| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 8,241 | 537,000 | 59.40% | ||
| 2 | World Asset Management Inc | 5,630 | 367,000 | 40.60% |
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.