| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cerity Partners OCIO LLC | 27,024 | 70,000 | 61.98% | ||
| 2 | Patten Group, Inc. | 17,300 | 42,936 | 38.02% |
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.
