| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,543,791 | 81,699,000 | 20.31% | ||
| 2 | OAK HILL ADVISORS LP | 5,875,513 | 63,632,000 | 15.82% | ||
| 3 | JPMORGAN CHASE & CO | 2,987,718 | 32,357,000 | 8.04% | ||
| 4 | EATON VANCE MANAGEMENT | 2,946,989 | 31,916,000 | 7.93% | ||
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2,496,236 | 27,034,000 | 6.72% | ||
| 6 | UBS Group AG | 1,522,441 | 16,488,000 | 4.10% | ||
| 7 | BANK OF MONTREAL /CAN/ | 1,534,010 | 16,077,000 | 4.00% | ||
| 8 | WELLS FARGO & COMPANY/MN | 1,261,871 | 13,666,000 | 3.40% | ||
| 9 | Invesco Ltd. | 1,247,211 | 13,507,000 | 3.36% | ||
| 10 | HighTower Advisors, LLC | 1,051,645 | 11,396,000 | 2.83% | ||
| 11 | Capital Investment Advisors, LLC | 887,579 | 9,612,000 | 2.39% | ||
| 12 | Apollo Management Holdings, L.P. | 551,480 | 5,973,000 | 1.48% | ||
| 13 | Yorktown Management & Research Co Inc | 435,000 | 4,711,000 | 1.17% | ||
| 14 | Arlington Capital Management, Inc. | 432,746 | 4,687,000 | 1.17% | ||
| 15 | BANK OF AMERICA CORP /DE/ | 418,436 | 4,532,000 | 1.13% | ||
| 16 | LPL Financial LLC | 391,853 | 4,283,000 | 1.06% | ||
| 17 | Focused Wealth Management, Inc | 357,065 | 3,867,000 | 0.96% | ||
| 18 | Bartlett & Co. LLC | 332,607 | 3,602,000 | 0.90% | ||
| 19 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 317,234 | 3,436,000 | 0.85% | ||
| 20 | Vident Investment Advisory, LLC | 250,825 | 2,714,000 | 0.67% | ||
| 21 | GUGGENHEIM CAPITAL LLC | 239,872 | 2,597,000 | 0.65% | ||
| 22 | NEW VERNON INVESTMENT MANAGEMENT LLC | 221,638 | 2,400,000 | 0.60% | ||
| 23 | BAIRD FINANCIAL GROUP, INC. | 200,533 | 2,172,000 | 0.54% | ||
| 24 | BESSEMER GROUP INC | 190,472 | 2,063,000 | 0.51% | ||
| 25 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 179,057 | 1,939,000 | 0.48% | ||
| 26 | Orion Porfolio Solutions, LLC | 174,719 | 1,892,000 | 0.47% | ||
| 27 | COVENANT ASSET MANAGEMENT, LLC | 170,333 | 1,845,000 | 0.46% | ||
| 28 | RAYMOND JAMES & ASSOCIATES | 156,466 | 1,695,000 | 0.42% | ||
| 29 | BARCLAYS PLC | 151,090 | 1,636,000 | 0.41% | ||
| 30 | ROBINSON CAPITAL MANAGEMENT, LLC | 148,919 | 1,613,000 | 0.40% | ||
| 31 | MILLENNIUM MANAGEMENT LLC | 148,098 | 1,604,000 | 0.40% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 141,249 | 1,530,000 | 0.38% | ||
| 33 | DOLIVER ADVISORS, LP | 126,740 | 1,373,000 | 0.34% | ||
| 34 | Commonwealth Equity Services, Inc | 119,082 | 1,290,000 | 0.32% | ||
| 35 | WEDBUSH SECURITIES INC | 104,027 | 1,127,000 | 0.28% | ||
| 36 | ADVISOR GROUP, INC. | 103,471 | 1,120,000 | 0.28% | ||
| 37 | Cutter & CO Brokerage, Inc. | 94,731 | 1,026,000 | 0.26% | ||
| 38 | Edge Wealth Management LLC | 93,940 | 1,019,000 | 0.25% | ||
| 39 | Camarda Financial Advisors, LLC | 91,181 | 987,000 | 0.25% | ||
| 40 | AVIANCE CAPITAL MANAGEMENT, LLC | 87,700 | 950,000 | 0.24% | ||
| 41 | First Allied Advisory Services, Inc. | 78,283 | 848,000 | 0.21% | ||
| 42 | ROYAL BANK OF CANADA | 67,878 | 735,000 | 0.18% | ||
| 43 | MSI Financial Services Inc | 62,691 | 679,000 | 0.17% | ||
| 44 | CITIGROUP INC | 58,771 | 637,000 | 0.16% | ||
| 45 | Advisors Asset Management, Inc. | 58,173 | 630,000 | 0.16% | ||
| 46 | ROWLAND CARMICHAEL ADVISORS INC /ADV | 56,400 | 611,000 | 0.15% | ||
| 47 | Maryland Capital Management | 48,500 | 525,000 | 0.13% | ||
| 48 | COWEN INC. | 46,634 | 505,000 | 0.13% | ||
| 49 | Stellar Capital Management, LLC | 37,652 | 408,000 | 0.10% | ||
| 50 | Shaker Financial Services, LLC | 36,000 | 390,000 | 0.10% |
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.
