| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 690,407 | 35,646,000 | 97.78% | ||
| 2 | Veritable, L.P. | 7,991 | 413,000 | 1.13% | ||
| 3 | RONALD BLUE & CO LLC | 7,066 | 365,000 | 1.00% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 600 | 31,000 | 0.09% |
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.
