| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Aristotle Capital Management LLC | 8,576,975 | -481,418 | 94,243,801.3 | 0.1908 | 0.5399 | 03/31/2026 |
| 2 | Hantz Financial Services, Inc. | 227,804 | 108,019 | 2,503,110.35 | 0.0357 | 0.0143 | 03/31/2026 |
| 3 | Madison Asset Management LLC | 188,662 | 4,289 | 2,073,018.06 | 0.025 | 0.0119 | 03/31/2026 |
| 4 | BlackRock Advisors LLC | 76,478 | 76,478 | 840,340.26 | 0.0003 | 0.0048 | 04/30/2026 |
| 5 | UBS Asset Management (UK) Ltd. | 49,000 | 0 | 538,412 | 0.0002 | 0.0031 | 12/31/2024 |
| 6 | Sankala Group LLC | 44,884 | 44,884 | 493,185.39 | 0.3794 | 0.0028 | 03/31/2026 |
| 7 | RhumbLine Advisers LP | 22,886 | 2,351 | 251,471.37 | 0.0002 | 0.0014 | 03/31/2026 |
| 8 | Causeway Capital Management LLC | 15,291 | 10,661 | 168,017.51 | 0.0004 | 0.001 | 04/30/2026 |
| 9 | ShariaPortfolio, Inc. | 10,757 | 4,104 | 118,197.92 | 0.0329 | 0.0007 | 04/30/2026 |
| 10 | GAMMA Investing LLC | 10,706 | -1,989 | 117,637.53 | 0.005 | 0.0007 | 03/31/2026 |
| 11 | Salomon & Ludwin LLC | 1,942 | 367 | 21,338.7 | 0.0018 | 0.0001 | 03/31/2026 |
| 12 | PNC Wealth Management LLC | 80 | 80 | 879.04 | 0 | 0 | 03/31/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | iShares Dynamic Equity Active ETF | 76,478 | 76,478 | 840,340.26 | 0.0302 | 0.0048 | 04/30/2026 |
| 2 | FDC SICAV Global Equities - Indexed 2 | 49,000 | 0 | 538,412 | 0.0152 | 0.0031 | 12/31/2024 |
| 3 | ActivePassive International Equity ETF | 15,291 | 10,661 | 168,017.51 | 0.0167 | 0.001 | 04/30/2026 |
| 4 | SP Funds S&P World (ex-US) ETF | 10,757 | 4,104 | 118,197.92 | 0.0742 | 0.0007 | 04/30/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Hantz Financial Services, Inc. | 227,804 | 108,019 | 2,503,110.35 | 0.0357 | 0.0143 | 03/31/2026 |
| 2 | BlackRock Advisors LLC | 76,478 | 76,478 | 840,340.26 | 0.0003 | 0.0048 | 04/30/2026 |
| 3 | Sankala Group LLC | 44,884 | 44,884 | 493,185.39 | 0.3794 | 0.0028 | 03/31/2026 |
| 4 | Causeway Capital Management LLC | 15,291 | 10,661 | 168,017.51 | 0.0004 | 0.001 | 04/30/2026 |
| 5 | Madison Asset Management LLC | 188,662 | 4,289 | 2,073,018.06 | 0.025 | 0.0119 | 03/31/2026 |
| 6 | ShariaPortfolio, Inc. | 10,757 | 4,104 | 118,197.92 | 0.0329 | 0.0007 | 04/30/2026 |
| 7 | RhumbLine Advisers LP | 22,886 | 2,351 | 251,471.37 | 0.0002 | 0.0014 | 03/31/2026 |
| 8 | Salomon & Ludwin LLC | 1,942 | 367 | 21,338.7 | 0.0018 | 0.0001 | 03/31/2026 |
| 9 | PNC Wealth Management LLC | 80 | 80 | 879.04 | 0 | 0 | 03/31/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Aristotle Capital Management LLC | 8,576,975 | -481,418 | 94,243,801.3 | 0.1908 | 0.5399 | 03/31/2026 |
| 2 | GAMMA Investing LLC | 10,706 | -1,989 | 117,637.53 | 0.005 | 0.0007 | 03/31/2026 |
| 3 | Kerr Financial Planning Corp. | 0 | -755 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.