# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Brandes Investment Partners LP | 215,558 | 109,871 | 5,286,559.95 | 0.0256 | 0.0175 | 07/31/2025 |
2 | Causeway Capital Management LLC | 185,403 | 47,329 | 4,547,008.58 | 0.0108 | 0.015 | 07/31/2025 |
3 | Sterling Capital Management LLC | 91,036 | 27,092 | 2,232,657.9 | 0.0309 | 0.0074 | 06/30/2025 |
4 | Hantz Financial Services, Inc. | 88,844 | 34,984 | 2,178,899.1 | 0.0346 | 0.0072 | 06/30/2025 |
5 | US Global Investors, Inc. (Asset Management) | 29,200 | 0 | 716,130 | 0.0529 | 0.0024 | 03/31/2025 |
6 | NBC Securities, Inc. | 22,707 | 22,707 | 556,889.18 | 0.0441 | 0.0018 | 06/30/2025 |
7 | RhumbLine Advisers LP | 16,307 | 1,156 | 399,929.18 | 0.0003 | 0.0013 | 06/30/2025 |
8 | Fulton Bank, Na (Investment Management) | 14,498 | 14,498 | 355,563.45 | 0.0266 | 0.0012 | 06/30/2025 |
9 | Old National Bank (Investment Management) | 11,016 | -4,204 | 270,167.4 | 0.0047 | 0.0009 | 06/30/2025 |
10 | Calydon Capital LLC | 10,892 | 10,892 | 267,126.3 | 0.025 | 0.0009 | 06/30/2025 |
11 | GAMMA Investing LLC | 2,286 | -3,076 | 56,064.15 | 0.0034 | 0.0002 | 06/30/2025 |
12 | Themes Management Co. LLC | 1,187 | 106 | 29,111.18 | 0.0199 | 0.0001 | 07/31/2025 |
13 | Brooklyn Investment Group LLC | 1,132 | 1,132 | 27,762.3 | 0.0036 | 0.0001 | 06/30/2025 |
14 | First Horizon Advisors, Inc. | 764 | 225 | 18,737.1 | 0.0005 | 0.0001 | 06/30/2025 |
15 | PNC Investments LLC | 636 | 149 | 15,597.9 | 0.0001 | 0.0001 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Brandes International ETF | 215,558 | 109,871 | 5,286,559.95 | 2.0382 | 0.0175 | 07/31/2025 |
2 | ActivePassive International Equity ETF | 185,403 | 47,329 | 4,547,008.58 | 0.517 | 0.015 | 07/31/2025 |
3 | US Global Investors - Global Luxury Goods Fund | 29,200 | 0 | 716,130 | 1.345 | 0.0024 | 03/31/2025 |
4 | Themes European Luxury ETF | 1,187 | 106 | 29,111.18 | 4.5357 | 0.0001 | 07/31/2025 |
5 | Fisher Invt. Institutional Grp. Stock Fd. for Retirement Plans | 72 | 0 | 1,765.8 | 0.5228 | 0 | 06/30/2025 |
6 | Fisher Invts. Instl. Group ESG Stock Fund for Retirement Plans | 72 | 0 | 1,765.8 | 0.5249 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Brandes Investment Partners LP | 215,558 | 109,871 | 5,286,559.95 | 0.0256 | 0.0175 | 07/31/2025 |
2 | Causeway Capital Management LLC | 185,403 | 47,329 | 4,547,008.58 | 0.0108 | 0.015 | 07/31/2025 |
3 | Hantz Financial Services, Inc. | 88,844 | 34,984 | 2,178,899.1 | 0.0346 | 0.0072 | 06/30/2025 |
4 | Sterling Capital Management LLC | 91,036 | 27,092 | 2,232,657.9 | 0.0309 | 0.0074 | 06/30/2025 |
5 | NBC Securities, Inc. | 22,707 | 22,707 | 556,889.18 | 0.0441 | 0.0018 | 06/30/2025 |
6 | Fulton Bank, Na (Investment Management) | 14,498 | 14,498 | 355,563.45 | 0.0266 | 0.0012 | 06/30/2025 |
7 | Calydon Capital LLC | 10,892 | 10,892 | 267,126.3 | 0.025 | 0.0009 | 06/30/2025 |
8 | RhumbLine Advisers LP | 16,307 | 1,156 | 399,929.18 | 0.0003 | 0.0013 | 06/30/2025 |
9 | Brooklyn Investment Group LLC | 1,132 | 1,132 | 27,762.3 | 0.0036 | 0.0001 | 06/30/2025 |
10 | First Horizon Advisors, Inc. | 764 | 225 | 18,737.1 | 0.0005 | 0.0001 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aperio Group LLC | 0 | -5,500 | 0 | 0 | 0 | |
2 | Old National Bank (Investment Management) | 11,016 | -4,204 | 270,167.4 | 0.0047 | 0.0009 | 06/30/2025 |
3 | GAMMA Investing LLC | 2,286 | -3,076 | 56,064.15 | 0.0034 | 0.0002 | 06/30/2025 |
4 | ShariaPortfolio, Inc. | 0 | -1,764 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.