| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Efficient Advisors, LLC | 393,224 | 12,288,000 | 73.41% | ||
| 2 | ASSETMARK, INC | 107,004 | 3,344,000 | 19.98% | ||
| 3 | LPL Financial LLC | 18,314 | 572,000 | 3.42% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 10,955 | 342,000 | 2.04% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 2,356 | 74,000 | 0.44% | ||
| 6 | ROYAL BANK OF CANADA | 1,922 | 60,000 | 0.36% | ||
| 7 | ADVISOR GROUP, INC. | 1,480 | 46,000 | 0.27% | ||
| 8 | NEXT Financial Group, Inc | 300 | 9,000 | 0.05% | ||
| 9 | Tower Research Capital LLC (TRC) | 132 | 4,000 | 0.02% | ||
| 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.
