# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 176,503 | 5,421 | 3,349,497.43 | 0.4658 | 0.0067 | 06/30/2025 |
2 | Dorsey, Wright & Associates LLC | 94,626 | 94,626 | 1,795,717.6 | 0.4138 | 0.0036 | 06/30/2025 |
3 | AdvisorShares Investments LLC | 66,364 | 66,364 | 1,259,389.63 | 0.1938 | 0.0025 | 06/30/2025 |
4 | Causeway Capital Management LLC | 52,609 | 4,158 | 998,360.99 | 0.0022 | 0.002 | 09/30/2025 |
5 | Yousif Capital Management LLC | 34,874 | 2,940 | 661,803.9 | 0.0071 | 0.0013 | 09/30/2025 |
6 | RhumbLine Advisers LP | 34,473 | -464 | 654,194.12 | 0.0005 | 0.0013 | 06/30/2025 |
7 | Sterling Capital Management LLC | 24,247 | -2,101 | 460,135.32 | 0.0063 | 0.0009 | 06/30/2025 |
8 | GAMMA Investing LLC | 14,319 | 4,542 | 271,731.66 | 0.0151 | 0.0005 | 09/30/2025 |
9 | Gabelli Funds LLC | 14,000 | 0 | 265,678 | 0.0016 | 0.0005 | 06/30/2025 |
10 | Aperio Group LLC | 9,923 | 9,923 | 188,308.77 | 0.0002 | 0.0004 | 09/30/2025 |
11 | First Horizon Advisors, Inc. | 2,506 | 2,434 | 47,556.36 | 0.0012 | 0.0001 | 06/30/2025 |
12 | Paradigm Asset Management Co. LLC | 1,500 | 0 | 28,465.5 | 0.0084 | 0.0001 | 06/30/2025 |
13 | Westside Investment Management LLC | 578 | 578 | 10,968.71 | 0.0019 | 0 | 06/30/2025 |
14 | ORG Wealth Partners LLC | 259 | 259 | 4,915.04 | 0.0011 | 0 | 06/30/2025 |
15 | PNC Investments LLC | 207 | 72 | 3,928.24 | 0 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | AdvisorShares Dorsey Wright ADR ETF | 59,015 | 59,015 | 1,119,927.66 | 2.5267 | 0.0022 | 09/30/2025 |
2 | ActivePassive International Equity ETF | 52,609 | 4,158 | 998,360.99 | 0.107 | 0.002 | 09/30/2025 |
3 | Gabelli Global Utility & Income Trust | 14,000 | 0 | 265,678 | 0.2395 | 0.0005 | 06/30/2025 |
4 | Praxis International Index Fund | 9,923 | 9,923 | 188,308.77 | 0.0349 | 0.0004 | 09/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Dorsey, Wright & Associates LLC | 94,626 | 94,626 | 1,795,717.6 | 0.4138 | 0.0036 | 06/30/2025 |
2 | AdvisorShares Investments LLC | 66,364 | 66,364 | 1,259,389.63 | 0.1938 | 0.0025 | 06/30/2025 |
3 | Aperio Group LLC | 9,923 | 9,923 | 188,308.77 | 0.0002 | 0.0004 | 09/30/2025 |
4 | Ramirez Asset Management, Inc. | 176,503 | 5,421 | 3,349,497.43 | 0.4658 | 0.0067 | 06/30/2025 |
5 | GAMMA Investing LLC | 14,319 | 4,542 | 271,731.66 | 0.0151 | 0.0005 | 09/30/2025 |
6 | Causeway Capital Management LLC | 52,609 | 4,158 | 998,360.99 | 0.0022 | 0.002 | 09/30/2025 |
7 | Yousif Capital Management LLC | 34,874 | 2,940 | 661,803.9 | 0.0071 | 0.0013 | 09/30/2025 |
8 | First Horizon Advisors, Inc. | 2,506 | 2,434 | 47,556.36 | 0.0012 | 0.0001 | 06/30/2025 |
9 | Westside Investment Management LLC | 578 | 578 | 10,968.71 | 0.0019 | 0 | 06/30/2025 |
10 | ORG Wealth Partners LLC | 259 | 259 | 4,915.04 | 0.0011 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Sterling Capital Management LLC | 24,247 | -2,101 | 460,135.32 | 0.0063 | 0.0009 | 06/30/2025 |
2 | RhumbLine Advisers LP | 34,473 | -464 | 654,194.12 | 0.0005 | 0.0013 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.