| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 638,568 | 5,609,000 | 73.50% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 220,487 | 1,931,000 | 25.30% | ||
| 3 | MAI Capital Management | 10,092 | 89,000 | 1.17% | ||
| 4 | Aris Wealth Services, Inc. | 212 | 2,000 | 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.
