| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 2 | 0 | 0.00% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36,055 | 1,142,000 | 19.13% | ||
| 3 | Curi Capital, LLC | 151,875 | 4,828,000 | 80.87% |
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.