| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 210,645 | 8,240,000 | 90.57% | ||
| 2 | Veritable, L.P. | 21,926 | 858,000 | 9.43% |
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.
