# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | TOBAM SAS | 30,774 | 30,774 | 841,453.48 | 0.1307 | 0.0026 | 12/31/2024 |
2 | Yousif Capital Management LLC | 14,479 | -4,450 | 395,899.3 | 0.0047 | 0.0012 | 03/31/2025 |
3 | Henry James International Management, Inc. | 12,207 | 221 | 333,776 | 0.1085 | 0.001 | 03/31/2025 |
4 | Swiss Life Asset Management AG | 9,632 | 0 | 263,367.78 | 0.0063 | 0.0008 | 06/30/2024 |
5 | RhumbLine Advisers LP | 5,140 | 650 | 140,543.02 | 0.0001 | 0.0004 | 03/31/2025 |
6 | GAMMA Investing LLC | 4,156 | 4,123 | 113,637.51 | 0.0086 | 0.0004 | 03/31/2025 |
7 | First Horizon Advisors, Inc. | 50 | 50 | 1,367.15 | 0 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Most Diversified Port. - TOBAM Anti-Benchmark Euro Eq. | 21,308 | 21,308 | 582,624.64 | 3.0892 | 0.0018 | 12/31/2024 |
2 | Swiss Life Funds (CH) - Eq. Glb. Protect Enhanced (CHF Hedged) | 9,632 | 0 | 263,367.78 | 0.0901 | 0.0008 | 06/30/2024 |
3 | Most Diversified Port - TOBAM Max Diverse World Eq Prot Fd | 6,731 | 6,731 | 184,045.73 | 0.1917 | 0.0006 | 12/31/2024 |
4 | Most Diversified Port. - TOBAM Anti-Benchmark World Eq. | 2,008 | 2,008 | 54,904.74 | 0.3795 | 0.0002 | 12/31/2024 |
5 | Most Diversified Port. - TOBAM Anti-Benchmark Multi-Asset Fund | 727 | 727 | 19,878.36 | 0.0405 | 0.0001 | 12/31/2024 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | TOBAM SAS | 30,774 | 30,774 | 841,453.48 | 0.1307 | 0.0026 | 12/31/2024 |
2 | GAMMA Investing LLC | 4,156 | 4,123 | 113,637.51 | 0.0086 | 0.0004 | 03/31/2025 |
3 | RhumbLine Advisers LP | 5,140 | 650 | 140,543.02 | 0.0001 | 0.0004 | 03/31/2025 |
4 | Henry James International Management, Inc. | 12,207 | 221 | 333,776 | 0.1085 | 0.001 | 03/31/2025 |
5 | First Horizon Advisors, Inc. | 50 | 50 | 1,367.15 | 0 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Yousif Capital Management LLC | 14,479 | -4,450 | 395,899.3 | 0.0047 | 0.0012 | 03/31/2025 |
Data provided by FactSet Research Systems Inc.