| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Aperio Group, LLC | 73,620 | 4,644,000 | 58.09% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 45,722 | 2,890,000 | 36.15% | ||
| 3 | FORBES J M & CO LLP | 5,130 | 324,000 | 4.05% | ||
| 4 | AMERIPRISE FINANCIAL INC | 1,863 | 121,000 | 1.51% | ||
| 5 | American Research & Management Co. | 135 | 9,000 | 0.11% | ||
| 6 | PRIVATE TRUST CO NA | 100 | 6,000 | 0.08% | ||
| 7 | First Horizon Advisors, Inc. | 16 | 1,000 | 0.01% |
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.
