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Allo-triploid Sphagnum xfalcatulum:
single individuals contain most of the
Holantarctic diversity for ancestrally indicative
markers
Karlin, Erik F.; Smouse, Peter E.
https://scholarship.libraries.rutgers.edu/discovery/delivery/01RUT_INST:ResearchRepository/12643434560004646?l#13643522980004646

Karlin, & Smouse, P. E. (2017). Allo-triploid Sphagnum xfalcatulum: single individuals contain most of the
Holantarctic diversity for ancestrally indicative markers. In Annals of Botany (Vol. 120, Issue 2, pp.
221–231). Rutgers University. https://doi.org/10.7282/T3FX7CRH
Document Version: Accepted Manuscript (AM)

Published Version: https://dx.doi.org/10.1093/aob/mcw269

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1   Original Article: Manuscript ID 16613
 2

 3              Allo-allo-triploid Sphagnum ×falcatulum: single individuals contain most

 4                   of the Holantarctic diversity for ancestrally indicative markers

 5

 6   Eric F. Karlin1, Peter E. Smouse2

     1
 7       Environmental Science, School of Theoretical & Applied Science, Ramapo College, Mahwah,

 8       NJ 07430-1680, USA
     2
 9           Department of Ecology, Evolution, and Natural Resources, School of Environmental &

10       Biological Sciences, Rutgers University, New Brunswick, NJ 08901-8551, USA

11   Running Header: Allelic diversity in Sphagnum xfalcatulum

12   Corresponding Author: Eric F. Karlin

13                              Department of Environmental Science

14                              School of Theoretical & Applied Science

15                              Ramapo College, Mahwah, NJ 07430-1680 (USA)

16                              Phone: 201-485-7743;    FAX: 201-684-7637

17                              E-mail address: ekarlin@ramapo.edu

18

19

20   Article file:                1

21   Colour Figures:               4

22   Supplemental Material:        1
Allelic diversity in Sphagnum ×falcatulum                                      Karlin and Smouse

 1   Abstract

 2   Background and Aims Allopolyploids exhibit both different levels and patterns of genetic

 3   variation than are typical of diploids. However, scant attention has been given to the partitioning

 4   of allelic information and diversity in allopolyploids, particularly that among homeologous

 5   monoploid components of the hologenome. Sphagnum ×falcatulum is a double allopolyploid

 6   peat moss that spans a considerable portion of the Holantarctic. With monoploid genomes from

 7   three ancestral species, this organism exhibits a complex evolutionary history involving serial

 8   inter-subgeneric allopolyploidizations.

 9   Methods Studying populations from three disjunct regions (South Island [New Zealand]; Tierra

10   de Fuego archipelago [Chile, Argentina]; Tasmania [Australia]), allelic information for five

11   highly stable microsatellite markers that differed among the three (ancestral) monoploid

12   genomes is examined. Using Shannon information and diversity measures, the holoploid

13   information, as well as the information within and among the three component monoploid

14   genomes, is partitioned into separate components for individuals within and among populations

15   and regions, and then converted those information components into corresponding diversity

16   measures.

17   Key Results The majority (76%) of alleles detected across these five markers are most likely to

18   have been captured by hybridization, but the information within each of the three monoploid

19   genomes varies, suggesting a history of recurrent allopolyploidization between ancestral species

20   containing different levels of genetic diversity. Information within individuals, equivalent to the

21   information among monoploid genomes (for this dataset), is relatively stable, and represents 83%

22   of the grand total information across the Holantarctic, with both inter-regional and inter-

23   population diversification each accounting for about 5% of the total information.

                                                      1
Allelic diversity in Sphagnum ×falcatulum                                     Karlin and Smouse

1   Conclusions Sphagnum ×falcatulum likely inherited the great majority of its genetic diversity at

2   these markers by reticulation, rather than by subsequent evolutionary radiation. However, some

3   post hybridization genetic diversification has become fixed in at least one regional population.

4   Methodology allowing statistical analysis of any ploidy level is presented.

5

6   Key Words: allelic information, allelic diversity, allopolyploid, bryophytes, hologenome,

7   populations, reticulation, Shannon partitioning, Sphagnum, Sphagnum ×falcatulum,

8

9

                                                     2
Allelic diversity in Sphagnum ×falcatulum                                      Karlin and Smouse

 1   INTRODUCTION

 2   Allopolyploids exhibit both different levels and patterns of genetic variation than are typical of

 3   diploids, with accentuated differences in higher order allopolyploids such as Triticum ×aestivum

 4   L. (bread wheat, Marcussen et al., 2014), Elymus ×repens (L.) Gould (quackgrass or couchgrass,

 5   Mason-Gamer, 2008), and the peat mosses Sphagnum ×falcatulum Besch. (Karlin et al., 2009;

 6   Karlin, 2014) and S. ×planifolium Müll. Hal. (Karlin et al., 2014), all of which have nuclear

 7   genomes from three ancestral species. The holoploid genome (entire chromosome complement)

 8   of an allopolyploid gametophyte consists of two or more homeologous monoploid genomes

 9   (Greilhuber et al., 2005), with potentially variable genetic diversity among the ancestral

10   genomes. Gain or loss of homeologous chromosomes arising from meiotic or mitotic aberrations,

11   may lead to changes in the structure of a holoploid genome (Chester, 2012, 2015), with the

12   balance between disomic and polysomic inheritance across homeologous chromosomes playing a

13   key role in this regard. Thus the holoploid genome of an allopolyploid may vary considerably

14   across individuals and populations of the derivative organism (Chester, 2012, 2015). In marked

15   contrast with the gametophytes of diploid vascular species and haploid bryophyte species,

16   allopolyploid gametophytes harbour considerable internal genetic diversity, and that difference is

17   particularly significant for bryophytes, whose gametophytes are the dominant phase of the life

18   cycle. However, scant attention has been given to the partitioning of allelic information and

19   diversity in allopolyploids, particularly that among monoploid components of the hologenome.

