| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 130,756 | 3,305,000 | 86.93% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9,619 | 251,000 | 6.60% | ||
| 3 | Maryland Capital Management | 9,425 | 246,000 | 6.47% |
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.