| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | 45,462 | 537,000 | 61.72% | ||
| 2 | MORGAN STANLEY | 12,177 | 144,000 | 16.55% | ||
| 3 | Formidable Asset Management, LLC | 8,922 | 97,000 | 11.15% | ||
| 4 | Creative Planning | 3,333 | 39,000 | 4.48% | ||
| 5 | UBS Group AG | 1,300 | 15,000 | 1.72% | ||
| 6 | U S GLOBAL INVESTORS INC | 1,000 | 12,000 | 1.38% | ||
| 7 | WELLS FARGO & COMPANY/MN | 930 | 11,000 | 1.26% | ||
| 8 | AMERICAN INTERNATIONAL GROUP, INC. | 561 | 7,000 | 0.80% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 426 | 5,000 | 0.57% | ||
| 10 | Commonwealth Financial Services, LLC | 278 | 3,000 | 0.34% | ||
| 11 | Pinnacle Summer Investments, Inc. | 33 | 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.
