| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,834 | 1,067,000 | 71.04% | ||
| 2 | JANE STREET GROUP, LLC | 6,081 | 410,000 | 27.30% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 233 | 16,000 | 1.07% | ||
| 4 | UBS Group AG | 140 | 9,000 | 0.60% |
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.
