| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | Columbia Funds Series Trust - Columbia MidCap Index Fund | 14,177 | 203,000 | 0.04% | ||
| 202 | CATERPILLAR INC | 2,645 | 202,000 | 0.04% | ||
| 203 | YACKTMAN FOCUSED FUND | 9,712 | 200,000 | 0.04% | ||
| 204 | FT UT5463SAFOLO3CSA | 17,936 | 145,000 | 0.03% | ||
| 205 | MANNING & NAPIER FD INC NEW | 20,125 | 141,000 | 0.03% | ||
| 206 | BNY MELLON FDS TR MIDCP STK IN | 10,137 | 140,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-015924, filed 2016.04.21).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
