# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | American Century Investment Management, Inc. | 111,973 | 21,390 | 3,813,016.57 | 0.0015 | 0.0085 | 04/28/2025 |
2 | RhumbLine Advisers LP | 35,166 | -605 | 1,197,507.8 | 0.0009 | 0.0027 | 06/30/2025 |
3 | Causeway Capital Management LLC | 19,009 | 19,009 | 647,313.48 | 0.0014 | 0.0014 | 09/30/2025 |
4 | Nuance Investments LLC | 17,260 | -215,304 | 587,754.78 | 0.0408 | 0.0013 | 07/31/2025 |
5 | Victory Capital Management, Inc. (Investment Management) | 14,426 | -15,224 | 491,248.58 | 0.0003 | 0.0011 | 06/30/2025 |
6 | GAMMA Investing LLC | 10,176 | 2,585 | 346,523.33 | 0.019 | 0.0008 | 09/30/2025 |
7 | Lazard Asset Management LLC | 6,956 | -1,807 | 236,872.67 | 0.0002 | 0.0005 | 09/30/2025 |
8 | ShariaPortfolio, Inc. | 6,101 | 2,423 | 207,757.35 | 0.0677 | 0.0005 | 09/30/2025 |
9 | First Horizon Advisors, Inc. | 1,766 | 346 | 60,137.6 | 0.0015 | 0.0001 | 06/30/2025 |
10 | PNC Investments LLC | 168 | 13 | 5,720.9 | 0 | 0 | 06/30/2025 |
11 | Brooklyn Investment Group LLC | 69 | 24 | 2,349.66 | 0.0003 | 0 | 06/30/2025 |
12 | Salomon & Ludwin LLC | 22 | 22 | 749.17 | 0.0001 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Nomura Asset US Value Strategy Mother Fund | 111,973 | 21,390 | 3,813,016.57 | 0.9747 | 0.0085 | 04/28/2025 |
2 | ActivePassive International Equity ETF | 19,009 | 19,009 | 647,313.48 | 0.0686 | 0.0014 | 09/30/2025 |
3 | Nuance Mid Cap Value Fund | 17,260 | -165,646 | 587,754.78 | 0.1144 | 0.0013 | 07/31/2025 |
4 | JNL Multi Manager Mid Cap Fund | 14,426 | -15,224 | 491,248.58 | 0.0392 | 0.0011 | 06/30/2025 |
5 | Lazard Retirement Global Dynamic Multi Asset Portfolio | 6,956 | -1,807 | 236,872.67 | 0.1795 | 0.0005 | 09/30/2025 |
6 | SP Funds S&P World (ex-US) ETF | 6,101 | 2,423 | 207,757.35 | 0.2672 | 0.0005 | 09/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | American Century Investment Management, Inc. | 111,973 | 21,390 | 3,813,016.57 | 0.0015 | 0.0085 | 04/28/2025 |
2 | Causeway Capital Management LLC | 19,009 | 19,009 | 647,313.48 | 0.0014 | 0.0014 | 09/30/2025 |
3 | GAMMA Investing LLC | 10,176 | 2,585 | 346,523.33 | 0.019 | 0.0008 | 09/30/2025 |
4 | ShariaPortfolio, Inc. | 6,101 | 2,423 | 207,757.35 | 0.0677 | 0.0005 | 09/30/2025 |
5 | First Horizon Advisors, Inc. | 1,766 | 346 | 60,137.6 | 0.0015 | 0.0001 | 06/30/2025 |
6 | Brooklyn Investment Group LLC | 69 | 24 | 2,349.66 | 0.0003 | 0 | 06/30/2025 |
7 | Salomon & Ludwin LLC | 22 | 22 | 749.17 | 0.0001 | 0 | 06/30/2025 |
8 | PNC Investments LLC | 168 | 13 | 5,720.9 | 0 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Nuance Investments LLC | 17,260 | -215,304 | 587,754.78 | 0.0408 | 0.0013 | 07/31/2025 |
2 | Victory Capital Management, Inc. (Investment Management) | 14,426 | -15,224 | 491,248.58 | 0.0003 | 0.0011 | 06/30/2025 |
3 | Vident Advisory LLC | 0 | -11,816 | 0 | 0 | 0 | |
4 | Lazard Asset Management LLC | 6,956 | -1,807 | 236,872.67 | 0.0002 | 0.0005 | 09/30/2025 |
5 | RhumbLine Advisers LP | 35,166 | -605 | 1,197,507.8 | 0.0009 | 0.0027 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.