| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 9,332 | 576,000 | 45.35% | ||
| 2 | MORGAN STANLEY | 7,335 | 453,000 | 35.67% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 2,755 | 170,000 | 13.39% | ||
| 4 | UBS Group AG | 1,101 | 68,000 | 5.35% | ||
| 5 | WELLS FARGO & COMPANY/MN | 50 | 3,000 | 0.24% | ||
| 6 | Parallax Volatility Advisers, L.P. | 1 | 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.
