mison Bull., 105(2), 1993, pp. 301-315 PHYLOGENETIC AND BIOGEOGRAPHIC RELATIONSHIPS THE NEOTROPICAL IN GENUS GYMNOPITHYS (FORMICARIIDAE) Shannon Hackjett*’^ J. — Abstract. Evolutionary relationships among obligate ant-following birds in the genus Gymnopithys were addressed using phenetic and phylogenetic analyses of allozyme char- acters. Genetic variation at 37 gene loci was analyzed across all four species in the genus and within two species (Bicolored Antbird [G. leucaspis], and White-throated Antbird [G. sabini]). Interspecific genetic distances were high, and comparable to other studies of Neo- tropical birds, which exceed those in many temperate zone species. Within the genus, Lunulated Antbird (G. lunulata) and G. salvini were sister taxa. There was only weak support for a sister-taxon relationship between G. leucaspis and the Rufous-throated Antbird (G. rufigula). Within G. leucaspis and G. salvini, high indicated substantial genetic subdi- vision, again comparable to other Neotropical birds and much greater than temperate zone birds. Increased age of population isolation is proposed to account for the high genetic divergence in Neotropical birds. Received 15 May 1992, accepted 24 Nov. 1992. Despite widespread interest in biogeographic patterns of Amazonian birds, few phylogenies ofNeotropical birds and no analyses ofthe genetic structure of widespread Amazonian species have been published. In this paper, address phylogenetic and biogeographic relationships among pop- I ulations within two widespread species of Gymnopithys antbirds (For- micariidae) and among all four species in the genus using allozyme char- acters. In addition, I summarize and add to the growing body of genetic information on Neotropical forest birds. All species in the genus Gymnopithys are obligate ant-following birds (Willis 1967, 1968) distributed throughout lowland forests ofCentral and South America (from Honduras south to Brazil). Ant-following birds obtain food by following ant swarms and feeding on insects flushed by the moving swarm (Willis 1967). Limited systematic work based on ex- ternal morphology has been done on this genus; four species are currently recognized: White-throated Antbird (G. salvini), Lunulated Antbird (G. lunulata). Bicolored Antbird (G. leucaspis), and Rufous-throated Antbird (G. rufigula) (Zimmer 1937, Meyer de Schauensee 1966). The species are mostly allopatric, with rivers forming the boundaries of ranges (Fig. 1). Compared to other vertebrates, birds have low levels of allozyme dif- ferentiation at all levels of the taxonomic hierarchy (Avise and Aquadro 1982). The generality of low avian genetic distances was challenged by Museum ofNatural Science and Dept, ofZoology and Physiology, Louisiana State Univ., Baton Rouge, ' Louisiana 70803. ^ Present address: Dept. Ornithology, American Museum ofNatural History, Central Park West at 79th New York, New York 10024. St., 301 302 THE WILSON BULLETIN • Vol. 105, No. 2, June 1993 Fig. 1. Ranges of all Gymnopithys species. studies of genetic differentiation in Neotropical birds (Capparella 1987, 1988; Gerwin and Zink 1989; Gill and Gerwin 1989; Hackett and Ro- senberg 1990). These studies demonstrated that bird populations and species are more genetically differentiated (subdivided) in lowland tropical forests, although they still do not reach levels found in some other ver- tebrate groups. Hypotheses proposed to explain greater population sub- division include increased age ofNeotropical taxa, low levels ofgene flow between Neotropical avian demes, and differences in social systems (for example, reduced effective population sizes due to lekking behavior). METHODS Samples were obtained for all species ofGymnopithys, six population samples representing four