# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Boston Common Asset Management LLC | 183,051 | 53,410 | 2,818,436.25 | 0.0974 | 0.0048 | 06/30/2025 |
2 | Causeway Capital Management LLC | 163,042 | 12,364 | 2,510,357.67 | 0.006 | 0.0042 | 07/31/2025 |
3 | US Global Investors, Inc. (Asset Management) | 140,000 | 1,000 | 2,155,580 | 0.1594 | 0.0036 | 03/31/2025 |
4 | Domini Impact Investments LLC | 101,900 | 101,900 | 1,568,954.3 | 2.3185 | 0.0026 | 04/30/2025 |
5 | RhumbLine Advisers LP | 68,590 | 8,994 | 1,056,080.23 | 0.0009 | 0.0018 | 06/30/2025 |
6 | Walter Scott & Partners Ltd. | 67,032 | 0 | 1,032,091.7 | 0.0019 | 0.0017 | 07/31/2025 |
7 | Mercer Global Investments Europe Ltd. | 53,964 | 0 | 830,883.71 | 0.0024 | 0.0014 | 12/31/2024 |
8 | Atlas Capital Advisors, Inc. | 28,457 | 10,797 | 438,152.43 | 0.0524 | 0.0007 | 06/30/2025 |
9 | Cullen Capital Management LLC | 27,200 | 0 | 418,798.4 | 0.004 | 0.0007 | 03/31/2025 |
10 | RNC Capital Management LLC | 19,435 | 2,532 | 299,240.7 | 0.014 | 0.0005 | 06/30/2025 |
11 | GAMMA Investing LLC | 10,760 | 4,410 | 165,671.72 | 0.0101 | 0.0003 | 06/30/2025 |
12 | PNC Investments LLC | 1,560 | -306 | 24,019.32 | 0.0002 | 0 | 06/30/2025 |
13 | Security Investors LLC | 971 | 274 | 14,950.49 | 0.0003 | 0 | 06/30/2025 |
14 | Westside Investment Management llc | 852 | 852 | 13,118.24 | 0.0024 | 0 | 06/30/2025 |
15 | Salomon & Ludwin LLC | 35 | 35 | 538.9 | 0.0001 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 163,042 | 12,364 | 2,510,357.67 | 0.2855 | 0.0042 | 07/31/2025 |
2 | US Global Investors - Global Luxury Goods Fund | 140,000 | 1,000 | 2,155,580 | 4.0485 | 0.0036 | 03/31/2025 |
3 | Domini Impact Equity Fund | 101,900 | 101,900 | 1,568,954.3 | 0.1357 | 0.0026 | 04/30/2025 |
4 | Bridge Builder Tax Managed International Equity Fund | 67,032 | 0 | 1,032,091.7 | 0.0464 | 0.0017 | 07/31/2025 |
5 | Mercer UCITS CCF - NFU Mutual Global Alpha Fund | 53,964 | 0 | 830,883.71 | 0.0395 | 0.0014 | 12/31/2024 |
6 | Cullen Value Fund | 27,200 | 0 | 418,798.4 | 1.6334 | 0.0007 | 03/31/2025 |
7 | Genter Capital International Dividend ETF | 1,938 | 1,192 | 29,839.39 | 1.8375 | 0.0001 | 07/31/2025 |
8 | Rydex Variable Trust - Europe 1.25x Strategy Fund | 491 | 105 | 7,559.93 | 0.2808 | 0 | 06/30/2025 |
9 | Rydex Europe 1.25x Strategy Fund | 480 | 169 | 7,390.56 | 0.2757 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Domini Impact Investments LLC | 101,900 | 101,900 | 1,568,954.3 | 2.3185 | 0.0026 | 04/30/2025 |
2 | Boston Common Asset Management LLC | 183,051 | 53,410 | 2,818,436.25 | 0.0974 | 0.0048 | 06/30/2025 |
3 | Causeway Capital Management LLC | 163,042 | 12,364 | 2,510,357.67 | 0.006 | 0.0042 | 07/31/2025 |
4 | Atlas Capital Advisors, Inc. | 28,457 | 10,797 | 438,152.43 | 0.0524 | 0.0007 | 06/30/2025 |
5 | RhumbLine Advisers LP | 68,590 | 8,994 | 1,056,080.23 | 0.0009 | 0.0018 | 06/30/2025 |
6 | GAMMA Investing LLC | 10,760 | 4,410 | 165,671.72 | 0.0101 | 0.0003 | 06/30/2025 |
7 | RNC Capital Management LLC | 19,435 | 2,532 | 299,240.7 | 0.014 | 0.0005 | 06/30/2025 |
8 | US Global Investors, Inc. (Asset Management) | 140,000 | 1,000 | 2,155,580 | 0.1594 | 0.0036 | 03/31/2025 |
9 | Westside Investment Management llc | 852 | 852 | 13,118.24 | 0.0024 | 0 | 06/30/2025 |
10 | Security Investors LLC | 971 | 274 | 14,950.49 | 0.0003 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ativo Capital Management LLC | 0 | -67,947 | 0 | 0 | 0 | |
2 | Fidelity Management & Research Co. LLC | 0 | -16,745 | 0 | 0 | 0 | |
3 | Garde Capital, Inc. | 0 | -15,000 | 0 | 0 | 0 | |
4 | SG Trading Solutions LLC | 0 | -14,054 | 0 | 0 | 0 | |
5 | PNC Investments LLC | 1,560 | -306 | 24,019.32 | 0.0002 | 0 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.