# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Mercer Global Investments Europe Ltd. 135,400 -800 9,700,326.8 0.1386 0.0171 12/31/2025
2 BlackRock Advisors LLC 26,539 26,539 1,901,307.04 0.0008 0.0033 04/30/2026
3 Causeway Capital Management LLC 16,259 5,297 1,164,827.28 0.0025 0.002 04/30/2026
4 RhumbLine Advisers LP 8,637 5,417 618,771.95 0.0005 0.0011 03/31/2026
5 L&S Advisors, Inc. 7,580 7,580 543,046.36 0.0621 0.001 03/31/2026
6 GAMMA Investing LLC 2,237 1,737 160,263.15 0.0068 0.0003 03/31/2026
7 Accent Capital Management LLC 1,775 1,775 127,164.55 0.0525 0.0002 03/31/2026
8 Salomon & Ludwin LLC 539 298 38,615.04 0.0032 0.0001 03/31/2026
9 Atlas Capital Advisors, Inc. 317 317 22,710.51 0.0024 0 03/31/2026
10 PNC Wealth Management LLC 78 -9 5,588.08 0 0 03/31/2026
11 RMG Wealth Management LLC 76 76 5,444.79 0.0006 0 03/31/2026
12 IMA Advisory Services, Inc. 46 46 3,295.53 0.0003 0 03/31/2026
13 Hantz Financial Services, Inc. 7 7 501.49 0 0 03/31/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Mercer UCITS CCF - NFU Mutual Global Alpha Fund 135,400 -800 9,700,326.8 0.3878 0.0171 12/31/2025
2 iShares Dynamic Equity Active ETF 26,539 26,539 1,901,307.04 0.0685 0.0033 04/30/2026
3 ActivePassive International Equity ETF 16,259 5,297 1,164,827.28 0.1158 0.002 04/30/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 BlackRock Advisors LLC 26,539 26,539 1,901,307.04 0.0008 0.0033 04/30/2026
2 L&S Advisors, Inc. 7,580 7,580 543,046.36 0.0621 0.001 03/31/2026
3 RhumbLine Advisers LP 8,637 5,417 618,771.95 0.0005 0.0011 03/31/2026
4 Causeway Capital Management LLC 16,259 5,297 1,164,827.28 0.0025 0.002 04/30/2026
5 Accent Capital Management LLC 1,775 1,775 127,164.55 0.0525 0.0002 03/31/2026
6 GAMMA Investing LLC 2,237 1,737 160,263.15 0.0068 0.0003 03/31/2026
7 Atlas Capital Advisors, Inc. 317 317 22,710.51 0.0024 0 03/31/2026
8 Salomon & Ludwin LLC 539 298 38,615.04 0.0032 0.0001 03/31/2026
9 RMG Wealth Management LLC 76 76 5,444.79 0.0006 0 03/31/2026
10 IMA Advisory Services, Inc. 46 46 3,295.53 0.0003 0 03/31/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Intelligent Alpha LLC 0 -6,672 0 0 0
2 Mercer Global Investments Europe Ltd. 135,400 -800 9,700,326.8 0.1386 0.0171 12/31/2025
3 PNC Wealth Management LLC 78 -9 5,588.08 0 0 03/31/2026

Data provided by FactSet Research Systems Inc.