| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 26,200 | 28,000 | 36.84% | ||
| 2 | UBS Group AG | 17,301 | 19,000 | 25.00% | ||
| 3 | CITADEL ADVISORS LLC | 12,871 | 14,000 | 18.42% | ||
| 4 | Creative Planning | 11,320 | 12,000 | 15.79% | ||
| 5 | ROYAL BANK OF CANADA | 2,500 | 3,000 | 3.95% | ||
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 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.
