| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 5,012,827 | 59,803,000 | 57.20% | ||
| 2 | Swan Global Investments, LLC | 3,705,727 | 44,728,000 | 42.78% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 2,375 | 28,000 | 0.03% |
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.
