| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ironwood Investment Counsel, LLC | 466,023 | 14,116,000 | 79.05% | ||
| 2 | Evensky & Katz LLC | 42,587 | 1,289,000 | 7.22% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,404 | 1,284,000 | 7.19% | ||
| 4 | JANE STREET GROUP, LLC | 32,742 | 992,000 | 5.56% | ||
| 5 | ROYAL BANK OF CANADA | 3,150 | 95,000 | 0.53% | ||
| 6 | UBS Group AG | 2,283 | 69,000 | 0.39% | ||
| 7 | B. Riley Wealth Advisors, Inc. | 372 | 11,000 | 0.06% | ||
| 8 | 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.