| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 155,877 | 5,435,000 | 64.43% | ||
| 2 | Motley Fool Wealth Management, LLC | 79,459 | 2,770,000 | 32.84% | ||
| 3 | CAMBRIDGE TRUST CO | 6,119 | 213,000 | 2.52% | ||
| 4 | QUADRANT CAPITAL GROUP LLC | 591 | 18,000 | 0.21% | ||
| 5 | GLENMEDE TRUST CO NA | 22 | 0 | 0.00% |
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.
