| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTEGRATED WEALTH MANAGEMENT | 36 | 1,000 | 0.05% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,453 | 360,000 | 16.40% | ||
| 3 | GLENMEDE TRUST CO NA | 68,623 | 1,834,000 | 83.55% |
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.