| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Aperio Group, LLC | 98,925 | 1,969,000 | 44.36% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 77,691 | 1,538,000 | 34.65% | ||
| 3 | World Asset Management Inc | 33,423 | 665,000 | 14.98% | ||
| 4 | ETRADE Capital Management LLC | 8,626 | 172,000 | 3.88% | ||
| 5 | AMERIPRISE FINANCIAL INC | 4,360 | 87,000 | 1.96% | ||
| 6 | First Horizon Advisors, Inc. | 171 | 3,000 | 0.07% | ||
| 7 | PRENTISS SMITH & CO INC | 85 | 2,000 | 0.05% | ||
| 8 | Archford Capital Strategies, LLC | 80 | 1,583 | 0.04% | ||
| 9 | PRIVATE TRUST CO NA | 51 | 1,000 | 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.
