| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | 98,000 | 350,000 | 51.40% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 62,398 | 223,000 | 32.75% | ||
| 3 | World Asset Management Inc | 28,023 | 100,000 | 14.68% | ||
| 4 | AMERIPRISE FINANCIAL INC | 2,198 | 8,000 | 1.17% |
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.
