| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RENAISSANCE GROUP LLC | 684,644 | 13,747,000 | 46.49% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 436,324 | 8,755,000 | 29.61% | ||
| 3 | MERITAGE PORTFOLIO MANAGEMENT | 232,120 | 4,657,000 | 15.75% | ||
| 4 | SVB WEALTH LLC | 25,996 | 522,000 | 1.77% | ||
| 5 | BAHL & GAYNOR INC | 23,530 | 472,000 | 1.60% | ||
| 6 | AMERIPRISE FINANCIAL INC | 22,267 | 450,000 | 1.52% | ||
| 7 | NAVELLIER & ASSOCIATES INC | 15,587 | 313,000 | 1.06% | ||
| 8 | FULTON BANK, N.A. | 12,772 | 257,000 | 0.87% | ||
| 9 | BANCORPSOUTH INC | 11,329 | 227,000 | 0.77% | ||
| 10 | Bartlett & Co. LLC | 4,365 | 88,000 | 0.30% | ||
| 11 | Edge Wealth Management LLC | 1,500 | 60,000 | 0.20% | ||
| 12 | GLENMEDE TRUST CO NA | 786 | 15,000 | 0.05% | ||
| 13 | First Horizon Advisors, Inc. | 270 | 5,000 | 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.
