| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 61,683 | 1,557,000 | 54.75% | ||
| 2 | Janney Montgomery Scott LLC | 19,700 | 497,000 | 17.48% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 18,010 | 455,000 | 16.00% | ||
| 4 | AMERIPRISE FINANCIAL INC | 13,251 | 335,000 | 11.78% |
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.
