| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 275,535 | 9,850,000 | 64.14% | ||
| 2 | Motley Fool Wealth Management, LLC | 144,974 | 5,183,000 | 33.75% | ||
| 3 | CAMBRIDGE TRUST CO | 7,514 | 269,000 | 1.75% | ||
| 4 | QUADRANT CAPITAL GROUP LLC | 1,673 | 52,000 | 0.34% | ||
| 5 | GLENMEDE TRUST CO NA | 120 | 4,000 | 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.
