| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Aristotle Capital Management LLC | 1,249,805 | -60,437 | 51,183,264.16 | 0.0989 | 0.1085 | 09/30/2025 |
| 2 | Scharf Investments LLC | 365,860 | 365,860 | 14,983,064.58 | 0.3814 | 0.0318 | 11/28/2025 |
| 3 | Hotchkis & Wiley Capital Management LLC | 122,400 | 0 | 5,012,647.2 | 0.0145 | 0.0106 | 10/31/2025 |
| 4 | Causeway Capital Management LLC | 59,679 | 14,284 | 2,444,034.09 | 0.0049 | 0.0052 | 11/28/2025 |
| 5 | Gabelli Funds LLC | 17,870 | -1,480 | 731,830.11 | 0.0043 | 0.0016 | 09/30/2025 |
| 6 | Sterling Capital Management LLC | 16,433 | 2,334 | 672,980.65 | 0.0099 | 0.0014 | 09/30/2025 |
| 7 | Hantz Financial Services, Inc. | 15,978 | -2,300 | 654,347.03 | 0.0099 | 0.0014 | 09/30/2025 |
| 8 | China Universal Asset Management Co., Ltd. | 9,008 | 0 | 368,904.62 | 0.0009 | 0.0008 | 06/30/2025 |
| 9 | RhumbLine Advisers LP | 7,053 | -678 | 288,841.51 | 0.0002 | 0.0006 | 09/30/2025 |
| 10 | Yousif Capital Management LLC | 6,873 | -510 | 281,469.97 | 0.003 | 0.0006 | 09/30/2025 |
| 11 | STUDIO Investment Management LLC | 5,787 | 111 | 236,995.01 | 0.044 | 0.0005 | 09/30/2025 |
| 12 | Nomura Asset Management Co., Ltd. | 4,700 | 0 | 192,479.1 | 0.0001 | 0.0004 | 12/31/2024 |
| 13 | GAMMA Investing LLC | 3,080 | 784 | 126,135.24 | 0.0068 | 0.0003 | 09/30/2025 |
| 14 | Investport Gestao E Consultoria de Investimentos LTDA. | 2,667 | 443 | 109,221.65 | 6.6358 | 0.0002 | 08/31/2025 |
| 15 | NBC Securities, Inc. | 945 | 945 | 38,700.58 | 0.003 | 0.0001 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Scharf ETF | 245,171 | 245,171 | 10,040,487.96 | 1.3651 | 0.0213 | 11/28/2025 |
| 2 | Scharf Global Opportunity ETF | 120,689 | 120,689 | 4,942,576.62 | 3.659 | 0.0105 | 11/28/2025 |
| 3 | Hotchkis & Wiley Value Opportunities Fund | 99,600 | 0 | 4,078,918.8 | 0.5063 | 0.0086 | 10/31/2025 |
| 4 | ActivePassive International Equity ETF | 59,679 | 14,284 | 2,444,034.09 | 0.2531 | 0.0052 | 11/28/2025 |
| 5 | HW Opportunities MP Fund | 22,800 | 0 | 933,728.4 | 1.3547 | 0.002 | 10/31/2025 |
| 6 | Gabelli Asset Fund (The) | 17,870 | -1,480 | 731,830.11 | 0.0447 | 0.0016 | 09/30/2025 |
| 7 | China Universal Global Consumer Industry Mixed Fund | 9,008 | 0 | 368,904.62 | 0.4251 | 0.0008 | 06/30/2025 |
| 8 | Nomura Multi Managers Fund III - US Equity | 4,700 | 0 | 192,479.1 | 0.1556 | 0.0004 | 12/31/2024 |
| 9 | Pangea Internacional FIA Bdr Nivel I - IE | 2,667 | 443 | 109,221.65 | 4.8043 | 0.0002 | 08/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Scharf Investments LLC | 365,860 | 365,860 | 14,983,064.58 | 0.3814 | 0.0318 | 11/28/2025 |
| 2 | Causeway Capital Management LLC | 59,679 | 14,284 | 2,444,034.09 | 0.0049 | 0.0052 | 11/28/2025 |
| 3 | Sterling Capital Management LLC | 16,433 | 2,334 | 672,980.65 | 0.0099 | 0.0014 | 09/30/2025 |
| 4 | NBC Securities, Inc. | 945 | 945 | 38,700.58 | 0.003 | 0.0001 | 09/30/2025 |
| 5 | GAMMA Investing LLC | 3,080 | 784 | 126,135.24 | 0.0068 | 0.0003 | 09/30/2025 |
| 6 | Investport Gestao E Consultoria de Investimentos LTDA. | 2,667 | 443 | 109,221.65 | 6.6358 | 0.0002 | 08/31/2025 |
| 7 | Salomon & Ludwin LLC | 245 | 245 | 10,033.48 | 0.0009 | 0 | 09/30/2025 |
| 8 | Ancora Private Wealth Advisors LLC | 229 | 229 | 9,378.24 | 0.0004 | 0 | 09/30/2025 |
| 9 | STUDIO Investment Management LLC | 5,787 | 111 | 236,995.01 | 0.044 | 0.0005 | 09/30/2025 |
| 10 | PNC Wealth Management LLC | 853 | 67 | 34,932.91 | 0.0003 | 0.0001 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Aristotle Capital Management LLC | 1,249,805 | -60,437 | 51,183,264.16 | 0.0989 | 0.1085 | 09/30/2025 |
| 2 | SEI Investments Management Corp. | 0 | -2,998 | 0 | 0 | 0 | |
| 3 | Hantz Financial Services, Inc. | 15,978 | -2,300 | 654,347.03 | 0.0099 | 0.0014 | 09/30/2025 |
| 4 | Gabelli Funds LLC | 17,870 | -1,480 | 731,830.11 | 0.0043 | 0.0016 | 09/30/2025 |
| 5 | RhumbLine Advisers LP | 7,053 | -678 | 288,841.51 | 0.0002 | 0.0006 | 09/30/2025 |
| 6 | Yousif Capital Management LLC | 6,873 | -510 | 281,469.97 | 0.003 | 0.0006 | 09/30/2025 |
| 7 | First Horizon Advisors, Inc. | 0 | -484 | 0 | 0 | 0 | |
| 8 | Financial Gravity Asset Management, Inc. | 818 | -157 | 33,499.55 | 0.003 | 0.0001 | 09/30/2025 |
| 9 | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -24 | 0 | 0 | 0 | |
| 10 | Cambria Investment Management LP | 0 | -8 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.