| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Litman Gregory Wealth Management LLC | 848,317 | 21,878,000 | 83.99% | ||
| 2 | Merriman Wealth Management, LLC | 48,560 | 1,252,000 | 4.81% | ||
| 3 | JANE STREET GROUP, LLC | 47,825 | 1,150,000 | 4.41% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,867 | 978,000 | 3.75% | ||
| 5 | AMERIPRISE FINANCIAL INC | 13,352 | 319,000 | 1.22% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 13,058 | 314,000 | 1.21% | ||
| 7 | UBS Group AG | 3,657 | 87,000 | 0.33% | ||
| 8 | MORGAN STANLEY | 2,920 | 70,000 | 0.27% |
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.
