| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 548,537 | 5,567,000 | 79.97% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 128,017 | 1,293,000 | 18.57% | ||
| 3 | HUNTINGTON NATIONAL BANK | 10,000 | 101,000 | 1.45% | ||
| 4 | AMERIPRISE FINANCIAL INC | 20 | 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.
