| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Causeway Capital Management LLC | 131,032 | 92,151 | 2,177,096.68 | 0.0048 | 0.0016 | 03/31/2026 |
| 2 | RhumbLine Advisers LP | 74,598 | 21,504 | 1,239,445.77 | 0.001 | 0.0009 | 12/31/2025 |
| 3 | Summit Global Investments LLC | 48,604 | 22,175 | 807,555.46 | 0.0477 | 0.0006 | 11/30/2025 |
| 4 | Aperio Group LLC | 43,814 | 0 | 727,969.61 | 0.0005 | 0.0005 | 12/31/2025 |
| 5 | Andbank Wealth Management SGIIC SAU | 42,683 | 329 | 709,178.04 | 0.0486 | 0.0005 | 12/31/2025 |
| 6 | BlackRock Advisors LLC | 34,715 | 34,715 | 576,789.72 | 0.0003 | 0.0004 | 03/27/2026 |
| 7 | Sterling Capital Management LLC | 22,409 | 22,409 | 372,325.54 | 0.0064 | 0.0003 | 12/31/2025 |
| 8 | O'Brien Greene & Co., Inc. | 19,675 | 0 | 326,900.12 | 0.093 | 0.0002 | 12/31/2025 |
| 9 | GAMMA Investing LLC | 12,324 | -1,498 | 204,763.26 | 0.0105 | 0.0001 | 12/31/2025 |
| 10 | Calydon Capital LLC | 11,600 | 632 | 192,734 | 0.0322 | 0.0001 | 12/31/2025 |
| 11 | Paradigm Asset Management Co. LLC | 3,551 | 0 | 58,999.86 | 0.0181 | 0 | 12/31/2025 |
| 12 | PNC Wealth Management LLC | 2,278 | 1,748 | 37,848.97 | 0.0003 | 0 | 12/31/2025 |
| 13 | Salomon & Ludwin LLC | 1,356 | -39 | 22,529.94 | 0.002 | 0 | 12/31/2025 |
| 14 | Signature Equity Partners LLC | 611 | 611 | 10,151.76 | 0.0057 | 0 | 12/31/2025 |
| 15 | Ancora Private Wealth Advisors LLC | 256 | 256 | 4,253.44 | 0.0002 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | ActivePassive International Equity ETF | 131,032 | 92,151 | 2,177,096.68 | 0.2231 | 0.0016 | 03/31/2026 |
| 2 | SGI Global Equity Fund | 48,604 | 22,175 | 807,555.46 | 0.9168 | 0.0006 | 11/30/2025 |
| 3 | Praxis International Index Fund | 43,814 | 0 | 727,969.61 | 0.1326 | 0.0005 | 12/31/2025 |
| 4 | Gestion Boutique VI, FI - Baelo Patrimonio | 42,683 | 329 | 709,178.04 | 1.1043 | 0.0005 | 12/31/2025 |
| 5 | iShares Dynamic Equity Active ETF | 34,715 | 34,715 | 576,789.72 | 0.0234 | 0.0004 | 03/27/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Causeway Capital Management LLC | 131,032 | 92,151 | 2,177,096.68 | 0.0048 | 0.0016 | 03/31/2026 |
| 2 | BlackRock Advisors LLC | 34,715 | 34,715 | 576,789.72 | 0.0003 | 0.0004 | 03/27/2026 |
| 3 | Sterling Capital Management LLC | 22,409 | 22,409 | 372,325.54 | 0.0064 | 0.0003 | 12/31/2025 |
| 4 | Summit Global Investments LLC | 48,604 | 22,175 | 807,555.46 | 0.0477 | 0.0006 | 11/30/2025 |
| 5 | RhumbLine Advisers LP | 74,598 | 21,504 | 1,239,445.77 | 0.001 | 0.0009 | 12/31/2025 |
| 6 | PNC Wealth Management LLC | 2,278 | 1,748 | 37,848.97 | 0.0003 | 0 | 12/31/2025 |
| 7 | Calydon Capital LLC | 11,600 | 632 | 192,734 | 0.0322 | 0.0001 | 12/31/2025 |
| 8 | Signature Equity Partners LLC | 611 | 611 | 10,151.76 | 0.0057 | 0 | 12/31/2025 |
| 9 | Andbank Wealth Management SGIIC SAU | 42,683 | 329 | 709,178.04 | 0.0486 | 0.0005 | 12/31/2025 |
| 10 | Ancora Private Wealth Advisors LLC | 256 | 256 | 4,253.44 | 0.0002 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | GAMMA Investing LLC | 12,324 | -1,498 | 204,763.26 | 0.0105 | 0.0001 | 12/31/2025 |
| 2 | Hantz Financial Services, Inc. | 0 | -128 | 0 | 0 | 0 | |
| 3 | Salomon & Ludwin LLC | 1,356 | -39 | 22,529.94 | 0.002 | 0 | 12/31/2025 |
Data provided by FactSet Research Systems Inc.