| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | O'Shaughnessy Asset Management LLC | 1,707,004 | 1,418,308 | 4,899,101.48 | 0.0277 | 0.0322 | 09/30/2025 |
| 2 | Goldman Sachs International | 445,278 | -70,803 | 1,277,947.86 | 0.0097 | 0.0084 | 09/30/2025 |
| 3 | Nykredit Bank A/S (Investment Management) | 218,502 | 0 | 627,100.74 | 0.003 | 0.0041 | 12/31/2023 |
| 4 | The Caprock Group LLC | 149,428 | 149,428 | 428,858.36 | 0.0101 | 0.0028 | 09/30/2025 |
| 5 | Northern Trust Investments, Inc.(Investment Management) | 142,431 | 20,785 | 408,776.97 | 0.0001 | 0.0027 | 09/30/2025 |
| 6 | Kathmere Capital Management LLC | 107,307 | 60,102 | 307,971.09 | 0.0215 | 0.002 | 09/30/2025 |
| 7 | D'Orazio & Associates, Inc. (Virginia) | 91,428 | 78,907 | 262,398.36 | 0.0347 | 0.0017 | 09/30/2025 |
| 8 | Morgan Stanley & Co. LLC | 71,188 | -72,100 | 204,309.56 | 0.0001 | 0.0013 | 09/30/2025 |
| 9 | Citadel Securities LLC | 64,258 | 20,007 | 184,420.46 | 0.0005 | 0.0012 | 09/30/2025 |
| 10 | Parametric Portfolio Associates LLC | 39,765 | 24,430 | 114,125.55 | 0 | 0.0007 | 09/30/2025 |
| 11 | Aperio Group LLC | 33,821 | -715 | 97,066.27 | 0.0001 | 0.0006 | 09/30/2025 |
| 12 | Fidelity Management & Research Co. LLC | 31,254 | -1,248 | 89,698.98 | 0 | 0.0006 | 09/30/2025 |
| 13 | Mariner LLC | 29,746 | -6,009 | 85,371.02 | 0.0001 | 0.0006 | 09/30/2025 |
| 14 | Millennium Management LLC | 26,765 | 26,765 | 76,815.55 | 0.0001 | 0.0005 | 09/30/2025 |
| 15 | Ethic, Inc. (Investment Management) | 26,594 | -93,061 | 76,324.78 | 0.0012 | 0.0005 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Nykredit Invest - Engros Globale Aktier Basis ESG | 218,502 | 0 | 627,100.74 | 0.0428 | 0.0041 | 12/31/2023 |
| 2 | Schroder (Japan) Schroder Latin America Equity Mother Fund | 159,388 | 0 | 457,443.56 | 1.6265 | 0.003 | 09/30/2024 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | O'Shaughnessy Asset Management LLC | 1,707,004 | 1,418,308 | 4,899,101.48 | 0.0277 | 0.0322 | 09/30/2025 |
| 2 | The Caprock Group LLC | 149,428 | 149,428 | 428,858.36 | 0.0101 | 0.0028 | 09/30/2025 |
| 3 | D'Orazio & Associates, Inc. (Virginia) | 91,428 | 78,907 | 262,398.36 | 0.0347 | 0.0017 | 09/30/2025 |
| 4 | Kathmere Capital Management LLC | 107,307 | 60,102 | 307,971.09 | 0.0215 | 0.002 | 09/30/2025 |
| 5 | Millennium Management LLC | 26,765 | 26,765 | 76,815.55 | 0.0001 | 0.0005 | 09/30/2025 |
| 6 | Envestnet Asset Management, Inc. | 24,726 | 24,726 | 70,963.62 | 0 | 0.0005 | 09/30/2025 |
| 7 | Parametric Portfolio Associates LLC | 39,765 | 24,430 | 114,125.55 | 0 | 0.0007 | 09/30/2025 |
| 8 | Northern Trust Investments, Inc.(Investment Management) | 142,431 | 20,785 | 408,776.97 | 0.0001 | 0.0027 | 09/30/2025 |
| 9 | Citadel Securities LLC | 64,258 | 20,007 | 184,420.46 | 0.0005 | 0.0012 | 09/30/2025 |
| 10 | Savant Capital LLC (Illinois) | 17,903 | 17,903 | 51,381.61 | 0.0003 | 0.0003 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Ethic, Inc. (Investment Management) | 26,594 | -93,061 | 76,324.78 | 0.0012 | 0.0005 | 09/30/2025 |
| 2 | Morgan Stanley & Co. LLC | 71,188 | -72,100 | 204,309.56 | 0.0001 | 0.0013 | 09/30/2025 |
| 3 | Goldman Sachs International | 445,278 | -70,803 | 1,277,947.86 | 0.0097 | 0.0084 | 09/30/2025 |
| 4 | HUB Investment Partners LLC | 0 | -32,092 | 0 | 0 | 0 | |
| 5 | BSW Wealth Partners, Inc. | 0 | -30,709 | 0 | 0 | 0 | |
| 6 | Morgan Stanley Latam LLC | 49 | -25,943 | 140.63 | 0.0001 | 0 | 09/30/2025 |
| 7 | Renaissance Technologies LLC | 0 | -17,059 | 0 | 0 | 0 | |
| 8 | SVB Wealth LLC | 0 | -7,282 | 0 | 0 | 0 | |
| 9 | Mariner LLC | 29,746 | -6,009 | 85,371.02 | 0.0001 | 0.0006 | 09/30/2025 |
| 10 | UBS Securities LLC | 0 | -2,962 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.