| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 49,949 | 1,195,000 | 65.16% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 24,591 | 588,000 | 32.06% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,872 | 45,000 | 2.45% | ||
| 4 | Creative Planning | 200 | 5,000 | 0.27% | ||
| 5 | UBS Group AG | 31 | 1,000 | 0.05% |
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.
