| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 746,166 | 1,604,000 | 68.14% | ||
| 2 | SATURNA CAPITAL CORP | 200,000 | 430,000 | 18.27% | ||
| 3 | Aperio Group, LLC | 127,062 | 277,000 | 11.77% | ||
| 4 | AMERIPRISE FINANCIAL INC | 12,783 | 28,000 | 1.19% | ||
| 5 | CapWealth Advisors, LLC | 3,811 | 8,000 | 0.34% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 3,202 | 7,000 | 0.30% |
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.
