| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 1,183,676 | 31,462,000 | 95.81% | ||
| 2 | SMITH HAYES Advisers, Inc | 42,838 | 1,139,000 | 3.47% | ||
| 3 | Filament LLC | 8,917 | 237,000 | 0.72% |
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.
