| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 56,958 | 1,332,000 | 52.26% | ||
| 2 | Janney Montgomery Scott LLC | 24,700 | 577,733 | 22.67% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 20,210 | 473,000 | 18.56% | ||
| 4 | AMERIPRISE FINANCIAL INC | 7,089 | 166,000 | 6.51% |
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.