| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 23,236 | 31,000 | 49.21% | ||
| 2 | VANGUARD GROUP INC | 20,616 | 27,000 | 42.86% | ||
| 3 | Creative Planning | 2,734 | 4,000 | 6.35% | ||
| 4 | BlackRock Fund Advisors | 851 | 1,000 | 1.59% | ||
| 5 | Tower Research Capital LLC (TRC) | 300 | 0 | 0.00% | ||
| 6 | DEUTSCHE BANK AG\ | 20 | 0 | 0.00% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 81 | 0 | 0.00% | ||
| 8 | Checchi Capital Advisers, LLC | 4 | 0 | 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.
