| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | 79,702 | 4,847,000 | 56.62% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22,916 | 1,394,000 | 16.28% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 22,695 | 1,380,000 | 16.12% | ||
| 4 | Kingfisher Capital LLC | 9,063 | 489,000 | 5.71% | ||
| 5 | MORGAN STANLEY | 3,532 | 215,000 | 2.51% | ||
| 6 | INTEGRATED WEALTH MANAGEMENT | 3,090 | 188,000 | 2.20% | ||
| 7 | BANK OF MONTREAL /CAN/ | 437 | 27,000 | 0.32% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 133 | 8,000 | 0.09% | ||
| 9 | UBS Group AG | 101 | 6,000 | 0.07% | ||
| 10 | Regal Investment Advisors LLC | 60 | 3,000 | 0.04% | ||
| 11 | Gemmer Asset Management LLC | 25 | 2,000 | 0.02% | ||
| 12 | Vantage Investment Advisors, LLC | 18 | 1,000 | 0.01% | ||
| 13 | Ironwood Financial, llc | 16 | 1,000 | 0.01% | ||
| 14 | 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.
