| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3D ASSET MANAGEMENT, INC | 823,548 | 17,097,000 | 57.35% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 328,562 | 6,821,000 | 22.88% | ||
| 3 | JANE STREET GROUP, LLC | 171,874 | 3,568,000 | 11.97% | ||
| 4 | Atria Investments, Inc | 37,578 | 780,000 | 2.62% | ||
| 5 | Virtu KCG Holdings LLC | 31,560 | 655,000 | 2.20% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 29,086 | 604,000 | 2.03% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 13,578 | 282,000 | 0.95% | ||
| 8 | UBS Group AG | 311 | 6,000 | 0.02% |
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.
