| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | The Bank of New York Mellon Corp. (Investment Management) | 4,902,844 | 4,902,844 | 17,552,181.52 | 0.0081 | 6.3784 | 10/01/2025 |
| 2 | Marshall Wace LLP | 165,231 | 165,231 | 591,526.98 | 0.0006 | 0.215 | 12/31/2025 |
| 3 | Morgan Stanley & Co. LLC | 60,600 | 57,100 | 216,948 | 0.0001 | 0.0788 | 12/31/2025 |
| 4 | Citadel Securities LLC | 56,915 | 40,585 | 203,755.7 | 0.0005 | 0.074 | 12/31/2025 |
| 5 | Jane Street Capital LLC | 40,497 | 40,497 | 144,979.26 | 0.0002 | 0.0527 | 12/31/2025 |
| 6 | GK Wealth Management LLC | 33,775 | -5,925 | 120,914.5 | 0.0935 | 0.0439 | 12/31/2025 |
| 7 | Virtu Americas LLC | 20,069 | 20,069 | 71,847.02 | 0.003 | 0.0261 | 12/31/2025 |
| 8 | Millennium Management LLC | 19,934 | 19,934 | 71,363.72 | 0.0001 | 0.0259 | 12/31/2025 |
| 9 | Old Mission Capital LLC | 18,270 | 18,270 | 65,406.6 | 0.0027 | 0.0238 | 12/31/2025 |
| 10 | HRT Financial LP | 17,322 | 17,322 | 62,012.76 | 0.0003 | 0.0225 | 12/31/2025 |
| 11 | Pekin Hardy Strauss, Inc. | 16,000 | 16,000 | 57,280 | 0.0051 | 0.0208 | 12/31/2025 |
| 12 | Brookwood Investment Group LLC | 11,500 | 11,500 | 41,170 | 0.0052 | 0.015 | 12/31/2025 |
| 13 | G1 Execution Services LLC | 11,309 | 11,309 | 40,486.22 | 0.0028 | 0.0147 | 12/31/2025 |
| 14 | XTX Markets LLC | 11,241 | 11,241 | 40,242.78 | 0.0011 | 0.0146 | 12/31/2025 |
| 15 | UBS Securities LLC | 2,150 | 1,203 | 7,697 | 0 | 0.0028 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Carbon Collective Climate Solutions US Equity ETF | 2,614 | -193 | 9,358.12 | 0.0231 | 0.0034 | 02/27/2026 |
| 2 | Fidelity Nasdaq Composite Index Fund | 1,836 | 0 | 6,572.88 | 0 | 0.0024 | 01/31/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | The Bank of New York Mellon Corp. (Investment Management) | 4,902,844 | 4,902,844 | 17,552,181.52 | 0.0081 | 6.3784 | 10/01/2025 |
| 2 | Marshall Wace LLP | 165,231 | 165,231 | 591,526.98 | 0.0006 | 0.215 | 12/31/2025 |
| 3 | Morgan Stanley & Co. LLC | 60,600 | 57,100 | 216,948 | 0.0001 | 0.0788 | 12/31/2025 |
| 4 | Citadel Securities LLC | 56,915 | 40,585 | 203,755.7 | 0.0005 | 0.074 | 12/31/2025 |
| 5 | Jane Street Capital LLC | 40,497 | 40,497 | 144,979.26 | 0.0002 | 0.0527 | 12/31/2025 |
| 6 | Virtu Americas LLC | 20,069 | 20,069 | 71,847.02 | 0.003 | 0.0261 | 12/31/2025 |
| 7 | Millennium Management LLC | 19,934 | 19,934 | 71,363.72 | 0.0001 | 0.0259 | 12/31/2025 |
| 8 | Old Mission Capital LLC | 18,270 | 18,270 | 65,406.6 | 0.0027 | 0.0238 | 12/31/2025 |
| 9 | HRT Financial LP | 17,322 | 17,322 | 62,012.76 | 0.0003 | 0.0225 | 12/31/2025 |
| 10 | Pekin Hardy Strauss, Inc. | 16,000 | 16,000 | 57,280 | 0.0051 | 0.0208 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | GK Wealth Management LLC | 33,775 | -5,925 | 120,914.5 | 0.0935 | 0.0439 | 12/31/2025 |
| 2 | Osaic Wealth, Inc. (Investment Management) | 300 | -400 | 1,074 | 0 | 0.0004 | 12/31/2025 |
| 3 | BNP Paribas Financial Markets | 0 | -200 | 0 | 0 | 0 | |
| 4 | EverSource Wealth Advisors LLC | 27 | -175 | 96.66 | 0 | 0 | 12/31/2025 |
| 5 | BofA Securities, Inc. | 0 | -2 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.