| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Efficient Advisors, LLC | 394,467 | 12,067,000 | 70.73% | ||
| 2 | ASSETMARK, INC | 92,252 | 2,822,000 | 16.54% | ||
| 3 | LPL Financial LLC | 27,514 | 828,000 | 4.85% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,104 | 799,000 | 4.68% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 10,887 | 333,000 | 1.95% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 2,356 | 72,000 | 0.42% | ||
| 7 | ROYAL BANK OF CANADA | 1,922 | 59,000 | 0.35% | ||
| 8 | UBS Group AG | 1,265 | 39,000 | 0.23% | ||
| 9 | AMERICAN INTERNATIONAL GROUP, INC. | 1,080 | 33,000 | 0.19% | ||
| 10 | NEXT Financial Group, Inc | 300 | 9,000 | 0.05% | ||
| 11 | 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.