20          The origin of any allopolyploid lineage is associated with an extreme founder effect. In

21   the case of monoicous bryophytes (with hermaphroditic gametophytes), it is possible for a single

22   meiotically unreduced spore from a hybrid sporophyte to give rise to both the first gametophytic

23   generation of a novel allopolyploid lineage and the first sporophytic generation, via intra-

                                                      3
Allelic diversity in Sphagnum ×falcatulum                                      Karlin and Smouse

 1   gametophytic selfing. In all such cases, the genetic diversity included within the founding

 2   gametophyte, as well as that within individuals of the first generation of sporophytes, would

 3   represent the allelic divergence between the component homeologous monoploid genomes.

 4   Barring meiotic aberrations or mutation itself, all spores produced by such first generation

 5   sporophytes would be genetically identical to the founding gametophyte, as well as to each other.

 6   Thus the founding genotype of such allopolyploids would initially be maintained by both

 7   vegetative and sexual reproduction, with spore production allowing for a rapid and long distance

 8   distribution of that lineage. Subsequent genetic novelty may arise via new mutation,

 9   recombination (including inter-genomic transfers), and change in hologenomic structure caused

10   by gain or loss of homeologous chromosomes, so additional genetic diversity may augment that

11   acquired by the initial reticulation (hybridization) event (Feldman et al., 2012). Sexual

12   reproduction between different allopolyploid lineages, resulting from recurrent allopolyploidy,

13   could augment genetic diversity among individuals (Soltis et al., 2010; Symonds et al., 2010).

14          Genetic markers with a unique allele from each homeologous genome in an individual

15   are useful in the study of allopolyploid genomes, particularly for the assessment of allelic

16   diversity within and among the component monoploid genomes. In addition, allopolyploid

17   bryophyte gametophytes are good model organisms for such studies, because the assignment of

18   alleles to monoploid genomes is facilitated by the absence of homologous chromosome pairs.

19   Objectives

20   Here, we use an existing microsatellite (SSR) data set to explore the application of recently

21   articulated Shannon information and diversity measures (c.f., Jost, 2006, 2007; Sherwin et al.,

22   2006; Sherwin, 2010; Smouse et al., 2015) to genetically allo-allo-triploid gametophytes in S.

23   ×falcatulum, as those manifest across levels of geographic organization, ranging from that within

                                                      4
Allelic diversity in Sphagnum ×falcatulum                                      Karlin and Smouse

 1   single individuals, representing the monoploid ancestral species (of the haplo-triploid), to that

 2   among extant individuals, spread across three Holantarctic regional populations — NZ: South

 3   Island New Zealand; TdF: Tierra Del Fuego (Chile and Argentina); and Tas: Australian state of

 4   Tasmania (Macquarie Island and Tasmnaia). For comparison, we also examined the patterns of

 5   genetic information and diversity within the two immediate progenitor taxa.

 6          We compared the relative contributions of allelic diversity captured by ancestral

 7   hybridization events with those emerging subsequently, addressing four specific questions: (1)

 8   How much of the total allelic information and diversity in S. ×falcatulum was ‘captured’ from

 9   the progenitors? (2) How does allelic information and diversity vary among the three monoploid

10   genomes? (3) To what extent has change in hologenomic structure occurred within S.

11   ×falcatulum? (4) How does the partitioning of allelic information and diversity vary across the

12   Holantarctic geographic range of S. ×falcatulum?

13   MATERIALS AND METHODS

14   The species

15   The genus Sphagnum (peat mosses) occurs on all continents except Antarctica and contains some

16   250 – 400 species (Shaw et al. 2016). Based on multigene phylogenetic analyses, Shaw et al.

17   (2010) recognized five subgenera within the genus. The double allopolyploid S. ×falcatulum

18   (Fig. 1) is gametophytically allo-allo-triploid, with homeologous monoploid genomes (R, S and

19   T), each captured from a different ancestral species; the evolutionary history involves both inter-

20   subgeneric and serial inter-ploidal hybridization (Karlin et al., 2009, 2011, 2013; Karlin, 2014).

21   The immediate progenitors are the gametophytically haploid S. cuspidatum Ehrh. ex Hoffm

22   (subg. Cuspidata), which contributed monoploid genome T, and the gametophytically allodiploid

23   S. × irritans Warnst., an inter-subgeneric hybrid which contributed homeologous genomes R,

                                                      5
Allelic diversity in Sphagnum ×falcatulum                                      Karlin and Smouse

 1   (associated with an unknown subg. Cuspidata species) and S ( associated with an unknown subg.

 2   Subsecunda species) (Fig. 2; Karlin et al., 2009, 2011, 2013; Karlin, 2014, Karlin and Robinson,

 3   2016). The genetic diversity within S. ×falcatulum thus represents the initial tripling of

 4   evolutionary potential, via double reticulation, followed by subsequent innovation (mutations,

 5   changes in hologenomic structure, genetic recombination). With its history of inter-subgeneric

 6   hybridization, divergence among S. ×falcatulum’s monoploid genomes is thought to be among

 7   the highest in Sphagnum allopolyploids (Karlin 2014; Karlin et al. 2014). Based on nuclear

 8   nucleotide sequences, divergence between inter-subgenomic sequences in S. ×falcatulum (S vs

 9   R; S vs T) was about twice as high as that between intra-subgeneric sequences (R vs T) (Karlin

10   2014).

