| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 154,548 | 4,971,000 | 81.13% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 35,095 | 1,156,000 | 18.87% | ||
| 3 | AMERIPRISE FINANCIAL INC | 2 | 0 | 0.00% |
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.
