| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 223,708 | 6,456,000 | 39.40% | ||
| 2 | Aperio Group, LLC | 218,825 | 6,301,000 | 38.46% | ||
| 3 | BLAIR WILLIAM & CO/IL | 53,730 | 1,550,000 | 9.46% | ||
| 4 | Calvert Investment Management, Inc. | 36,519 | 1,054,000 | 6.43% | ||
| 5 | GENESEE VALLEY TRUST CO | 11,180 | 322,000 | 1.97% | ||
| 6 | RONALD BLUE & CO LLC | 10,160 | 293,000 | 1.79% | ||
| 7 | HARTWELL J M LIMITED PARTNERSHIP | 9,000 | 260,000 | 1.59% | ||
| 8 | AMERIPRISE FINANCIAL INC | 4,590 | 132,000 | 0.81% | ||
| 9 | PRIVATE TRUST CO NA | 436 | 13,000 | 0.08% | ||
| 10 | First Horizon Advisors, Inc. | 97 | 2,000 | 0.01% | ||
| 11 | Archford Capital Strategies, LLC | 43 | 1,238 | 0.01% |
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.