11                                  [ Fig. 1 – photo of plants about here ]

12            Although a relatively young species (estimated origin = 23.5–116 ky BP), putatively

13   unisexual (dioecous) S. ×falcatulum is the most widespread peat moss in the Holantarctic (Fig. 2;

14   Karlin et al., 2013). Genetically documented populations occur in New Zealand (both North and

15   South Islands), the Tierra del Fuego archipelago (Chile and Argentina), and the Australian states

16   of Victoria and Tasmania (Karlin et al., 2013; Karlin and Robinson, 2016). Its precise

17   geographic extent is unclear, by virtue of strong morphological overlap and sympatry with its

18   immediate progenitors (Karlin et al., 2009, 2011; Karlin and Robinson, 2016). Separation of the

19   three taxa at the macroscopic level is sometimes difficult, and they form a cryptic species

20   complex in the Holantarctic (Karlin et al., 2013; Karlin and Robinson, 2016). Karlin et al. (2013)

21   concluded that S. ×falcatulum probably evolved in New Zealand, with subsequent colonization

22   of Macquarie Island, Tierra del Fuego, and possibly Tasmania, each via a single propagule or (at

23   most) a small number of closely related individuals. Sexual reproduction is known to occur in S.

                                                      6
Allelic diversity in Sphagnum ×falcatulum                                     Karlin and Smouse

 1   ×falcatulum, so genetic recombination plays at least some role in its evolution and population

 2   structure, but sexual assortment is absent from at least some isolated populations, both locally

 3   and regionally. Although common on South Island, sexual reproduction appears to be rare in

 4   Tasmania and lacking in both Tierra del Fuego and Macquarie Island (Karlin et al., 2013).

 5   Occasional sexuality aside, vegetative reproduction is ubiquitous in Sphagnum, so populations

 6   are typically composed of one to several gametophytic clones.

 7          The allodiploid maternal ancestor (S. ×irritans) of S. ×falcatulum has been genetically

 8   documented only from two New Zealand islands: South Island (where it is sympatric with S.

 9   ×falcatulum) and Chatham Island (Karlin et al., 2009; Karlin and Robinson, 2016). Sphagnum

10   ×irritans had been treated as a heterotypic synonym of S. ×falcatulum (Andrews, 1949; Fife,

11   1996), but Karlin and Robinson (2016) found the type to be associated with allo-diploid plants

12   instead. Thus S. ×irritans has been removed from the synonymy of allo-allo-triploid S.

13   ×falcatulum and is now recognized as a proper species. The paternal ancestor, S. cuspidatum

14   (monoploid), was considered to be a Holarctic species with disjunct populations in Australia and

15   New Zealand by Warnstorf (1911). It was subsequently excluded from Australasia by Andrews

16   (1949), Sainsbury (1955), Scott et al. (1976), Catcheside (1980), Beever et al. (1992), Fife

17   (1996), and Seppelt (2006). Recent genetic analyses, however, have documented its presence at

18   two sites in Queensland, Australia, and S. cuspidatum is now reported for all continents except

19   Antarctica (Karlin et al., 2011).

20                                [ Fig. 2 – Holantartic map – about here ]

21   Taxon Sampling

22   The SSR genotypes deployed for this study have been described by Karlin et al. (2009, 2011,

23   2013) and Karlin and Robinson (2016), and involved 138 individuals of S. × falcatulum

                                                      7
Allelic diversity in Sphagnum ×falcatulum                                      Karlin and Smouse

 1   gametophytes collected from South Island (New Zealand), Tierra del Fuego archipelago (Chile,

 2   Argentina), and the Australian state of Tasmania (Supplementary Data, Table S1). The most

 3   complete coverage was for South Island (NZ), with 97 individuals collected from 11 sites (=

 4   populations). The Tierra del Fuego archipelago (TdF) was represented by 24 individuals

 5   collected from 16 sites across eight islands and one mainland location. Eight of these sites were

 6   each represented by one individual and eight sites were represented by two individuals each. The

 7   state of Tasmania (Tas) was represented by one site on Macquarie Island (with 15 individuals)

 8   and two sites on Tasmania (with one individual each). In order to allow for Shannon analysis

 9   among and within regions, TdF and Tas were each divided into ‘super populations’ (i.e., sub-

10   regions). TdF had three ‘super populations’: (1) Isla Grande de la Tierra del Fuego and one

11   mainland site (eight individuals from six sites); (2) sites occurring south of Isla Grande de la

12   Tierra del Fuego and north of 55.6° S (seven individuals from five sites across three islands); (3)

13   sites south of 55.6° S (nine individuals from five sites across four islands). There were two

14   ‘super populations’ for Tas: Macquarie Island (15 individuals from one site) and Tasmania (two

15   individuals from two sites). The SSR assay battery also included data for 17 individuals of S.

16   ×irritans (from four South Island sites) and 11 individuals of S. cuspidatum (from two

17   Queensland, Australia sites).

18   Microsatellite Genotypes

19   DNA was extracted from one gametophyte stem selected from each specimen. DNA extractions

20   were accomplished with the protocols described by Shaw et al. (2003). All samples were assayed

21   across 14 SSR markers. Protocols for microsatellite (SSR) amplification and scoring are

22   presented in Karlin et al. (2008). Fragments of different sizes (nucleotide pairs) were coded as

23   alleles.

                                                       8
Allelic diversity in Sphagnum ×falcatulum                                              Karlin and Smouse

 1           Here, we have deployed just five of these markers. They were selected because each had

 2   alleles (within any single individual) that could be unambiguously assigned to their respective

 3   monoploid genomes. Thus these ‘ancestrally indicative’ markers allowed for a study of the

 4   allelic diversity among and within the three monoploid genomes present in S. ×falcatulum. The

 5   markers were 1, 12, 18 ,19, and 22 (numbered as in Shaw et al., 2008). Each of the other nine

 6   SSR markers, though easily assayed and reliable, had some, even many, alleles which could not

 7   be assigned to ancestral genomes.

 8           The allelic data for the individuals is listed in Supplementary Data (Table S2). All five

 9   markers exhibited stable homeologous alleles, most of which occurred both within S.

