| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXENCIAL WEALTH ADVISORS, LLC | 37,602 | 1,342,000 | 74.93% | ||
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,447 | 270,000 | 15.08% | ||
| 3 | UBS Group AG | 3,292 | 105,000 | 5.86% | ||
| 4 | OPTIMUM INVESTMENT ADVISORS | 1,300 | 42,000 | 2.35% | ||
| 5 | Creative Planning | 1,000 | 32,000 | 1.79% | ||
| 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.
