| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors LP | 225,314 | -4,323 | 6,188,023.7 | 0.0009 | 0.0169 | 03/31/2026 |
| 2 | LSV Asset Management | 204,400 | 0 | 5,613,641.6 | 0.0089 | 0.0153 | 12/31/2025 |
| 3 | Amova Asset Management Co., Ltd. | 29,000 | 0 | 796,456 | 0.0002 | 0.0022 | 06/30/2025 |
| 4 | BlackRock Advisors LLC | 27,680 | 27,680 | 760,203.52 | 0.0003 | 0.0021 | 03/31/2026 |
| 5 | RhumbLine Advisers LP | 27,557 | 4,773 | 756,825.45 | 0.0006 | 0.0021 | 12/31/2025 |
| 6 | Dux Inversores SGIIC SA | 18,272 | 56 | 501,822.21 | 0.2436 | 0.0014 | 12/31/2025 |
| 7 | Causeway Capital Management LLC | 17,255 | 5,053 | 473,891.32 | 0.001 | 0.0013 | 03/31/2026 |
| 8 | Tidal Investments LLC | 12,866 | 1,211 | 353,351.82 | 0.0013 | 0.001 | 03/31/2026 |
| 9 | Yousif Capital Management LLC | 9,952 | 0 | 273,321.73 | 0.003 | 0.0007 | 12/31/2025 |
| 10 | PMG Investment Solutions AG | 9,400 | 0 | 258,161.6 | 0.046 | 0.0007 | 09/30/2025 |
| 11 | SG Trading Solutions LLC | 9,257 | 9,257 | 254,234.25 | 0.056 | 0.0007 | 03/31/2026 |
| 12 | ShariaPortfolio, Inc. | 6,726 | 2,556 | 184,722.86 | 0.0587 | 0.0005 | 03/31/2026 |
| 13 | Summit Global Investments LLC | 6,411 | 6,411 | 176,071.7 | 0.0102 | 0.0005 | 11/30/2025 |
| 14 | Sigma PCM Mutual Funds Management Co. Ltd. | 2,500 | 0 | 68,660 | 0.0182 | 0.0002 | 01/29/2026 |
| 15 | GAMMA Investing LLC | 2,400 | -123 | 65,913.6 | 0.003 | 0.0002 | 03/31/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Dimensional International Core Equity Market ETF | 73,500 | 0 | 2,018,604 | 0.0131 | 0.0055 | 03/31/2026 |
| 2 | Dimensional International Core Equity 2 ETF | 68,669 | 0 | 1,885,925.42 | 0.014 | 0.0051 | 03/31/2026 |
| 3 | SEI Institutional Invt. Trust - US Managed Volatility Fund | 48,100 | 0 | 1,321,018.4 | 0.4557 | 0.0036 | 02/28/2026 |
| 4 | SEI Institutional Managed Trust - US Managed Volatility Fund | 35,040 | -9,660 | 962,338.56 | 0.1962 | 0.0026 | 02/28/2026 |
| 5 | Amova Japan Equity Fund | 29,000 | 0 | 796,456 | 0.6816 | 0.0022 | 06/30/2025 |
| 6 | DFA International Core Equity 2 Portfolio | 28,383 | -1,400 | 779,510.71 | 0.0019 | 0.0021 | 12/31/2025 |
| 7 | iShares Dynamic Equity Active ETF | 27,680 | 27,680 | 760,203.52 | 0.0298 | 0.0021 | 03/31/2026 |
| 8 | DFA International Vector Equity Portfolio | 19,564 | 0 | 537,305.7 | 0.0118 | 0.0015 | 12/31/2025 |
| 9 | DFA Large Cap International Portfolio | 17,855 | -1,900 | 490,369.72 | 0.0062 | 0.0013 | 12/31/2025 |
| 10 | ActivePassive International Equity ETF | 17,255 | 5,053 | 473,891.32 | 0.0468 | 0.0013 | 03/31/2026 |
| 11 | SP Funds S&P Global Technology ETF | 12,866 | 1,211 | 353,351.82 | 0.3146 | 0.001 | 03/31/2026 |
| 12 | DFA International Sustainability Core 1 Portfolio | 11,843 | -1,023 | 325,256.15 | 0.0072 | 0.0009 | 12/31/2025 |
| 13 | Selector Global, FI - Acciones | 11,155 | 34 | 306,360.92 | 1.0718 | 0.0008 | 12/31/2025 |
| 14 | US New Technology Fund | 9,400 | 0 | 258,161.6 | 1.6891 | 0.0007 | 09/30/2025 |
| 15 | SGI Enhanced Global Income ETF | 9,257 | 9,257 | 254,234.25 | 0.2759 | 0.0007 | 03/31/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock Advisors LLC | 27,680 | 27,680 | 760,203.52 | 0.0003 | 0.0021 | 03/31/2026 |
| 2 | SG Trading Solutions LLC | 9,257 | 9,257 | 254,234.25 | 0.056 | 0.0007 | 03/31/2026 |
| 3 | Summit Global Investments LLC | 6,411 | 6,411 | 176,071.7 | 0.0102 | 0.0005 | 11/30/2025 |
| 4 | Causeway Capital Management LLC | 17,255 | 5,053 | 473,891.32 | 0.001 | 0.0013 | 03/31/2026 |
| 5 | RhumbLine Advisers LP | 27,557 | 4,773 | 756,825.45 | 0.0006 | 0.0021 | 12/31/2025 |
| 6 | ShariaPortfolio, Inc. | 6,726 | 2,556 | 184,722.86 | 0.0587 | 0.0005 | 03/31/2026 |
| 7 | Tidal Investments LLC | 12,866 | 1,211 | 353,351.82 | 0.0013 | 0.001 | 03/31/2026 |
| 8 | Salomon & Ludwin LLC | 525 | 269 | 14,418.6 | 0.0013 | 0 | 12/31/2025 |
| 9 | Dux Inversores SGIIC SA | 18,272 | 56 | 501,822.21 | 0.2436 | 0.0014 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors LP | 225,314 | -4,323 | 6,188,023.7 | 0.0009 | 0.0169 | 03/31/2026 |
| 2 | Vermillion Wealth Management, Inc. | 0 | -476 | 0 | 0 | 0 | |
| 3 | GAMMA Investing LLC | 2,400 | -123 | 65,913.6 | 0.003 | 0.0002 | 03/31/2026 |
Data provided by FactSet Research Systems Inc.