# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 168,388 | 95,535 | 3,211,159.16 | 0.0079 | 0.0125 | 06/30/2025 |
2 | Sterling Capital Management LLC | 50,198 | 24,353 | 957,275.86 | 0.0137 | 0.0037 | 03/31/2025 |
3 | Domini Impact Investments LLC | 40,500 | -1,500 | 772,335 | 1.1171 | 0.003 | 04/30/2025 |
4 | RhumbLine Advisers LP | 20,408 | -571 | 389,180.56 | 0.0003 | 0.0015 | 03/31/2025 |
5 | Vident Asset Management | 13,801 | 13,801 | 263,185.07 | 0.0027 | 0.001 | 06/30/2025 |
6 | Yousif Capital Management LLC | 11,045 | -9,725 | 210,628.15 | 0.0022 | 0.0008 | 03/31/2025 |
7 | ShariaPortfolio, Inc. | 4,169 | 1,332 | 79,502.83 | 0.0292 | 0.0003 | 06/30/2025 |
8 | Aperio Group LLC | 2,280 | 0 | 43,479.6 | 0 | 0.0002 | 02/28/2025 |
9 | GAMMA Investing LLC | 2,057 | -534 | 39,226.99 | 0.0024 | 0.0002 | 06/30/2025 |
10 | T. Rowe Price Associates, Inc. (IM) | 1,468 | 381 | 27,994.76 | 0 | 0.0001 | 06/30/2025 |
11 | Cambria Investment Management LP | 1,205 | 1,205 | 22,979.35 | 0.0008 | 0.0001 | 06/30/2025 |
12 | PNC Investments LLC | 864 | 72 | 16,476.48 | 0.0001 | 0.0001 | 03/31/2025 |
13 | Foster Dykema Cabot & Partners LLC | 784 | 0 | 14,950.88 | 0.0011 | 0.0001 | 03/31/2025 |
14 | First Horizon Advisors, Inc. | 384 | 384 | 7,322.88 | 0.0002 | 0 | 03/31/2025 |
15 | Fisher Asset Management LLC | 98 | 0 | 1,868.86 | 0 | 0 | 05/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 168,388 | 95,535 | 3,211,159.16 | 0.3286 | 0.0125 | 06/30/2025 |
2 | Domini Impact Equity Fund | 40,500 | -1,500 | 772,335 | 0.0674 | 0.003 | 04/30/2025 |
3 | AAM Transformers ETF | 13,801 | 13,801 | 263,185.07 | 0.385 | 0.001 | 06/30/2025 |
4 | SP Funds S&P World (ex-US) ETF | 4,169 | 1,332 | 79,502.83 | 0.1399 | 0.0003 | 06/30/2025 |
5 | Aquarius International Fund | 2,280 | 0 | 43,479.6 | 0.0063 | 0.0002 | 02/28/2025 |
6 | T.Rowe Price Funds SICAV - Multi-Asset Global Income Fund | 1,468 | 381 | 27,994.76 | 0.0869 | 0.0001 | 06/30/2025 |
7 | Cambria Endowment Style ETF | 1,205 | 1,205 | 22,979.35 | 0.0201 | 0.0001 | 06/30/2025 |
8 | Fisher Invt. Institutional Grp. Stock Fd. for Retirement Plans | 98 | 0 | 1,868.86 | 0.5633 | 0 | 05/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 168,388 | 95,535 | 3,211,159.16 | 0.0079 | 0.0125 | 06/30/2025 |
2 | Sterling Capital Management LLC | 50,198 | 24,353 | 957,275.86 | 0.0137 | 0.0037 | 03/31/2025 |
3 | Vident Asset Management | 13,801 | 13,801 | 263,185.07 | 0.0027 | 0.001 | 06/30/2025 |
4 | ShariaPortfolio, Inc. | 4,169 | 1,332 | 79,502.83 | 0.0292 | 0.0003 | 06/30/2025 |
5 | Cambria Investment Management LP | 1,205 | 1,205 | 22,979.35 | 0.0008 | 0.0001 | 06/30/2025 |
6 | First Horizon Advisors, Inc. | 384 | 384 | 7,322.88 | 0.0002 | 0 | 03/31/2025 |
7 | T. Rowe Price Associates, Inc. (IM) | 1,468 | 381 | 27,994.76 | 0 | 0.0001 | 06/30/2025 |
8 | PNC Investments LLC | 864 | 72 | 16,476.48 | 0.0001 | 0.0001 | 03/31/2025 |
9 | Brooklyn Investment Group LLC | 25 | 25 | 476.75 | 0.0001 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Manning & Napier Advisors LLC | 0 | -467,078 | 0 | 0 | 0 | |
2 | Jyske Bank A/S (Investment Management) | 0 | -13,875 | 0 | 0 | 0 | |
3 | Yousif Capital Management LLC | 11,045 | -9,725 | 210,628.15 | 0.0022 | 0.0008 | 03/31/2025 |
4 | Domini Impact Investments LLC | 40,500 | -1,500 | 772,335 | 1.1171 | 0.003 | 04/30/2025 |
5 | Murphy & Mullick Capital Management Corp. | 0 | -792 | 0 | 0 | 0 | |
6 | RhumbLine Advisers LP | 20,408 | -571 | 389,180.56 | 0.0003 | 0.0015 | 03/31/2025 |
7 | GAMMA Investing LLC | 2,057 | -534 | 39,226.99 | 0.0024 | 0.0002 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.