| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock Advisors LLC | 10,363 | 10,363 | 141,258.05 | 0.0001 | 0.0013 | 05/29/2026 |
| 2 | RhumbLine Advisers LP | 5,188 | 991 | 70,717.63 | 0.0001 | 0.0007 | 03/31/2026 |
| 3 | Salomon & Ludwin LLC | 124 | 0 | 1,690.24 | 0.0001 | 0 | 03/31/2026 |
| 4 | Ascentis Independent Advisors LLC | 25 | 25 | 340.78 | 0 | 0 | 03/31/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | iShares Dynamic Equity Active ETF | 10,363 | 10,363 | 141,258.05 | 0.005 | 0.0013 | 05/29/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock Advisors LLC | 10,363 | 10,363 | 141,258.05 | 0.0001 | 0.0013 | 05/29/2026 |
| 2 | RhumbLine Advisers LP | 5,188 | 991 | 70,717.63 | 0.0001 | 0.0007 | 03/31/2026 |
| 3 | Ascentis Independent Advisors LLC | 25 | 25 | 340.78 | 0 | 0 | 03/31/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 |
Data provided by FactSet Research Systems Inc.