| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPITAL COUNSEL LLC/NY | 1,677,998 | 30,456,000 | 79.80% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 375,241 | 6,811,000 | 17.85% | ||
| 3 | AMERIPRISE FINANCIAL INC | 49,276 | 895,000 | 2.35% | ||
| 4 | GLENMEDE TRUST CO NA | 100 | 1,000 | 0.00% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 100 | 1,000 | 0.00% |
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.