10   ×falcatulum and within at least one of the three ancestral linages. Each individual would thus be

11   expected to contain one allele from each of the three homeologous ‘loci’, so the five markers

12   collectively present five ‘trios’ of homeologous alleles within each individual (1R, 1S, 1T),

13   (12R, 12S, 12T), (18R, 18S, 18T), (19R, 19S, 19T), (22R, 22S, 22T). These five trios permit

14   comparison of allelic diversity captured by the initial hybridization events (Fig. 3) with that

15   emerging post-hybridization within S. ×falcatulum itself.

16   Allelic Information and Diversity

17   To characterize the patterns of holoploid (triploid) allelic diversity within S. x falcatulum, we

18   computed estimates of (allelic) Shannon information. Briefly, consider a single SSR marker (say

19   the marker A), represented in the collective (S. ×falcatulum) sample (of N) individuals by a

20   series of alleles (say A 1 , ... , A K ). The kth allele (k = 1, ... , K) is present in that collective sample

21   with a relative frequency (in the N trios) of P k = (X k /3N). The total (within-species) Shannon

22   information (H WS ) for marker A is defined as

23                                     0 ≤ H WS = −∑ k =1 p k ⋅ ln ( p k ) ≤ ln (3N ) ,
                                                     K
                                                                                                                 [1]

                                                             9
Allelic diversity in Sphagnum ×falcatulum                                       Karlin and Smouse

 1   which is bounded below by ‘0’ and above by ln (3N). The lower bound is achieved when all 3N

 2   of the alleles are of the same type (monomorphic marker); the upper bound is achieved when all

 3   3N alleles are different and appear once each. To convert from Shannon (allelic) information to

 4   allelic diversity, we exponentiate. The total holoploid within-species diversity (σ WS ) for this A-

 5   locus is thus defined as

 6                                         1 ≤ σWS = exp{H WS} ≤ 3 N ,                                  [2]

 7   obviously bounded below by 1 (= a single, monomorphic allele) and above by 3N (= all alleles

 8   different and equally frequent). Both information and diversity increase with the number of

 9   different alleles, and for any particular number of alleles, both information and diversity increase

10   with ‘evenness’ of their frequencies. Computation of allelic diversity for each homeologous

11   monoploid genome was the same, but with the upper bound set at N and the relative frequency of

12   each allele being P k = (X k /N).

13           Our targets for allo-triploid Sphagnum gametophytes are the diversity components

14   themselves, but Shannon information values are conveniently additive (see below), so we can

15   partition information among and within regions (H AR and H WR ), among and within populations

16   (H AP and H WP ) for single regions, as well as among and within allotriploid individuals (H AI and

17   H WI ) for single populations, for each of the five loci separately. We then average the assayed

18   information values for the five marker loci. For a single region (say NZ), we compute the

19   information and diversity within that stratum, as in Eq. [1], but with 3N now defined as the

20   theoretical maximum number of alleles within that region (H WR-NZ ). Using a weighted average

21   within-region information value for the three regions (H WR ), we then compute the among-

22   regions information component (H AR = H WS – H WR ). We extract average within-population

23   (H WP ) and average within-(triploid)-individual (H WI ) information values in similar fashion, and

                                                      10
Allelic diversity in Sphagnum ×falcatulum                                        Karlin and Smouse

 1   calculate the among-population (H AP = H WR – H WP ) and among-individual (H AI = H WP – H WI )

 2   values. We compute the information partition, marker by marker, and then average. The

 3   information value is then exponentiated to obtain the diversity values, all measured in “effective

 4   number of ‘equi-frequent’ units. The total layout takes the following form:

            Component          Information              Diversity             Effective Number Units
           Within Genus            H WG             γ WG = exp{H WG }              Alleles per Genus

           Among Species           H AS             θ AS = exp{H AS }              Species per Genus
           Within Species          H WS             σ WS = exp{H WS }              Alleles per Species

        Among Regions              H AR             δ AR = esp{H AR }             Regions per Species
           Within Regions          H WR             ρ WR =exp{H WR }               Alleles per Region

      Among Populations            H AP             β AP = exp{H AP }           Populations per Region
      Within Populations           H WP             α WP =exp{H WP }             Alleles per Population

      Among Individuals            H AI              λ ΑΙ = exp{H AI }         Individuals per Population
      Within Individuals           H WI              µ WI = exp{H WI}            Alleles per Individual

 5

 6            Information Analysis is similar to traditional Analysis of Variance (c.f., Smouse and

 7   Ward, 1978; Smouse et al., 2015). Information is additive,

 8                                            H WG = H AS + H WS       ,                                 [3]

 9              H WS = (H AR + H WR ) = H AR + ( H AP + H WP ) = H AR + H AP + (H AI + H WI ) ,           [4]

10   but the diversity components are multiplicative (c.f., Tuomisto, 2010).

11                                            γ WG = θ AS ∙ σ WS   ,

12   [5]

                                                       11
Allelic diversity in Sphagnum ×falcatulum                                                    Karlin and Smouse

 1                        σWS = (δAR ⋅ ρWR ) = δAR ⋅ (βAP ⋅ α WP) = δAR ⋅ βAP ⋅ (λ AI ⋅ µ WI) .                 [6]

 2   Allelic diversity within groups (γ WG , σ WS , ρ WR , α WP , µ WI ) is interpreted as effective numbers of

 3   alleles per marker within a group. Allelic diversity among groups (γ AS , δ AR , β AP , λ AI ) is

 4   interpreted as effective numbers of non-overlapping allele sets, or ‘compositional units’, among

 5   strata per marker (Tuomisto, 2010). Information and diversity among groups measure the

 6   divergence (differentiation, distinctness) among the groups (strata) in question (Whittaker, 1977;

 7   Sherwin et al., 2006; Jost, 2010; Sherwin, 2010; Tuomisto, 2010; Smouse et al., 2015). For this

 8   dataset, allelic diversity within individuals (µ WI ) is equivalent to the divergence among

 9   monoploid genomes. Thus µ WI can be interpreted as being both the effective numbers of alleles

10   (within an individual) and also as the effective number of non-overlapping allelic sets, or

11   monoploid genomes (within an individual).

