| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 237,362 | 9,043,000 | 87.75% | ||
| 2 | Freedom Investment Management, Inc. | 23,707 | 903,000 | 8.76% | ||
| 3 | CIM INVESTMENT MANAGEMENT INC | 8,662 | 330,000 | 3.20% | ||
| 4 | Hexavest Inc. | 590 | 22,000 | 0.21% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 335 | 7,000 | 0.07% |
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.