| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 901,675 | 21,968,000 | 75.18% | ||
| 2 | Portfolio Strategies Inc | 200,000 | 4,872,000 | 16.67% | ||
| 3 | Cambridge Investment Research Advisors, Inc. | 24,011 | 585,000 | 2.00% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,995 | 512,000 | 1.75% | ||
| 5 | JANE STREET GROUP, LLC | 16,029 | 391,000 | 1.34% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,088 | 368,000 | 1.26% | ||
| 7 | Virtu KCG Holdings LLC | 14,453 | 352,000 | 1.20% | ||
| 8 | NEXT Financial Group, Inc | 7,014 | 171,000 | 0.59% |
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.
