| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36,949 | 887,000 | 69.30% | ||
| 2 | GENESEE VALLEY TRUST CO | 15,308 | 367,000 | 28.67% | ||
| 3 | AMERIPRISE FINANCIAL INC | 1,030 | 25,000 | 1.95% | ||
| 4 | First Horizon Advisors, Inc. | 79 | 1,000 | 0.08% |
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.
