| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 134,330 | 1,204,000 | 62.64% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 69,890 | 627,000 | 32.62% | ||
| 3 | AMERIPRISE FINANCIAL INC | 10,184 | 91,000 | 4.73% |
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.
