| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 120,874 | 4,588,000 | 92.11% | ||
| 2 | Veritable, L.P. | 10,356 | 393,000 | 7.89% |
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.
