| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 303,403 | 4,955,000 | 59.49% | ||
| 2 | SCOUT INVESTMENTS, INC. | 113,033 | 1,872,000 | 22.48% | ||
| 3 | AMERIPRISE FINANCIAL INC | 64,672 | 1,053,000 | 12.64% | ||
| 4 | SVB WEALTH LLC | 21,533 | 352,000 | 4.23% | ||
| 5 | HUNTINGTON NATIONAL BANK | 4,646 | 77,000 | 0.92% | ||
| 6 | Archford Capital Strategies, LLC | 454 | 9,000 | 0.11% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 757 | 9,000 | 0.11% | ||
| 8 | Lenox Wealth Advisors, LLC | 63 | 1,000 | 0.01% | ||
| 9 | 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.
