| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 225,646 | 9,386,000 | 76.37% | ||
| 2 | CUMBERLAND ADVISORS INC | 47,620 | 1,981,000 | 16.12% | ||
| 3 | Geneva Advisors, LLC | 22,185 | 923,000 | 7.51% |
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.