| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 57,205 | 963,000 | 84.85% | ||
| 2 | Veritable, L.P. | 10,204 | 172,000 | 15.15% |
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.