| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 26,298 | 679,000 | 71.70% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 9,956 | 249,000 | 26.29% | ||
| 3 | Apriem Advisors | 775 | 19,000 | 2.01% |
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.
