| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 198,649 | 4,629,000 | 52.98% | ||
| 2 | Aperio Group, LLC | 98,690 | 2,299,000 | 26.31% | ||
| 3 | GARDNER RUSSO & QUINN LLC | 62,125 | 1,447,000 | 16.56% | ||
| 4 | GENESEE VALLEY TRUST CO | 10,687 | 249,000 | 2.85% | ||
| 5 | AMERIPRISE FINANCIAL INC | 4,839 | 113,000 | 1.29% |
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.
