| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Sterling Capital Management LLC | 17,444 | -3,556 | 919,525.57 | 0.0164 | 0.0042 | 12/31/2025 |
| 2 | RhumbLine Advisers LP | 11,788 | 5,144 | 621,380.84 | 0.0005 | 0.0029 | 12/31/2025 |
| 3 | PNC Wealth Management LLC | 3,939 | -141 | 207,636.51 | 0.0016 | 0.001 | 12/31/2025 |
| 4 | GAMMA Investing LLC | 3,206 | 1,061 | 168,997.88 | 0.009 | 0.0008 | 12/31/2025 |
| 5 | ShariaPortfolio, Inc. | 2,049 | 704 | 108,008.94 | 0.037 | 0.0005 | 02/27/2026 |
| 6 | American Century Investment Management, Inc. | 672 | 672 | 35,423.14 | 0 | 0.0002 | 02/27/2026 |
| 7 | National Bank Trust, Inc. | 650 | 0 | 34,263.45 | 0.0003 | 0.0002 | 06/30/2025 |
| 8 | Ancora Private Wealth Advisors LLC | 562 | 562 | 29,624.71 | 0.0013 | 0.0001 | 12/31/2025 |
| 9 | Westside Investment Management LLC | 502 | 251 | 26,461.93 | 0.0047 | 0.0001 | 12/31/2025 |
| 10 | Salomon & Ludwin LLC | 416 | 413 | 21,928.61 | 0.002 | 0.0001 | 12/31/2025 |
| 11 | Causeway Capital Management LLC | 380 | 0 | 20,030.94 | 0 | 0.0001 | 02/27/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | SP Funds S&P World (ex-US) ETF | 2,049 | 704 | 108,008.94 | 0.0892 | 0.0005 | 02/27/2026 |
| 2 | Avantis Total Equity Markets ETF | 672 | 672 | 35,423.14 | 0.0054 | 0.0002 | 02/27/2026 |
| 3 | NBI SmartBeta Low Volatility Global Equity Fund | 650 | 0 | 34,263.45 | 0.0405 | 0.0002 | 06/30/2025 |
| 4 | ActivePassive International Equity ETF | 380 | 0 | 20,030.94 | 0.0022 | 0.0001 | 02/27/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | RhumbLine Advisers LP | 11,788 | 5,144 | 621,380.84 | 0.0005 | 0.0029 | 12/31/2025 |
| 2 | GAMMA Investing LLC | 3,206 | 1,061 | 168,997.88 | 0.009 | 0.0008 | 12/31/2025 |
| 3 | ShariaPortfolio, Inc. | 2,049 | 704 | 108,008.94 | 0.037 | 0.0005 | 02/27/2026 |
| 4 | American Century Investment Management, Inc. | 672 | 672 | 35,423.14 | 0 | 0.0002 | 02/27/2026 |
| 5 | Ancora Private Wealth Advisors LLC | 562 | 562 | 29,624.71 | 0.0013 | 0.0001 | 12/31/2025 |
| 6 | Salomon & Ludwin LLC | 416 | 413 | 21,928.61 | 0.002 | 0.0001 | 12/31/2025 |
| 7 | Westside Investment Management LLC | 502 | 251 | 26,461.93 | 0.0047 | 0.0001 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Sterling Capital Management LLC | 17,444 | -3,556 | 919,525.57 | 0.0164 | 0.0042 | 12/31/2025 |
| 2 | Brooklyn Investment Group LLC | 0 | -474 | 0 | 0 | 0 | |
| 3 | PNC Wealth Management LLC | 3,939 | -141 | 207,636.51 | 0.0016 | 0.001 | 12/31/2025 |
Data provided by FactSet Research Systems Inc.