| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIEDEMANN TRUST CO | 2,280,825 | 53,003,000 | 81.83% | ||
| 2 | TIEDEMANN ADVISORS, LLC | 402,935 | 9,364,000 | 14.46% | ||
| 3 | CITADEL ADVISORS LLC | 51,429 | 1,195,000 | 1.84% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,773 | 622,000 | 0.96% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 21,586 | 502,000 | 0.78% | ||
| 6 | PATHSTONE FAMILY OFFICE, LLC | 2,131 | 50,000 | 0.08% | ||
| 7 | UBS Group AG | 825 | 19,000 | 0.03% | ||
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 716 | 17,000 | 0.03% | ||
| 9 | ROYAL BANK OF CANADA | 3 | 0 | 0.00% | ||
| 10 | 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.