| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 131,434 | 2,099,000 | 79.60% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 33,460 | 529,000 | 20.06% | ||
| 3 | First Horizon Advisors, Inc. | 429 | 6,000 | 0.23% | ||
| 4 | AMERIPRISE FINANCIAL INC | 206 | 3,000 | 0.11% |
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.
