| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Aperio Group, LLC | 53,161 | 614,000 | 74.15% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16,427 | 189,000 | 22.83% | ||
| 3 | AMERIPRISE FINANCIAL INC | 2,213 | 25,000 | 3.02% |
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.