| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 15,265 | 2,948,000 | 63.96% | ||
| 2 | Calvert Investment Management, Inc. | 3,586 | 692,000 | 15.01% | ||
| 3 | World Asset Management Inc | 3,117 | 602,000 | 13.06% | ||
| 4 | EAGLE CAPITAL MANAGEMENT LLC | 1,900 | 367,000 | 7.96% |
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.
