# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 2,470,806 | 2,470,806 | 79,569,836.42 | 0.1558 | 0.0776 | 03/31/2025 |
2 | Causeway Capital Management LLC | 81,519 | 24,557 | 2,625,237.88 | 0.0068 | 0.0026 | 05/30/2025 |
3 | Hantz Financial Services, Inc. | 33,621 | 33,621 | 1,082,730.68 | 0.0183 | 0.0011 | 03/31/2025 |
4 | RhumbLine Advisers LP | 22,056 | -561 | 710,291.42 | 0.0006 | 0.0007 | 03/31/2025 |
5 | SinoPac Securities Investment Trust Co., Ltd. | 7,552 | 56 | 243,204.61 | 0.0969 | 0.0002 | 03/31/2025 |
6 | ShariaPortfolio, Inc. | 7,185 | 2,213 | 231,385.74 | 0.0924 | 0.0002 | 05/30/2025 |
7 | GAMMA Investing LLC | 4,806 | 628 | 154,772.42 | 0.011 | 0.0002 | 03/31/2025 |
8 | American Century Investment Management, Inc. | 1,070 | 0 | 34,458.28 | 0 | 0 | 03/31/2025 |
9 | PNC Investments LLC | 623 | -11 | 20,063.09 | 0.0002 | 0 | 03/31/2025 |
10 | Brooklyn Investment Group LLC | 95 | 95 | 3,059.38 | 0.0006 | 0 | 03/31/2025 |
11 | T. Rowe Price Associates, Inc. (IM) | 85 | -25 | 2,737.34 | 0 | 0 | 03/31/2025 |
12 | Cambria Investment Management LP | 23 | 23 | 740.69 | 0 | 0 | 05/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 81,519 | 24,557 | 2,625,237.88 | 0.2815 | 0.0026 | 05/30/2025 |
2 | SinoPac Luxury & Lifestyle Fund | 7,552 | 56 | 243,204.61 | 3.0579 | 0.0002 | 03/31/2025 |
3 | SP Funds S&P World (ex-US) ETF | 7,185 | 2,213 | 231,385.74 | 0.4379 | 0.0002 | 05/30/2025 |
4 | ACIM Non-US Concentrated Growth EAFE Plus Trust | 1,070 | 0 | 34,458.28 | 1.2031 | 0 | 03/31/2025 |
5 | T.Rowe Price Funds SICAV - Multi-Asset Global Income Fund | 85 | -25 | 2,737.34 | 0.0085 | 0 | 03/31/2025 |
6 | Cambria Endowment Style ETF | 23 | 23 | 740.69 | 0.0007 | 0 | 05/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 2,470,806 | 2,470,806 | 79,569,836.42 | 0.1558 | 0.0776 | 03/31/2025 |
2 | Hantz Financial Services, Inc. | 33,621 | 33,621 | 1,082,730.68 | 0.0183 | 0.0011 | 03/31/2025 |
3 | Causeway Capital Management LLC | 81,519 | 24,557 | 2,625,237.88 | 0.0068 | 0.0026 | 05/30/2025 |
4 | ShariaPortfolio, Inc. | 7,185 | 2,213 | 231,385.74 | 0.0924 | 0.0002 | 05/30/2025 |
5 | GAMMA Investing LLC | 4,806 | 628 | 154,772.42 | 0.011 | 0.0002 | 03/31/2025 |
6 | Brooklyn Investment Group LLC | 95 | 95 | 3,059.38 | 0.0006 | 0 | 03/31/2025 |
7 | SinoPac Securities Investment Trust Co., Ltd. | 7,552 | 56 | 243,204.61 | 0.0969 | 0.0002 | 03/31/2025 |
8 | Cambria Investment Management LP | 23 | 23 | 740.69 | 0 | 0 | 05/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | RhumbLine Advisers LP | 22,056 | -561 | 710,291.42 | 0.0006 | 0.0007 | 03/31/2025 |
2 | T. Rowe Price Associates, Inc. (IM) | 85 | -25 | 2,737.34 | 0 | 0 | 03/31/2025 |
3 | PNC Investments LLC | 623 | -11 | 20,063.09 | 0.0002 | 0 | 03/31/2025 |
Data provided by FactSet Research Systems Inc.