| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GLENMEDE TRUST CO NA | 331,830 | 19,421,000 | 70.15% | ||
| 2 | FDx Advisors, Inc. | 46,700 | 2,732,000 | 9.87% | ||
| 3 | FULTON BANK, N.A. | 46,010 | 2,693,000 | 9.73% | ||
| 4 | First American Bank | 24,958 | 1,461,000 | 5.28% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 9,030 | 529,000 | 1.91% | ||
| 6 | SOUTH TEXAS MONEY MANAGEMENT LTD | 5,447 | 319,000 | 1.15% | ||
| 7 | Janney Montgomery Scott LLC | 4,785 | 280,000 | 1.01% | ||
| 8 | Endurance Wealth Management, Inc. | 4,284 | 250,000 | 0.90% |
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.