# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Boston Common Asset Management LLC | 172,621 | 66,035 | 5,606,212.22 | 0.2044 | 0.0058 | 03/31/2025 |
2 | Causeway Capital Management LLC | 118,447 | 75,806 | 3,846,803.22 | 0.0099 | 0.004 | 03/31/2025 |
3 | Hantz Financial Services, Inc. | 73,319 | -34,318 | 2,381,181.16 | 0.0431 | 0.0025 | 12/31/2024 |
4 | Yousif Capital Management LLC | 47,640 | 450 | 1,547,204.28 | 0.0184 | 0.0016 | 03/31/2025 |
5 | Ramirez Asset Management, Inc. | 33,308 | 0 | 1,081,743.92 | 0.2096 | 0.0011 | 12/31/2024 |
6 | RhumbLine Advisers LP | 29,832 | 128 | 968,853.86 | 0.0009 | 0.001 | 03/31/2025 |
7 | Opal Capital LLC | 24,744 | 24,744 | 803,610.89 | 0.3684 | 0.0008 | 03/31/2025 |
8 | Arrowstreet Capital LP | 24,441 | 0 | 793,770.36 | 0.0006 | 0.0008 | 02/28/2025 |
9 | SG Trading Solutions LLC | 18,911 | 18,911 | 614,172.55 | 0.8096 | 0.0006 | 03/31/2025 |
10 | Atlas Capital Advisors LLC | 10,406 | -2,634 | 337,955.66 | 0.0433 | 0.0004 | 12/31/2024 |
11 | GAMMA Investing LLC | 9,947 | 3,444 | 323,048.72 | 0.0245 | 0.0003 | 03/31/2025 |
12 | SVB Wealth LLC | 8,436 | 8,436 | 273,975.97 | 0.0054 | 0.0003 | 12/31/2024 |
13 | Aperio Group LLC | 4,393 | 4,392 | 142,671.46 | 0.0001 | 0.0001 | 03/31/2025 |
14 | Security Investors LLC | 3,455 | 2,780 | 112,208.04 | 0.0022 | 0.0001 | 03/31/2025 |
15 | Murphy & Mullick Capital Management Corp. | 1,457 | 1,457 | 47,318.99 | 0.0455 | 0 | 12/31/2024 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 112,233 | 69,592 | 3,644,991.14 | 0.4217 | 0.0038 | 03/31/2025 |
2 | Opal International Dividend Income ETF (The) | 24,744 | 24,744 | 803,610.89 | 1.1845 | 0.0008 | 03/31/2025 |
3 | Dunham International Stock Fund | 24,441 | 0 | 793,770.36 | 0.4884 | 0.0008 | 02/28/2025 |
4 | SGI Enhanced Global Income ETF | 18,911 | 18,911 | 614,172.55 | 0.8012 | 0.0006 | 03/31/2025 |
5 | Columbia Multi Manager International Equity Strategies Fund | 6,214 | 6,214 | 201,812.08 | 0.0067 | 0.0002 | 02/28/2025 |
6 | Praxis International Index Fund | 4,393 | 4,392 | 142,671.46 | 0.0308 | 0.0001 | 03/31/2025 |
7 | Rydex Europe 1.25x Strategy Fund | 2,724 | 2,383 | 88,467.35 | 0.6013 | 0.0001 | 03/31/2025 |
8 | Avantis US Quality ETF | 938 | 938 | 30,463.43 | 0.0258 | 0 | 03/31/2025 |
9 | Rydex Variable Trust - Europe 1.25x Strategy Fund | 731 | 397 | 23,740.69 | 0.6474 | 0 | 03/31/2025 |
10 | RAM Lux Systematic Funds - Global Market Neutral Equity | 500 | 0 | 16,238.5 | 0.1021 | 0 | 06/30/2024 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 118,447 | 75,806 | 3,846,803.22 | 0.0099 | 0.004 | 03/31/2025 |
2 | Boston Common Asset Management LLC | 172,621 | 66,035 | 5,606,212.22 | 0.2044 | 0.0058 | 03/31/2025 |
3 | Opal Capital LLC | 24,744 | 24,744 | 803,610.89 | 0.3684 | 0.0008 | 03/31/2025 |
4 | SG Trading Solutions LLC | 18,911 | 18,911 | 614,172.55 | 0.8096 | 0.0006 | 03/31/2025 |
5 | SVB Wealth LLC | 8,436 | 8,436 | 273,975.97 | 0.0054 | 0.0003 | 12/31/2024 |
6 | Aperio Group LLC | 4,393 | 4,392 | 142,671.46 | 0.0001 | 0.0001 | 03/31/2025 |
7 | GAMMA Investing LLC | 9,947 | 3,444 | 323,048.72 | 0.0245 | 0.0003 | 03/31/2025 |
8 | Security Investors LLC | 3,455 | 2,780 | 112,208.04 | 0.0022 | 0.0001 | 03/31/2025 |
9 | Murphy & Mullick Capital Management Corp. | 1,457 | 1,457 | 47,318.99 | 0.0455 | 0 | 12/31/2024 |
10 | American Century Investment Management, Inc. | 938 | 938 | 30,463.43 | 0 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Hantz Financial Services, Inc. | 73,319 | -34,318 | 2,381,181.16 | 0.0431 | 0.0025 | 12/31/2024 |
2 | Atlas Capital Advisors LLC | 10,406 | -2,634 | 337,955.66 | 0.0433 | 0.0004 | 12/31/2024 |
3 | Prime Capital Investment Advisors LLC | 0 | -57 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.