| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evensky & Katz LLC | 416,783 | 11,508,000 | 55.81% | ||
| 2 | BESSEMER GROUP INC | 244,041 | 6,739,000 | 32.68% | ||
| 3 | Alaska Permanent Capital Management, LLC | 59,775 | 1,650,000 | 8.00% | ||
| 4 | BRR OpCo, LLC | 19,171 | 529,000 | 2.57% | ||
| 5 | WHITTIER TRUST CO | 6,235 | 172,000 | 0.83% | ||
| 6 | WHITTIER TRUST CO OF NEVADA INC | 750 | 21,000 | 0.10% | ||
| 7 | JPMORGAN CHASE & CO | 39 | 1,000 | 0.00% | ||
| 8 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
