# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 176,503 | 176,503 | 3,194,351.29 | 0.4703 | 0.0067 | 06/30/2025 |
2 | Dorsey, Wright & Associates LLC | 94,626 | 94,626 | 1,712,541.35 | 0.4001 | 0.0036 | 06/30/2025 |
3 | AdvisorShares Investments LLC | 66,364 | 66,364 | 1,201,055.67 | 0.1835 | 0.0025 | 06/30/2025 |
4 | Causeway Capital Management LLC | 64,788 | 43,879 | 1,172,533.22 | 0.0028 | 0.0025 | 07/31/2025 |
5 | Yousif Capital Management LLC | 34,874 | 2,940 | 631,149.65 | 0.0066 | 0.0013 | 06/30/2025 |
6 | RhumbLine Advisers LP | 34,473 | -449 | 623,892.35 | 0.0005 | 0.0013 | 06/30/2025 |
7 | Sterling Capital Management LLC | 24,247 | 24,247 | 438,822.21 | 0.006 | 0.0009 | 06/30/2025 |
8 | Gabelli Funds LLC | 14,000 | 0 | 253,372 | 0.0015 | 0.0005 | 03/31/2025 |
9 | GAMMA Investing LLC | 12,361 | 6,814 | 223,709.38 | 0.0136 | 0.0005 | 06/30/2025 |
10 | First Horizon Advisors, Inc. | 2,506 | 2,506 | 45,353.59 | 0.0011 | 0.0001 | 06/30/2025 |
11 | Paradigm Asset Management Co. LLC | 1,500 | 0 | 27,147 | 0.0082 | 0.0001 | 06/30/2025 |
12 | Westside Investment Management llc | 578 | 578 | 10,460.64 | 0.0019 | 0 | 06/30/2025 |
13 | ORG Wealth Partners LLC | 259 | 259 | 4,687.38 | 0.0012 | 0 | 06/30/2025 |
14 | PNC Investments LLC | 207 | 207 | 3,746.29 | 0 | 0 | 06/30/2025 |
15 | Brooklyn Investment Group LLC | 47 | 47 | 850.61 | 0.0001 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 64,788 | 43,879 | 1,172,533.22 | 0.132 | 0.0025 | 07/31/2025 |
2 | AdvisorShares Dorsey Wright ADR ETF | 58,485 | 58,485 | 1,058,461.53 | 2.3981 | 0.0022 | 07/31/2025 |
3 | Gabelli Global Utility & Income Trust | 14,000 | 0 | 253,372 | 0.2278 | 0.0005 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 176,503 | 176,503 | 3,194,351.29 | 0.4703 | 0.0067 | 06/30/2025 |
2 | Dorsey, Wright & Associates LLC | 94,626 | 94,626 | 1,712,541.35 | 0.4001 | 0.0036 | 06/30/2025 |
3 | AdvisorShares Investments LLC | 66,364 | 66,364 | 1,201,055.67 | 0.1835 | 0.0025 | 06/30/2025 |
4 | Causeway Capital Management LLC | 64,788 | 43,879 | 1,172,533.22 | 0.0028 | 0.0025 | 07/31/2025 |
5 | Sterling Capital Management LLC | 24,247 | 24,247 | 438,822.21 | 0.006 | 0.0009 | 06/30/2025 |
6 | GAMMA Investing LLC | 12,361 | 6,814 | 223,709.38 | 0.0136 | 0.0005 | 06/30/2025 |
7 | Yousif Capital Management LLC | 34,874 | 2,940 | 631,149.65 | 0.0066 | 0.0013 | 06/30/2025 |
8 | First Horizon Advisors, Inc. | 2,506 | 2,506 | 45,353.59 | 0.0011 | 0.0001 | 06/30/2025 |
9 | Westside Investment Management llc | 578 | 578 | 10,460.64 | 0.0019 | 0 | 06/30/2025 |
10 | ORG Wealth Partners LLC | 259 | 259 | 4,687.38 | 0.0012 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Beach Investment Counsel, Inc. | 0 | -24,350 | 0 | 0 | 0 | |
2 | RhumbLine Advisers LP | 34,473 | -449 | 623,892.35 | 0.0005 | 0.0013 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.