| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 46,717 | 4,281,000 | 86.43% | ||
| 2 | BEACH INVESTMENT COUNSEL INC/PA | 4,780 | 438,000 | 8.84% | ||
| 3 | DT Investment Partners, LLC | 2,287 | 210,000 | 4.24% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 260 | 24,000 | 0.48% |
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.