subspecies ofG. leucaspis and two population samples from one subspecies ofG. salvini. Three other genera of ant-following birds, the Sooty Antbird (Myrmeciza forth). White- plumed Antbird (Pithys albifrons), and Hairy-crested Antbird {Rhegmatorhina melano- sticta), suggested by Willis (1967) to be closely related to Gymnopithys, were used as out- groups. Abbreviations for the outgroups are as follows: MFORT, PALBI, and RMELA, respectively. All tissue samples were from the Louisiana State University Museum ofNatural Science Frozen Tissue Collection. Collecting sites, sample sizes, and acronyms for all taxa are listed in Table 1. Although my sample sizes are small, Gorman and Renzi (1979) demonstrated that one or few individuals per taxon provide robust estimates of genetic distance as long as the number of loci examined is reasonably high and heterozygosity is low (conditions met by this study). The conservatism of avian allozyme divergence, fixed or nearly fixed allozymes unique to certain groups ofthis study, and low heterozygosity may minimize the sample-size bias for estimating genetic distances predicted by Archie et al. (1989). ( Hackett GENETIC RELATIONSHIPS OF GYMNOPIT/IYS 303 • tH/H5 >- < z < oo s H Upci o D I— w Ph D Q J u D < ^ O w z cd < J zuwS <DQ _3cd DwhJ zz Dwj m_WJ) .-zuS3 u u D w icZu! j _cc/3 whJ cC/3 !o33- (cUd ^5c o^n c 2 CCCS '(SU O oN cmd 5 cd *oC E uccj cu w a3 C6d 3 fc ^ M 2 cd Z < ^cd 6 C ^ aj cd o o 'Cr/!f o o TS Cd x2 a/ I cd qC oC oC C « c5 McU c3 <^U z z W N IZI o czi Oai 'C e o o o I .o. Xc) o bu Qc>fl O^>. Uc!4/>3. J+(Ol--U•i J+uWO-h• 2 < bo. D3- J•obO<-n* UJ o o hJ CD u cWKH/3 .c0d. ^u o> o> o is o> Q<a-> o> C<Q ZuQ<c! coeCds i(c-5dI Tco33d C2bL.. a2b.. ^b2- (csU 3 ••c^>-d ab3. H CL cd ucO/3 w(L> (U lU u >w acu o <D a- CLh Cl. eu 03 Oh c/) Nuu C/5 U -J a. S < (/) Q Z < "' c/3 rn s > z m o "o m OOcC CO < 'w' CSO s s s (N (N 0 w a CCi/ CSb sa/ a a Cj C3 S s a J -2 < JU -3 Cr CaO CsO CsO *pN«*> ou 0 aj aj aj <a0 a<j3 J s; a -sc a cl Cb Cb o >3 Co Co s s s s s s s: c; z §" sa/ Saj saj Saj Saj ’S '>SC sc s; Cij au <b abp S’ Cso "CSO UJJ 0 G J l5 O U 304 THE WILSON BULLETIN • Vol. 105, No. 2, June 1993 Standard horizontal starch-gel electrophoresis of proteins was performed as outlined in Hackett (1989) and Hackett and Rosenberg (1990). Each locus was scored on two buffer systems to reduce influences ofhidden variation (Hackett 1989). Alleles were coded by their relative mobility from the origin; the most anodally migrating allele was coded “a.” Isozymes were coded in a similar manner, with a “1” indicating the most anodally migrating isozyme. Locus acronyms follow Murphy et al. (1990). I used the computer program BIOSYS-1 (Swoffbrd and Selander 198 1) to compute genetic UPGMA distances (Rogers 1972, Nei 1978), a phenogram, and Distance-Wagner (Farris 1972) trees using the multiple addition criterion of Swoffbrd (1981); all trees were rooted at the non-Gymnopithys ant-following formicariids {Myrmecizafortis, Pithys albifrons, and Rhegmatorhina melanosticta). The computer program PHYLIP (Felsenstein 1986) was used to construct two trees from Rogers’ (1972) genetic distances: one that assumes a constant rate of evolution (“KITSCH”), and one that does not (“FITCH”). Cladistic assessment of allelic variation was performed by coding each locus as a multi-state unordered character PAUP (and alleles at each locus as character states) using the computer program 3.0L (Swoffbrd 990). Also, in anothercladistic analysis, phylogenetically informative alleles were 1 considered as characters and coded as present or absent (see Rogers and Cashner [1987] for defense of this method of coding; see also Mickevich and Mitter [1981], Buth [1984], and Swoffbrd and Berlocher [1987] for problems with this