# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 315,284 | 71,558 | 7,306,076.13 | 1.3234 | 0.0129 | 03/31/2025 |
2 | Beach Investment Counsel, Inc. | 127,950 | -1,600 | 2,964,985.35 | 0.4078 | 0.0053 | 03/31/2025 |
3 | Hantz Financial Services, Inc. | 84,809 | -2,230 | 1,965,278.96 | 0.0322 | 0.0035 | 03/31/2025 |
4 | Ativo Capital Management LLC | 76,340 | -600 | 1,769,026.82 | 1.1587 | 0.0031 | 03/31/2025 |
5 | RhumbLine Advisers LP | 54,199 | 10,039 | 1,255,953.43 | 0.0011 | 0.0022 | 03/31/2025 |
6 | Yousif Capital Management LLC | 51,673 | 490 | 1,197,418.43 | 0.0127 | 0.0021 | 03/31/2025 |
7 | Capital Insight Partners LLC | 47,579 | 1,845 | 1,102,548.17 | 0.1786 | 0.002 | 06/30/2025 |
8 | SG Trading Solutions LLC | 25,335 | 25,335 | 587,087.95 | 0.2217 | 0.001 | 06/30/2025 |
9 | Atlas Capital Advisors, Inc. | 18,398 | 8,971 | 426,336.85 | 0.049 | 0.0008 | 03/31/2025 |
10 | NBC Securities, Inc. | 14,697 | 14,697 | 340,573.58 | 0.0276 | 0.0006 | 06/30/2025 |
11 | Gabelli Funds LLC | 9,500 | 0 | 220,143.5 | 0.0014 | 0.0004 | 03/31/2025 |
12 | Aperio Group LLC | 8,968 | 0 | 207,815.46 | 0.0002 | 0.0004 | 02/28/2025 |
13 | GAMMA Investing LLC | 8,222 | 4,028 | 190,528.41 | 0.013 | 0.0003 | 03/31/2025 |
14 | Brooklyn Investment Group LLC | 900 | 180 | 20,855.7 | 0.0041 | 0 | 03/31/2025 |
15 | Thurston, Springer, Miller, Herd & Titak, Inc. | 565 | 565 | 13,092.74 | 0.0017 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | FIS Christian Stock Fund | 47,579 | 1,845 | 1,102,548.17 | 1.5403 | 0.002 | 06/30/2025 |
2 | SGI Enhanced Global Income ETF | 25,335 | 25,335 | 587,087.95 | 0.7237 | 0.001 | 06/30/2025 |
3 | Gabelli Global Utility & Income Trust | 9,500 | 0 | 220,143.5 | 0.2084 | 0.0004 | 03/31/2025 |
4 | Aquarius International Fund | 8,968 | 0 | 207,815.46 | 0.0307 | 0.0004 | 02/28/2025 |
5 | Cambria Endowment Style ETF | 30 | 30 | 695.19 | 0.0006 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 315,284 | 71,558 | 7,306,076.13 | 1.3234 | 0.0129 | 03/31/2025 |
2 | SG Trading Solutions LLC | 25,335 | 25,335 | 587,087.95 | 0.2217 | 0.001 | 06/30/2025 |
3 | NBC Securities, Inc. | 14,697 | 14,697 | 340,573.58 | 0.0276 | 0.0006 | 06/30/2025 |
4 | RhumbLine Advisers LP | 54,199 | 10,039 | 1,255,953.43 | 0.0011 | 0.0022 | 03/31/2025 |
5 | Atlas Capital Advisors, Inc. | 18,398 | 8,971 | 426,336.85 | 0.049 | 0.0008 | 03/31/2025 |
6 | GAMMA Investing LLC | 8,222 | 4,028 | 190,528.41 | 0.013 | 0.0003 | 03/31/2025 |
7 | Capital Insight Partners LLC | 47,579 | 1,845 | 1,102,548.17 | 0.1786 | 0.002 | 06/30/2025 |
8 | Thurston, Springer, Miller, Herd & Titak, Inc. | 565 | 565 | 13,092.74 | 0.0017 | 0 | 06/30/2025 |
9 | Yousif Capital Management LLC | 51,673 | 490 | 1,197,418.43 | 0.0127 | 0.0021 | 03/31/2025 |
10 | Brooklyn Investment Group LLC | 900 | 180 | 20,855.7 | 0.0041 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 0 | -46,873 | 0 | 0 | 0 | |
2 | Hantz Financial Services, Inc. | 84,809 | -2,230 | 1,965,278.96 | 0.0322 | 0.0035 | 03/31/2025 |
3 | Beach Investment Counsel, Inc. | 127,950 | -1,600 | 2,964,985.35 | 0.4078 | 0.0053 | 03/31/2025 |
4 | Ativo Capital Management LLC | 76,340 | -600 | 1,769,026.82 | 1.1587 | 0.0031 | 03/31/2025 |
5 | PNC Investments LLC | 79 | -311 | 1,830.67 | 0 | 0 | 03/31/2025 |
6 | Salomon & Ludwin LLC | 61 | -28 | 1,413.55 | 0.0001 | 0 | 03/31/2025 |
Data provided by FactSet Research Systems Inc.