| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Litman Gregory Wealth Management LLC | 854,537 | 20,979,000 | 89.50% | ||
| 2 | JANE STREET GROUP, LLC | 42,311 | 937,000 | 4.00% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,501 | 786,000 | 3.35% | ||
| 4 | AMERIPRISE FINANCIAL INC | 13,395 | 297,000 | 1.27% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 12,206 | 270,000 | 1.15% | ||
| 6 | MORGAN STANLEY | 6,875 | 152,000 | 0.65% | ||
| 7 | UBS Group AG | 831 | 18,000 | 0.08% |
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.
