| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Aperio Group, LLC | 320,943 | 2,420,000 | 51.16% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 212,477 | 1,600,000 | 33.83% | ||
| 3 | Cohen Capital Management, Inc. | 86,400 | 651,000 | 13.76% | ||
| 4 | AMERIPRISE FINANCIAL INC | 6,763 | 52,000 | 1.10% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 916 | 7,000 | 0.15% |
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.
