| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 209,540 | 570,000 | 79.50% | ||
| 2 | Creative Planning | 41,300 | 120,000 | 16.74% | ||
| 3 | MORGAN STANLEY | 4,150 | 11,000 | 1.53% | ||
| 4 | Tower Research Capital LLC (TRC) | 3,938 | 11,000 | 1.53% | ||
| 5 | UBS AG | 1,961 | 5,000 | 0.70% |
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.
