| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 24,003,578 | 820,440,000 | 99.75% | ||
| 2 | JANE STREET GROUP, LLC | 36,955 | 1,263,000 | 0.15% | ||
| 3 | Ameritas Investment Partners, Inc. | 13,525 | 462,000 | 0.06% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 5,975 | 204,000 | 0.02% | ||
| 5 | UBS Group AG | 2,762 | 94,000 | 0.01% | ||
| 6 | MSI Financial Services Inc | 647 | 22,000 | 0.00% | ||
| 7 | ADVISOR GROUP, INC. | 595 | 20,000 | 0.00% | ||
| 8 | Creative Planning | 214 | 7,000 | 0.00% | ||
| 9 | WELLS FARGO & COMPANY/MN | 110 | 4,000 | 0.00% | ||
| 10 | INTEGRATED WEALTH MANAGEMENT | 107 | 4,000 | 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.
