# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 6,272,443 | 175,731 | 31,650,747.38 | 0.0595 | 0.1315 | 06/30/2025 |
2 | Madison Asset Management LLC | 277,870 | 59,854 | 1,402,132.02 | 0.0151 | 0.0058 | 06/30/2025 |
3 | Domini Impact Investments LLC | 134,712 | 0 | 679,756.75 | 1.0045 | 0.0028 | 04/30/2025 |
4 | Causeway Capital Management LLC | 106,238 | 10,435 | 536,076.95 | 0.0013 | 0.0022 | 07/31/2025 |
5 | Hantz Financial Services, Inc. | 84,857 | -4,810 | 428,188.42 | 0.0068 | 0.0018 | 06/30/2025 |
6 | Henry James International Management, Inc. | 74,471 | 823 | 375,780.67 | 0.1172 | 0.0016 | 06/30/2025 |
7 | FCA Corp. | 50,000 | 29,000 | 252,300 | 0.0689 | 0.001 | 06/30/2025 |
8 | RhumbLine Advisers LP | 44,078 | -1,585 | 222,417.59 | 0.0002 | 0.0009 | 06/30/2025 |
9 | Goose Hollow Capital Management LLC | 33,990 | 33,990 | 171,513.54 | 0.3043 | 0.0007 | 07/31/2025 |
10 | Dimensional Fund Advisors LP | 33,550 | 0 | 169,293.3 | 0 | 0.0007 | 07/31/2025 |
11 | Yousif Capital Management LLC | 22,256 | -50,090 | 112,303.78 | 0.0012 | 0.0005 | 06/30/2025 |
12 | ShariaPortfolio, Inc. | 20,289 | 10,051 | 102,378.29 | 0.0364 | 0.0004 | 07/31/2025 |
13 | Sentinel Trust Co. | 12,240 | 0 | 61,763.04 | 0.0064 | 0.0003 | 06/30/2025 |
14 | GAMMA Investing LLC | 9,058 | -1,334 | 45,706.67 | 0.0028 | 0.0002 | 06/30/2025 |
15 | Marshall Wace LLP | 7,068 | 7,068 | 35,665.13 | 0 | 0.0001 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Domini Impact Equity Fund | 134,712 | 0 | 679,756.75 | 0.0588 | 0.0028 | 04/30/2025 |
2 | ActivePassive International Equity ETF | 106,238 | 10,435 | 536,076.95 | 0.061 | 0.0022 | 07/31/2025 |
3 | Commonwealth Global Fund | 50,000 | 8,000 | 252,300 | 1.4708 | 0.001 | 06/30/2025 |
4 | Goose Hollow Tactical Allocation ETF | 33,990 | 33,990 | 171,513.54 | 0.3925 | 0.0007 | 07/31/2025 |
5 | SP Funds S&P World (ex-US) ETF | 20,289 | 10,051 | 102,378.29 | 0.1387 | 0.0004 | 07/31/2025 |
6 | Dimensional World ex-US Core Equity 2 ETF | 20,248 | 0 | 102,171.41 | 0.0011 | 0.0004 | 07/31/2025 |
7 | DFA International Core Equity Fund | 10,400 | 0 | 52,478.4 | 0.0018 | 0.0002 | 12/31/2024 |
8 | Lumyna - MW TOPS UCITS Fund | 7,068 | 7,068 | 35,665.13 | 0.0014 | 0.0001 | 03/31/2025 |
9 | DFA International Sustainability Core 1 Portfolio | 2,902 | 0 | 14,643.49 | 0.0003 | 0.0001 | 04/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 6,272,443 | 175,731 | 31,650,747.38 | 0.0595 | 0.1315 | 06/30/2025 |
2 | Madison Asset Management LLC | 277,870 | 59,854 | 1,402,132.02 | 0.0151 | 0.0058 | 06/30/2025 |
3 | Goose Hollow Capital Management LLC | 33,990 | 33,990 | 171,513.54 | 0.3043 | 0.0007 | 07/31/2025 |
4 | FCA Corp. | 50,000 | 29,000 | 252,300 | 0.0689 | 0.001 | 06/30/2025 |
5 | Causeway Capital Management LLC | 106,238 | 10,435 | 536,076.95 | 0.0013 | 0.0022 | 07/31/2025 |
6 | ShariaPortfolio, Inc. | 20,289 | 10,051 | 102,378.29 | 0.0364 | 0.0004 | 07/31/2025 |
7 | Marshall Wace LLP | 7,068 | 7,068 | 35,665.13 | 0 | 0.0001 | 03/31/2025 |
8 | Brooklyn Investment Group LLC | 2,485 | 2,485 | 12,539.31 | 0.0016 | 0.0001 | 06/30/2025 |
9 | Henry James International Management, Inc. | 74,471 | 823 | 375,780.67 | 0.1172 | 0.0016 | 06/30/2025 |
10 | Accent Capital Management LLC | 764 | 764 | 3,855.14 | 0.0016 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Yousif Capital Management LLC | 22,256 | -50,090 | 112,303.78 | 0.0012 | 0.0005 | 06/30/2025 |
2 | Aperio Group LLC | 0 | -47,560 | 0 | 0 | 0 | |
3 | SVB Wealth LLC | 0 | -11,342 | 0 | 0 | 0 | |
4 | Hantz Financial Services, Inc. | 84,857 | -4,810 | 428,188.42 | 0.0068 | 0.0018 | 06/30/2025 |
5 | RhumbLine Advisers LP | 44,078 | -1,585 | 222,417.59 | 0.0002 | 0.0009 | 06/30/2025 |
6 | GAMMA Investing LLC | 9,058 | -1,334 | 45,706.67 | 0.0028 | 0.0002 | 06/30/2025 |
7 | Huntington National Bank (Investment Management) | 1 | -80 | 5.05 | 0 | 0 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.