| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 425,161 | 6,688,000 | 90.16% | ||
| 2 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 46,327 | 727,000 | 9.80% | ||
| 3 | GLENMEDE TRUST CO NA | 138 | 2,000 | 0.03% | ||
| 4 | QUADRANT CAPITAL GROUP LLC | 142 | 1,000 | 0.01% |
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.
