| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 3,282,873 | 141,131,000 | 79.64% | ||
| 2 | GOLDMAN SACHS GROUP INC | 742,391 | 31,693,000 | 17.88% | ||
| 3 | BLB&B Advisors, LLC | 50,366 | 2,165,000 | 1.22% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,871 | 1,069,000 | 0.60% | ||
| 5 | JANE STREET GROUP, LLC | 10,803 | 464,000 | 0.26% | ||
| 6 | BRR OpCo, LLC | 8,121 | 349,000 | 0.20% | ||
| 7 | UBS AG | 3,913 | 168,000 | 0.09% | ||
| 8 | WELLS FARGO & COMPANY/MN | 1,611 | 69,000 | 0.04% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 1,402 | 60,000 | 0.03% | ||
| 10 | AMERIPRISE FINANCIAL INC | 343 | 15,000 | 0.01% | ||
| 11 | MANAGED ACCOUNT ADVISORS LLC | 290 | 12,000 | 0.01% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 225 | 10,000 | 0.01% | ||
| 13 | 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.
