| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 18,262 | 107,000 | 42.46% | ||
| 2 | VANGUARD GROUP INC | 18,275 | 106,000 | 42.06% | ||
| 3 | Creative Planning | 3,000 | 18,000 | 7.14% | ||
| 4 | Tower Research Capital LLC (TRC) | 1,903 | 11,000 | 4.37% | ||
| 5 | UBS Group AG | 1,408 | 8,000 | 3.17% | ||
| 6 | BlackRock Investment Management, LLC | 327 | 2,000 | 0.79% |
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.
