| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTELLECTUS PARTNERS, LLC | 1,705 | 41,000 | 2.09% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18,173 | 441,000 | 22.44% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 61,053 | 1,483,000 | 75.47% |
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.