12           We used GenAlEx 6.5 (http://biology.anu.edu.au/GenAlEx/; Peakall and Smouse 2006,

13   2012) to construct the analyses reported here. For each individual, data were arranged in three

14   consecutive rows (one per ancestral monotype), with each of the five trios represented by a

15   single column. This slight shift in GenAlEx data format allowed haplo-triplo data to be analyzed

16   as needed here. Shannon Analysis was carried out using the ‘Partition’ option, with each

17   individual defined as a ‘population’ of three sub-samples, with each sub-sample represented by

18   one row of data. This approach was elaborated here to deal with additional regions across the

19   Holantarctic, and could easily be extended to other ploidy levels. An example data sheet and a

20   results sheet for triploid analysis are provided in Supplementary Data (Tables S3, S4).

21           Three of the five markers typically had three different alleles per marker per individual in

22   S. ×falcatulum, with one allele from each monoploid genome; two markers had only a pair of

23   alleles per individual (because of allelic overlap between R and T). These patterns appear to

                                                            12
Allelic diversity in Sphagnum ×falcatulum                                      Karlin and Smouse

 1   represent those directly inherited from the ancestor and thus allow for the calculation of the

 2   ‘founding’ (or original) H WI and µ WI for S. ×falcatulum. Averaging across the five markers

 3   yields a mean ‘founding’ information and diversity of [ H WI = 0.914 ⇔ µ WI = 2.49 ]. For S.

 4   ×irritans, which has 1) no allelic overlap between its two monoploid genomes (R’ and S’) at

 5   these markers, and 2) each marker typically has two alleles per individual, mean ‘founding’

 6   information and diversity are [ H WI = 0.693 ⇔ µ WI = 2.00 ]. For both allopolyploid species, a

 7   change in hologenomic structure manifests as a change in the within-individual components

 8   (H WI ⇔ µ WI ). A tally of the H WI associated with each individual sampled was made to examine

 9   the extent of variation in H WI .

10   RESULTS

11   Monoploid Genomes

12   A total of 26 different alleles were detected across the three monoploid genomes assayed with

13   the five markers, with two monomorphic alleles (12R ≡ 12T) and (18R ≡ 18T) being shared by

14   the (co-subgeneric) ancestral monoploid genomes R and T (Table 1). Nineteen of the alleles

15   (76%) co-occurred in the immediate progenitors, and we will refer to such alleles as ‘ancestral’

16   alleles. For each monoploid genome, one ancestral allele had a frequency ≥ 0.60 at each

17   homeologous locus, and with a single exception (18S), these ‘most frequent’ alleles were also

18   predominant in the immediate progenitors (Table 1). The six (of 19) ancestral alleles having a

19   lower frequency in S. ×falcatulum were also lower frequency polymorphs in the immediate

20   ancestors. Moreover, only two of the seven putative ‘de novo’ (new) alleles detected in S.

21   ×falcatulum (i.e., not yet found in the progenitors) had frequencies ≥ 0.05 in the respective

22   monoploid genomes. The ‘de novo’ alleles in S. ×falcatulum were assigned to a homeologous

23   genome, based on similarity in size to the ancestral alleles associated with that homeologous

                                                      13
Allelic diversity in Sphagnum ×falcatulum                                      Karlin and Smouse

 1   genome or if the ancestral alleles for the other two homeologs were also present in an individual.

 2   The mean total combined frequency of de novo alleles across the five markers was < 0.01 in

 3   genomes T and R and ~0.06 in S. The mean number of alleles per marker with frequency ≥ 0.05

 4   and the mean number of alleles per marker shared with the two immediate progenitors were all

 5   lowest in T, highest in S, intermediate in R (Table 2). The numbers of monoploid haplotypes

 6   (across 15 homeologous loci) detected for R, S and T were 7, 13, and 3, respectively, with the

 7   most common haplotypes having frequencies of 0.69, 0.46 and 0.98 for R, S, and T, respectively.

 8   We infer that the ancestral alleles were captured by hybridization and that the de novo alleles

 9   have probably developed within S. ×falcatulum, subsequent to formation. Most of the genetic

10   information and diversity contained within these five markers for S. ×falcatulum were inherited

11   from the progenitors.

12   Allelic information and diversity

13          Considerable divergence was detected among all three monoploid genomes based on the

14   five markers. Allelic information and diversity between S (subg. Subsecunda) and each of the

15   two subg. Cuspidata monoploid genomes R and T were [ H AS = 0.693 ⇔ θ AS = 2.00 ].

16   Information and allelic diversity between R and T were [ H AS = 0.415 ⇔ θ AS = 1.51 ]. A

17   detailed partition of allelic information and diversity for each monoploid genome is presented in

18   Table 3. Total allelic information and diversity (H WS ⇔ σ WS ) across the three regions differed

19   among the three monoploid genomes, with H WS (S) > H WS (R) > H WS (T). This ranking held for

20   all other partitions, except for that within individuals, where [ H WI = 0.000 ⇔ µ WI = 1.00 ] for

21   each of the three monoploid genomes (Table 3). Total allelic diversity ranged from σ WS (S) =

22   1.47 to σ WS (T) = 1.02. For each monoploid genome, allelic diversity among individuals within

                                                      14
Allelic diversity in Sphagnum ×falcatulum                                        Karlin and Smouse

 1   populations (λ AI) was slightly higher than that detected among populations (β AP ) and that among

 2   regions (δ AR ); H AI represented between 40% and 58% of the respective H WS values.

 3          All Shannon analyses were based on the five markers, with one exception. Because the

 4   TdF population lacked the (22R) allele, just four markers were used to determine the partitioning

 5   of information and diversity within and among regions for R. However, by treating all

 6   individuals as one population, a second value for just H WS (R) was calculated using all five

 7   markers. Based on five markers, [ Η WS (R ) = 0.115 and ρWS (R ) = 1.12], which were comparable

 8   to, but slightly lower than the H WS (R) and ρ WS (R), based on four markers (Table 3). With either

 9   approach, H WS (R) and ρ WS (R) were intermediate between the corresponding values for T and S.

