| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 23,212,192 | 587,501,000 | 99.40% | ||
| 2 | GOLDMAN SACHS GROUP INC | 91,131 | 2,306,000 | 0.39% | ||
| 3 | JANE STREET GROUP, LLC | 48,700 | 1,232,000 | 0.21% | ||
| 4 | MSI Financial Services Inc | 250 | 6,000 | 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.