| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 69,522 | 1,426,000 | 80.61% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16,579 | 340,000 | 19.22% | ||
| 3 | GLENMEDE TRUST CO NA | 146 | 2,000 | 0.11% | ||
| 4 | Burt Wealth Advisors | 24 | 1,000 | 0.06% |
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.
