| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Litman Gregory Wealth Management LLC | 857,287 | 21,149,000 | 90.30% | ||
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,306 | 772,000 | 3.30% | ||
| 3 | JANE STREET GROUP, LLC | 28,177 | 620,000 | 2.65% | ||
| 4 | AMERIPRISE FINANCIAL INC | 13,586 | 297,000 | 1.27% | ||
| 5 | MORGAN STANLEY | 13,399 | 293,000 | 1.25% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 12,118 | 266,000 | 1.14% | ||
| 7 | ROYAL BANK OF CANADA | 1,000 | 22,000 | 0.09% | ||
| 8 | UBS Group AG | 136 | 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.
