# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 289,820 | 7,781 | 7,309,260.4 | 1.4162 | 0.0197 | 12/31/2024 |
2 | FNY Investment Advisers LLC | 80,600 | 70,600 | 2,032,732 | 1.2614 | 0.0055 | 03/31/2025 |
3 | Causeway Capital Management LLC | 80,129 | 65,393 | 2,020,853.38 | 0.0052 | 0.0055 | 03/31/2025 |
4 | Henry James International Management, Inc. | 41,284 | 547 | 1,041,182.48 | 0.3386 | 0.0028 | 03/31/2025 |
5 | Epsilon Mutual Fund Management (1991) Ltd. | 35,717 | 0 | 900,782.74 | 0.4205 | 0.0024 | 12/31/2024 |
6 | Blueprint Investment Partners LLC | 28,878 | 15,152 | 728,303.16 | 0.1162 | 0.002 | 02/28/2025 |
7 | RhumbLine Advisers LP | 26,969 | -2,512 | 680,158.18 | 0.0006 | 0.0018 | 03/31/2025 |
8 | Pacer Advisors, Inc. | 18,297 | 322 | 461,450.34 | 0.0012 | 0.0012 | 12/31/2024 |
9 | JPMorgan Alternative Asset Management, Inc. | 13,436 | 13,436 | 338,855.92 | 0.0967 | 0.0009 | 12/31/2024 |
10 | Adepa Asset Management SA | 9,050 | 0 | 228,241 | 0.0384 | 0.0006 | 06/30/2024 |
11 | Generali Investments CEE Investicni Spolecnost AS | 7,600 | 7,600 | 191,672 | 0.0187 | 0.0005 | 03/31/2025 |
12 | Gabelli Funds LLC | 7,200 | 100 | 181,584 | 0.0012 | 0.0005 | 12/31/2024 |
13 | Mercator Investment Management LLC | 6,000 | 2,000 | 151,320 | 2.6261 | 0.0004 | 12/31/2024 |
14 | GAMMA Investing LLC | 5,896 | -512 | 148,697.12 | 0.0113 | 0.0004 | 03/31/2025 |
15 | Aperio Group LLC | 4,622 | 0 | 116,566.84 | 0.0001 | 0.0003 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 80,129 | 65,393 | 2,020,853.38 | 0.2338 | 0.0055 | 03/31/2025 |
2 | Epsilon Smart Beta | 35,717 | 0 | 900,782.74 | 0.9076 | 0.0024 | 12/31/2024 |
3 | Blueprint Adaptive Growth Allocation Fund | 28,878 | 15,152 | 728,303.16 | 0.4181 | 0.002 | 02/28/2025 |
4 | Pacer Trendpilot International ETF | 18,840 | 865 | 475,144.8 | 0.3019 | 0.0013 | 03/31/2025 |
5 | JPMorgan Funds - Multi-Manager Alternatives Fund | 13,436 | 13,436 | 338,855.92 | 0.1482 | 0.0009 | 12/31/2024 |
6 | Incometric Fund - GFED Aequitas | 9,050 | 0 | 228,241 | 1.5432 | 0.0006 | 06/30/2024 |
7 | Gabelli Asset Fund (The) | 7,200 | 100 | 181,584 | 0.0117 | 0.0005 | 12/31/2024 |
8 | Mercator International Opportunity Fund | 6,000 | 2,000 | 151,320 | 2.4634 | 0.0004 | 12/31/2024 |
9 | Praxis International Index Fund | 4,622 | 0 | 116,566.84 | 0.0252 | 0.0003 | 03/31/2025 |
10 | Cinvest Multigestion/ Oricalco | 999 | 999 | 25,194.78 | 0.3727 | 0.0001 | 12/31/2024 |
11 | ATL Capital Cartera Dinamica, FI | 660 | 660 | 16,645.2 | 0.0479 | 0 | 12/31/2024 |
12 | Avantis US Quality ETF | 338 | 338 | 8,524.36 | 0.0072 | 0 | 03/31/2025 |
13 | T.Rowe Price Funds SICAV - Multi-Asset Global Income Fund | 94 | -35 | 2,370.68 | 0.0077 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | FNY Investment Advisers LLC | 80,600 | 70,600 | 2,032,732 | 1.2614 | 0.0055 | 03/31/2025 |
2 | Causeway Capital Management LLC | 80,129 | 65,393 | 2,020,853.38 | 0.0052 | 0.0055 | 03/31/2025 |
3 | Blueprint Investment Partners LLC | 28,878 | 15,152 | 728,303.16 | 0.1162 | 0.002 | 02/28/2025 |
4 | JPMorgan Alternative Asset Management, Inc. | 13,436 | 13,436 | 338,855.92 | 0.0967 | 0.0009 | 12/31/2024 |
5 | Ramirez Asset Management, Inc. | 289,820 | 7,781 | 7,309,260.4 | 1.4162 | 0.0197 | 12/31/2024 |
6 | Generali Investments CEE Investicni Spolecnost AS | 7,600 | 7,600 | 191,672 | 0.0187 | 0.0005 | 03/31/2025 |
7 | Mercator Investment Management LLC | 6,000 | 2,000 | 151,320 | 2.6261 | 0.0004 | 12/31/2024 |
8 | Gesalcala SA SGIIC | 999 | 999 | 25,194.78 | 0.0117 | 0.0001 | 12/31/2024 |
9 | ATL 12 Capital Gestion SGIIC SA | 660 | 660 | 16,645.2 | 0.0076 | 0 | 12/31/2024 |
10 | Henry James International Management, Inc. | 41,284 | 547 | 1,041,182.48 | 0.3386 | 0.0028 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Carnegie Fonder AB | 0 | -354,214 | 0 | 0 | 0 | |
2 | Capfi Delen Asset Management NV | 0 | -82,000 | 0 | 0 | 0 | |
3 | Green Ash Partners LLP | 0 | -35,500 | 0 | 0 | 0 | |
4 | Psagot Mutual Funds Ltd. | 0 | -34,845 | 0 | 0 | 0 | |
5 | RhumbLine Advisers LP | 26,969 | -2,512 | 680,158.18 | 0.0006 | 0.0018 | 03/31/2025 |
6 | GAMMA Investing LLC | 5,896 | -512 | 148,697.12 | 0.0113 | 0.0004 | 03/31/2025 |
7 | T. Rowe Price Associates, Inc. (IM) | 94 | -35 | 2,370.68 | 0 | 0 | 03/31/2025 |
8 | Hantz Financial Services, Inc. | 205 | -32 | 5,170.1 | 0.0001 | 0 | 12/31/2024 |
Data provided by FactSet Research Systems Inc.