| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 63,638 | 1,043,000 | 40.10% | ||
| 2 | SignalPoint Asset Management, LLC | 53,513 | 878,000 | 33.76% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 20,710 | 340,000 | 13.07% | ||
| 4 | JANE STREET GROUP, LLC | 11,231 | 184,000 | 7.07% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 6,474 | 107,000 | 4.11% | ||
| 6 | UBS Group AG | 2,379 | 39,000 | 1.50% | ||
| 7 | Gradient Investments LLC | 322 | 5,000 | 0.19% | ||
| 8 | Tower Research Capital LLC (TRC) | 289 | 5,000 | 0.19% | ||
| 9 | 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.
