# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | London & Capital Asset Management Ltd. | 55,300 | 0 | 3,184,174 | 0.2248 | 0.0066 | 12/31/2024 |
2 | Mitchell Capital Management Co. | 49,084 | 1,701 | 2,826,256.72 | 0.4635 | 0.0058 | 03/31/2025 |
3 | Causeway Capital Management LLC | 25,611 | 7,406 | 1,474,681.38 | 0.0038 | 0.003 | 06/30/2025 |
4 | RhumbLine Advisers LP | 23,244 | 87 | 1,338,389.52 | 0.0011 | 0.0028 | 03/31/2025 |
5 | Beach Investment Counsel, Inc. | 17,105 | 17,105 | 984,905.9 | 0.1355 | 0.002 | 03/31/2025 |
6 | Yousif Capital Management LLC | 13,126 | 0 | 755,795.08 | 0.0081 | 0.0016 | 03/31/2025 |
7 | Sterling Capital Management LLC | 9,629 | 263 | 554,437.82 | 0.008 | 0.0011 | 03/31/2025 |
8 | SG Trading Solutions LLC | 5,090 | 5,090 | 293,082.2 | 0.1111 | 0.0006 | 06/30/2025 |
9 | GAMMA Investing LLC | 5,024 | 949 | 289,281.92 | 0.0198 | 0.0006 | 03/31/2025 |
10 | Summit Global Investments LLC | 4,007 | 0 | 230,723.06 | 0.0163 | 0.0005 | 02/28/2025 |
11 | Johnson Investment Counsel, Inc. | 2,500 | 0 | 143,950 | 0.0013 | 0.0003 | 05/31/2025 |
12 | Atlas Capital Advisors, Inc. | 1,696 | 0 | 97,655.68 | 0.0113 | 0.0002 | 03/31/2025 |
13 | Paradigm Asset Management Co. LLC | 1,626 | 0 | 93,625.08 | 0.0297 | 0.0002 | 03/31/2025 |
14 | PNC Investments LLC | 1,124 | -22 | 64,719.92 | 0.0006 | 0.0001 | 03/31/2025 |
15 | RAM Active Investments SA | 746 | 0 | 42,954.68 | 0.0043 | 0.0001 | 06/30/2024 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | GEMCAP Invt. Fds. Ireland Plc - London & Cap. Glb. Growth Fd. | 33,500 | 0 | 1,928,930 | 1.9855 | 0.004 | 12/31/2024 |
2 | ActivePassive International Equity ETF | 25,611 | 7,406 | 1,474,681.38 | 0.1553 | 0.003 | 06/30/2025 |
3 | GEMCAP Invt. Fds. Ireland Plc - London & Capital Glb. Bal. Fd. | 21,800 | 0 | 1,255,244 | 1.8865 | 0.0026 | 12/31/2024 |
4 | SGI Enhanced Global Income ETF | 5,090 | 5,090 | 293,082.2 | 0.3638 | 0.0006 | 06/30/2025 |
5 | SGI Global Equity Fund | 4,007 | 0 | 230,723.06 | 0.2057 | 0.0005 | 02/28/2025 |
6 | Johnson International Fund | 2,500 | 0 | 143,950 | 0.6695 | 0.0003 | 05/31/2025 |
7 | RAM Lux Systematic Funds - Stable Climate Global Equities | 746 | 0 | 42,954.68 | 0.045 | 0.0001 | 06/30/2024 |
8 | Cambria Endowment Style ETF | 311 | 311 | 17,907.38 | 0.016 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Beach Investment Counsel, Inc. | 17,105 | 17,105 | 984,905.9 | 0.1355 | 0.002 | 03/31/2025 |
2 | Causeway Capital Management LLC | 25,611 | 7,406 | 1,474,681.38 | 0.0038 | 0.003 | 06/30/2025 |
3 | SG Trading Solutions LLC | 5,090 | 5,090 | 293,082.2 | 0.1111 | 0.0006 | 06/30/2025 |
4 | Mitchell Capital Management Co. | 49,084 | 1,701 | 2,826,256.72 | 0.4635 | 0.0058 | 03/31/2025 |
5 | GAMMA Investing LLC | 5,024 | 949 | 289,281.92 | 0.0198 | 0.0006 | 03/31/2025 |
6 | Cambria Investment Management LP | 311 | 311 | 17,907.38 | 0.0007 | 0 | 06/30/2025 |
7 | Sterling Capital Management LLC | 9,629 | 263 | 554,437.82 | 0.008 | 0.0011 | 03/31/2025 |
8 | RhumbLine Advisers LP | 23,244 | 87 | 1,338,389.52 | 0.0011 | 0.0028 | 03/31/2025 |
9 | Brooklyn Investment Group LLC | 28 | 28 | 1,612.24 | 0.0003 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | PNC Investments LLC | 1,124 | -22 | 64,719.92 | 0.0006 | 0.0001 | 03/31/2025 |
Data provided by FactSet Research Systems Inc.