| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 10,679 | 296,000 | 99.66% | ||
| 2 | QUADRANT CAPITAL GROUP LLC | 71 | 1,000 | 0.34% |
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.