| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lattice Strategies LLC | 1,086,785 | 27,576,000 | 64.30% | ||
| 2 | Paracle Advisors, LLC | 450,694 | 11,533,000 | 26.89% | ||
| 3 | LPL Financial LLC | 60,946 | 1,558,000 | 3.63% | ||
| 4 | JANE STREET GROUP, LLC | 28,641 | 733,000 | 1.71% | ||
| 5 | HighTower Advisors, LLC | 27,985 | 716,000 | 1.67% | ||
| 6 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16,229 | 415,000 | 0.97% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 12,621 | 323,000 | 0.75% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 850 | 22,000 | 0.05% | ||
| 9 | ADVISOR GROUP, INC. | 500 | 13,000 | 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.
