| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 63,930 | 9,535,000 | 93.40% | ||
| 2 | AMERIPRISE FINANCIAL INC | 4,404 | 656,000 | 6.43% | ||
| 3 | GLENMEDE TRUST CO NA | 93 | 13,000 | 0.13% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 30 | 4,000 | 0.04% | ||
| 5 | Burt Wealth Advisors | 4 | 1,000 | 0.01% |
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.