# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Nia Impact Advisors LLC | 158,226 | 148,087 | 1,535,266.88 | 0.4805 | 0.0149 | 08/31/2025 |
2 | UBS Asset Management Switzerland AG | 47,000 | 0 | 456,041 | 0.0001 | 0.0044 | 12/31/2024 |
3 | Causeway Capital Management LLC | 35,490 | -1,380 | 344,359.47 | 0.0008 | 0.0034 | 09/30/2025 |
4 | Debeka Asset Management GmbH | 28,223 | 0 | 273,847.77 | 0.0141 | 0.0027 | 07/31/2025 |
5 | Yousif Capital Management LLC | 18,384 | 1,135 | 178,379.95 | 0.0018 | 0.0017 | 06/30/2025 |
6 | MBH Investment Fund Management Private Ltd. Co. | 10,522 | 0 | 102,094.97 | 0.0667 | 0.001 | 12/31/2024 |
7 | Aperio Group LLC | 5,156 | 0 | 50,028.67 | 0 | 0.0005 | 05/31/2025 |
8 | RhumbLine Advisers LP | 2,227 | 0 | 21,608.58 | 0 | 0.0002 | 06/30/2025 |
9 | GAMMA Investing LLC | 1,797 | -1,756 | 17,436.29 | 0.001 | 0.0002 | 09/30/2025 |
10 | abrdn Investments Luxembourg SA | 1,227 | 212 | 11,905.58 | 0.5392 | 0.0001 | 09/30/2025 |
11 | First Horizon Advisors, Inc. | 124 | 124 | 1,203.17 | 0 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Nia Impact Solutions Fund | 158,226 | -7,964 | 1,535,266.88 | 1.6987 | 0.0149 | 08/31/2025 |
2 | ActivePassive International Equity ETF | 35,490 | -1,380 | 344,359.47 | 0.0367 | 0.0034 | 09/30/2025 |
3 | CS Fund 1 - (CH) Interest & Dividend Focus Balanced (CHF) | 34,000 | 0 | 329,902 | 0.0624 | 0.0032 | 12/31/2024 |
4 | Debeka-Aktien-Global-ESG AK R | 28,223 | 0 | 273,847.77 | 0.2135 | 0.0027 | 07/31/2025 |
5 | CS Fund 1 - (CH) Interest & Dividend Focus Growth CHF | 13,000 | 0 | 126,139 | 0.018 | 0.0012 | 12/31/2024 |
6 | MBH EMEA Reszveny Alap | 5,522 | 0 | 53,579.97 | 1.9549 | 0.0005 | 12/31/2023 |
7 | Aquarius International Fund | 5,156 | 0 | 50,028.67 | 0.0069 | 0.0005 | 05/31/2025 |
8 | MBH Feltorekvo Piaci Reszveny Alap | 5,000 | 0 | 48,515 | 0.3087 | 0.0005 | 12/31/2024 |
9 | abrdn Emerging Markets Equity ADR Fund | 1,227 | 212 | 11,905.58 | 1.0346 | 0.0001 | 09/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Nia Impact Advisors LLC | 158,226 | 148,087 | 1,535,266.88 | 0.4805 | 0.0149 | 08/31/2025 |
2 | Yousif Capital Management LLC | 18,384 | 1,135 | 178,379.95 | 0.0018 | 0.0017 | 06/30/2025 |
3 | abrdn Investments Luxembourg SA | 1,227 | 212 | 11,905.58 | 0.5392 | 0.0001 | 09/30/2025 |
4 | First Horizon Advisors, Inc. | 124 | 124 | 1,203.17 | 0 | 0 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | abrdn Investments Ltd. | 0 | -83,338 | 0 | 0 | 0 | |
2 | GAMMA Investing LLC | 1,797 | -1,756 | 17,436.29 | 0.001 | 0.0002 | 09/30/2025 |
3 | Causeway Capital Management LLC | 35,490 | -1,380 | 344,359.47 | 0.0008 | 0.0034 | 09/30/2025 |
Data provided by FactSet Research Systems Inc.