# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | OKOWORLD LUX SA | 140,000 | 140,000 | 8,850,380 | 0.2996 | 0.0338 | 06/30/2025 |
2 | HSBC Global Asset Management (France) SA | 109,709 | 4,192 | 6,935,473.85 | 0.0656 | 0.0265 | 08/31/2025 |
3 | Sumitomo Mitsui Trust Asset Management Co., Ltd. | 21,687 | 0 | 1,370,987.08 | 0.0009 | 0.0052 | 06/10/2025 |
4 | Butterfield Asset Management Ltd. | 17,330 | 0 | 1,095,550.61 | 0.6272 | 0.0042 | 06/30/2024 |
5 | RhumbLine Advisers LP | 10,505 | 18 | 664,094.58 | 0.0005 | 0.0025 | 06/30/2025 |
6 | Perdurance Asset Management Ltd. | 9,355 | 0 | 591,395.04 | 3.7551 | 0.0023 | 06/30/2024 |
7 | Sterling Capital Management LLC | 6,542 | -292 | 413,565.61 | 0.0056 | 0.0016 | 06/30/2025 |
8 | S & Co., Inc. | 4,500 | 0 | 284,476.5 | 0.0173 | 0.0011 | 06/30/2025 |
9 | Putnam Investment Management LLC | 4,140 | 0 | 261,718.38 | 0.0003 | 0.001 | 09/30/2025 |
10 | Boston Common Asset Management LLC | 3,060 | 3,060 | 193,444.02 | 0.0065 | 0.0007 | 06/30/2025 |
11 | GAMMA Investing LLC | 2,401 | 669 | 151,784.02 | 0.0083 | 0.0006 | 09/30/2025 |
12 | Causeway Capital Management LLC | 1,649 | 1,649 | 104,244.83 | 0.0002 | 0.0004 | 09/30/2025 |
13 | PNC Investments LLC | 1,626 | -112 | 102,790.84 | 0.0008 | 0.0004 | 06/30/2025 |
14 | ShariaPortfolio, Inc. | 1,588 | 500 | 100,388.6 | 0.0329 | 0.0004 | 09/30/2025 |
15 | Aperio Group LLC | 960 | 960 | 60,688.32 | 0 | 0.0002 | 09/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | OekoWorld FCP - Klima | 130,000 | 130,000 | 8,218,210 | 1.4026 | 0.0314 | 06/30/2025 |
2 | HSBC GIF - Global Equity Circular Economy | 109,709 | 4,192 | 6,935,473.85 | 2.4446 | 0.0265 | 08/31/2025 |
3 | SMTAM Foreign Equity Mother Fund | 21,687 | 0 | 1,370,987.08 | 0.0302 | 0.0052 | 06/10/2025 |
4 | Butterfield Select Fund Ltd. - Equity | 17,330 | 0 | 1,095,550.61 | 1.1583 | 0.0042 | 06/30/2024 |
5 | OekoWorld FCP - OekoWorld Water for Life | 10,000 | 10,000 | 632,170 | 1.0394 | 0.0024 | 06/30/2025 |
6 | InRIS UCITS Plc - Perdurance Market Neutral | 9,355 | 0 | 591,395.04 | 3.3952 | 0.0023 | 06/30/2024 |
7 | Putnam BioRevolution ETF | 4,140 | 0 | 261,718.38 | 4.7473 | 0.001 | 09/30/2025 |
8 | ActivePassive International Equity ETF | 1,649 | 1,649 | 104,244.83 | 0.0111 | 0.0004 | 09/30/2025 |
9 | SP Funds S&P World (ex-US) ETF | 1,588 | 500 | 100,388.6 | 0.1302 | 0.0004 | 09/30/2025 |
10 | Praxis International Index Fund | 960 | 960 | 60,688.32 | 0.0112 | 0.0002 | 09/30/2025 |
11 | United Global Resources Fund | 477 | -61 | 30,154.51 | 0.4649 | 0.0001 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | OKOWORLD LUX SA | 140,000 | 140,000 | 8,850,380 | 0.2996 | 0.0338 | 06/30/2025 |
2 | HSBC Global Asset Management (France) SA | 109,709 | 4,192 | 6,935,473.85 | 0.0656 | 0.0265 | 08/31/2025 |
3 | Boston Common Asset Management LLC | 3,060 | 3,060 | 193,444.02 | 0.0065 | 0.0007 | 06/30/2025 |
4 | Causeway Capital Management LLC | 1,649 | 1,649 | 104,244.83 | 0.0002 | 0.0004 | 09/30/2025 |
5 | Aperio Group LLC | 960 | 960 | 60,688.32 | 0 | 0.0002 | 09/30/2025 |
6 | GAMMA Investing LLC | 2,401 | 669 | 151,784.02 | 0.0083 | 0.0006 | 09/30/2025 |
7 | ShariaPortfolio, Inc. | 1,588 | 500 | 100,388.6 | 0.0329 | 0.0004 | 09/30/2025 |
8 | First Horizon Advisors, Inc. | 249 | 249 | 15,741.03 | 0.0004 | 0.0001 | 06/30/2025 |
9 | Salomon & Ludwin LLC | 186 | 186 | 11,758.36 | 0.0011 | 0 | 09/30/2025 |
10 | RhumbLine Advisers LP | 10,505 | 18 | 664,094.58 | 0.0005 | 0.0025 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Thematics Asset Management SAS | 0 | -72,653 | 0 | 0 | 0 | |
2 | Russell Investment Management LLC | 0 | -5,964 | 0 | 0 | 0 | |
3 | Sterling Capital Management LLC | 6,542 | -292 | 413,565.61 | 0.0056 | 0.0016 | 06/30/2025 |
4 | PNC Investments LLC | 1,626 | -112 | 102,790.84 | 0.0008 | 0.0004 | 06/30/2025 |
5 | Ninety One UK Ltd. | 477 | -61 | 30,154.51 | 0 | 0.0001 | 06/30/2025 |
6 | Copeland Capital Management LLC | 49 | -8 | 3,097.63 | 0.0001 | 0 | 09/30/2025 |
Data provided by FactSet Research Systems Inc.