| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 46,369 | 1,194,000 | 57.18% | ||
| 2 | Geneva Advisors, LLC | 24,736 | 637,000 | 30.51% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 10,000 | 257,000 | 12.31% |
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.
