| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BESSEMER GROUP INC | 196,000 | 10,202,000 | 45.04% | ||
| 2 | MORGAN STANLEY | 62,931 | 3,275,000 | 14.46% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 23,658 | 1,231,000 | 5.43% | ||
| 4 | Creative Planning | 21,482 | 1,128,000 | 4.98% | ||
| 5 | AMERIPRISE FINANCIAL INC | 19,504 | 1,015,000 | 4.48% | ||
| 6 | UBS Group AG | 18,188 | 947,000 | 4.18% | ||
| 7 | Bellecapital International Ltd. | 17,300 | 909,000 | 4.01% | ||
| 8 | GOLDMAN SACHS GROUP INC | 17,253 | 898,000 | 3.96% | ||
| 9 | ROYAL BANK OF CANADA | 16,996 | 893,000 | 3.94% | ||
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,772 | 665,000 | 2.94% | ||
| 11 | MERIDIAN INVESTMENT COUNSEL INC. | 12,324 | 641,000 | 2.83% | ||
| 12 | JANE STREET GROUP, LLC | 10,250 | 538,000 | 2.38% | ||
| 13 | OLD MISSION CAPITAL LLC | 4,707 | 245,000 | 1.08% | ||
| 14 | Transamerica Financial Advisors, LLC | 588 | 31,000 | 0.14% | ||
| 15 | WELLS FARGO & COMPANY/MN | 409 | 21,000 | 0.09% | ||
| 16 | MSI Financial Services Inc | 209 | 11,000 | 0.05% | ||
| 17 | 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.