| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WCM INVESTMENT MANAGEMENT, LLC | 955,331 | 21,850,000 | 80.99% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 104,079 | 3,383,000 | 12.54% | ||
| 3 | Aperio Group, LLC | 105,412 | 1,684,000 | 6.24% | ||
| 4 | AMERIPRISE FINANCIAL INC | 1,771 | 57,000 | 0.21% | ||
| 5 | First Horizon Advisors, Inc. | 210 | 3,000 | 0.01% |
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.
