| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 196,462 | 6,291,000 | 57.11% | ||
| 2 | Motley Fool Wealth Management, LLC | 138,664 | 4,440,000 | 40.31% | ||
| 3 | CAMBRIDGE TRUST CO | 7,395 | 237,000 | 2.15% | ||
| 4 | QUADRANT CAPITAL GROUP LLC | 1,654 | 44,000 | 0.40% | ||
| 5 | GLENMEDE TRUST CO NA | 120 | 3,000 | 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.
