| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 316,466 | 3,867,000 | 81.57% | ||
| 2 | Aperio Group, LLC | 67,748 | 830,000 | 17.51% | ||
| 3 | AMERIPRISE FINANCIAL INC | 2,698 | 33,000 | 0.70% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 605 | 7,000 | 0.15% | ||
| 5 | Weaver C. Barksdale & Associates, Inc. | 133 | 2,000 | 0.04% | ||
| 6 | D'Orazio & Associates, Inc. | 149 | 2,000 | 0.04% |
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.
