| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Capital International Ltd. | 2,490,184 | 2,490,184 | 127,791,262.51 | 0.0666 | 0.3348 | 09/16/2025 |
| 2 | Pictet Asset Management Ltd. | 198,872 | 0 | 10,205,713.3 | 0.1268 | 0.0267 | 10/10/2024 |
| 3 | Capital Wealth Planning LLC | 122,668 | -108,648 | 6,295,076.42 | 0.0432 | 0.0165 | 11/28/2025 |
| 4 | Capital Innovations LLC | 70,329 | 23,300 | 3,609,143.62 | 14.5545 | 0.0095 | 09/30/2025 |
| 5 | RhumbLine Advisers LP | 14,186 | -1,834 | 727,997.15 | 0.0006 | 0.0019 | 09/30/2025 |
| 6 | Vident Advisory LLC | 11,186 | 6,595 | 574,043.15 | 0.0046 | 0.0015 | 11/28/2025 |
| 7 | Yousif Capital Management LLC | 10,100 | 825 | 518,311.8 | 0.0055 | 0.0014 | 09/30/2025 |
| 8 | Causeway Capital Management LLC | 10,016 | 5,758 | 514,001.09 | 0.0011 | 0.0013 | 11/28/2025 |
| 9 | GAMMA Investing LLC | 3,914 | 1,341 | 200,858.65 | 0.011 | 0.0005 | 09/30/2025 |
| 10 | NBC Securities, Inc. | 410 | 410 | 21,040.38 | 0.0016 | 0.0001 | 09/30/2025 |
| 11 | Paradigm Asset Management Co. LLC | 400 | 0 | 20,527.2 | 0.0061 | 0.0001 | 09/30/2025 |
| 12 | Sterling Capital Management LLC | 366 | 0 | 18,782.39 | 0.0003 | 0 | 09/30/2025 |
| 13 | Salomon & Ludwin LLC | 230 | 230 | 11,803.14 | 0.0011 | 0 | 09/30/2025 |
| 14 | PNC Wealth Management LLC | 78 | 56 | 4,002.8 | 0 | 0 | 09/30/2025 |
| 15 | Strategic Investment Solutions, Inc. (Illinois) | 15 | 0 | 769.77 | 0.0002 | 0 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Pictet Asset (Japan) Pictet Major Players Mother Fund | 198,872 | 0 | 10,205,713.3 | 4.5712 | 0.0267 | 10/10/2024 |
| 2 | Amplify CWP International Enhanced Dividend Income ETF | 122,668 | -108,648 | 6,295,076.42 | 1.1554 | 0.0165 | 11/28/2025 |
| 3 | Cantor Fitzgerald Infrastructure Fund | 70,329 | 23,300 | 3,609,143.62 | 0.6674 | 0.0095 | 09/30/2025 |
| 4 | AAM Transformers ETF | 11,186 | 6,595 | 574,043.15 | 0.548 | 0.0015 | 11/28/2025 |
| 5 | ActivePassive International Equity ETF | 10,016 | 5,758 | 514,001.09 | 0.0541 | 0.0013 | 11/28/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Capital International Ltd. | 2,490,184 | 2,490,184 | 127,791,262.51 | 0.0666 | 0.3348 | 09/16/2025 |
| 2 | Capital Innovations LLC | 70,329 | 23,300 | 3,609,143.62 | 14.5545 | 0.0095 | 09/30/2025 |
| 3 | Vident Advisory LLC | 11,186 | 6,595 | 574,043.15 | 0.0046 | 0.0015 | 11/28/2025 |
| 4 | Causeway Capital Management LLC | 10,016 | 5,758 | 514,001.09 | 0.0011 | 0.0013 | 11/28/2025 |
| 5 | GAMMA Investing LLC | 3,914 | 1,341 | 200,858.65 | 0.011 | 0.0005 | 09/30/2025 |
| 6 | Yousif Capital Management LLC | 10,100 | 825 | 518,311.8 | 0.0055 | 0.0014 | 09/30/2025 |
| 7 | NBC Securities, Inc. | 410 | 410 | 21,040.38 | 0.0016 | 0.0001 | 09/30/2025 |
| 8 | Salomon & Ludwin LLC | 230 | 230 | 11,803.14 | 0.0011 | 0 | 09/30/2025 |
| 9 | PNC Wealth Management LLC | 78 | 56 | 4,002.8 | 0 | 0 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Capital Wealth Planning LLC | 122,668 | -108,648 | 6,295,076.42 | 0.0432 | 0.0165 | 11/28/2025 |
| 2 | N.F.U. Mutual Unit Managers Ltd. | 0 | -8,420 | 0 | 0 | 0 | |
| 3 | RhumbLine Advisers LP | 14,186 | -1,834 | 727,997.15 | 0.0006 | 0.0019 | 09/30/2025 |
| 4 | First Horizon Advisors, Inc. | 0 | -659 | 0 | 0 | 0 | |
| 5 | Hantz Financial Services, Inc. | 0 | -147 | 0 | 0 | 0 | |
| 6 | Brooklyn Investment Group LLC | 0 | -29 | 0 | 0 | 0 | |
| 7 | Cambria Investment Management LP | 0 | -8 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.