| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 222,223 | 6,249,000 | 33.22% | ||
| 2 | Aperio Group, LLC | 209,439 | 5,861,000 | 31.16% | ||
| 3 | Curi Capital, LLC | 129,713 | 3,630,000 | 19.30% | ||
| 4 | World Asset Management Inc | 88,698 | 2,482,000 | 13.19% | ||
| 5 | AMERIPRISE FINANCIAL INC | 10,558 | 295,000 | 1.57% | ||
| 6 | Stanley-Laman Group, Ltd. | 9,600 | 270,000 | 1.44% | ||
| 7 | GLENMEDE TRUST CO NA | 535 | 14,000 | 0.07% | ||
| 8 | PRIVATE TRUST CO NA | 377 | 11,000 | 0.06% |
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.
