| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Virtu KCG Holdings LLC | 7,210 | 433,000 | 32.65% | ||
| 2 | MORGAN STANLEY | 6,970 | 418,000 | 31.52% | ||
| 3 | Creative Planning | 4,918 | 295,000 | 22.25% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 2,755 | 165,000 | 12.44% | ||
| 5 | UBS Group AG | 202 | 12,000 | 0.90% | ||
| 6 | WELLS FARGO & COMPANY/MN | 50 | 3,000 | 0.23% | ||
| 7 | 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.
