| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 264,192 | 769,000 | 48.36% | ||
| 2 | Aperio Group, LLC | 169,982 | 502,000 | 31.57% | ||
| 3 | GENESEE VALLEY TRUST CO | 84,113 | 249,000 | 15.66% | ||
| 4 | COMMERCE BANK | 11,030 | 33,000 | 2.08% | ||
| 5 | Huntington Steele LLC | 10,059 | 29,000 | 1.82% | ||
| 6 | AMERIPRISE FINANCIAL INC | 2,626 | 8,000 | 0.50% |
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.
