| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Great Lakes Advisors LLC | 162,120 | 13,511 | 2,838,721.2 | 0.0241 | 0.0048 | 09/30/2025 |
| 2 | Causeway Capital Management LLC | 84,501 | 42,427 | 1,479,612.51 | 0.0031 | 0.0025 | 11/28/2025 |
| 3 | Yousif Capital Management LLC | 84,252 | -6,233 | 1,475,252.52 | 0.0155 | 0.0025 | 09/30/2025 |
| 4 | RhumbLine Advisers LP | 83,008 | -8,483 | 1,453,470.08 | 0.0011 | 0.0024 | 09/30/2025 |
| 5 | Saturna Capital Corp. | 56,200 | 0 | 984,062 | 0.0112 | 0.0017 | 10/31/2025 |
| 6 | Boston Common Asset Management LLC | 29,600 | 15,479 | 518,296 | 0.0169 | 0.0009 | 09/30/2025 |
| 7 | GAMMA Investing LLC | 28,894 | 8,249 | 505,933.94 | 0.0273 | 0.0009 | 09/30/2025 |
| 8 | Wintrust Private Trust Co. NA (Investment Management) | 27,854 | 6,935 | 487,723.54 | 0.0813 | 0.0008 | 09/30/2025 |
| 9 | Corient IA LLC | 20,000 | 0 | 350,200 | 0.2606 | 0.0006 | 09/30/2025 |
| 10 | Diversified Trust Co. | 11,819 | -8 | 206,950.69 | 0.0049 | 0.0003 | 09/30/2025 |
| 11 | Manulife Investment Management (US) LLC | 5,489 | -10,360 | 96,112.39 | 0.0001 | 0.0002 | 10/31/2025 |
| 12 | Yorkville Asset Management, Inc. | 5,310 | 0 | 92,978.1 | 0.0646 | 0.0002 | 03/31/2025 |
| 13 | Paradigm Asset Management Co. LLC | 2,300 | 0 | 40,273 | 0.0119 | 0.0001 | 09/30/2025 |
| 14 | Hantz Financial Services, Inc. | 2,256 | -101,871 | 39,502.56 | 0.0006 | 0.0001 | 09/30/2025 |
| 15 | Salomon & Ludwin LLC | 1,196 | 1,151 | 20,941.96 | 0.0019 | 0 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | ActivePassive International Equity ETF | 84,501 | 42,427 | 1,479,612.51 | 0.1556 | 0.0025 | 11/28/2025 |
| 2 | Saturna Equity Fund | 31,200 | 0 | 546,312 | 2.2009 | 0.0009 | 10/31/2025 |
| 3 | Saturna Core Fund | 25,000 | 0 | 437,750 | 1.9327 | 0.0007 | 10/31/2025 |
| 4 | John Hancock Fundamental Equity Income Fund | 5,489 | -10,360 | 96,112.39 | 1.6303 | 0.0002 | 10/31/2025 |
| 5 | Yorkville International Qvr Enhanced Protection Class | 5,310 | 0 | 92,978.1 | 1.0735 | 0.0002 | 03/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Causeway Capital Management LLC | 84,501 | 42,427 | 1,479,612.51 | 0.0031 | 0.0025 | 11/28/2025 |
| 2 | Boston Common Asset Management LLC | 29,600 | 15,479 | 518,296 | 0.0169 | 0.0009 | 09/30/2025 |
| 3 | Great Lakes Advisors LLC | 162,120 | 13,511 | 2,838,721.2 | 0.0241 | 0.0048 | 09/30/2025 |
| 4 | GAMMA Investing LLC | 28,894 | 8,249 | 505,933.94 | 0.0273 | 0.0009 | 09/30/2025 |
| 5 | Wintrust Private Trust Co. NA (Investment Management) | 27,854 | 6,935 | 487,723.54 | 0.0813 | 0.0008 | 09/30/2025 |
| 6 | Salomon & Ludwin LLC | 1,196 | 1,151 | 20,941.96 | 0.0019 | 0 | 09/30/2025 |
| 7 | The Ameriflex Group, Inc. | 566 | 367 | 9,910.66 | 0.0036 | 0 | 09/30/2025 |
| 8 | Ancora Private Wealth Advisors LLC | 174 | 174 | 3,046.74 | 0.0001 | 0 | 09/30/2025 |
| 9 | Wealth Preservation Advisors LLC | 145 | 145 | 2,538.95 | 0.0014 | 0 | 09/30/2025 |
| 10 | Kelleher Financial Advisors LLC | 135 | 135 | 2,363.85 | 0.0008 | 0 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Hantz Financial Services, Inc. | 2,256 | -101,871 | 39,502.56 | 0.0006 | 0.0001 | 09/30/2025 |
| 2 | Gabelli Funds LLC | 0 | -30,000 | 0 | 0 | 0 | |
| 3 | Manulife Investment Management (US) LLC | 5,489 | -10,360 | 96,112.39 | 0.0001 | 0.0002 | 10/31/2025 |
| 4 | RhumbLine Advisers LP | 83,008 | -8,483 | 1,453,470.08 | 0.0011 | 0.0024 | 09/30/2025 |
| 5 | Yousif Capital Management LLC | 84,252 | -6,233 | 1,475,252.52 | 0.0155 | 0.0025 | 09/30/2025 |
| 6 | Sterling Capital Management LLC | 0 | -2,008 | 0 | 0 | 0 | |
| 7 | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -494 | 0 | 0 | 0 | |
| 8 | Brooklyn Investment Group LLC | 0 | -297 | 0 | 0 | 0 | |
| 9 | PNC Wealth Management LLC | 612 | -260 | 10,716.12 | 0.0001 | 0 | 09/30/2025 |
| 10 | First Horizon Advisors, Inc. | 0 | -151 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.