| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 36,150 | 722,000 | 94.01% | ||
| 2 | UBS Group AG | 1,806 | 36,000 | 4.69% | ||
| 3 | Creative Planning | 500 | 10,000 | 1.30% |
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.
