# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 388,720 | 289,075 | 5,967,240.72 | 0.0154 | 0.0101 | 03/31/2025 |
2 | Boston Common Asset Management LLC | 187,092 | 32,964 | 2,872,049.29 | 0.1047 | 0.0049 | 03/31/2025 |
3 | US Global Investors, Inc. (Asset Management) | 139,000 | 35,000 | 2,133,789 | 0.1987 | 0.0036 | 12/31/2024 |
4 | RhumbLine Advisers LP | 71,671 | 11,993 | 1,100,221.52 | 0.001 | 0.0019 | 03/31/2025 |
5 | Walter Scott & Partners Ltd. | 67,032 | 28,041 | 1,029,008.23 | 0.002 | 0.0017 | 03/31/2025 |
6 | Mercer Global Investments Europe Ltd. | 53,964 | 50,144 | 828,401.36 | 0.0027 | 0.0014 | 12/31/2024 |
7 | Blueprint Investment Partners LLC | 28,265 | 28,265 | 433,896.02 | 0.0692 | 0.0007 | 02/28/2025 |
8 | Cullen Capital Management LLC | 27,200 | 0 | 417,547.2 | 0.0043 | 0.0007 | 12/31/2024 |
9 | Atlas Capital Advisors LLC | 17,660 | 7,752 | 271,098.66 | 0.0347 | 0.0005 | 12/31/2024 |
10 | RNC Capital Management LLC | 16,903 | -872 | 259,477.95 | 0.0142 | 0.0004 | 12/31/2024 |
11 | Fidelity Management & Research Co. LLC | 16,745 | -36,738 | 257,052.5 | 0 | 0.0004 | 02/28/2025 |
12 | Amplegest SAS | 14,700 | 0 | 225,659.7 | 0.0265 | 0.0004 | 06/28/2024 |
13 | GAMMA Investing LLC | 11,615 | 7,529 | 178,301.86 | 0.0135 | 0.0003 | 03/31/2025 |
14 | SG Trading Solutions LLC | 11,475 | 11,475 | 176,152.72 | 0.2322 | 0.0003 | 03/31/2025 |
15 | Security Investors LLC | 4,097 | 3,387 | 62,893.05 | 0.0012 | 0.0001 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Columbia Multi Manager International Equity Strategies Fund | 216,058 | 216,058 | 3,316,706.36 | 0.1103 | 0.0056 | 02/28/2025 |
2 | ActivePassive International Equity ETF | 172,662 | 73,017 | 2,650,534.36 | 0.3066 | 0.0045 | 03/31/2025 |
3 | US Global Investors - Global Luxury Goods Fund | 139,000 | 35,000 | 2,133,789 | 4.3267 | 0.0036 | 12/31/2024 |
4 | Bridge Builder Tax Managed International Equity Fund | 67,032 | 28,041 | 1,029,008.23 | 0.0514 | 0.0017 | 03/31/2025 |
5 | Mercer UCITS CCF - NFU Mutual Global Alpha Fund | 53,964 | 50,144 | 828,401.36 | 0.0452 | 0.0014 | 12/31/2024 |
6 | Blueprint Adaptive Growth Allocation Fund | 28,265 | 28,265 | 433,896.02 | 0.2491 | 0.0007 | 02/28/2025 |
7 | Cullen Value Fund | 27,200 | 0 | 417,547.2 | 1.8351 | 0.0007 | 12/31/2024 |
8 | Fidelity Strategic Advisers International Fund | 16,745 | 16,745 | 257,052.5 | 0.001 | 0.0004 | 02/28/2025 |
9 | Amplegest Adara | 14,700 | 0 | 225,659.7 | 0.6227 | 0.0004 | 06/28/2024 |
10 | SGI Enhanced Global Income ETF | 11,475 | 11,475 | 176,152.72 | 0.2298 | 0.0003 | 03/31/2025 |
11 | Rydex Europe 1.25x Strategy Fund | 3,230 | 2,871 | 49,583.73 | 0.337 | 0.0001 | 03/31/2025 |
12 | Genter Capital International Dividend ETF | 895 | 895 | 13,739.14 | 2.0303 | 0 | 03/31/2025 |
13 | Rydex Variable Trust - Europe 1.25x Strategy Fund | 867 | 516 | 13,309.32 | 0.363 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 388,720 | 289,075 | 5,967,240.72 | 0.0154 | 0.0101 | 03/31/2025 |
2 | Mercer Global Investments Europe Ltd. | 53,964 | 50,144 | 828,401.36 | 0.0027 | 0.0014 | 12/31/2024 |
3 | US Global Investors, Inc. (Asset Management) | 139,000 | 35,000 | 2,133,789 | 0.1987 | 0.0036 | 12/31/2024 |
4 | Boston Common Asset Management LLC | 187,092 | 32,964 | 2,872,049.29 | 0.1047 | 0.0049 | 03/31/2025 |
5 | Blueprint Investment Partners LLC | 28,265 | 28,265 | 433,896.02 | 0.0692 | 0.0007 | 02/28/2025 |
6 | Walter Scott & Partners Ltd. | 67,032 | 28,041 | 1,029,008.23 | 0.002 | 0.0017 | 03/31/2025 |
7 | RhumbLine Advisers LP | 71,671 | 11,993 | 1,100,221.52 | 0.001 | 0.0019 | 03/31/2025 |
8 | SG Trading Solutions LLC | 11,475 | 11,475 | 176,152.72 | 0.2322 | 0.0003 | 03/31/2025 |
9 | Atlas Capital Advisors LLC | 17,660 | 7,752 | 271,098.66 | 0.0347 | 0.0005 | 12/31/2024 |
10 | GAMMA Investing LLC | 11,615 | 7,529 | 178,301.86 | 0.0135 | 0.0003 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ativo Capital Management LLC | 0 | -69,324 | 0 | 0 | 0 | |
2 | Fidelity Management & Research Co. LLC | 16,745 | -36,738 | 257,052.5 | 0 | 0.0004 | 02/28/2025 |
3 | Garde Capital, Inc. | 0 | -15,000 | 0 | 0 | 0 | |
4 | RNC Capital Management LLC | 16,903 | -872 | 259,477.95 | 0.0142 | 0.0004 | 12/31/2024 |
Data provided by FactSet Research Systems Inc.