# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Mitchell Capital Management Co. | 47,383 | 0 | 2,521,675.88 | 0.461 | 0.0056 | 12/31/2024 |
2 | RhumbLine Advisers LP | 23,244 | -126 | 1,237,022.44 | 0.0011 | 0.0028 | 03/31/2025 |
3 | Causeway Capital Management LLC | 18,813 | 908 | 1,001,209.05 | 0.0025 | 0.0022 | 04/30/2025 |
4 | Beach Investment Counsel, Inc. | 17,105 | 17,105 | 910,311 | 0.1356 | 0.002 | 03/31/2025 |
5 | Yousif Capital Management LLC | 13,126 | 0 | 698,552.59 | 0.0081 | 0.0016 | 03/31/2025 |
6 | Sterling Capital Management LLC | 9,366 | -499 | 498,449.15 | 0.0071 | 0.0011 | 12/31/2024 |
7 | GAMMA Investing LLC | 5,024 | 1,908 | 267,372.26 | 0.0199 | 0.0006 | 03/31/2025 |
8 | Summit Global Investments LLC | 4,007 | 4,007 | 213,248.53 | 0.0155 | 0.0005 | 02/28/2025 |
9 | SG Trading Solutions LLC | 3,894 | 3,894 | 207,234.79 | 0.2739 | 0.0005 | 04/30/2025 |
10 | Johnson Investment Counsel, Inc. | 2,500 | 0 | 133,047.5 | 0.0013 | 0.0003 | 03/31/2025 |
11 | Atlas Capital Advisors LLC | 1,696 | 0 | 90,259.42 | 0.0114 | 0.0002 | 12/31/2024 |
12 | Paradigm Asset Management Co. LLC | 1,626 | 0 | 86,534.09 | 0.0294 | 0.0002 | 03/31/2025 |
13 | PNC Investments LLC | 1,146 | 139 | 60,988.97 | 0.0006 | 0.0001 | 12/31/2024 |
14 | RAM Active Investments SA | 746 | 0 | 39,701.37 | 0.0042 | 0.0001 | 06/30/2024 |
15 | Cambria Investment Management LP | 311 | 311 | 16,551.11 | 0.0007 | 0 | 04/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | ActivePassive International Equity ETF | 18,813 | 908 | 1,001,209.05 | 0.1123 | 0.0022 | 04/30/2025 |
2 | SGI Global Equity Fund | 4,007 | 4,007 | 213,248.53 | 0.1959 | 0.0005 | 02/28/2025 |
3 | SGI Enhanced Global Income ETF | 3,894 | 3,894 | 207,234.79 | 0.2688 | 0.0005 | 04/30/2025 |
4 | Johnson International Fund | 2,500 | 0 | 133,047.5 | 0.6261 | 0.0003 | 03/31/2025 |
5 | RAM Lux Systematic Funds - Stable Climate Global Equities | 746 | 0 | 39,701.37 | 0.0432 | 0.0001 | 06/30/2024 |
6 | Cambria Endowment Style ETF | 311 | 311 | 16,551.11 | 0.0161 | 0 | 04/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Beach Investment Counsel, Inc. | 17,105 | 17,105 | 910,311 | 0.1356 | 0.002 | 03/31/2025 |
2 | Summit Global Investments LLC | 4,007 | 4,007 | 213,248.53 | 0.0155 | 0.0005 | 02/28/2025 |
3 | SG Trading Solutions LLC | 3,894 | 3,894 | 207,234.79 | 0.2739 | 0.0005 | 04/30/2025 |
4 | GAMMA Investing LLC | 5,024 | 1,908 | 267,372.26 | 0.0199 | 0.0006 | 03/31/2025 |
5 | Causeway Capital Management LLC | 18,813 | 908 | 1,001,209.05 | 0.0025 | 0.0022 | 04/30/2025 |
6 | Cambria Investment Management LP | 311 | 311 | 16,551.11 | 0.0007 | 0 | 04/30/2025 |
7 | PNC Investments LLC | 1,146 | 139 | 60,988.97 | 0.0006 | 0.0001 | 12/31/2024 |
8 | First Horizon Advisors, Inc. | 7 | 7 | 372.53 | 0 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Sterling Capital Management LLC | 9,366 | -499 | 498,449.15 | 0.0071 | 0.0011 | 12/31/2024 |
2 | RhumbLine Advisers LP | 23,244 | -126 | 1,237,022.44 | 0.0011 | 0.0028 | 03/31/2025 |
Data provided by FactSet Research Systems Inc.