management & Research Co. LLC | 37,568 | 37,568 | 2,144,982.53 | 0.0001 | 0.003 | 05/31/2025 |
4 | Blueprint Investment Partners LLC | 23,496 | 0 | 1,341,527.62 | 0.2108 | 0.0019 | 05/31/2025 |
5 | RhumbLine Advisers LP | 18,411 | -5,036 | 1,051,194.46 | 0.0009 | 0.0015 | 03/31/2025 |
6 | Hancock Whitney Bank (Investment Management) | 16,601 | 183 | 947,850.7 | 0.0275 | 0.0013 | 03/31/2025 |
7 | Thornburg Investment Management, Inc. | 15,442 | 15,442 | 881,676.43 | 0.0038 | 0.0012 | 06/30/2025 |
8 | GAMMA Investing LLC | 8,814 | 4,570 | 503,244.14 | 0.0311 | 0.0007 | 06/30/2025 |
9 | Confluence Investment Management LLC | 3,862 | 3,862 | 220,504.75 | 0.003 | 0.0003 | 06/30/2025 |
10 | PNC Investments LLC | 421 | -5 | 24,037.42 | 0.0002 | 0 | 03/31/2025 |
11 | Thurston, Springer, Miller, Herd & Titak, Inc. | 215 | 194 | 12,275.64 | 0.0016 | 0 | 06/30/2025 |
12 | First Horizon Advisors, Inc. | 191 | 38 | 10,905.34 | 0.0003 | 0 | 03/31/2025 |
13 | T. Rowe Price Associates, Inc. (IM) | 51 | -4 | 2,911.9 | 0 | 0 | 06/30/2025 |
14 | Brooklyn Investment Group LLC | 23 | 23 | 1,313.21 | 0.0003 | 0 | 03/31/2025 |
15 | Cambria Investment Management LP | 14 | 14 | 799.34 | 0 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 86,568 | 20,761 | 4,942,686.53 | 0.5058 | 0.0068 | 06/30/2025 |
2 | Arcipelagos SICAV - Red Gate China Growth Fund | 82,200 | 0 | 4,693,291.2 | 10.2961 | 0.0065 | 09/30/2024 |
3 | Fidelity Strategic Advisers International Fund | 37,568 | 37,568 | 2,144,982.53 | 0.0086 | 0.003 | 05/31/2025 |
4 | Blueprint Adaptive Growth Allocation Fund | 23,496 | 0 | 1,341,527.62 | 0.709 | 0.0019 | 05/31/2025 |
5 | Thornburg International Equity ETF | 14,377 | 14,377 | 820,869.19 | 0.4833 | 0.0011 | 06/30/2025 |
6 | Thornburg International Growth ETF | 1,065 | 1,065 | 60,807.24 | 1.2086 | 0.0001 | 06/30/2025 |
7 | T.Rowe Price Funds SICAV - Multi-Asset Global Income Fund | 51 | -4 | 2,911.9 | 0.009 | 0 | 06/30/2025 |
8 | Cambria Endowment Style ETF | 14 | 14 | 799.34 | 0.0007 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Fidelity Management & Research Co. LLC | 37,568 | 37,568 | 2,144,982.53 | 0.0001 | 0.003 | 05/31/2025 |
2 | Causeway Capital Management LLC | 86,568 | 20,761 | 4,942,686.53 | 0.0122 | 0.0068 | 06/30/2025 |
3 | Thornburg Investment Management, Inc. | 15,442 | 15,442 | 881,676.43 | 0.0038 | 0.0012 | 06/30/2025 |
4 | GAMMA Investing LLC | 8,814 | 4,570 | 503,244.14 | 0.0311 | 0.0007 | 06/30/2025 |
5 | Confluence Investment Management LLC | 3,862 | 3,862 | 220,504.75 | 0.003 | 0.0003 | 06/30/2025 |
6 | Thurston, Springer, Miller, Herd & Titak, Inc. | 215 | 194 | 12,275.64 | 0.0016 | 0 | 06/30/2025 |
7 | Hancock Whitney Bank (Investment Management) | 16,601 | 183 | 947,850.7 | 0.0275 | 0.0013 | 03/31/2025 |
8 | First Horizon Advisors, Inc. | 191 | 38 | 10,905.34 | 0.0003 | 0 | 03/31/2025 |
9 | Brooklyn Investment Group LLC | 23 | 23 | 1,313.21 | 0.0003 | 0 | 03/31/2025 |
10 | Cambria Investment Management LP | 14 | 14 | 799.34 | 0 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | State Board of Administration of Florida Retirement System | 0 | -455,143 | 0 | 0 | 0 | |
2 | RhumbLine Advisers LP | 18,411 | -5,036 | 1,051,194.46 | 0.0009 | 0.0015 | 03/31/2025 |
3 | PNC Investments LLC | 421 | -5 | 24,037.42 | 0.0002 | 0 | 03/31/2025 |
4 | T. Rowe Price Associates, Inc. (IM) | 51 | -4 | 2,911.9 | 0 | 0 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.