| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 144,112 | 3,643,000 | 83.75% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 15,317 | 387,000 | 8.90% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 11,486 | 290,000 | 6.67% | ||
| 4 | GLENMEDE TRUST CO NA | 1,213 | 30,000 | 0.69% |
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.