10   [ Table 3 – about here ]

11   Holoploid genomes

12   Among region allelic information and diversity

13   A detailed partition of the holopoloid allelic information and diversity is presented in Table 3.

14   Based on Shannon analysis of the holoploid genome (as triploid data) for the five markers, the

15   grand total information for S. ×falcatulum across the three regions was H WS (R,S,T) = 1.089,

16   translating into an (effective number) diversity equivalent of σ WS (R, S, T) ~ 2.97 alleles per trio.

17   By far the majority of allelic diversity was present within each individual, with µ WI = 2.46 alleles

18   per trio (marker). As this diversity also represents divergence among the monoploid genomes, it

19   also shows that the effective number of monoploid genomes present is 2.46. Allelic information

20   within individuals H WI (R,S,T) = 0.901 represented ~ 83% of H WS (R,S,T). This is in stark

21   contrast to the monoploid analysis, where for each monoploid genome, µ WI = 1.00 and H WI

22   represented 0.0% of H WS . The next highest diversity among partitions was λ AI(R,S,T) = 1.08,

                                                       15
Allelic diversity in Sphagnum ×falcatulum                                        Karlin and Smouse

 1   with H AI (R,S,T) representing ~ 7% of H WS (R,S,T). β AP (R,S,T) and δ AR (R,S,T) were

 2   comparable, with H AR (R,S,T) and H AP (R,S,T) each representing ~5% of H WS (R,S,T). Thus ~

 3   95% of H WS (R,S,T) was resident within regions and ~ 90% was resident within populations. For

 4   S. × falcatulum, ancestry is (almost) everything!

 5                                           [ Fig. 4 – about here ]

 6   Within region allelic information and diversity

 7   New Zealand — A detailed partition of the holoploid allelic information and diversity for NZ is

 8   presented in Table 4 and Fig. 4. Shannon analysis of the holoploid genome within NZ yielded a

 9   pattern of diversity among partitions similar to the pattern detected for the analysis across the

10   three regions, albeit with slightly higher allelic information and diversity values at all levels

11   (Tables 3, 4). Total information for New Zealand was H WR (NZ) = 1.097, translating into a

12   diversity equivalent of 3.00 alleles per trio (marker). H WI (NZ) represented 83% of H WR (NZ),

13   H AP (NZ) represented 7%, and H AI (NZ) accounted for 10%. Thus some 93% H WR (NZ) was

14   resident within populations, and most of that was the ancestral diversity resident within any

15   single individual.

16                                          [Table 4 – about here]

17   Tasmania and Tierra del Fuego — Shannon analysis of the holoploid genome for both of these

18   regions showed a starkly different partitioning of allelic information and diversity among levels

19   than that detected for NZ (Table 4). For both of these regions, 100% of holoploid H WR was

20   associated with H WI ; no information was present in any of the other components. Consequently,

21   allelic information and diversity in these two regions was much lower than that detected for NZ,

22   with ρ WR (Tas) = 2.49 and ρ WR (TdF) = 2.30. H WI differed among the three regions, being highest

23   in the Tas and lowest in the TdF.

                                                       16
Allelic diversity in Sphagnum ×falcatulum                                           Karlin and Smouse

 1

 2   Changes in hologenomic structure

 3   The large majority (109/138) of the S. ×falcatulum individuals in this study, including all of the

 4   Tasmanian (15) and 92 (out of 97) NZ individuals, had [ H WI (R,S,T) = 0.914 ⇔ µ W (R,S,T) I =

 5   2.49 alleles ] per average trio. As this value represents the holoploid ‘founding’ H WI , there

 6   appears to have been no change in allotriploid hologenomic structure in these individuals, at least

 7   for these markers. The remaining 29 individuals sampled in this study, representing all of the

 8   TdF individuals and the remaining 5 NZ individuals, had [ Η WI (R,S,T) = 0.833 ⇔ µ WI (R,S,T)

 9   = 2.30 ], indicative of a change in hologenomic structure. All 24 of the TdF individuals lacked

10   the (22R) allele, and four of the five South Island individuals, all ramets of one clonal lineage,

11   lacked the (22S) allele instead. The fifth South Island individual (EK498) lacked (12S). These

12   changes for markers (22 and 12) reflect post-hybridization evolution in the hologenomic

13   structure S. ×falcatulum over evolutionary time and geographic space. It is also possible that the

14   change in hologenomic structure occurred in S. ×irritans and was directly inherited by

15   S.×falcatulum, via one of its multiple origins.

16   Allelic Information and Diversity in the Immediate Ancestors

17   Allelic information and diversity in the two immediate progenitors of S. ×falcatulum, the South

18   Island population of S. ×irritans (R’ and S’) and the Queensland population of S. cuspidatum

19   (T’) revealed three major points. (a) Total information and diversity within each of the

20   homeologs (R’, S’, T’) were comparable to those detected within S. × falcatulum (R, S, T) (Table

21   2). We find [ H WS (T' ) ⇔ σ WS (T' ) ] < [ H WS (R' ) ⇔ σWS (R' ) ] < [ H WS (S' ) ⇔ σWS (S' ) ], so the

22   pattern we see today in S. ×falcatulum was probably established via the initial hybridization

23   event(s). (b) There were no R’ alleles for these five markers in S. ×irritans or T’ alleles in S.

                                                         17
Allelic diversity in Sphagnum ×falcatulum                                      Karlin and Smouse

 1   cuspidatum that were not also present in S. ×falcatulum, but there were two S’ alleles in S.

 2   ×irritans that have not been detected within S. ×falcatulum. (c) Divergence between each

 3   monoploid genome in S. ×falcatulum and its ancestral progenitor was slight (Table 5).

