| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVISOR GROUP, INC. | 24,775 | 1,733,000 | 39.51% | ||
| 2 | JANE STREET GROUP, LLC | 22,196 | 1,553,000 | 35.41% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,459 | 1,082,000 | 24.67% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 233 | 17,000 | 0.39% | ||
| 5 | UBS Group AG | 18 | 1,000 | 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.
