# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Goldman Sachs International | 313,687 | -6,760 | 793,628.11 | 0.008 | 0.0328 | 03/31/2025 |
2 | QRG Capital Management, Inc. | 71,693 | 30,405 | 181,383.29 | 0.0018 | 0.0075 | 03/31/2025 |
3 | Mercer Global Advisors, Inc. | 27,613 | 8,853 | 69,860.89 | 0.0002 | 0.0029 | 03/31/2025 |
4 | Morgan Stanley Latam LLC | 22,690 | 22,690 | 57,405.7 | 0.0406 | 0.0024 | 03/31/2025 |
5 | Systematic Alpha Investments LLC | 18,200 | 0 | 46,046 | 0.0017 | 0.0019 | 03/31/2025 |
6 | Citadel Securities LLC | 10,488 | 10,488 | 26,534.64 | 0.0001 | 0.0011 | 03/31/2025 |
7 | Fidelity Management & Research Co. LLC | 5,333 | 156 | 13,492.49 | 0 | 0.0006 | 03/31/2025 |
8 | Osaic Fa, Inc. (Investment Management) | 3,606 | 1,708 | 9,123.18 | 0.0003 | 0.0004 | 12/31/2024 |
9 | Desjardins Securities, Inc. | 2,940 | 0 | 7,438.2 | 0 | 0.0003 | 03/31/2025 |
10 | Parametric Portfolio Associates LLC | 2,259 | 1,024 | 5,715.27 | 0 | 0.0002 | 03/31/2025 |
11 | Aperio Group LLC | 1,851 | 112 | 4,683.03 | 0 | 0.0002 | 03/31/2025 |
12 | Bank of America, NA (Private Banking) | 817 | 0 | 2,067.01 | 0 | 0.0001 | 03/31/2025 |
13 | Fiduciary Trust International LLC | 554 | 0 | 1,401.62 | 0 | 0.0001 | 03/31/2025 |
14 | Farther Finance Advisors LLC | 379 | -592 | 958.87 | 0 | 0 | 03/31/2025 |
15 | Osaic Institutions, Inc. | 140 | -1 | 354.2 | 0.0001 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 44,935 | 2,217 | 113,685.55 | 0.0125 | 0.0047 | 04/30/2025 |
2 | Counsel Defensive Global Equity | 3,409 | 0 | 8,624.77 | 0.008 | 0.0004 | 03/31/2024 |
3 | CC&L Alternative Canadian Equity Fund | 153 | 0 | 387.09 | 0.0035 | 0 | 12/31/2023 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | QRG Capital Management, Inc. | 71,693 | 30,405 | 181,383.29 | 0.0018 | 0.0075 | 03/31/2025 |
2 | Morgan Stanley Latam LLC | 22,690 | 22,690 | 57,405.7 | 0.0406 | 0.0024 | 03/31/2025 |
3 | Citadel Securities LLC | 10,488 | 10,488 | 26,534.64 | 0.0001 | 0.0011 | 03/31/2025 |
4 | Mercer Global Advisors, Inc. | 27,613 | 8,853 | 69,860.89 | 0.0002 | 0.0029 | 03/31/2025 |
5 | Osaic Fa, Inc. (Investment Management) | 3,606 | 1,708 | 9,123.18 | 0.0003 | 0.0004 | 12/31/2024 |
6 | Parametric Portfolio Associates LLC | 2,259 | 1,024 | 5,715.27 | 0 | 0.0002 | 03/31/2025 |
7 | Fidelity Management & Research Co. LLC | 5,333 | 156 | 13,492.49 | 0 | 0.0006 | 03/31/2025 |
8 | Aperio Group LLC | 1,851 | 112 | 4,683.03 | 0 | 0.0002 | 03/31/2025 |
9 | Osaic Wealth, Inc. (Investment Management) | 103 | 103 | 260.59 | 0 | 0 | 03/31/2025 |
10 | Morgan Stanley Smith Barney LLC (Investment Management) | 1 | 1 | 2.53 | 0 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Acadian Asset Management LLC | 0 | -19,327 | 0 | 0 | 0 | |
2 | SPX Gestao de Recursos Ltda. | 0 | -16,244 | 0 | 0 | 0 | |
3 | Yousif Capital Management LLC | 0 | -11,682 | 0 | 0 | 0 | |
4 | Goldman Sachs International | 313,687 | -6,760 | 793,628.11 | 0.008 | 0.0328 | 03/31/2025 |
5 | Farther Finance Advisors LLC | 379 | -592 | 958.87 | 0 | 0 | 03/31/2025 |
6 | UBS Securities LLC | 0 | -17 | 0 | 0 | 0 | |
7 | Osaic Institutions, Inc. | 140 | -1 | 354.2 | 0.0001 | 0 | 03/31/2025 |
Data provided by FactSet Research Systems Inc.