 4   Collectively, the data suggest that the majority of the allelic information and diversity associated

 5   with the markers in the two immediate progenitor species was captured by S. ×falcatulum, almost

 6   surely via repeated hybridization. In addition, [ H WI = 0.689 ⇔ µ WI = 1.99 ] in S. ×irritans,

 7   representing 66% of H WS . All (but one) individual of S. ×irritans had the ‘founding’ H WI = 2.00

 8   at these markers. The one exception lacked the allele for (1R) and had [ H WI = 0.555 ⇔ µ WI

 9   =1.74 ].

10          A comparison of the partition of information in the New Zealand regional collections of

11   S. ×falcatulum and S. ×irritans is shown in Fig. 4. Total holoploid information H WR (R,S,T) in S.

12   ×falcatulum was slightly higher than H WI (R’S’) in S. ×irritans. However, H WI (R,S,T) in S.

13   ×falcatulum was much greater than H WI (R’,S’) in S. ×irritans, while holoploid H AP and H AI

14   contributed a much larger portion of the total information in S. ×irritans than in S. ×falcatulum.

15                                         [ Table 5 – about here ]

16   DISCUSSION

17   Allelic Information and Diversity Capture from Progenitors

18   There is considerable diversity (divergence) among the monoploid genomes contributing to S.

19   ×falcatulum, as captured subsequently in its current information and diversity. For these five

20   markers, divergence among monoploid genomes (represented by H WI and µ WI here) was by far

21   the major source of allelic diversity in S.×falcatulum. Large differences in allelic information

22   and diversity within the (R,S,T) homeologs are emblematic of the fact that multiple origins and

23   ploidy-level changes have played a large role in the evolution of S. ×falcatulum. Recurrent

                                                      18
Allelic diversity in Sphagnum ×falcatulum                                        Karlin and Smouse

 1   hybridization has evidently increased allelic diversity within both R and S homeologs, but it has

 2   not increased the allelic novelty within T. These patterns suggest recurrent hybridization between

 3   a genetically depauperate haploid T’ progenitor (S. cuspidatum) and an allodiploid R’ and S’

 4   progenitor (S. ×irritans), containing genetically diverse monoploid genomes. The pattern of

 5   allelic information and diversity detected in the two latter species supports this hypothesis.

 6   In turn, the large difference in allelic diversity between the R genomes and the S genomes in S.

 7   ×irritans strongly suggests recurrent hybridization between S. ×irritan’s (monoploid) ancestors,

 8   with the ancestor contributing genome S’ harboring greater internal genetic diversity than the

 9   ancestor contributing R’) Our results show that the frequency of hybridization between divergent

10   progenitors, plus the diversity within each of the participants, can be expected to influence both

11   the monoploid and the holoploid allelic diversity within allopolyploid derivative species, with

12   diverse ancestors leaving separable signatures. In the case of S. ×falcatulum, the addition of

13   monoploid genome T increased holoploid µ WI , but decreased holoploid β AP and λ ΑΙ .

14          We conclude that the large majority of genetic information and diversity contained within

15   these five markers in S. ×falcatulum were ‘captured’ directly from the ancestral progenitors, via

16   serial and recurrent hybridization. Clearly, a trio of monoploid ancestors introduced novelty into

17   S. ×falcatulum, with monoploid S contributing the most diversity and T the least. A small

18   number of subsequent mutations and changes in hologenomic structure have also contributed to

19   genetic diversification within S. ×falcatulum. Given its relatively recent origin (Karlin et al.,

20   2013), the current genetic information and diversity within each of the three homeologous

21   genomes in S. ×falcatulum largely reflects the intense filtering of alleles associated with two

22   serial rounds of recurrent reticulation, the first round giving rise to S. ×irritans and the second

                                                       19
Allelic diversity in Sphagnum ×falcatulum                                        Karlin and Smouse

 1   yielding S. ×falcatulum. However, our data show only slight subsequent divergence between S.

 2   × falcatulum and its two immediate progenitors.

 3   Post Reticulate Innovation

 4   de novo alleles

 5   As the data sets for each progenitor species were small, separating ancestral from de novo alleles

 6   was inevitably a bit tentative. We note, however, that the numbers of de novo alleles per locus

 7   (within S. ×falcatulum) were comparable among the three monoploid genomes (Table 2),

 8   suggesting the appearance of (post hybridization) allelic novelty, rather than representing alleles

 9   captured via hybridization. It is possible, of course, that at least some of these putative de novo

10   alleles, not currently detectable in immediate progenitors, were introduced via hybridization.

11   While more elaborate sampling of the progenitors may eventually provide additional evidence

12   for or against this interpretation, the data in hand argue for post establishment generation of at

13   least some genetic novelty.

14   Change in hologenomic structure

15   The hologenomic structure in S. ×falcatulum based on these five markers has been relatively

16   stable, both within and across regions, and there appears to have been little change in the balance

17   among monoploid genomes, in spite of multiple origins. But some hologenomic change has

18   occurred, either in S ×irritans (subsequently inherited by S. ×falcatulum) or post-origin, within

19   S. ×falcatulum. The clonal nature of gametophytic Sphagnum allows such changes to replicate

20   with fidelity and to persist for extensive periods of time (Karlin et al., 2012). If a single

21   individual exhibits loss of a particular allele, that might represent no more than a non-amplifying

22   (null) allele in that individual. But when several individuals from a single clonal lineage (or an

23   entire population) lack the allele, absence probably represents a change in holoploid genomic

                                                       20
Allelic diversity in Sphagnum ×falcatulum                                        Karlin and Smouse

 1   structure. The strongest evidence of hologenomic loss was associated with TdF population. The

 2   evidence for hologenomic change in S.×irritans was ambiguous, as all individuals but one had

 3   the ‘founding’ H WI (R’,S’) = 0.693.

