| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 847,828 | 6,189,000 | 89.35% | ||
| 2 | Calvert Investment Management, Inc. | 72,354 | 528,000 | 7.62% | ||
| 3 | AMERIPRISE FINANCIAL INC | 17,560 | 129,000 | 1.86% | ||
| 4 | MAI Capital Management | 10,752 | 79,000 | 1.14% | ||
| 5 | Aris Wealth Services, Inc. | 243 | 2,000 | 0.03% |
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.
