| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 356,971 | 9,236,000 | 91.09% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 23,047 | 596,000 | 5.88% | ||
| 3 | HANCOCK WHITNEY CORP | 10,000 | 259,000 | 2.55% | ||
| 4 | INTELLECTUS PARTNERS, LLC | 1,852 | 48,000 | 0.47% |
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.