| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 44,261 | 2,129,000 | 75.66% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9,288 | 450,000 | 15.99% | ||
| 3 | World Asset Management Inc | 4,570 | 220,000 | 7.82% | ||
| 4 | AMERIPRISE FINANCIAL INC | 310 | 15,000 | 0.53% |
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.