| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 513,384 | 7,075,000 | 33.26% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 282,129 | 3,888,000 | 18.28% | ||
| 3 | WELLS FARGO & COMPANY/MN | 256,015 | 3,528,000 | 16.59% | ||
| 4 | Invesco Ltd. | 139,530 | 1,923,000 | 9.04% | ||
| 5 | UBS AG | 84,871 | 1,170,000 | 5.50% | ||
| 6 | Robert W. Baird & Co. Inc | 65,583 | 904,000 | 4.25% | ||
| 7 | CREDIT SUISSE AG/ | 46,400 | 639,000 | 3.00% | ||
| 8 | Shaker Financial Services, LLC | 45,261 | 624,000 | 2.93% | ||
| 9 | ROYAL BANK OF CANADA | 41,533 | 572,000 | 2.69% | ||
| 10 | Beta Wealth Group, Inc. | 24,500 | 338,000 | 1.59% | ||
| 11 | Horizon Kinetics LLC | 22,469 | 310,000 | 1.46% | ||
| 12 | FIRST TRUST ADVISORS LP | 11,576 | 160,000 | 0.75% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 6,750 | 93,015 | 0.44% | ||
| 14 | CITIGROUP INC | 1,585 | 22,000 | 0.10% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 1,600 | 22,000 | 0.10% | ||
| 16 | Tower Research Capital LLC (TRC) | 200 | 3,000 | 0.01% |
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.
