| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 56,697 | 1,810,000 | 41.45% | ||
| 2 | Efficient Advisors, LLC | 39,622 | 1,265,000 | 28.97% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,625 | 435,000 | 9.96% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 10,896 | 348,000 | 7.97% | ||
| 5 | LPL Financial LLC | 9,960 | 318,000 | 7.28% | ||
| 6 | NATIONAL PLANNING CORP | 4,940 | 153,535 | 3.52% | ||
| 7 | Genesis Wealth Advisors, LLC | 950 | 30,637 | 0.70% | ||
| 8 | MSI Financial Services Inc | 149 | 5,000 | 0.11% | ||
| 9 | UBS Group AG | 51 | 2,000 | 0.05% | ||
| 10 | 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.
