| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 163,997 | 2,235,000 | 73.16% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 39,542 | 539,000 | 17.64% | ||
| 3 | Hemenway Trust Co LLC | 15,358 | 209,000 | 6.84% | ||
| 4 | AMERIPRISE FINANCIAL INC | 5,283 | 72,000 | 2.36% |
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.
