| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 661,968 | 13,226,000 | 46.48% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 415,985 | 8,311,000 | 29.21% | ||
| 3 | Aperio Group, LLC | 231,895 | 4,641,000 | 16.31% | ||
| 4 | World Asset Management Inc | 104,302 | 2,087,000 | 7.33% | ||
| 5 | AMERIPRISE FINANCIAL INC | 9,103 | 182,000 | 0.64% | ||
| 6 | PRIVATE TRUST CO NA | 359 | 7,000 | 0.02% |
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.
