# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Capital Research & Management Co. (World Investors) | 9,758,825 | 0 | 103,121,503.78 | 0.0119 | 0.502 | 12/15/2023 |
2 | Dimensional Fund Advisors LP | 702,240 | 0 | 7,420,570.08 | 0.0013 | 0.0361 | 04/30/2025 |
3 | Boston Common Asset Management LLC | 269,581 | 41,376 | 2,848,662.43 | 0.1024 | 0.0139 | 03/31/2025 |
4 | Causeway Capital Management LLC | 95,633 | 20,257 | 1,010,553.91 | 0.0026 | 0.0049 | 04/30/2025 |
5 | BlackRock Advisors (UK) Ltd. | 72,500 | 0 | 766,107.5 | 0.0001 | 0.0037 | 07/31/2024 |
6 | Yorktown Management & Research Co., Inc. | 37,500 | 0 | 396,262.5 | 0.2996 | 0.0019 | 03/31/2025 |
7 | RhumbLine Advisers LP | 35,389 | -111 | 373,955.56 | 0.0003 | 0.0018 | 03/31/2025 |
8 | SVB Wealth LLC | 11,625 | 11,625 | 122,841.38 | 0.0023 | 0.0006 | 12/31/2024 |
9 | GAMMA Investing LLC | 7,186 | 741 | 75,934.46 | 0.0057 | 0.0004 | 03/31/2025 |
10 | Copeland Capital Management LLC | 810 | 0 | 8,559.27 | 0.0002 | 0 | 03/31/2025 |
11 | PNC Investments LLC | 523 | 123 | 5,526.54 | 0.0001 | 0 | 12/31/2024 |
12 | Thurston, Springer, Miller, Herd & Titak, Inc. | 377 | 377 | 3,983.76 | 0.0007 | 0 | 03/31/2025 |
13 | Salomon & Ludwin LLC | 80 | -130 | 845.36 | 0.0001 | 0 | 03/31/2025 |
14 | Richardson Financial Services, Inc. | 45 | 45 | 475.52 | 0.0004 | 0 | 03/31/2025 |
15 | Cambria Investment Management LP | 24 | 24 | 253.61 | 0 | 0 | 04/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | DFA International Core Equity Portfolio | 597,870 | 0 | 6,317,692.29 | 0.0186 | 0.0308 | 01/31/2025 |
2 | Dimensional World ex-US Core Equity 2 ETF | 104,370 | 0 | 1,102,877.79 | 0.0139 | 0.0054 | 04/30/2025 |
3 | ActivePassive International Equity ETF | 95,633 | 20,257 | 1,010,553.91 | 0.1134 | 0.0049 | 04/30/2025 |
4 | Yorktown Growth Fund | 37,500 | 0 | 396,262.5 | 0.4575 | 0.0019 | 03/31/2025 |
5 | BlackRock IFS - iShares Japan Equity Index Fund CH | 36,500 | 0 | 385,695.5 | 0.5097 | 0.0019 | 07/31/2024 |
6 | BlackRock IFS - iShares Wor. (ex-Switzerland) Eq. In. Fd. (CH) | 36,000 | 0 | 380,412 | 0.0327 | 0.0019 | 07/31/2024 |
7 | Cambria Endowment Style ETF | 24 | 24 | 253.61 | 0.0002 | 0 | 04/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Boston Common Asset Management LLC | 269,581 | 41,376 | 2,848,662.43 | 0.1024 | 0.0139 | 03/31/2025 |
2 | Causeway Capital Management LLC | 95,633 | 20,257 | 1,010,553.91 | 0.0026 | 0.0049 | 04/30/2025 |
3 | SVB Wealth LLC | 11,625 | 11,625 | 122,841.38 | 0.0023 | 0.0006 | 12/31/2024 |
4 | GAMMA Investing LLC | 7,186 | 741 | 75,934.46 | 0.0057 | 0.0004 | 03/31/2025 |
5 | Thurston, Springer, Miller, Herd & Titak, Inc. | 377 | 377 | 3,983.76 | 0.0007 | 0 | 03/31/2025 |
6 | PNC Investments LLC | 523 | 123 | 5,526.54 | 0.0001 | 0 | 12/31/2024 |
7 | Richardson Financial Services, Inc. | 45 | 45 | 475.52 | 0.0004 | 0 | 03/31/2025 |
8 | Cambria Investment Management LP | 24 | 24 | 253.61 | 0 | 0 | 04/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Yousif Capital Management LLC | 0 | -30,315 | 0 | 0 | 0 | |
2 | Salomon & Ludwin LLC | 80 | -130 | 845.36 | 0.0001 | 0 | 03/31/2025 |
3 | RhumbLine Advisers LP | 35,389 | -111 | 373,955.56 | 0.0003 | 0.0018 | 03/31/2025 |
Data provided by FactSet Research Systems Inc.