# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 154,979 | 64,272 | 2,442,779 | 0.0058 | 0.0115 | 07/31/2025 |
2 | Sterling Capital Management LLC | 55,734 | 29,889 | 878,479.31 | 0.0122 | 0.0041 | 06/30/2025 |
3 | Domini Impact Investments LLC | 40,500 | 0 | 638,361 | 0.9433 | 0.003 | 04/30/2025 |
4 | RhumbLine Advisers LP | 18,526 | -2,453 | 292,006.81 | 0.0002 | 0.0014 | 06/30/2025 |
5 | Vident Advisory LLC | 16,031 | 16,031 | 252,680.62 | 0.0022 | 0.0012 | 07/31/2025 |
6 | Yousif Capital Management LLC | 12,010 | -8,760 | 189,301.62 | 0.002 | 0.0009 | 06/30/2025 |
7 | ShariaPortfolio, Inc. | 5,652 | 2,444 | 89,086.82 | 0.0317 | 0.0004 | 07/31/2025 |
8 | GAMMA Investing LLC | 2,057 | -534 | 32,422.43 | 0.002 | 0.0002 | 06/30/2025 |
9 | T. Rowe Price Associates, Inc. (IM) | 1,468 | 381 | 23,138.62 | 0 | 0.0001 | 06/30/2025 |
10 | PNC Investments LLC | 863 | 71 | 13,602.61 | 0.0001 | 0.0001 | 06/30/2025 |
11 | Foster Dykema Cabot & Partners LLC | 784 | 0 | 12,357.41 | 0.0008 | 0.0001 | 06/30/2025 |
12 | First Horizon Advisors, Inc. | 219 | 219 | 3,451.88 | 0.0001 | 0 | 06/30/2025 |
13 | Fisher Asset Management LLC | 98 | 0 | 1,544.68 | 0 | 0 | 06/30/2025 |
14 | Thurston, Springer, Miller, Herd & Titak, Inc. | 53 | 0 | 835.39 | 0.0001 | 0 | 06/30/2025 |
15 | Brooklyn Investment Group LLC | 25 | 25 | 394.05 | 0.0001 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 154,979 | 64,272 | 2,442,779 | 0.2778 | 0.0115 | 07/31/2025 |
2 | Domini Impact Equity Fund | 40,500 | 0 | 638,361 | 0.0552 | 0.003 | 04/30/2025 |
3 | AAM Transformers ETF | 16,031 | 16,031 | 252,680.62 | 0.3139 | 0.0012 | 07/31/2025 |
4 | SP Funds S&P World (ex-US) ETF | 5,652 | 2,444 | 89,086.82 | 0.1207 | 0.0004 | 07/31/2025 |
5 | T.Rowe Price Funds SICAV - Multi-Asset Global Income Fund | 1,468 | 381 | 23,138.62 | 0.0718 | 0.0001 | 06/30/2025 |
6 | Fisher Invt. Institutional Grp. Stock Fd. for Retirement Plans | 98 | 0 | 1,544.68 | 0.4573 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Causeway Capital Management LLC | 154,979 | 64,272 | 2,442,779 | 0.0058 | 0.0115 | 07/31/2025 |
2 | Sterling Capital Management LLC | 55,734 | 29,889 | 878,479.31 | 0.0122 | 0.0041 | 06/30/2025 |
3 | Vident Advisory LLC | 16,031 | 16,031 | 252,680.62 | 0.0022 | 0.0012 | 07/31/2025 |
4 | ShariaPortfolio, Inc. | 5,652 | 2,444 | 89,086.82 | 0.0317 | 0.0004 | 07/31/2025 |
5 | T. Rowe Price Associates, Inc. (IM) | 1,468 | 381 | 23,138.62 | 0 | 0.0001 | 06/30/2025 |
6 | First Horizon Advisors, Inc. | 219 | 219 | 3,451.88 | 0.0001 | 0 | 06/30/2025 |
7 | PNC Investments LLC | 863 | 71 | 13,602.61 | 0.0001 | 0.0001 | 06/30/2025 |
8 | Brooklyn Investment Group LLC | 25 | 25 | 394.05 | 0.0001 | 0 | 06/30/2025 |
9 | Salomon & Ludwin LLC | 17 | 17 | 267.95 | 0 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Yousif Capital Management LLC | 12,010 | -8,760 | 189,301.62 | 0.002 | 0.0009 | 06/30/2025 |
2 | RhumbLine Advisers LP | 18,526 | -2,453 | 292,006.81 | 0.0002 | 0.0014 | 06/30/2025 |
3 | Aperio Group LLC | 0 | -2,280 | 0 | 0 | 0 | |
4 | Murphy & Mullick Capital Management Corp. | 0 | -792 | 0 | 0 | 0 | |
5 | GAMMA Investing LLC | 2,057 | -534 | 32,422.43 | 0.002 | 0.0002 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.