| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 167,213 | 2,207,000 | 60.20% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 38,355 | 505,000 | 13.78% | ||
| 3 | Aperio Group, LLC | 37,983 | 501,000 | 13.67% | ||
| 4 | Hemenway Trust Co LLC | 15,358 | 202,000 | 5.51% | ||
| 5 | Boston Common Asset Management, LLC | 14,180 | 187,000 | 5.10% | ||
| 6 | AMERIPRISE FINANCIAL INC | 4,867 | 64,000 | 1.75% |
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.
