Institutional Owners for FIVE
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
WILLIAMS JONES WEALTH MANAGEMENT LLC CS Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
ALPS ADVISORS INC COM 552 $310,160 1,710 0.00 1,710 +Inf 03-31-2024
PALLAS CAPITAL ADVISORS LLC COM 553 $309,253 1,705 0.00 1,705 +Inf 03-31-2024
LOS ANGELES CAPITAL MANAGEMENT LLC COM 554 $302,723 1,669 0.00 1,669 +Inf 03-31-2024
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