| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 488,004 | 12,888,000 | 96.14% | ||
| 2 | BALASA DINVERNO & FOLTZ LLC | 21,017 | 478,000 | 3.57% | ||
| 3 | Crosspoint Capital Strategies, LLC | 1,475 | 39,000 | 0.29% |
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.
