# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | London & Capital Asset Management Ltd. | 55,300 | 0 | 3,051,011.6 | 0.198 | 0.0066 | 12/31/2024 |
2 | Mitchell Capital Management Co. | 43,126 | -4,257 | 2,379,347.67 | 0.4341 | 0.0051 | 06/30/2025 |
3 | Causeway Capital Management LLC | 25,864 | 7,323 | 1,426,968.61 | 0.0034 | 0.0031 | 07/31/2025 |
4 | RhumbLine Advisers LP | 22,477 | -680 | 1,240,101.04 | 0.001 | 0.0027 | 06/30/2025 |
5 | Beach Investment Counsel, Inc. | 17,105 | 17,105 | 943,717.06 | 0.1273 | 0.002 | 03/31/2025 |
6 | Yousif Capital Management LLC | 13,736 | 610 | 757,842.59 | 0.0079 | 0.0016 | 06/30/2025 |
7 | Sterling Capital Management LLC | 8,643 | -723 | 476,851.6 | 0.0066 | 0.001 | 06/30/2025 |
8 | SG Trading Solutions LLC | 6,912 | 6,912 | 381,348.86 | 0.1413 | 0.0008 | 07/31/2025 |
9 | GAMMA Investing LLC | 4,724 | 649 | 260,632.53 | 0.0159 | 0.0006 | 06/30/2025 |
10 | Summit Global Investments LLC | 3,707 | -300 | 204,522.6 | 0.0117 | 0.0004 | 05/31/2025 |
11 | Johnson Investment Counsel, Inc. | 2,500 | 0 | 137,930 | 0.0012 | 0.0003 | 06/30/2025 |
12 | Atlas Capital Advisors, Inc. | 1,696 | 0 | 93,571.71 | 0.0112 | 0.0002 | 06/30/2025 |
13 | Paradigm Asset Management Co. LLC | 1,626 | 0 | 89,709.67 | 0.0272 | 0.0002 | 06/30/2025 |
14 | PNC Investments LLC | 895 | -251 | 49,378.94 | 0.0004 | 0.0001 | 06/30/2025 |
15 | Marshall Wace LLP | 377 | 377 | 20,799.84 | 0 | 0 | 03/31/2025 |
# | 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 | 1,848,262 | 1.8704 | 0.004 | 12/31/2024 |
2 | ActivePassive International Equity ETF | 25,864 | 7,323 | 1,426,968.61 | 0.1613 | 0.0031 | 07/31/2025 |
3 | GEMCAP Invt. Fds. Ireland Plc - London & Capital Glb. Bal. Fd. | 21,800 | 0 | 1,202,749.6 | 1.7918 | 0.0026 | 12/31/2024 |
4 | SGI Enhanced Global Income ETF | 6,912 | 6,912 | 381,348.86 | 0.4561 | 0.0008 | 07/31/2025 |
5 | SGI Global Equity Fund | 3,707 | -300 | 204,522.6 | 0.2127 | 0.0004 | 05/31/2025 |
6 | Johnson International Fund | 2,500 | 0 | 137,930 | 0.624 | 0.0003 | 06/30/2025 |
7 | Lumyna - MW TOPS UCITS Fund | 377 | 377 | 20,799.84 | 0.0008 | 0 | 03/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Beach Investment Counsel, Inc. | 17,105 | 17,105 | 943,717.06 | 0.1273 | 0.002 | 03/31/2025 |
2 | Causeway Capital Management LLC | 25,864 | 7,323 | 1,426,968.61 | 0.0034 | 0.0031 | 07/31/2025 |
3 | SG Trading Solutions LLC | 6,912 | 6,912 | 381,348.86 | 0.1413 | 0.0008 | 07/31/2025 |
4 | GAMMA Investing LLC | 4,724 | 649 | 260,632.53 | 0.0159 | 0.0006 | 06/30/2025 |
5 | Yousif Capital Management LLC | 13,736 | 610 | 757,842.59 | 0.0079 | 0.0016 | 06/30/2025 |
6 | Marshall Wace LLP | 377 | 377 | 20,799.84 | 0 | 0 | 03/31/2025 |
7 | Brooklyn Investment Group LLC | 48 | 48 | 2,648.26 | 0.0003 | 0 | 06/30/2025 |
8 | First Horizon Advisors, Inc. | 45 | 38 | 2,482.74 | 0.0001 | 0 | 06/30/2025 |
9 | Salomon & Ludwin LLC | 7 | 7 | 386.2 | 0 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Mitchell Capital Management Co. | 43,126 | -4,257 | 2,379,347.67 | 0.4341 | 0.0051 | 06/30/2025 |
2 | Sterling Capital Management LLC | 8,643 | -723 | 476,851.6 | 0.0066 | 0.001 | 06/30/2025 |
3 | RhumbLine Advisers LP | 22,477 | -680 | 1,240,101.04 | 0.001 | 0.0027 | 06/30/2025 |
4 | Summit Global Investments LLC | 3,707 | -300 | 204,522.6 | 0.0117 | 0.0004 | 05/31/2025 |
5 | PNC Investments LLC | 895 | -251 | 49,378.94 | 0.0004 | 0.0001 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.