| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Myriad Asset Management Advisors LLC | 144,122 | 45,227 | 3,649,457.28 | 0.891 | 0.0061 | 04/30/2026 |
| 2 | Horizon Investments LLC | 63,460 | 63,460 | 1,606,934.12 | 0.0154 | 0.0027 | 04/30/2026 |
| 3 | Confluence Investment Management LLC | 63,316 | 10,015 | 1,603,287.75 | 0.0244 | 0.0027 | 03/31/2026 |
| 4 | Madison Asset Management LLC | 48,122 | 48,122 | 1,218,545.28 | 0.0146 | 0.002 | 03/31/2026 |
| 5 | Jennison Associates LLC | 47,804 | 29,515 | 1,210,492.89 | 0.0007 | 0.002 | 03/31/2026 |
| 6 | Causeway Capital Management LLC | 46,279 | -10,358 | 1,171,876.84 | 0.0025 | 0.002 | 04/30/2026 |
| 7 | RhumbLine Advisers LP | 39,606 | 19,830 | 1,002,903.13 | 0.0008 | 0.0017 | 03/31/2026 |
| 8 | Tidal Investments LLC | 36,800 | 36,800 | 931,849.6 | 0.0024 | 0.0016 | 04/30/2026 |
| 9 | Myriad Asset Management US LP | 24,152 | 24,152 | 611,576.94 | 0.8108 | 0.001 | 03/31/2026 |
| 10 | Santander Private Banking Gestion SA SGIIC | 19,925 | -4,042 | 504,540.85 | 0.025 | 0.0008 | 12/31/2025 |
| 11 | Yousif Capital Management LLC | 19,856 | -7,950 | 502,793.63 | 0.0053 | 0.0008 | 03/31/2026 |
| 12 | FNY Investment Advisers LLC | 10,641 | 10,641 | 269,451.4 | 0.1177 | 0.0005 | 03/31/2026 |
| 13 | Horizon Kinetics Asset Management LLC | 9,224 | 0 | 233,570.13 | 0.0024 | 0.0004 | 12/31/2025 |
| 14 | GAMMA Investing LLC | 6,710 | 2,481 | 169,910.62 | 0.0072 | 0.0003 | 03/31/2026 |
| 15 | MBH Investment Fund Management Private Ltd. Co. | 2,748 | 0 | 69,584.86 | 0.0278 | 0.0001 | 12/31/2024 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Myriad Dynamic Asset Allocation ETF | 144,122 | 45,227 | 3,649,457.28 | 0.8256 | 0.0061 | 04/30/2026 |
| 2 | PGIM Jennison Rising Dividend Fund | 47,804 | 29,515 | 1,210,492.89 | 1.5143 | 0.002 | 03/31/2026 |
| 3 | ActivePassive International Equity ETF | 46,279 | -10,358 | 1,171,876.84 | 0.1165 | 0.002 | 04/30/2026 |
| 4 | SMI 3Fourteen REAL Asset Allocation ETF | 36,800 | 36,800 | 931,849.6 | 0.1514 | 0.0016 | 04/30/2026 |
| 5 | Horizon Active Risk Assist Fund | 28,705 | 28,705 | 726,868.01 | 0.0473 | 0.0012 | 02/28/2026 |
| 6 | Horizon Active Asset Allocation Fund | 20,865 | 20,865 | 528,343.53 | 0.0692 | 0.0009 | 02/28/2026 |
| 7 | Stamvalor Inversiones, SICAV | 19,925 | -4,042 | 504,540.85 | 2.8388 | 0.0008 | 12/31/2025 |
| 8 | Horizon Digital Frontier ETF | 13,890 | 13,890 | 351,722.58 | 0.3359 | 0.0006 | 04/30/2026 |
| 9 | Kinetics Market Opportunities Portfolio | 7,045 | 0 | 178,393.49 | 0.0614 | 0.0003 | 12/31/2025 |
| 10 | MBH Feltorekvo Piaci Reszveny Alap | 2,748 | 0 | 69,584.86 | 0.4255 | 0.0001 | 12/31/2024 |
| 11 | Kinetics Global Portfolio | 2,113 | 0 | 53,505.39 | 0.0974 | 0.0001 | 12/31/2025 |
| 12 | American Century Focused Global Growth Fund SMA | 230 | 230 | 5,824.06 | 1.3439 | 0 | 03/31/2026 |
| 13 | Kinetics Spin-off & Corporate Restructuring Fund (The) | 63 | 0 | 1,595.29 | 0.0047 | 0 | 12/31/2025 |
| 14 | RENN Fund Inc. | 3 | 0 | 75.97 | 0.0003 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Horizon Investments LLC | 63,460 | 63,460 | 1,606,934.12 | 0.0154 | 0.0027 | 04/30/2026 |
| 2 | Madison Asset Management LLC | 48,122 | 48,122 | 1,218,545.28 | 0.0146 | 0.002 | 03/31/2026 |
| 3 | Myriad Asset Management Advisors LLC | 144,122 | 45,227 | 3,649,457.28 | 0.891 | 0.0061 | 04/30/2026 |
| 4 | Tidal Investments LLC | 36,800 | 36,800 | 931,849.6 | 0.0024 | 0.0016 | 04/30/2026 |
| 5 | Jennison Associates LLC | 47,804 | 29,515 | 1,210,492.89 | 0.0007 | 0.002 | 03/31/2026 |
| 6 | Myriad Asset Management US LP | 24,152 | 24,152 | 611,576.94 | 0.8108 | 0.001 | 03/31/2026 |
| 7 | RhumbLine Advisers LP | 39,606 | 19,830 | 1,002,903.13 | 0.0008 | 0.0017 | 03/31/2026 |
| 8 | FNY Investment Advisers LLC | 10,641 | 10,641 | 269,451.4 | 0.1177 | 0.0005 | 03/31/2026 |
| 9 | Confluence Investment Management LLC | 63,316 | 10,015 | 1,603,287.75 | 0.0244 | 0.0027 | 03/31/2026 |
| 10 | GAMMA Investing LLC | 6,710 | 2,481 | 169,910.62 | 0.0072 | 0.0003 | 03/31/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Causeway Capital Management LLC | 46,279 | -10,358 | 1,171,876.84 | 0.0025 | 0.002 | 04/30/2026 |
| 2 | Yousif Capital Management LLC | 19,856 | -7,950 | 502,793.63 | 0.0053 | 0.0008 | 03/31/2026 |
| 3 | Santander Private Banking Gestion SA SGIIC | 19,925 | -4,042 | 504,540.85 | 0.025 | 0.0008 | 12/31/2025 |
| 4 | Smith Group Asset Management LLC | 0 | -456 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.