# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 6,481,538 | 384,826 | 30,981,751.64 | 0.0587 | 0.1359 | 03/31/2025 |
2 | Madison Asset Management LLC | 276,986 | 58,970 | 1,323,993.08 | 0.014 | 0.0058 | 03/31/2025 |
3 | Domini Impact Investments LLC | 134,712 | 0 | 643,923.36 | 0.7092 | 0.0028 | 04/30/2025 |
4 | Causeway Capital Management LLC | 110,334 | 21,918 | 527,396.52 | 0.0014 | 0.0023 | 06/30/2025 |
5 | Hantz Financial Services, Inc. | 91,946 | 2,279 | 439,501.88 | 0.0072 | 0.0019 | 03/31/2025 |
6 | Henry James International Management, Inc. | 74,471 | 823 | 355,971.38 | 0.1067 | 0.0016 | 03/31/2025 |
7 | RhumbLine Advisers LP | 43,815 | -1,848 | 209,435.7 | 0.0002 | 0.0009 | 03/31/2025 |
8 | FCA Corp. | 42,000 | 21,000 | 200,760 | 0.0564 | 0.0009 | 03/31/2025 |
9 | Dimensional Fund Advisors LP | 33,550 | 0 | 160,369 | 0 | 0.0007 | 06/30/2025 |
10 | Goose Hollow Capital Management LLC | 30,000 | 30,000 | 143,400 | 0.2623 | 0.0006 | 06/30/2025 |
11 | Yousif Capital Management LLC | 19,321 | -53,025 | 92,354.38 | 0.001 | 0.0004 | 03/31/2025 |
12 | ShariaPortfolio, Inc. | 15,529 | 6,481 | 74,228.62 | 0.0291 | 0.0003 | 06/30/2025 |
13 | Sentinel Trust Co. | 12,240 | 0 | 58,507.2 | 0.0062 | 0.0003 | 03/31/2025 |
14 | GAMMA Investing LLC | 10,123 | -269 | 48,387.94 | 0.0033 | 0.0002 | 03/31/2025 |
15 | Copeland Capital Management LLC | 1,992 | 0 | 9,521.76 | 0.0002 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Domini Impact Equity Fund | 134,712 | 0 | 643,923.36 | 0.0574 | 0.0028 | 04/30/2025 |
2 | ActivePassive International Equity ETF | 110,334 | 21,918 | 527,396.52 | 0.0551 | 0.0023 | 06/30/2025 |
3 | Commonwealth Global Fund | 50,000 | 8,000 | 239,000 | 1.4177 | 0.001 | 04/30/2025 |
4 | Goose Hollow Tactical Allocation ETF | 30,000 | 30,000 | 143,400 | 0.3526 | 0.0006 | 06/30/2025 |
5 | Dimensional World ex-US Core Equity 2 ETF | 20,248 | 0 | 96,785.44 | 0.0011 | 0.0004 | 06/30/2025 |
6 | SP Funds S&P World (ex-US) ETF | 15,529 | 6,481 | 74,228.62 | 0.1341 | 0.0003 | 06/30/2025 |
7 | DFA International Core Equity Fund | 10,400 | 0 | 49,712 | 0.0018 | 0.0002 | 12/31/2024 |
8 | DFA International Sustainability Core 1 Portfolio | 2,902 | 0 | 13,871.56 | 0.0003 | 0.0001 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 6,481,538 | 384,826 | 30,981,751.64 | 0.0587 | 0.1359 | 03/31/2025 |
2 | Madison Asset Management LLC | 276,986 | 58,970 | 1,323,993.08 | 0.014 | 0.0058 | 03/31/2025 |
3 | Goose Hollow Capital Management LLC | 30,000 | 30,000 | 143,400 | 0.2623 | 0.0006 | 06/30/2025 |
4 | Causeway Capital Management LLC | 110,334 | 21,918 | 527,396.52 | 0.0014 | 0.0023 | 06/30/2025 |
5 | FCA Corp. | 42,000 | 21,000 | 200,760 | 0.0564 | 0.0009 | 03/31/2025 |
6 | ShariaPortfolio, Inc. | 15,529 | 6,481 | 74,228.62 | 0.0291 | 0.0003 | 06/30/2025 |
7 | Hantz Financial Services, Inc. | 91,946 | 2,279 | 439,501.88 | 0.0072 | 0.0019 | 03/31/2025 |
8 | Henry James International Management, Inc. | 74,471 | 823 | 355,971.38 | 0.1067 | 0.0016 | 03/31/2025 |
9 | Accent Capital Management LLC | 764 | 764 | 3,651.92 | 0.0019 | 0 | 03/31/2025 |
10 | PNC Investments LLC | 116 | 38 | 554.48 | 0 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Yousif Capital Management LLC | 19,321 | -53,025 | 92,354.38 | 0.001 | 0.0004 | 03/31/2025 |
2 | Aperio Group LLC | 0 | -47,560 | 0 | 0 | 0 | |
3 | SVB Wealth LLC | 0 | -11,342 | 0 | 0 | 0 | |
4 | RhumbLine Advisers LP | 43,815 | -1,848 | 209,435.7 | 0.0002 | 0.0009 | 03/31/2025 |
5 | GAMMA Investing LLC | 10,123 | -269 | 48,387.94 | 0.0033 | 0.0002 | 03/31/2025 |
6 | Huntington National Bank (Investment Management) | 1 | -80 | 4.78 | 0 | 0 | 03/31/2025 |
Data provided by FactSet Research Systems Inc.