| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 3,261,262 | 156,214,000 | 82.84% | ||
| 2 | GOLDMAN SACHS GROUP INC | 562,295 | 26,934,000 | 14.28% | ||
| 3 | JANE STREET GROUP, LLC | 43,669 | 2,092,000 | 1.11% | ||
| 4 | BLB&B Advisors, LLC | 40,800 | 1,954,000 | 1.04% | ||
| 5 | BRR OpCo, LLC | 8,121 | 389,000 | 0.21% | ||
| 6 | Virtu KCG Holdings LLC | 7,712 | 369,000 | 0.20% | ||
| 7 | STIFEL FINANCIAL CORP | 6,426 | 308,000 | 0.16% | ||
| 8 | WELLS FARGO & COMPANY/MN | 4,478 | 214,000 | 0.11% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 1,402 | 67,000 | 0.04% | ||
| 10 | AMERIPRISE FINANCIAL INC | 343 | 16,000 | 0.01% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 225 | 11,000 | 0.01% | ||
| 12 | BENJAMIN F. EDWARDS & COMPANY, INC. | 35 | 2,000 | 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.
