| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WCM INVESTMENT MANAGEMENT, LLC | 686,154 | 35,083,000 | 98.17% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8,261 | 422,000 | 1.18% | ||
| 3 | FDx Advisors, Inc. | 4,115 | 208,000 | 0.58% | ||
| 4 | AMERIPRISE FINANCIAL INC | 285 | 14,000 | 0.04% | ||
| 5 | MYCIO WEALTH PARTNERS, LLC | 195 | 10,000 | 0.03% |
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.