# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Hantz Financial Services, Inc. | 73,024 | 73,024 | 1,507,361.41 | 0.0255 | 0.0051 | 03/31/2025 |
2 | JPMorgan Asset Management (UK) Ltd. | 34,590 | 0 | 714,006.78 | 0.0005 | 0.0024 | 11/21/2024 |
3 | Lester Murray Antman (Investment Management) | 30,800 | 0 | 635,773.6 | 0.1811 | 0.0022 | 03/31/2025 |
4 | RhumbLine Advisers LP | 13,761 | 693 | 284,054.56 | 0.0002 | 0.001 | 03/31/2025 |
5 | FCA Corp. | 6,000 | 2,000 | 123,852 | 0.0357 | 0.0004 | 04/30/2025 |
6 | GAMMA Investing LLC | 5,265 | 2,507 | 108,680.13 | 0.0077 | 0.0004 | 03/31/2025 |
7 | Johnson Investment Counsel, Inc. | 4,900 | -3,300 | 101,145.8 | 0.0009 | 0.0003 | 04/30/2025 |
8 | ShariaPortfolio, Inc. | 4,024 | 1,574 | 83,063.41 | 0.0332 | 0.0003 | 05/30/2025 |
9 | PNC Investments LLC | 440 | 104 | 9,082.48 | 0.0001 | 0 | 03/31/2025 |
10 | Brooklyn Investment Group LLC | 140 | 140 | 2,889.88 | 0.0006 | 0 | 03/31/2025 |
11 | Thurston, Springer, Miller, Herd & Titak, Inc. | 67 | 0 | 1,383.01 | 0.0002 | 0 | 03/31/2025 |
12 | Cambria Investment Management LP | 23 | 23 | 474.77 | 0 | 0 | 05/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Nikko Asset World High Dividend Yield Equity Mother Fund | 29,059 | 0 | 599,835.88 | 0.4933 | 0.002 | 11/21/2024 |
2 | Commonwealth Global Fund | 6,000 | 3,000 | 123,852 | 0.7539 | 0.0004 | 04/30/2025 |
3 | Nikko Asset Global High Dividend Equity Mother Fund | 5,531 | 0 | 114,170.9 | 0.4954 | 0.0004 | 09/17/2024 |
4 | Johnson International Fund | 4,900 | -3,300 | 101,145.8 | 0.4689 | 0.0003 | 04/30/2025 |
5 | SP Funds S&P World (ex-US) ETF | 4,024 | 1,574 | 83,063.41 | 0.1572 | 0.0003 | 05/30/2025 |
6 | Cambria Endowment Style ETF | 23 | 23 | 474.77 | 0.0004 | 0 | 05/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Hantz Financial Services, Inc. | 73,024 | 73,024 | 1,507,361.41 | 0.0255 | 0.0051 | 03/31/2025 |
2 | GAMMA Investing LLC | 5,265 | 2,507 | 108,680.13 | 0.0077 | 0.0004 | 03/31/2025 |
3 | FCA Corp. | 6,000 | 2,000 | 123,852 | 0.0357 | 0.0004 | 04/30/2025 |
4 | ShariaPortfolio, Inc. | 4,024 | 1,574 | 83,063.41 | 0.0332 | 0.0003 | 05/30/2025 |
5 | RhumbLine Advisers LP | 13,761 | 693 | 284,054.56 | 0.0002 | 0.001 | 03/31/2025 |
6 | Brooklyn Investment Group LLC | 140 | 140 | 2,889.88 | 0.0006 | 0 | 03/31/2025 |
7 | PNC Investments LLC | 440 | 104 | 9,082.48 | 0.0001 | 0 | 03/31/2025 |
8 | Cambria Investment Management LP | 23 | 23 | 474.77 | 0 | 0 | 05/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Johnson Investment Counsel, Inc. | 4,900 | -3,300 | 101,145.8 | 0.0009 | 0.0003 | 04/30/2025 |
2 | First Horizon Advisors, Inc. | 0 | -997 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.