| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 46,717 | 4,026,000 | 83.72% | ||
| 2 | BEACH INVESTMENT COUNSEL INC/PA | 4,780 | 412,000 | 8.57% | ||
| 3 | Fiera Capital Corp | 4,052 | 349,000 | 7.26% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 260 | 22,000 | 0.46% |
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.
