# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Boston Common Asset Management LLC | 172,621 | 66,035 | 5,763,297.33 | 0.1981 | 0.0058 | 03/31/2025 |
2 | BlackRock Advisors LLC | 125,010 | 125,010 | 4,173,708.87 | 0.0023 | 0.0042 | 04/30/2025 |
3 | Causeway Capital Management LLC | 124,746 | 70,269 | 4,164,894.7 | 0.0109 | 0.0042 | 05/30/2025 |
4 | Hantz Financial Services, Inc. | 68,991 | -38,646 | 2,303,402.52 | 0.039 | 0.0023 | 03/31/2025 |
5 | Yousif Capital Management LLC | 47,640 | 450 | 1,590,556.68 | 0.0177 | 0.0016 | 03/31/2025 |
6 | RhumbLine Advisers LP | 29,832 | 128 | 996,000.98 | 0.0009 | 0.001 | 03/31/2025 |
7 | Opal Capital LLC | 28,582 | 28,582 | 954,267.23 | 0.3856 | 0.001 | 05/30/2025 |
8 | SG Trading Solutions LLC | 18,141 | 18,141 | 605,673.57 | 0.2367 | 0.0006 | 05/30/2025 |
9 | Arrowstreet Capital LP | 16,448 | -7,993 | 549,149.38 | 0.0004 | 0.0006 | 04/30/2025 |
10 | GAMMA Investing LLC | 9,947 | 3,444 | 332,100.49 | 0.0237 | 0.0003 | 03/31/2025 |
11 | Atlas Capital Advisors, Inc. | 9,713 | -3,327 | 324,287.93 | 0.0384 | 0.0003 | 03/31/2025 |
12 | Aperio Group LLC | 2,566 | 2,565 | 85,671.04 | 0.0001 | 0.0001 | 04/30/2025 |
13 | Murphy & Mullick Capital Management Corp. | 1,457 | 1,457 | 48,644.86 | 0.0429 | 0 | 03/31/2025 |
14 | Security Investors LLC | 867 | 196 | 28,946.53 | 0.0006 | 0 | 04/30/2025 |
15 | RAM Active Investments SA | 500 | 0 | 16,693.5 | 0.0017 | 0 | 06/30/2024 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | BlackRock GA Dynamic Equity Fund | 125,010 | 125,010 | 4,173,708.87 | 0.27 | 0.0042 | 04/30/2025 |
2 | ActivePassive International Equity ETF | 118,532 | 64,055 | 3,957,427.88 | 0.4244 | 0.004 | 05/30/2025 |
3 | Opal International Dividend Income ETF (The) | 28,582 | 28,582 | 954,267.23 | 1.1672 | 0.001 | 05/30/2025 |
4 | SGI Enhanced Global Income ETF | 18,141 | 18,141 | 605,673.57 | 0.7533 | 0.0006 | 05/30/2025 |
5 | Dunham International Stock Fund | 16,448 | -7,993 | 549,149.38 | 0.3178 | 0.0006 | 04/30/2025 |
6 | Columbia Multi Manager International Equity Strategies Fund | 6,214 | 6,214 | 207,466.82 | 0.0065 | 0.0002 | 02/28/2025 |
7 | Praxis International Index Fund | 2,566 | 2,565 | 85,671.04 | 0.0177 | 0.0001 | 04/30/2025 |
8 | RAM Lux Systematic Funds - Global Market Neutral Equity | 500 | 0 | 16,693.5 | 0.0997 | 0 | 06/30/2024 |
9 | Rydex Europe 1.25x Strategy Fund | 447 | 178 | 14,923.99 | 0.8434 | 0 | 04/30/2025 |
10 | Rydex Variable Trust - Europe 1.25x Strategy Fund | 420 | 18 | 14,022.54 | 0.5767 | 0 | 04/30/2025 |
11 | Cambria Endowment Style ETF | 14 | 14 | 467.42 | 0.0004 | 0 | 05/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | BlackRock Advisors LLC | 125,010 | 125,010 | 4,173,708.87 | 0.0023 | 0.0042 | 04/30/2025 |
2 | Causeway Capital Management LLC | 124,746 | 70,269 | 4,164,894.7 | 0.0109 | 0.0042 | 05/30/2025 |
3 | Boston Common Asset Management LLC | 172,621 | 66,035 | 5,763,297.33 | 0.1981 | 0.0058 | 03/31/2025 |
4 | Opal Capital LLC | 28,582 | 28,582 | 954,267.23 | 0.3856 | 0.001 | 05/30/2025 |
5 | SG Trading Solutions LLC | 18,141 | 18,141 | 605,673.57 | 0.2367 | 0.0006 | 05/30/2025 |
6 | GAMMA Investing LLC | 9,947 | 3,444 | 332,100.49 | 0.0237 | 0.0003 | 03/31/2025 |
7 | Aperio Group LLC | 2,566 | 2,565 | 85,671.04 | 0.0001 | 0.0001 | 04/30/2025 |
8 | Murphy & Mullick Capital Management Corp. | 1,457 | 1,457 | 48,644.86 | 0.0429 | 0 | 03/31/2025 |
9 | Yousif Capital Management LLC | 47,640 | 450 | 1,590,556.68 | 0.0177 | 0.0016 | 03/31/2025 |
10 | Security Investors LLC | 867 | 196 | 28,946.53 | 0.0006 | 0 | 04/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Hantz Financial Services, Inc. | 68,991 | -38,646 | 2,303,402.52 | 0.039 | 0.0023 | 03/31/2025 |
2 | Ramirez Asset Management, Inc. | 0 | -33,308 | 0 | 0 | 0 | |
3 | Arrowstreet Capital LP | 16,448 | -7,993 | 549,149.38 | 0.0004 | 0.0006 | 04/30/2025 |
4 | Atlas Capital Advisors, Inc. | 9,713 | -3,327 | 324,287.93 | 0.0384 | 0.0003 | 03/31/2025 |
5 | Prime Capital Investment Advisors LLC | 0 | -57 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.