# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 20,613 | 1,893 | 1,959,018.29 | 0.005 | 0.0045 | 03/31/2025 |
2 | Albert D. Mason, Inc. | 16,944 | 603 | 1,610,323.87 | 1.1866 | 0.0037 | 03/31/2025 |
3 | RhumbLine Advisers LP | 16,833 | -2,400 | 1,599,774.65 | 0.0015 | 0.0036 | 03/31/2025 |
4 | Yorktown Management & Research Co., Inc. | 5,100 | 0 | 484,693.8 | 0.3772 | 0.0011 | 03/31/2025 |
5 | Generali Investments CEE Investicni Spolecnost AS | 4,700 | 0 | 446,678.6 | 0.0435 | 0.001 | 03/31/2025 |
6 | GAMMA Investing LLC | 2,037 | 152 | 193,592.41 | 0.0147 | 0.0004 | 03/31/2025 |
7 | ShariaPortfolio, Inc. | 1,190 | 382 | 113,095.22 | 0.0491 | 0.0003 | 03/31/2025 |
8 | Advisors Capital Management LLC | 900 | 900 | 85,534.2 | 0.0014 | 0.0002 | 12/31/2024 |
9 | Aperio Group LLC | 600 | 0 | 57,022.8 | 0.0001 | 0.0001 | 11/30/2024 |
10 | Themes Management Co. LLC | 314 | 31 | 29,841.93 | 0.0409 | 0.0001 | 03/31/2025 |
11 | American Century Investment Management, Inc. | 198 | 198 | 18,817.52 | 0 | 0 | 03/31/2025 |
12 | Thurston, Springer, Miller, Herd & Titak, Inc. | 124 | 124 | 11,784.71 | 0.002 | 0 | 03/31/2025 |
13 | PNC Investments LLC | 104 | 28 | 9,883.95 | 0.0001 | 0 | 12/31/2024 |
14 | Salomon & Ludwin LLC | 13 | -22 | 1,235.49 | 0.0001 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 20,613 | 1,893 | 1,959,018.29 | 0.2266 | 0.0045 | 03/31/2025 |
2 | Yorktown Growth Fund | 5,100 | 0 | 484,693.8 | 0.5795 | 0.0011 | 03/31/2025 |
3 | Generali Invest CEE Plc - Stable Growth Fund | 4,700 | 0 | 446,678.6 | 2.1843 | 0.001 | 06/30/2024 |
4 | SP Funds S&P World (ex-US) ETF | 1,190 | 382 | 113,095.22 | 0.2791 | 0.0003 | 03/31/2025 |
5 | Advisors Capital International Fund | 900 | 900 | 85,534.2 | 4.9588 | 0.0002 | 12/31/2024 |
6 | Aquarius International Fund | 600 | 0 | 57,022.8 | 0.0094 | 0.0001 | 11/30/2024 |
7 | Fundamentals First ETF | 568 | 213 | 53,981.58 | 1.3095 | 0.0001 | 03/31/2025 |
8 | Themes European Luxury ETF | 314 | 31 | 29,841.93 | 4.8533 | 0.0001 | 03/31/2025 |
9 | Avantis US Quality ETF | 198 | 198 | 18,817.52 | 0.0159 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 20,613 | 1,893 | 1,959,018.29 | 0.005 | 0.0045 | 03/31/2025 |
2 | Advisors Capital Management LLC | 900 | 900 | 85,534.2 | 0.0014 | 0.0002 | 12/31/2024 |
3 | Albert D. Mason, Inc. | 16,944 | 603 | 1,610,323.87 | 1.1866 | 0.0037 | 03/31/2025 |
4 | ShariaPortfolio, Inc. | 1,190 | 382 | 113,095.22 | 0.0491 | 0.0003 | 03/31/2025 |
5 | American Century Investment Management, Inc. | 198 | 198 | 18,817.52 | 0 | 0 | 03/31/2025 |
6 | GAMMA Investing LLC | 2,037 | 152 | 193,592.41 | 0.0147 | 0.0004 | 03/31/2025 |
7 | Thurston, Springer, Miller, Herd & Titak, Inc. | 124 | 124 | 11,784.71 | 0.002 | 0 | 03/31/2025 |
8 | Themes Management Co. LLC | 314 | 31 | 29,841.93 | 0.0409 | 0.0001 | 03/31/2025 |
9 | PNC Investments LLC | 104 | 28 | 9,883.95 | 0.0001 | 0 | 12/31/2024 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | RhumbLine Advisers LP | 16,833 | -2,400 | 1,599,774.65 | 0.0015 | 0.0036 | 03/31/2025 |
2 | Salomon & Ludwin LLC | 13 | -22 | 1,235.49 | 0.0001 | 0 | 03/31/2025 |
Data provided by FactSet Research Systems Inc.