# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Boston Common Asset Management LLC | 212,595 | 114,677 | 6,786,457.59 | 0.2345 | 0.0129 | 06/30/2025 |
2 | Dorsey, Wright & Associates LLC | 32,684 | 32,684 | 1,043,338.65 | 0.2432 | 0.002 | 07/31/2025 |
3 | RhumbLine Advisers LP | 27,447 | -4,300 | 876,163.13 | 0.0007 | 0.0017 | 06/30/2025 |
4 | SG Trading Solutions LLC | 17,816 | 17,816 | 568,722.35 | 0.2118 | 0.0011 | 07/31/2025 |
5 | Summit Global Investments LLC | 17,813 | 17,813 | 568,626.59 | 0.0326 | 0.0011 | 05/31/2025 |
6 | GAMMA Investing LLC | 9,700 | 3,465 | 309,643.4 | 0.019 | 0.0006 | 06/30/2025 |
7 | Yousif Capital Management LLC | 8,762 | -16,868 | 279,700.56 | 0.0029 | 0.0005 | 06/30/2025 |
8 | Fulton Bank, Na (Investment Management) | 7,914 | 7,914 | 252,630.71 | 0.0189 | 0.0005 | 06/30/2025 |
9 | Causeway Capital Management LLC | 6,392 | 6,392 | 204,045.42 | 0.0005 | 0.0004 | 07/31/2025 |
10 | ShariaPortfolio, Inc. | 3,456 | 1,951 | 110,322.43 | 0.0392 | 0.0002 | 07/31/2025 |
11 | Westside Investment Management llc | 545 | 545 | 17,397.49 | 0.0032 | 0 | 06/30/2025 |
12 | NBC Securities, Inc. | 154 | 154 | 4,915.99 | 0.0004 | 0 | 06/30/2025 |
13 | Brooklyn Investment Group LLC | 132 | 132 | 4,213.7 | 0.0005 | 0 | 06/30/2025 |
14 | First Horizon Advisors, Inc. | 89 | 89 | 2,841.06 | 0.0001 | 0 | 06/30/2025 |
15 | Wealth Preservation Advisors LLC | 78 | 78 | 2,489.92 | 0.0015 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | AdvisorShares Dorsey Wright ADR ETF | 32,684 | 32,684 | 1,043,338.65 | 2.4042 | 0.002 | 07/31/2025 |
2 | SGI Enhanced Global Income ETF | 17,816 | 17,816 | 568,722.35 | 0.6856 | 0.0011 | 07/31/2025 |
3 | SGI Global Equity Fund | 17,813 | 17,813 | 568,626.59 | 0.5938 | 0.0011 | 05/31/2025 |
4 | ActivePassive International Equity ETF | 6,392 | 6,392 | 204,045.42 | 0.0232 | 0.0004 | 07/31/2025 |
5 | SP Funds S&P World (ex-US) ETF | 3,456 | 1,951 | 110,322.43 | 0.1495 | 0.0002 | 07/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Boston Common Asset Management LLC | 212,595 | 114,677 | 6,786,457.59 | 0.2345 | 0.0129 | 06/30/2025 |
2 | Dorsey, Wright & Associates LLC | 32,684 | 32,684 | 1,043,338.65 | 0.2432 | 0.002 | 07/31/2025 |
3 | SG Trading Solutions LLC | 17,816 | 17,816 | 568,722.35 | 0.2118 | 0.0011 | 07/31/2025 |
4 | Summit Global Investments LLC | 17,813 | 17,813 | 568,626.59 | 0.0326 | 0.0011 | 05/31/2025 |
5 | Fulton Bank, Na (Investment Management) | 7,914 | 7,914 | 252,630.71 | 0.0189 | 0.0005 | 06/30/2025 |
6 | Causeway Capital Management LLC | 6,392 | 6,392 | 204,045.42 | 0.0005 | 0.0004 | 07/31/2025 |
7 | GAMMA Investing LLC | 9,700 | 3,465 | 309,643.4 | 0.019 | 0.0006 | 06/30/2025 |
8 | ShariaPortfolio, Inc. | 3,456 | 1,951 | 110,322.43 | 0.0392 | 0.0002 | 07/31/2025 |
9 | Westside Investment Management llc | 545 | 545 | 17,397.49 | 0.0032 | 0 | 06/30/2025 |
10 | NBC Securities, Inc. | 154 | 154 | 4,915.99 | 0.0004 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Yousif Capital Management LLC | 8,762 | -16,868 | 279,700.56 | 0.0029 | 0.0005 | 06/30/2025 |
2 | RhumbLine Advisers LP | 27,447 | -4,300 | 876,163.13 | 0.0007 | 0.0017 | 06/30/2025 |
3 | Kohmann Bosshard Financial Services LLC | 0 | -1 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.