| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 970,969 | 28,003,000 | 96.56% | ||
| 2 | Veritable, L.P. | 15,982 | 461,000 | 1.59% | ||
| 3 | RONALD BLUE & CO LLC | 13,672 | 394,000 | 1.36% | ||
| 4 | QCI ASSET MANAGEMENT INC/NY | 3,702 | 107,000 | 0.37% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 1,200 | 35,000 | 0.12% |
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.