 4   Regional vs subregional diversification

 5   Based on five ancestrally indicative markers, allelic divergence for S. ×falcatulum was slight

 6   among these three highly disjunct Holantarctic regions, and also low among populations within

 7   those regions. Indeed, divergence among individuals within populations (H AI ) exceeded

 8   divergence among regions (H AR ). However, in spite of the low regional divergence, markedly

 9   different patterns of holoploid allelic information and diversity occurred among individuals

10   within NZ [ H AP (NZ) + H AI (NZ) ] compared with those in Tas and TdF. The lack of information

11   among individuals within the five sets of three homeologous trios for each of the Tas and TdF

12   regions clearly indicates that their respective histories differ greatly from that associated with

13   NZ. Given the stability of the alleles at these five markers, H AI (NZ) > 0 indicates that at least

14   two genets are present in at least some NZ populations. Likewise, H AP (NZ) > 0 indicates that

15   there are at least frequency differences among genets for different NZ populations. In stark

16   contrast, our data show no evidence supporting the occurrence of more than one genet in either

17   Tas or in TdF. This possibility is supported by the frequent occurrence of sexual reproduction in

18   NZ, and its virtual absence from TdF and from Macquarie Island (Karlin et al., 2013). The

19   occurrence of a sporophyte on only one Tasmanian herbarium specimen suggests that there may

20   be more than one genet present on that island, but we see no evidence of that in our limited Tas

21   samples. Additional study is required to fully explore this question. Our data indicate that NZ

22   was the probable source region and that TdF and Tas represent later colonizations by one or a

23   few propagules each. Sphagnum ×falcatulum’s capacity for long distance dispersal, its

                                                       21
Allelic diversity in Sphagnum ×falcatulum                                       Karlin and Smouse

 1   unisexuality, and its clonal nature allow for the development of populations, even at the regional

 2   level, within which there is no divergence among individuals, based on these five markers.

 3   Although a young species, S. ×falcatulum has managed to span much of the Holantarctic, more

 4   or less clonally.

 5   Appropriate statistical analysis for allopolyploids

 6   With two or more homeologous loci per marker, allopolyploids have a greater genetic potential

 7   than that found in diploids (or haploids in the case of bryophytes). Based on the five markers

 8   used in this study, the majority of this genetic potential in both S. ×falcatulum and S. ×irritans,

 9   and likely other allopolyploids having highly divergent monoploid genomes, occurs within

10   individuals, and not among individuals. Thus it becomes important to consider H WI in the

11   context of (a) how much genetic novelty is present within the species, (b) where it is localized;

12   and (c) how it is bundled. Finally, changes in H WI may signal changes in hologenomic structure.

13   We conclude that it is particularly valuable to elucidate H WI (and µ WI ) when studying

14   allopolyploids.

15           Meirmans and Van Tienderen (2013) note that subgenomes (homeologous monoploid

16   genomes) should be analyzed as separate loci when strict disomic inheritance occurs in

17   allopolyploids. That approach was utilized by the first author in two previous studies of

18   Sphagnum allopolyploids, one on the allo-diploid S. ×palustre (Karlin et al., 2012) and one on S.

19   ×falcatulum (Karlin et al., 2013). However, focusing solely on allelic information and diversity

20   among alleles for the constituent homeologous loci misses the larger, and perhaps more

21   important story. Although accommodating ‘among individual’ comparisons, the ‘separate loci’

22   approach ignores the fact that allelic diversity among homeologous loci (represented by H WI and

                                                      22
Allelic diversity in Sphagnum ×falcatulum                                      Karlin and Smouse

 1   µ WI in S. ×falcatulum and S. ×irritans) may represent the bulk of allelic information and

 2   diversity resident within many allopolyploid species.

 3   Concluding Thoughts

 4   As shown here, Shannon information and diversity measures provide a powerful and effective

 5   approach to the study of allelic diversity at many levels (Sherwin et al., 2006). Even when

 6   applied to a genetically complex species, Shannon analysis yields an interconnected and

 7   seamless link from the allelic diversity within individuals to that present within and among

 8   regions.

 9          This study focused on five markers that facilitated comparison of allelic diversity

10   captured from multiple origins with that emerging from post-hybridization within S. ×falcatulum

11   itself. Although such stable markers are often overlooked by studies focused on one species, we

12   show that they can be quite informative about the evolutionary history of allopolyploids. SSR

13   markers which are evolutionarily more labile, and thus unsuitable for this study, would be

14   expected to provide a different perspective on the allelic information and diversity in S.

15   ×falcatulum, notably the recent history of these same populations and regions. Analyses of the

16   nine other SSR markers which have been sampled from this same material are currently

17   underway. It will prove challenging (but nevertheless) informative to compare the information

18   and diversity of those more labile markers with those found for the highly stable markers used

19   here, and we expect to ‘flesh out the story’.

20

21   SUPPLEMENTARY DATA

22   Supplementary data are available online at www.aob.oxfordjournals.org and consist of the

23   following. Table S1: Voucher data for Sphagnum ×falcatulum, S. ×irritans, and S. cuspidatum.

                                                      23
Allelic diversity in Sphagnum ×falcatulum                                    Karlin and Smouse

 1   Table S2: Allelic data for Sphagnum ×falcatulum, S. ×irritans, and S. cuspidatum at five

 2   ancestrally indicative markers. Table S3: Data sheet showing format for triploid analysis of the

 3   Tasmanian hologenomic data in GenAlEx. Table S4: Results of Shannon analysis of the

 4   Tasmanian triploid data using the ‘Partition’ option.

 5

 6   ACKNOWLEDGMENTS

 7   DNA extraction and analysis was done at The Shaw Bryology lab at Duke University and we

 8   thank Jonathan Shaw for the use of the lab and Sandra Boles for help with the lab work. Allelic

 9   data for one individual of S. ×irritans was provided by the lab of Sean Robinson (State

10   University of New York). PES was supported by USDA/NJAES-17111 and 17160. We

11   appreciate the constructive comments provided by the anonymous reviewers and the Handling

12   Editor (Anne Brysting).

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