method of coding). One hundred bootstrap replicates were performed on each cladistic analysis to assess confidence in the branching pattern (Felsenstein 1985, Sanderson 1989). The homoplasy excess ratio (HER) proposed by Archie (1989a, b) was calculated to give a measure ofhomoplasy less influenced by number of taxa than the consistency index (Cl; Kluge and Farris 1969) and to assess whether the distribution ofthe allozyme data was nonrandom. Measures of genetic population subdivision, Fj, (Wright 1978), were calculated for G. leucaspis and G. salvini using a computer program provided by G. F. Barrowclough that takes into account small numbers of individuals sampled from a population. RESULTS Levels and patterns of genetic variation at 37 presumptive gene loci were resolved (Tables 2 and 3). Nineteen loci (51%) were variable within or among species. Average genetic distance (Nei 1978; ± SD) within Gymnopithys (N = 6) as a whole is 0.173 ± 0.025; within G. leucaspis (N = 15) genetic distances average 0.053 ± 0.012. Genetic distance av- erages 0.065 among the three population samples of G. leucaspis castanea (LEUNN, LEUNA, LEUEY). The two populations samples of G. salvini differ by a Nei’s (1978) genetic distance of 0.028. among the six populations of G. leucaspis is 0.365, and between the two G. salvini populations is 0.333 (Table 4). UPGMA The phenogram (Fig. 2) reveals that the four species of Gym- nopithys form a group, as do the six population samples of G. leucaspis (representing four different subspecies). There is weak support, as evi- denced by short branch lengths, for the bicolor group of G. leucapsis from Middle America and western South America (LEUEC, LEUDA, LEUCR) as genetically distinct from the Amazonian leucaspis (LEUNA, LEUNN, LEUEY). Gymnopithys rufigula is most similar to G. leucaspis, and G. Hackett • GENETIC RELATIONSHIPS OF GYMNOFIfllYS 305 salvini and G. lunulata form a group. This topology is also found in the KITSCH and FITCH trees (branch lengths available from author on request). The Distance-Wagner tree differs in placing the Costa Rican sample of G. leucaspis (LEUCR) basal to the five other population sam- ples. Because the four distance analyses suggested only minor differences in branching pattern, I assume that variation in rates ofallozyme evolution across Gymnopithys species is not a significant factor influencing branch- ing topology. Cladistic analysis of loci with the alleles as unordered character states (not shown) resulted in 2 equally most parsimonious trees, with a con- 1 sistency index (Cl) of 1.0 and a homoplasy excess ratio (HER) of 0.88. These data indicate that there is little homoplasy in the data set and that the data are nonrandom; that is, there is phylogenetic information con- tained in the allozyme data. However, the consensus of these 12 trees resulted in little resolution. The genus Gymnopithys is monophyletic; the monophyly of population samples of G. leucaspis and G. salvini indicates the monophyly of each of these two species. Gymnopithys salvini and G. lunulata are sister taxa. However, the sister-taxon relationship between G. rufigula and G. leucaspis suggested in Fig. 2 is not shown here; G. rufigula, G. leucaspis, and G. lunulata/G. salvini form an unresolved tri- chotomy. The relationships among population samples within G. leucaspis are also unresolved. The topology when alleles are coded as present or absent (Fig. 3; two most parsimonious trees. Cl = 0.700, HER = 0.78) supports monophyly ofboth the genus Gymnopithys and the population samples ofG. leucaspis and G. salvini. This tree differs from the distance analyses mainly in the relationships among the six population samples of G. leucaspis. Samples of G. leucaspis from eastern Panama (Darien) and Ecuador have the same alleles and are identical for this analysis (they differ in allele frequency only). Bootstrap values for the nodes (Fig. 3) indicate that there is only weak support for the sister-taxon relationship between G. rufigula and G. leucaspis suggested by the distance analysis. There is stronger support for G. salvini and G. lunulata as sister taxa. DISCUSSION Genetic data.