| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 149,764 | 1,732,000 | 71.51% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 38,993 | 450,000 | 18.58% | ||
| 3 | Hemenway Trust Co LLC | 15,358 | 177,000 | 7.31% | ||
| 4 | AMERIPRISE FINANCIAL INC | 5,415 | 63,000 | 2.60% |
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.
