| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 172,086 | 1,516,000 | 75.09% | ||
| 2 | Veritable, L.P. | 56,492 | 498,000 | 24.67% | ||
| 3 | Cornerstone Advisors, Inc. | 520 | 5,000 | 0.25% |
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.
