| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 8,741 | 236,000 | 63.27% | ||
| 2 | SUNNYMEATH ASSET MANAGEMENT, INC. | 15,000 | 65,000 | 17.43% | ||
| 3 | UBS Group AG | 1,122 | 30,000 | 8.04% | ||
| 4 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1,000 | 27,000 | 7.24% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 436 | 12,000 | 3.22% | ||
| 6 | Tower Research Capital LLC (TRC) | 70 | 2,000 | 0.54% | ||
| 7 | ADVISOR GROUP, INC. | 41 | 1,000 | 0.27% |
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.
