| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9,824 | 253,000 | 70.87% | ||
| 2 | BELL ROCK CAPITAL LLC | 2,276 | 59,000 | 16.53% | ||
| 3 | INTELLECTUS PARTNERS, LLC | 1,759 | 45,000 | 12.61% |
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.