# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | RhumbLine Advisers LP | 35,013 | 620 | 811,776.4 | 0.0006 | 0.0043 | 06/30/2025 |
2 | Sterling Capital Management LLC | 33,368 | 3,504 | 773,637.08 | 0.0104 | 0.0041 | 06/30/2025 |
3 | Danske Bank A/S (Investment Management) | 27,199 | -5,673 | 630,608.81 | 0.0015 | 0.0033 | 06/30/2025 |
4 | PNC Investments LLC | 7,365 | -513 | 170,757.52 | 0.0014 | 0.0009 | 06/30/2025 |
5 | GAMMA Investing LLC | 5,710 | 1,353 | 132,386.35 | 0.0073 | 0.0007 | 09/30/2025 |
6 | BlackRock Advisors (UK) Ltd. | 5,459 | 0 | 126,566.92 | 0 | 0.0007 | 07/31/2024 |
7 | ShariaPortfolio, Inc. | 2,895 | 1,088 | 67,120.58 | 0.022 | 0.0004 | 09/30/2025 |
8 | Causeway Capital Management LLC | 2,072 | 2,072 | 48,039.32 | 0.0001 | 0.0003 | 09/30/2025 |
9 | Salomon & Ludwin LLC | 595 | 540 | 13,795.08 | 0.0012 | 0.0001 | 09/30/2025 |
10 | Bessemer Investment Management LLC | 426 | 426 | 9,876.81 | 0 | 0.0001 | 06/30/2025 |
11 | Richardson Financial Services, Inc. | 30 | 0 | 695.55 | 0.0004 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Danske Invest SICAV - Europe Long-Short Equity Factors | 27,199 | -5,673 | 630,608.81 | 0.8096 | 0.0033 | 06/30/2025 |
2 | BlackRock IFS - iShares Wor ex-Switzer Eq In Fd II CH | 5,459 | 0 | 126,566.92 | 0.0217 | 0.0007 | 07/31/2024 |
3 | SP Funds S&P World (ex-US) ETF | 2,895 | 1,088 | 67,120.58 | 0.087 | 0.0004 | 09/30/2025 |
4 | ActivePassive International Equity ETF | 2,072 | 2,072 | 48,039.32 | 0.0051 | 0.0003 | 09/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Sterling Capital Management LLC | 33,368 | 3,504 | 773,637.08 | 0.0104 | 0.0041 | 06/30/2025 |
2 | Causeway Capital Management LLC | 2,072 | 2,072 | 48,039.32 | 0.0001 | 0.0003 | 09/30/2025 |
3 | GAMMA Investing LLC | 5,710 | 1,353 | 132,386.35 | 0.0073 | 0.0007 | 09/30/2025 |
4 | ShariaPortfolio, Inc. | 2,895 | 1,088 | 67,120.58 | 0.022 | 0.0004 | 09/30/2025 |
5 | RhumbLine Advisers LP | 35,013 | 620 | 811,776.4 | 0.0006 | 0.0043 | 06/30/2025 |
6 | Salomon & Ludwin LLC | 595 | 540 | 13,795.08 | 0.0012 | 0.0001 | 09/30/2025 |
7 | Bessemer Investment Management LLC | 426 | 426 | 9,876.81 | 0 | 0.0001 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Danske Bank A/S (Investment Management) | 27,199 | -5,673 | 630,608.81 | 0.0015 | 0.0033 | 06/30/2025 |
2 | Brooklyn Investment Group LLC | 0 | -833 | 0 | 0 | 0 | |
3 | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -519 | 0 | 0 | 0 | |
4 | PNC Investments LLC | 7,365 | -513 | 170,757.52 | 0.0014 | 0.0009 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.