| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 57,024 | 1,377,000 | 52.84% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 29,110 | 703,000 | 26.98% | ||
| 3 | Janney Montgomery Scott LLC | 15,445 | 372,842 | 14.31% | ||
| 4 | AMERIPRISE FINANCIAL INC | 6,351 | 153,000 | 5.87% |
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.
