| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 503,887 | 10,798,000 | 58.89% | ||
| 2 | World Asset Management Inc | 73,231 | 1,569,000 | 8.56% | ||
| 3 | Geneva Advisors, LLC | 58,905 | 1,262,000 | 6.88% | ||
| 4 | Avalon Investment & Advisory | 56,457 | 1,210,000 | 6.60% | ||
| 5 | HARTWELL J M LIMITED PARTNERSHIP | 44,600 | 956,000 | 5.21% | ||
| 6 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 33,750 | 729,000 | 3.98% | ||
| 7 | Freedom Investment Management, Inc. | 24,004 | 514,000 | 2.80% | ||
| 8 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 18,333 | 393,000 | 2.14% | ||
| 9 | CIM INVESTMENT MANAGEMENT INC | 16,625 | 359,000 | 1.96% | ||
| 10 | AMERIPRISE FINANCIAL INC | 15,619 | 335,000 | 1.83% | ||
| 11 | KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC | 4,847 | 105,000 | 0.57% | ||
| 12 | GLENMEDE TRUST CO NA | 1,796 | 38,000 | 0.21% | ||
| 13 | ACROSPIRE INVESTMENT MANAGEMENT LLC | 1,713 | 37,000 | 0.20% | ||
| 14 | QUADRANT CAPITAL GROUP LLC | 1,295 | 21,000 | 0.11% | ||
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 519 | 11,000 | 0.06% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 14 | 0 | 0.00% |
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.
