| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 6,974,440 | 163,620,000 | 75.99% | ||
| 2 | FDx Advisors, Inc. | 1,281,929 | 30,074,000 | 13.97% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 521,627 | 12,237,000 | 5.68% | ||
| 4 | LPL Financial LLC | 340,292 | 7,954,000 | 3.69% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 47,601 | 1,117,000 | 0.52% | ||
| 6 | Rehmann Capital Advisory Group | 10,712 | 251,000 | 0.12% | ||
| 7 | AMERICAN INTERNATIONAL GROUP, INC. | 2,614 | 61,000 | 0.03% | ||
| 8 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 154 | 4,000 | 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.
