| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 702,551 | 11,683,000 | 92.35% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 46,595 | 775,000 | 6.13% | ||
| 3 | CT Financial Advisors LLC | 11,313 | 192,433 | 1.52% |
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.
