| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 122,800 | 6,586,000 | 67.95% | ||
| 2 | GLENMEDE TRUST CO NA | 15,399 | 825,000 | 8.51% | ||
| 3 | FULTON BANK, N.A. | 12,417 | 666,000 | 6.87% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 12,140 | 651,000 | 6.72% | ||
| 5 | Hemenway Trust Co LLC | 12,016 | 644,000 | 6.64% | ||
| 6 | NEVILLE RODIE & SHAW INC | 4,831 | 259,000 | 2.67% | ||
| 7 | REILLY FINANCIAL ADVISORS, LLC | 1,139 | 61,000 | 0.63% |
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.
