# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 58,432 | 19,734 | 838,323.9 | 0.0022 | 0.0025 | 05/30/2025 |
2 | Marshall Wace LLP | 55,500 | 0 | 796,258.5 | 0.001 | 0.0024 | 03/31/2024 |
3 | Penn Mutual Asset Management LLC | 44,917 | 0 | 644,424.2 | 0.4196 | 0.0019 | 03/31/2025 |
4 | Corient IA LLC | 35,229 | 35,229 | 505,430.46 | 0.3476 | 0.0015 | 03/31/2025 |
5 | Yousif Capital Management LLC | 25,618 | -9,688 | 367,541.45 | 0.0041 | 0.0011 | 03/31/2025 |
6 | RhumbLine Advisers LP | 17,852 | 382 | 256,122.64 | 0.0002 | 0.0008 | 03/31/2025 |
7 | Horizon Kinetics Asset Management LLC | 9,227 | 9,223 | 132,379.77 | 0.0015 | 0.0004 | 03/31/2025 |
8 | GAMMA Investing LLC | 6,657 | 1,726 | 95,507.98 | 0.0068 | 0.0003 | 03/31/2025 |
9 | Smith Group Asset Management LLC | 456 | -740 | 6,542.23 | 0.0004 | 0 | 04/30/2025 |
10 | Adirondack Trust Co. Asset Management | 440 | 440 | 6,312.68 | 0.0024 | 0 | 03/31/2025 |
11 | Hantz Financial Services, Inc. | 422 | 0 | 6,054.43 | 0.0001 | 0 | 03/31/2025 |
12 | PNC Investments LLC | 417 | 102 | 5,982.7 | 0.0001 | 0 | 03/31/2025 |
13 | Ramirez Asset Management, Inc. | 137 | 0 | 1,965.54 | 0.0004 | 0 | 03/31/2025 |
14 | First Horizon Advisors, Inc. | 96 | 96 | 1,377.31 | 0 | 0 | 03/31/2025 |
15 | Brooklyn Investment Group LLC | 50 | 50 | 717.35 | 0.0001 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 58,432 | 19,734 | 838,323.9 | 0.0899 | 0.0025 | 05/30/2025 |
2 | Lumyna - MW TOPS UCITS Fund | 55,500 | 0 | 796,258.5 | 0.0304 | 0.0024 | 03/31/2024 |
3 | Penn Mutual AM 1847 Income Fund | 44,917 | 0 | 644,424.2 | 1.3208 | 0.0019 | 03/31/2025 |
4 | Kinetics Market Opportunities Portfolio | 7,046 | 7,046 | 101,088.96 | 0.0414 | 0.0003 | 03/31/2025 |
5 | Kinetics Global Portfolio | 2,114 | 2,114 | 30,329.56 | 0.063 | 0.0001 | 03/31/2025 |
6 | Saratoga Adv. Trust - Energy & Basic Materials Portfolio | 456 | -740 | 6,542.23 | 0.607 | 0 | 04/30/2025 |
7 | Kinetics Spin-off & Corporate Restructuring Fund (The) | 63 | 59 | 903.86 | 0.0025 | 0 | 03/31/2025 |
8 | Cambria Endowment Style ETF | 26 | 26 | 373.02 | 0.0003 | 0 | 05/30/2025 |
9 | RENN Fund Inc. | 4 | 4 | 57.39 | 0.0003 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Corient IA LLC | 35,229 | 35,229 | 505,430.46 | 0.3476 | 0.0015 | 03/31/2025 |
2 | Causeway Capital Management LLC | 58,432 | 19,734 | 838,323.9 | 0.0022 | 0.0025 | 05/30/2025 |
3 | Horizon Kinetics Asset Management LLC | 9,227 | 9,223 | 132,379.77 | 0.0015 | 0.0004 | 03/31/2025 |
4 | GAMMA Investing LLC | 6,657 | 1,726 | 95,507.98 | 0.0068 | 0.0003 | 03/31/2025 |
5 | Adirondack Trust Co. Asset Management | 440 | 440 | 6,312.68 | 0.0024 | 0 | 03/31/2025 |
6 | RhumbLine Advisers LP | 17,852 | 382 | 256,122.64 | 0.0002 | 0.0008 | 03/31/2025 |
7 | PNC Investments LLC | 417 | 102 | 5,982.7 | 0.0001 | 0 | 03/31/2025 |
8 | First Horizon Advisors, Inc. | 96 | 96 | 1,377.31 | 0 | 0 | 03/31/2025 |
9 | Brooklyn Investment Group LLC | 50 | 50 | 717.35 | 0.0001 | 0 | 03/31/2025 |
10 | Cambria Investment Management LP | 26 | 26 | 373.02 | 0 | 0 | 05/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Nikko Asset Management Americas, Inc. | 0 | -256,970 | 0 | 0 | 0 | |
2 | Yousif Capital Management LLC | 25,618 | -9,688 | 367,541.45 | 0.0041 | 0.0011 | 03/31/2025 |
3 | Eagle Bay Advisors LLC | 0 | -4,646 | 0 | 0 | 0 | |
4 | AllianceBernstein LP | 0 | -3,761 | 0 | 0 | 0 | |
5 | Smith Group Asset Management LLC | 456 | -740 | 6,542.23 | 0.0004 | 0 | 04/30/2025 |
6 | Bull Oak Capital LLC | 0 | -116 | 0 | 0 | 0 | |
7 | Winch Advisory Services LLC | 0 | -88 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.