# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 6,272,443 | 175,731 | 28,508,253.44 | 0.0533 | 0.1315 | 06/30/2025 |
2 | Madison Asset Management LLC | 277,870 | 59,854 | 1,262,919.15 | 0.0134 | 0.0058 | 06/30/2025 |
3 | Domini Impact Investments LLC | 134,712 | 0 | 612,266.04 | 0.9162 | 0.0028 | 04/30/2025 |
4 | Causeway Capital Management LLC | 106,836 | 2,457 | 485,569.62 | 0.0011 | 0.0022 | 08/29/2025 |
5 | Hantz Financial Services, Inc. | 84,857 | -4,810 | 385,675.06 | 0.006 | 0.0018 | 06/30/2025 |
6 | Henry James International Management, Inc. | 74,471 | 823 | 338,470.7 | 0.1011 | 0.0016 | 06/30/2025 |
7 | FCA Corp. | 50,000 | 29,000 | 227,250 | 0.0603 | 0.001 | 06/30/2025 |
8 | RhumbLine Advisers LP | 44,078 | -1,585 | 200,334.51 | 0.0002 | 0.0009 | 06/30/2025 |
9 | Dimensional Fund Advisors LP | 33,550 | 0 | 152,484.75 | 0 | 0.0007 | 08/29/2025 |
10 | Yousif Capital Management LLC | 22,256 | -50,090 | 101,153.52 | 0.001 | 0.0005 | 06/30/2025 |
11 | ShariaPortfolio, Inc. | 20,289 | 10,051 | 92,213.5 | 0.031 | 0.0004 | 08/29/2025 |
12 | Sentinel Trust Co. | 12,240 | 0 | 55,630.8 | 0.0056 | 0.0003 | 06/30/2025 |
13 | GAMMA Investing LLC | 9,058 | -1,334 | 41,168.61 | 0.0024 | 0.0002 | 06/30/2025 |
14 | Marshall Wace LLP | 7,068 | 7,068 | 32,124.06 | 0 | 0.0001 | 03/31/2025 |
15 | Brooklyn Investment Group LLC | 2,485 | 2,485 | 11,294.32 | 0.0014 | 0.0001 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Domini Impact Equity Fund | 134,712 | 0 | 612,266.04 | 0.0521 | 0.0028 | 04/30/2025 |
2 | ActivePassive International Equity ETF | 106,836 | 2,457 | 485,569.62 | 0.053 | 0.0022 | 08/29/2025 |
3 | Commonwealth Global Fund | 50,000 | 8,000 | 227,250 | 1.31 | 0.001 | 07/31/2025 |
4 | SP Funds S&P World (ex-US) ETF | 20,289 | 10,051 | 92,213.5 | 0.1179 | 0.0004 | 08/29/2025 |
5 | Dimensional World ex-US Core Equity 2 ETF | 20,248 | 0 | 92,027.16 | 0.001 | 0.0004 | 08/29/2025 |
6 | DFA International Core Equity Fund | 10,400 | 0 | 47,268 | 0.0016 | 0.0002 | 12/31/2024 |
7 | Lumyna - MW TOPS UCITS Fund | 7,068 | 7,068 | 32,124.06 | 0.0012 | 0.0001 | 03/31/2025 |
8 | DFA International Sustainability Core 1 Portfolio | 2,902 | 0 | 13,189.59 | 0.0003 | 0.0001 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Aristotle Capital Management LLC | 6,272,443 | 175,731 | 28,508,253.44 | 0.0533 | 0.1315 | 06/30/2025 |
2 | Madison Asset Management LLC | 277,870 | 59,854 | 1,262,919.15 | 0.0134 | 0.0058 | 06/30/2025 |
3 | FCA Corp. | 50,000 | 29,000 | 227,250 | 0.0603 | 0.001 | 06/30/2025 |
4 | ShariaPortfolio, Inc. | 20,289 | 10,051 | 92,213.5 | 0.031 | 0.0004 | 08/29/2025 |
5 | Marshall Wace LLP | 7,068 | 7,068 | 32,124.06 | 0 | 0.0001 | 03/31/2025 |
6 | Brooklyn Investment Group LLC | 2,485 | 2,485 | 11,294.32 | 0.0014 | 0.0001 | 06/30/2025 |
7 | Causeway Capital Management LLC | 106,836 | 2,457 | 485,569.62 | 0.0011 | 0.0022 | 08/29/2025 |
8 | Henry James International Management, Inc. | 74,471 | 823 | 338,470.7 | 0.1011 | 0.0016 | 06/30/2025 |
9 | Accent Capital Management LLC | 764 | 764 | 3,472.38 | 0.0014 | 0 | 06/30/2025 |
10 | First Horizon Advisors, Inc. | 730 | 730 | 3,317.85 | 0.0001 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Yousif Capital Management LLC | 22,256 | -50,090 | 101,153.52 | 0.001 | 0.0005 | 06/30/2025 |
2 | Aperio Group LLC | 0 | -47,560 | 0 | 0 | 0 | |
3 | SVB Wealth LLC | 0 | -11,342 | 0 | 0 | 0 | |
4 | Hantz Financial Services, Inc. | 84,857 | -4,810 | 385,675.06 | 0.006 | 0.0018 | 06/30/2025 |
5 | RhumbLine Advisers LP | 44,078 | -1,585 | 200,334.51 | 0.0002 | 0.0009 | 06/30/2025 |
6 | GAMMA Investing LLC | 9,058 | -1,334 | 41,168.61 | 0.0024 | 0.0002 | 06/30/2025 |
7 | Huntington National Bank (Investment Management) | 1 | -80 | 4.54 | 0 | 0 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.