# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 8,493,252 | -501,378 | 114,896,713.06 | 0.2286 | 0.635 | 12/31/2024 |
2 | Eagle Global Advisors LLC | 297,000 | -15,000 | 4,017,816 | 0.1593 | 0.0222 | 12/31/2024 |
3 | RhumbLine Advisers LP | 166,616 | 30,866 | 2,253,981.25 | 0.0021 | 0.0125 | 03/31/2025 |
4 | Causeway Capital Management LLC | 163,003 | 89,953 | 2,205,104.58 | 0.0057 | 0.0122 | 03/31/2025 |
5 | Hantz Financial Services, Inc. | 110,571 | -124 | 1,495,804.49 | 0.0271 | 0.0083 | 12/31/2024 |
6 | Aperio Group LLC | 94,450 | 0 | 1,277,719.6 | 0.0013 | 0.0071 | 03/31/2025 |
7 | Atlas Capital Advisors LLC | 30,430 | 0 | 411,657.04 | 0.0527 | 0.0023 | 12/31/2024 |
8 | GAMMA Investing LLC | 30,384 | 7,914 | 411,034.75 | 0.0311 | 0.0023 | 03/31/2025 |
9 | SVB Wealth LLC | 23,760 | 23,760 | 321,425.28 | 0.0064 | 0.0018 | 12/31/2024 |
10 | Principal Street Partners LLC | 15,585 | 15,585 | 210,833.88 | 0.0432 | 0.0012 | 12/31/2024 |
11 | Canopy Partners LLC | 12,860 | 12,860 | 173,970.08 | 0.0691 | 0.001 | 12/31/2024 |
12 | Security Investors LLC | 9,504 | 7,819 | 128,570.11 | 0.0025 | 0.0007 | 03/31/2025 |
13 | Paradigm Asset Management Co. LLC | 9,030 | 0 | 122,157.84 | 0.0422 | 0.0007 | 12/31/2024 |
14 | PNC Investments LLC | 5,958 | 523 | 80,599.82 | 0.0008 | 0.0004 | 12/31/2024 |
15 | Sit Investment Associates, Inc. | 5,950 | 0 | 80,491.6 | 0.0019 | 0.0004 | 12/31/2024 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Timothy Plan - International Fund | 297,000 | -15,000 | 4,017,816 | 2.2186 | 0.0222 | 12/31/2024 |
2 | ActivePassive International Equity ETF | 163,003 | 89,953 | 2,205,104.58 | 0.2551 | 0.0122 | 03/31/2025 |
3 | Praxis International Index Fund | 94,450 | 0 | 1,277,719.6 | 0.2761 | 0.0071 | 03/31/2025 |
4 | Rydex Europe 1.25x Strategy Fund | 7,493 | 6,643 | 101,365.3 | 0.689 | 0.0006 | 03/31/2025 |
5 | Rydex Variable Trust - Europe 1.25x Strategy Fund | 2,011 | 1,176 | 27,204.81 | 0.7419 | 0.0002 | 03/31/2025 |
6 | RAM Lux Systematic Funds - Global Market Neutral Equity | 1,000 | 0 | 13,528 | 0.0851 | 0.0001 | 06/30/2024 |
7 | Longview Advantage ETF | 775 | 775 | 10,484.2 | 0.0023 | 0.0001 | 03/31/2025 |
8 | Fiduciary Investment Trust Core Series Large Cap | 144 | 14 | 1,948.03 | 1.2273 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 163,003 | 89,953 | 2,205,104.58 | 0.0057 | 0.0122 | 03/31/2025 |
2 | RhumbLine Advisers LP | 166,616 | 30,866 | 2,253,981.25 | 0.0021 | 0.0125 | 03/31/2025 |
3 | SVB Wealth LLC | 23,760 | 23,760 | 321,425.28 | 0.0064 | 0.0018 | 12/31/2024 |
4 | Principal Street Partners LLC | 15,585 | 15,585 | 210,833.88 | 0.0432 | 0.0012 | 12/31/2024 |
5 | Canopy Partners LLC | 12,860 | 12,860 | 173,970.08 | 0.0691 | 0.001 | 12/31/2024 |
6 | GAMMA Investing LLC | 30,384 | 7,914 | 411,034.75 | 0.0311 | 0.0023 | 03/31/2025 |
7 | Security Investors LLC | 9,504 | 7,819 | 128,570.11 | 0.0025 | 0.0007 | 03/31/2025 |
8 | Hill Investment Group Partners LLC | 775 | 775 | 10,484.2 | 0.0014 | 0.0001 | 03/31/2025 |
9 | PNC Investments LLC | 5,958 | 523 | 80,599.82 | 0.0008 | 0.0004 | 12/31/2024 |
10 | Thurston, Springer, Miller, Herd & Titak, Inc. | 658 | 428 | 8,901.42 | 0.0015 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 8,493,252 | -501,378 | 114,896,713.06 | 0.2286 | 0.635 | 12/31/2024 |
2 | Eagle Global Advisors LLC | 297,000 | -15,000 | 4,017,816 | 0.1593 | 0.0222 | 12/31/2024 |
3 | Fidelity Management & Research Co. LLC | 0 | -12,260 | 0 | 0 | 0 | |
4 | Hantz Financial Services, Inc. | 110,571 | -124 | 1,495,804.49 | 0.0271 | 0.0083 | 12/31/2024 |
Data provided by FactSet Research Systems Inc.