| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RENAISSANCE GROUP LLC | 754,340 | 13,157,000 | 60.29% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 408,679 | 7,115,000 | 32.60% | ||
| 3 | SVB WEALTH LLC | 25,581 | 448,000 | 2.05% | ||
| 4 | BAHL & GAYNOR INC | 23,230 | 404,000 | 1.85% | ||
| 5 | BANCORPSOUTH INC | 15,535 | 272,000 | 1.25% | ||
| 6 | FULTON BANK, N.A. | 13,518 | 236,000 | 1.08% | ||
| 7 | Bartlett & Co. LLC | 4,365 | 76,000 | 0.35% | ||
| 8 | Edge Wealth Management LLC | 1,500 | 53,000 | 0.24% | ||
| 9 | DREMAN VALUE MANAGEMENT, L L C | 2,623 | 46,000 | 0.21% | ||
| 10 | GLENMEDE TRUST CO NA | 786 | 13,000 | 0.06% | ||
| 11 | First Horizon Advisors, Inc. | 270 | 4,000 | 0.02% |
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.
