| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 211,633 | 5,107,000 | 90.04% | ||
| 2 | Point View Wealth Management, Inc. | 12,669 | 306,000 | 5.39% | ||
| 3 | AMERIPRISE FINANCIAL INC | 8,644 | 209,000 | 3.68% | ||
| 4 | Joel Isaacson & Co., LLC | 1,033 | 25,000 | 0.44% | ||
| 5 | Hexavest Inc. | 872 | 21,000 | 0.37% | ||
| 6 | First Horizon Advisors, Inc. | 202 | 4,000 | 0.07% |
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.
