# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 204,668 | 20,259 | 5,700,617.8 | 0.8444 | 0.0189 | 06/30/2025 |
2 | Causeway Capital Management LLC | 23,889 | -7,938 | 665,380.32 | 0.0016 | 0.0022 | 07/31/2025 |
3 | Yorktown Management & Research Co., Inc. | 23,050 | 0 | 642,011.65 | 0.4395 | 0.0021 | 06/30/2025 |
4 | Sterling Capital Management LLC | 18,956 | -2,769 | 527,981.47 | 0.0073 | 0.0017 | 06/30/2025 |
5 | FNY Investment Advisers LLC | 17,559 | 17,559 | 489,070.83 | 0.2152 | 0.0016 | 06/30/2025 |
6 | JPMorgan Asset Management (UK) Ltd. | 16,018 | 0 | 446,149.35 | 0.0003 | 0.0015 | 11/21/2024 |
7 | RhumbLine Advisers LP | 15,871 | -660 | 442,054.96 | 0.0004 | 0.0015 | 06/30/2025 |
8 | Tidal Investments LLC | 11,262 | 2,589 | 313,680.49 | 0.0018 | 0.001 | 07/31/2025 |
9 | Advisors Capital Management LLC | 10,900 | 9,000 | 303,597.7 | 0.004 | 0.001 | 03/31/2025 |
10 | Riverbridge Partners LLC | 7,621 | 7,621 | 212,267.71 | 0.0035 | 0.0007 | 06/30/2025 |
11 | PNC Investments LLC | 6,715 | 1,855 | 187,032.9 | 0.0016 | 0.0006 | 06/30/2025 |
12 | GAMMA Investing LLC | 5,437 | 1,444 | 151,436.76 | 0.0093 | 0.0005 | 06/30/2025 |
13 | Andbank Wealth Management SGIIC SAU | 5,197 | 13 | 144,752.04 | 0.0102 | 0.0005 | 06/30/2025 |
14 | ShariaPortfolio, Inc. | 4,779 | 2,537 | 133,109.49 | 0.0473 | 0.0004 | 07/31/2025 |
15 | LFG+ZEST SA | 2,700 | 2,700 | 75,203.1 | 0.0385 | 0.0002 | 07/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 23,889 | -7,938 | 665,380.32 | 0.0757 | 0.0022 | 07/31/2025 |
2 | Yorktown Growth Fund | 23,050 | 0 | 642,011.65 | 0.6875 | 0.0021 | 06/30/2025 |
3 | Nikko Asset World High Dividend Yield Equity Mother Fund | 16,018 | 0 | 446,149.35 | 0.35 | 0.0015 | 11/21/2024 |
4 | SP Funds S&P Global Technology ETF | 11,262 | 2,589 | 313,680.49 | 0.5012 | 0.001 | 07/31/2025 |
5 | Advisors Capital International Fund | 10,900 | 9,000 | 303,597.7 | 3.9197 | 0.001 | 03/31/2025 |
6 | SP Funds S&P World (ex-US) ETF | 4,779 | 2,537 | 133,109.49 | 0.1804 | 0.0004 | 07/31/2025 |
7 | Rainbow Fund - Dynamic Mixed Allocation | 4,500 | 0 | 125,338.5 | 1.3593 | 0.0004 | 12/31/2024 |
8 | Zest Asset Management SICAV - Global Equity | 2,700 | 2,700 | 75,203.1 | 0.4723 | 0.0002 | 07/31/2025 |
9 | Rainbow Fund - International Mixed Portfolio | 2,325 | 0 | 64,758.22 | 1.5633 | 0.0002 | 12/31/2024 |
10 | Majuinso 2007, SICAV | 697 | 13 | 19,413.54 | 0.653 | 0.0001 | 06/30/2025 |
11 | abrdn International Equity ADR Fund | 324 | 124 | 9,024.37 | 1.5476 | 0 | 07/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 204,668 | 20,259 | 5,700,617.8 | 0.8444 | 0.0189 | 06/30/2025 |
2 | FNY Investment Advisers LLC | 17,559 | 17,559 | 489,070.83 | 0.2152 | 0.0016 | 06/30/2025 |
3 | Advisors Capital Management LLC | 10,900 | 9,000 | 303,597.7 | 0.004 | 0.001 | 03/31/2025 |
4 | Riverbridge Partners LLC | 7,621 | 7,621 | 212,267.71 | 0.0035 | 0.0007 | 06/30/2025 |
5 | LFG+ZEST SA | 2,700 | 2,700 | 75,203.1 | 0.0385 | 0.0002 | 07/31/2025 |
6 | Tidal Investments LLC | 11,262 | 2,589 | 313,680.49 | 0.0018 | 0.001 | 07/31/2025 |
7 | ShariaPortfolio, Inc. | 4,779 | 2,537 | 133,109.49 | 0.0473 | 0.0004 | 07/31/2025 |
8 | PNC Investments LLC | 6,715 | 1,855 | 187,032.9 | 0.0016 | 0.0006 | 06/30/2025 |
9 | GAMMA Investing LLC | 5,437 | 1,444 | 151,436.76 | 0.0093 | 0.0005 | 06/30/2025 |
10 | abrdn Investments Luxembourg SA | 324 | 124 | 9,024.37 | 0.4298 | 0 | 07/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Hancock Whitney Bank (Investment Management) | 0 | -12,839 | 0 | 0 | 0 | |
2 | Vident Advisory LLC | 0 | -12,307 | 0 | 0 | 0 | |
3 | Causeway Capital Management LLC | 23,889 | -7,938 | 665,380.32 | 0.0016 | 0.0022 | 07/31/2025 |
4 | Sterling Capital Management LLC | 18,956 | -2,769 | 527,981.47 | 0.0073 | 0.0017 | 06/30/2025 |
5 | RhumbLine Advisers LP | 15,871 | -660 | 442,054.96 | 0.0004 | 0.0015 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.