| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | 98,000 | 374,000 | 51.73% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 62,398 | 238,000 | 32.92% | ||
| 3 | World Asset Management Inc | 26,975 | 103,000 | 14.25% | ||
| 4 | AMERIPRISE FINANCIAL INC | 2,198 | 8,000 | 1.11% |
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.
