| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 443,312 | 5,859,000 | 79.48% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114,231 | 1,513,000 | 20.52% | ||
| 3 | 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.
