| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 317,068 | 17,562,000 | 69.29% | ||
| 2 | FDx Advisors, Inc. | 110,600 | 6,127,000 | 24.17% | ||
| 3 | JACOBSON & SCHMITT ADVISORS, LLC | 22,501 | 1,245,000 | 4.91% | ||
| 4 | BANCORPSOUTH INC | 7,430 | 412,000 | 1.63% |
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.