| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 23,312 | 704,000 | 75.46% | ||
| 2 | Veritable, L.P. | 7,568 | 229,000 | 24.54% |
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.