| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 139,281 | 3,965,000 | 44.75% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 138,514 | 3,943,000 | 44.50% | ||
| 3 | GOLDMAN SACHS GROUP INC | 17,717 | 504,000 | 5.69% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,645 | 219,000 | 2.47% | ||
| 5 | MORGAN STANLEY | 5,395 | 154,000 | 1.74% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,754 | 50,000 | 0.56% | ||
| 7 | AMERICAN INTERNATIONAL GROUP, INC. | 380 | 10,817 | 0.12% | ||
| 8 | ROYAL BANK OF CANADA | 278 | 8,000 | 0.09% | ||
| 9 | Regal Investment Advisors LLC | 170 | 4,000 | 0.05% | ||
| 10 | Carroll Financial Associates, Inc. | 102 | 3,000 | 0.03% | ||
| 11 | WELLS FARGO & COMPANY/MN | 2 | 0 | 0.00% | ||
| 12 | 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.
