| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Stadion Money Management, LLC | 322,000 | 17,501,000 | 42.33% | ||
| 2 | ASPIRIANT, LLC | 152,225 | 8,274,000 | 20.01% | ||
| 3 | STATE STREET CORP | 77,935 | 4,236,000 | 10.25% | ||
| 4 | LPL Financial LLC | 36,759 | 1,995,000 | 4.83% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 33,089 | 1,798,000 | 4.35% | ||
| 6 | MORGAN STANLEY | 30,692 | 1,668,000 | 4.03% | ||
| 7 | AMERIPRISE FINANCIAL INC | 22,019 | 1,197,000 | 2.90% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,132 | 877,000 | 2.12% | ||
| 9 | ASSET DEDICATION, LLC | 13,465 | 732,000 | 1.77% | ||
| 10 | CORNERSTONE WEALTH MANAGEMENT, LLC | 12,273 | 666,000 | 1.61% | ||
| 11 | Paracle Advisors, LLC | 9,183 | 499,000 | 1.21% | ||
| 12 | Virtu KCG Holdings LLC | 8,091 | 440,000 | 1.06% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 7,017 | 381,000 | 0.92% | ||
| 14 | Meiji Yasuda Life Insurance Co | 5,700 | 310,000 | 0.75% | ||
| 15 | CITIGROUP INC | 5,611 | 305,000 | 0.74% | ||
| 16 | OLD MISSION CAPITAL LLC | 5,125 | 279,000 | 0.67% | ||
| 17 | NICOLET BANKSHARES INC | 1,808 | 98,000 | 0.24% | ||
| 18 | ROYAL BANK OF CANADA | 645 | 35,000 | 0.08% | ||
| 19 | UBS Group AG | 595 | 32,000 | 0.08% | ||
| 20 | Capital Advisors, Ltd. LLC | 331 | 18,000 | 0.04% | ||
| 21 | 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.
