# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 166,101 | -12,453 | 3,817,665.38 | 0.715 | 0.0153 | 03/31/2025 |
2 | Causeway Capital Management LLC | 27,449 | -1,724 | 630,887.82 | 0.0016 | 0.0025 | 05/30/2025 |
3 | Sterling Capital Management LLC | 23,548 | 23,548 | 541,227.23 | 0.0081 | 0.0022 | 03/31/2025 |
4 | Yorktown Management & Research Co., Inc. | 23,050 | 0 | 529,781.2 | 0.3897 | 0.0021 | 04/30/2025 |
5 | RhumbLine Advisers LP | 16,770 | 500 | 385,441.68 | 0.0003 | 0.0015 | 03/31/2025 |
6 | JPMorgan Asset Management (UK) Ltd. | 16,018 | 0 | 368,157.71 | 0.0003 | 0.0015 | 11/21/2024 |
7 | Hancock Whitney Bank (Investment Management) | 15,177 | 15,177 | 348,828.17 | 0.0107 | 0.0014 | 03/31/2025 |
8 | Advisors Capital Management LLC | 10,900 | 10,900 | 250,525.6 | 0.0037 | 0.001 | 03/31/2025 |
9 | Tidal Investments LLC | 9,648 | 2,295 | 221,749.63 | 0.0014 | 0.0009 | 05/30/2025 |
10 | PNC Investments LLC | 7,179 | 5,981 | 165,002.14 | 0.0015 | 0.0007 | 03/31/2025 |
11 | Vident Advisory LLC | 7,006 | 1,360 | 161,025.9 | 0.0018 | 0.0006 | 05/30/2025 |
12 | GAMMA Investing LLC | 4,882 | 1,837 | 112,207.89 | 0.008 | 0.0005 | 03/31/2025 |
13 | ShariaPortfolio, Inc. | 3,446 | 1,463 | 79,202.86 | 0.0316 | 0.0003 | 05/30/2025 |
14 | Andbank Wealth Management SGIIC SAU | 684 | 684 | 15,721.06 | 0.0012 | 0.0001 | 12/31/2024 |
15 | abrdn Investments Luxembourg SA | 200 | 0 | 4,596.8 | 0.2218 | 0 | 05/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 27,449 | -1,724 | 630,887.82 | 0.0677 | 0.0025 | 05/30/2025 |
2 | Yorktown Growth Fund | 23,050 | 0 | 529,781.2 | 0.613 | 0.0021 | 04/30/2025 |
3 | Nikko Asset World High Dividend Yield Equity Mother Fund | 16,018 | 0 | 368,157.71 | 0.3028 | 0.0015 | 11/21/2024 |
4 | Advisors Capital International Fund | 10,900 | 10,900 | 250,525.6 | 3.2231 | 0.001 | 03/31/2025 |
5 | SP Funds S&P Global Technology ETF | 9,648 | 2,295 | 221,749.63 | 0.3952 | 0.0009 | 05/30/2025 |
6 | AAM Transformers ETF | 7,006 | 1,360 | 161,025.9 | 0.2662 | 0.0006 | 05/30/2025 |
7 | SP Funds S&P World (ex-US) ETF | 3,446 | 1,463 | 79,202.86 | 0.1499 | 0.0003 | 05/30/2025 |
8 | Majuinso 2007, SICAV | 684 | 684 | 15,721.06 | 0.5918 | 0.0001 | 12/31/2024 |
9 | abrdn International Equity ADR Fund | 200 | 0 | 4,596.8 | 0.7865 | 0 | 05/30/2025 |
10 | Cambria Endowment Style ETF | 13 | 13 | 298.79 | 0.0003 | 0 | 05/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Sterling Capital Management LLC | 23,548 | 23,548 | 541,227.23 | 0.0081 | 0.0022 | 03/31/2025 |
2 | Hancock Whitney Bank (Investment Management) | 15,177 | 15,177 | 348,828.17 | 0.0107 | 0.0014 | 03/31/2025 |
3 | Advisors Capital Management LLC | 10,900 | 10,900 | 250,525.6 | 0.0037 | 0.001 | 03/31/2025 |
4 | PNC Investments LLC | 7,179 | 5,981 | 165,002.14 | 0.0015 | 0.0007 | 03/31/2025 |
5 | Tidal Investments LLC | 9,648 | 2,295 | 221,749.63 | 0.0014 | 0.0009 | 05/30/2025 |
6 | GAMMA Investing LLC | 4,882 | 1,837 | 112,207.89 | 0.008 | 0.0005 | 03/31/2025 |
7 | ShariaPortfolio, Inc. | 3,446 | 1,463 | 79,202.86 | 0.0316 | 0.0003 | 05/30/2025 |
8 | Vident Advisory LLC | 7,006 | 1,360 | 161,025.9 | 0.0018 | 0.0006 | 05/30/2025 |
9 | Andbank Wealth Management SGIIC SAU | 684 | 684 | 15,721.06 | 0.0012 | 0.0001 | 12/31/2024 |
10 | RhumbLine Advisers LP | 16,770 | 500 | 385,441.68 | 0.0003 | 0.0015 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 166,101 | -12,453 | 3,817,665.38 | 0.715 | 0.0153 | 03/31/2025 |
2 | Causeway Capital Management LLC | 27,449 | -1,724 | 630,887.82 | 0.0016 | 0.0025 | 05/30/2025 |
3 | Eagle Bay Advisors LLC | 0 | -316 | 0 | 0 | 0 | |
4 | First Horizon Advisors, Inc. | 0 | -62 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.