| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Aperio Group, LLC | 19,208 | 338,000 | 93.37% | ||
| 2 | AMERIPRISE FINANCIAL INC | 1,232 | 22,000 | 6.08% | ||
| 3 | PRIVATE TRUST CO NA | 107 | 2,000 | 0.55% |
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.