| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 492,028 | 9,882,000 | 70.03% | ||
| 2 | SCOUT INVESTMENTS, INC. | 133,796 | 2,687,000 | 19.04% | ||
| 3 | AMERIPRISE FINANCIAL INC | 43,998 | 887,000 | 6.29% | ||
| 4 | SVB WEALTH LLC | 26,155 | 525,000 | 3.72% | ||
| 5 | HUNTINGTON NATIONAL BANK | 5,140 | 103,000 | 0.73% | ||
| 6 | Archford Capital Strategies, LLC | 377 | 8,000 | 0.06% | ||
| 7 | Karp Capital Management Corp | 280 | 6,000 | 0.04% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 309 | 5,000 | 0.04% | ||
| 9 | Burt Wealth Advisors | 160 | 3,000 | 0.02% | ||
| 10 | PRENTISS SMITH & CO INC | 150 | 3,000 | 0.02% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 40 | 1,000 | 0.01% | ||
| 12 | Brookstone Capital Management | 32 | 1,000 | 0.01% | ||
| 13 | COLONY GROUP LLC | 38 | 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.
