| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 176,665 | 993,000 | 91.61% | ||
| 2 | ArchPoint Investors | 10,795 | 61,000 | 5.63% | ||
| 3 | AMERIPRISE FINANCIAL INC | 4,994 | 28,000 | 2.58% | ||
| 4 | Apriem Advisors | 340 | 2,000 | 0.18% |
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.