—GquqXic distances within the few other species of Neo- tropical birds studied average 0.052 (range 0.003 in Pithys albifrons to 0.066 Chiroxiphia pareola; see Hackett and Rosenberg 1 990). The average within G. leucaspis (0.053) is comparable to the other Neotropical species, and of an order of magnitude greater than north temperate birds (0.005, Barrowclough and Corbin 1978; 0.02, Barrowclough and Johnson 1988). In addition, values (Table 4) suggest a high degree ofsubdivision among ^ ^^ (^ ,^ ^ ^ ^ 306 THE WILSON BULLETIN • Vol. 105, No. 2, June 1993 oXJcjo X) cjc3 (U cdX)T3 o X)a3 00300 -O X)-0 03 03Xi Xi X)T3 03 003030 X5o3 03030 O X)X5 O 03 o PDh X) X) CC X) o X5 o o X5 cd X) o X5 o Qi Study‘ o O^ o^ o^ o^ O^ hJ p <o >o >o Z d d d d d d This P 'H.H^ i~J X) cd T3 cd O X) Oh X5 O X3 cd X3 o o X) in < Jcu < Analyzed XJ o cd o o X) O o XJ c3 X3 o X3 o^ O^ < V!) d d .J Taxa rVA\J X) o cd o o Xi o o o X) cd X) o X3 2 m for ^ z r-- r- m m VO VO VO 2 oo oo oo Loci D> d d d d d d Table PU ''h' o o X) o X3 Oh o UJ X5 X) O 03 03 m m m^ ^ r- o m r- m r- Variable \D m VO VO VO UJ d dVO d00 d d dVO d odo d dOi (0.333) (0.667) u — — — — — J ' ^ ' ' ' ^ ' ' ' 19 d b cd X) o c3 o o T3 X3 XI Oh O X) a 03 X) 03 O 03 c at < z D (0.667) (0.333) w 00300 Frequencies XJOh O X)o3X5 O 03 c d c oui 00300 D -Ooo O Xio3X3 O d c u 03 -J Allelic m VO 00 *-< o o O 03 O O X) Oh O Oh X) 03 XI 03 d c O O u — UJ 0\ D d d u hJ O 03 O OCJ X) Oh (U b a b O CJ 03 d c X <N 5 <N rH 5Q CQ Q o DOC QX a0c <0 iC-uH < Csut 1O—h <N Dh u U 0 U U 0 < < SDH PGM2 hJ Oh ^ T Hackett GENETIC RELATIONSHIPS OF GYMNOPITHYS 307 • a cd is c oo O X) JJ AB JJ Id o E S ’V u dehydrogenase. C3X) x: •oo X (U X) X) x> (C X) unknown c cd X an eis o E o c o E X X o XJ ^o C<Q o o o o oo , u-l S < (N r- ^ o o o o o o _o UJ 5 Q X X O XJ O o o u H ^ tU/)5 o Z o Q 2w;QH o x: Id — (N z Xr^- X^r-^ m mro X^r-^ >.o 3 z X X rn m X UJ z D o d d rd<) d d 3 I u S Q <QQ J X X H uo JD O 03 X) o •o < c Q m £3 0 r- o Xr- Xr' r<^ u>" so ro U p ro r<3 x> <>2. u o d d d d d d c J CoO 1 X) u 4- CJ X c3 X u uO Q 0. CO 0 < m o Xr- r<^ Xr- Z X X 03 D O d d rd<^ d 1 u jc: -j X) T3 (U o X X <u >(uU < X X<) Q o X ^r ^ O •5 c/) c X O O c: o o o t/j I X Q -a S'- u mo o mo <HN u Tt < D O O O < uui X T3 (N a. a, X X < Q Q Q UCL < CL 1 1( H 1 1 H 1( H1 308 THE WILSON BULLETIN • Vol. 105, No. 2, June 1993 H o o ON r- oo (mN OO r- £P< 3<dN0 (drN- qdr' (d>No 0(dN0 d d'cf df/^ din fd(ONN (dONN O<dNN 11 s >Q- < o00 o <0\ NO oTj- r- m o NO m D >u-j oo .—1 .— Os in H (N q q fN (N q fN fN (N (N 1 2 d d d d d d d d d d d 1 d C/D Oh (/5 s H m m o o m HH o oo oo NO o CO P3 NO r- CON rm- <N 1-H r- min in Q <H-li (dN <dN (dN qd qd d cdn Cd<^ rd<3 fdN 11 d fdn u Oh N >- <H-•1» 0 NO o00 NO C50 oo Oro NO m m <Ah wEm (N (N NO (N q q oo 1 <—1 (N fn Id d d d d d d d d d 1 d d d OJ < H m o o PI-) (3N (N (N "Cf On o r- m mNO (N 'oPiUi pz dON dC3N dfN qdh-H dq»-H d<*AN3 OdN d(N 1 NdO d d(N d-^'CHj- Ui p < o z < •o r-' ON r- cj- r- (ON oo r- oo r- <0Q <POh dC1T*^N d00 doo Cd3N CdON (dN Od>r> 1 din dfN dmNO dqh-H dmoo QHH C/3 M m m m <oP>Q V<PCf/H3 dO(N dCrO~n d0N0O d<<--NNH df(I—NN dqr-- 1 d(qoNo dri-n d(Ir—N- domo dmfN d(N C/3 u <N n o^ Z o mr-- >o r- mNO 00 NO Tmj- m(On H c/3 pIzi NO >r> H— f>AN3 f(NN fN fN q w d d d d d 1 d d d d d d d-'d- U p 0 O m o u ON r- cn r- CON m oON NO NO <z wpp dqNO dqt-' do00 dOoo 1 do d0I—0 dNO dNO d>—H