| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 303,967 | 9,502,000 | 92.33% | ||
| 2 | JANE STREET GROUP, LLC | 11,377 | 356,000 | 3.46% | ||
| 3 | Virtu KCG Holdings LLC | 9,096 | 284,000 | 2.76% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,495 | 141,000 | 1.37% | ||
| 5 | NEXT Financial Group, Inc | 251 | 8,000 | 0.08% |
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.