| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 230,273 | 8,865,000 | 75.45% | ||
| 2 | CUMBERLAND ADVISORS INC | 52,810 | 2,033,000 | 17.30% | ||
| 3 | Geneva Advisors, LLC | 21,286 | 820,000 | 6.98% | ||
| 4 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 827 | 32,000 | 0.27% |
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.