dm do<—o (dfONn 0 0 < QHM <PZ oNO o>o or>-o 1 O(N (irN> (1^N3I o(ON (ONO r"(-t m(OOn q(N (o(ONn u d d d 1 d d d d d d d d d 0 p u m m o m 00#v puoi qNO O ou>-A)i qNO N"COt qo,—1 00 qo,—1 •'—C1f m1 qr— fn <3^ wp d d 1 d d d d d d d d d d W CwO PQ< qI— 1 qro q(oN q 1—( qo ooo (<NN m(ON (N f0On0 XHciS U p d 1 d d d d d d d d d d d P -o Z c < 3 H Qc/3 wu o mr-- (N "'i- "d- 1^3 r- oo NO (0> O(N X<)U u iU 11 od Od (OdN qd<—H Hof——•( (O<—NH• oot-oH• orH—-• fON• OqdN fqdN fdn cau hJ CXO CO g u 0 U < < < < d O < H >> Dw Q U w 1 C/5 Oh z Ip—H HmH w OCP coVuh w w tu w w w <hJ <hJ 'p E) <h4 Ph < j hJ hJ hJ hJ CZ) t/3 CP p< Hackett • GENETIC RELATIONSHIPS OF GYMNOPirilYS 309 G. leucaspis (EC) G. Iei4caspis (DA) G. leucaspis (CR) G. leucaspis (NA) G. leucaspis (EY) G. leucaspis (NN) G. rufigula G. salvirti (PA) G. salvirti (SA) G. lunulata R. melanosticta P. albifrons M.fortis 1 I 1 0.30 0.15 0.00 Rogers' (1972) Genetic Distance UPGMA Fig. 2. phenogram ofRogers’ (1972) genetic distance (Table 3) for Gymnopithys species and population samples. The cophenetic correlation coefficient for the phenogram is 0.94. “FTTCH” and “KITSCH” trees (see text) have the same topology. The two letter codes after the species name reference the last two letters ofthe acronyms found in Table 1. populations of G. leucaspis and G. salvini. These data also demonstrate a high degree ofpopulation subdivision among the majority ofNeotropical forest species analyzed to date. Gymnopithys antbirds are obligate ant-following birds, which could result in increased movements as they search for the ant swarms at which they forage. This life-history characteristic has the possible genetic con- sequence of increased gene flow, which would lead to the prediction that genetic subdivision (i.e., or genetic distances) within Gymnopithys species should be low relative to other more sedentary forest birds that forage for insects on individual territories. This prediction is not supported by the genetic data, which indicate that Gymnopithys separated by even LEUNN small geographic distances are genetically differentiated. and LEUEY are separated by approximately 100 km (and no major rivers) and their genetic distance is 0.047, which is equivalent to the genetic 310 THE WILSON BULLETIN • Vol. 105, No. 2, June 1993 G. leucaspis (EC) G. leucaspis (DA) G. leucaspis (CR) G. leucaspis (NA) G. leucaspis (EY) G. leucaspis (NN) G. rufigula G. salvini (PA) G. salvini (SA) G. lunulata R. melanosticta P. albifrons M. fortis Fig. 3. Cladistic assessment of allelic variability (see text) for Gymnopithys species and population samples. The two letter codes after the species name reference the last two letters of the acronyms found in Table 1. distances separating many species of Dendroica warblers (Barrowclough and Corbin 1978). The genetic data support the monophyly of the genus Gymnopithys relative to three other genera of ant-following formicariids. To address behavioral evolution within the Formicariidae, the next step is to docu- ment whether the ant-following formicariids are indeed each other’s clos- est relatives. If so, this would indicate that a complex life-history strategy and associated behaviors are key innovations that evolved once in the history of antbirds, and thus document monophyly of a group of antbird genera. Hackett and Rosenberg (1990) documented a similar situation in Myrmotherula antwrens; the presence of a particular behavioral, life- history character (dead-leaf foraging) paralleled allozymic results in de- fining a lineage of antbirds. The genetic data support a sister-taxon relationship between Gymno- pithys lunulata and G. salvini. I recommend, therefore, that these species be placed next to each other in linear classifications. There is weak support