| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Myriad Asset Management Advisors LLC | 50,738 | 50,738 | 4,431,355.44 | 1.3436 | 0.0169 | 02/27/2026 |
| 2 | Intelligent Alpha LLC | 2,294 | 2,294 | 200,353.37 | 0.9549 | 0.0008 | 02/27/2026 |
| 3 | Causeway Capital Management LLC | 1,925 | 1,925 | 168,125.65 | 0.0004 | 0.0006 | 02/27/2026 |
| 4 | CATAM Asset Management AG | 1,670 | 1,670 | 145,854.46 | 0.1484 | 0.0006 | 02/27/2026 |
| 5 | Velten Asset Management GmbH | 554 | 554 | 48,385.25 | 0.5246 | 0.0002 | 12/30/2025 |
| 6 | PNC Wealth Management LLC | 428 | -55 | 37,380.66 | 0.0003 | 0.0001 | 12/31/2025 |
| 7 | RhumbLine Advisers LP | 239 | 230 | 20,873.78 | 0 | 0.0001 | 12/31/2025 |
| 8 | GAMMA Investing LLC | 169 | 169 | 14,760.12 | 0.0008 | 0.0001 | 12/31/2025 |
| 9 | Signature Equity Partners LLC | 155 | 155 | 13,537.39 | 0.008 | 0.0001 | 12/31/2025 |
| 10 | Ancora Private Wealth Advisors LLC | 89 | 89 | 7,773.08 | 0.0003 | 0 | 12/31/2025 |
| 11 | IMA Advisory Services, Inc. | 9 | 9 | 786.04 | 0.0001 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Myriad Dynamic Asset Allocation ETF | 50,738 | 50,738 | 4,431,355.44 | 1.1801 | 0.0169 | 02/27/2026 |
| 2 | Intelligent Alpha Atlas ETF | 2,294 | 2,294 | 200,353.37 | 0.9533 | 0.0008 | 02/27/2026 |
| 3 | ActivePassive International Equity ETF | 1,925 | 1,925 | 168,125.65 | 0.0182 | 0.0006 | 02/27/2026 |
| 4 | Beaver Fund - Natural Resources | 1,670 | 1,670 | 145,854.46 | 0.4024 | 0.0006 | 02/27/2026 |
| 5 | Velten Strategie Welt | 554 | 554 | 48,385.25 | 0.5223 | 0.0002 | 12/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Myriad Asset Management Advisors LLC | 50,738 | 50,738 | 4,431,355.44 | 1.3436 | 0.0169 | 02/27/2026 |
| 2 | Intelligent Alpha LLC | 2,294 | 2,294 | 200,353.37 | 0.9549 | 0.0008 | 02/27/2026 |
| 3 | Causeway Capital Management LLC | 1,925 | 1,925 | 168,125.65 | 0.0004 | 0.0006 | 02/27/2026 |
| 4 | CATAM Asset Management AG | 1,670 | 1,670 | 145,854.46 | 0.1484 | 0.0006 | 02/27/2026 |
| 5 | Velten Asset Management GmbH | 554 | 554 | 48,385.25 | 0.5246 | 0.0002 | 12/30/2025 |
| 6 | RhumbLine Advisers LP | 239 | 230 | 20,873.78 | 0 | 0.0001 | 12/31/2025 |
| 7 | GAMMA Investing LLC | 169 | 169 | 14,760.12 | 0.0008 | 0.0001 | 12/31/2025 |
| 8 | Signature Equity Partners LLC | 155 | 155 | 13,537.39 | 0.008 | 0.0001 | 12/31/2025 |
| 9 | Ancora Private Wealth Advisors LLC | 89 | 89 | 7,773.08 | 0.0003 | 0 | 12/31/2025 |
| 10 | IMA Advisory Services, Inc. | 9 | 9 | 786.04 | 0.0001 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Andbank Wealth Management SGIIC SAU | 0 | -445 | 0 | 0 | 0 | |
| 2 | PNC Wealth Management LLC | 428 | -55 | 37,380.66 | 0.0003 | 0.0001 | 12/31/2025 |
Data provided by FactSet Research Systems Inc.