| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 55,963 | 873,000 | 50.35% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 42,610 | 665,000 | 38.35% | ||
| 3 | Caprock Group, LLC | 12,545 | 196,000 | 11.30% |
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.
