| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 112,942 | 2,972,000 | 66.55% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 48,867 | 1,286,000 | 28.80% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 7,900 | 208,000 | 4.66% |
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.