| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPSTONE ASSET MANAGEMENT CO | 152,635 | 3,953,000 | 75.57% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 25,995 | 673,000 | 12.87% | ||
| 3 | Janney Montgomery Scott LLC | 23,350 | 605,000 | 11.57% |
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.