# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Altrius Capital Management, Inc. | 645,906 | 71,722 | 9,864,922.34 | 2.2508 | 0.0189 | 06/30/2025 |
2 | Hotchkis & Wiley Capital Management LLC | 481,502 | -13,487 | 7,353,980.05 | 0.0216 | 0.0141 | 07/31/2025 |
3 | Fineco Asset Management DAC | 419,852 | 0 | 6,412,399.6 | 0.1062 | 0.0123 | 06/30/2024 |
4 | Ramirez Asset Management, Inc. | 330,522 | 330,019 | 5,048,062.51 | 0.7066 | 0.0097 | 06/30/2025 |
5 | Causeway Capital Management LLC | 310,341 | 63,076 | 4,739,838.09 | 0.0108 | 0.0091 | 09/30/2025 |
6 | Brandes Investment Partners LP | 286,172 | 82,572 | 4,370,704.96 | 0.0202 | 0.0084 | 09/30/2025 |
7 | American Century Investment Management, Inc. | 261,758 | 261,074 | 3,997,829.93 | 0.0016 | 0.0077 | 04/28/2025 |
8 | Opal Capital LLC | 259,512 | 210,023 | 3,963,526.78 | 1.3204 | 0.0076 | 09/30/2025 |
9 | Great Lakes Advisors LLC | 152,865 | 10,907 | 2,334,707.14 | 0.0191 | 0.0045 | 06/30/2025 |
10 | Hantz Financial Services, Inc. | 138,919 | 1,744 | 2,121,709.89 | 0.0328 | 0.0041 | 06/30/2025 |
11 | Fisher Asset Management LLC | 127,534 | -887,842 | 1,947,826.78 | 0.0007 | 0.0037 | 09/30/2025 |
12 | Sterling Capital Management LLC | 126,140 | 1,209 | 1,926,536.22 | 0.026 | 0.0037 | 06/30/2025 |
13 | Yousif Capital Management LLC | 42,403 | 3,230 | 647,621.02 | 0.0066 | 0.0012 | 06/30/2025 |
14 | NBC Securities, Inc. | 42,298 | 42,298 | 646,017.35 | 0.0494 | 0.0012 | 06/30/2025 |
15 | Abacus FCF Advisors LLC | 38,171 | 38,171 | 582,985.68 | 0.0781 | 0.0011 | 09/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | American Beacon Large Cap Value Fund | 481,502 | -13,487 | 7,353,980.05 | 0.2136 | 0.0141 | 07/31/2025 |
2 | FAM Series UCITS ICAV - US Equity Value FAM Fund | 419,852 | 0 | 6,412,399.6 | 1.1368 | 0.0123 | 06/30/2024 |
3 | ActivePassive International Equity ETF | 286,408 | 39,143 | 4,374,309.38 | 0.466 | 0.0084 | 09/30/2025 |
4 | Brandes International ETF | 286,172 | 82,572 | 4,370,704.96 | 1.4238 | 0.0084 | 09/30/2025 |
5 | Nomura Asset US Value Strategy Mother Fund | 261,758 | 261,758 | 3,997,829.93 | 1.0284 | 0.0077 | 04/28/2025 |
6 | Opal International Dividend Income ETF (The) | 259,512 | 210,023 | 3,963,526.78 | 3.77 | 0.0076 | 09/30/2025 |
7 | Fisher Investments All World Equity Collective Fund | 119,281 | -887,842 | 1,821,778.71 | 0.6522 | 0.0035 | 09/30/2025 |
8 | Abacus FCF International Leaders ETF | 38,171 | 38,171 | 582,985.68 | 1.7968 | 0.0011 | 09/30/2025 |
9 | Columbia Multi Manager International Equity Strategies Fund | 23,933 | 23,933 | 365,528.71 | 0.0113 | 0.0007 | 05/31/2025 |
10 | Praxis International Index Fund | 20,450 | -15,820 | 312,332.85 | 0.059 | 0.0006 | 08/31/2025 |
11 | Altrius Global Dividend ETF | 16,095 | 5,169 | 245,818.94 | 2.1382 | 0.0005 | 09/30/2025 |
12 | SP Funds S&P World (ex-US) ETF | 15,744 | 6,304 | 240,458.11 | 0.3108 | 0.0005 | 09/30/2025 |
13 | AlphaDelta Global Dividend Income Class | 15,000 | 0 | 229,095 | 0.6088 | 0.0004 | 12/31/2024 |
14 | Aquarius International Fund | 14,975 | -3,495 | 228,713.18 | 0.0313 | 0.0004 | 05/31/2025 |
15 | John Hancock Fundamental Equity Income Fund | 11,413 | -2,547 | 174,310.75 | 1.2905 | 0.0003 | 08/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Ramirez Asset Management, Inc. | 330,522 | 330,019 | 5,048,062.51 | 0.7066 | 0.0097 | 06/30/2025 |
2 | American Century Investment Management, Inc. | 261,758 | 261,074 | 3,997,829.93 | 0.0016 | 0.0077 | 04/28/2025 |
3 | Opal Capital LLC | 259,512 | 210,023 | 3,963,526.78 | 1.3204 | 0.0076 | 09/30/2025 |
4 | Brandes Investment Partners LP | 286,172 | 82,572 | 4,370,704.96 | 0.0202 | 0.0084 | 09/30/2025 |
5 | Altrius Capital Management, Inc. | 645,906 | 71,722 | 9,864,922.34 | 2.2508 | 0.0189 | 06/30/2025 |
6 | Causeway Capital Management LLC | 310,341 | 63,076 | 4,739,838.09 | 0.0108 | 0.0091 | 09/30/2025 |
7 | NBC Securities, Inc. | 42,298 | 42,298 | 646,017.35 | 0.0494 | 0.0012 | 06/30/2025 |
8 | Abacus FCF Advisors LLC | 38,171 | 38,171 | 582,985.68 | 0.0781 | 0.0011 | 09/30/2025 |
9 | Great Lakes Advisors LLC | 152,865 | 10,907 | 2,334,707.14 | 0.0191 | 0.0045 | 06/30/2025 |
10 | ShariaPortfolio, Inc. | 15,744 | 6,304 | 240,458.11 | 0.0785 | 0.0005 | 09/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Fisher Asset Management LLC | 127,534 | -887,842 | 1,947,826.78 | 0.0007 | 0.0037 | 09/30/2025 |
2 | Sound Income Strategies LLC | 0 | -28,709 | 0 | 0 | 0 | |
3 | Aperio Group LLC | 35,425 | -19,315 | 541,046.02 | 0.0004 | 0.001 | 08/31/2025 |
4 | Hotchkis & Wiley Capital Management LLC | 481,502 | -13,487 | 7,353,980.05 | 0.0216 | 0.0141 | 07/31/2025 |
5 | Manulife Investment Management (US) LLC | 11,413 | -2,547 | 174,310.75 | 0.0001 | 0.0003 | 08/31/2025 |
6 | PNC Investments LLC | 2,007 | -108 | 30,652.91 | 0.0003 | 0.0001 | 06/30/2025 |
7 | Old National Bank (Investment Management) | 15,371 | -54 | 234,761.28 | 0.004 | 0.0004 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.