| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 8,270 | 574,000 | 45.59% | ||
| 2 | Veritable, L.P. | 9,880 | 685,000 | 54.41% |
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.