| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 701,298 | 9,419,000 | 35.32% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 299,215 | 4,019,000 | 15.07% | ||
| 3 | WELLS FARGO & COMPANY/MN | 290,393 | 3,900,000 | 14.63% | ||
| 4 | BESSEMER GROUP INC | 250,000 | 3,358,000 | 12.59% | ||
| 5 | UBS AG | 121,599 | 1,633,000 | 6.12% | ||
| 6 | Invesco Ltd. | 84,163 | 1,130,000 | 4.24% | ||
| 7 | Robert W. Baird & Co. Inc | 77,422 | 1,040,000 | 3.90% | SH | |
| 8 | Relative Value Partners, LLC | 48,615 | 653,000 | 2.45% | ||
| 9 | CREDIT SUISSE AG/ | 46,400 | 623,000 | 2.34% | ||
| 10 | ROYAL BANK OF CANADA | 29,464 | 396,000 | 1.49% | ||
| 11 | Horizon Kinetics LLC | 20,826 | 280,000 | 1.05% | ||
| 12 | FIRST TRUST ADVISORS LP | 10,661 | 143,000 | 0.54% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 5,000 | 67,150 | 0.25% | ||
| 14 | Ground Swell Capital, LLC | 142 | 2,000 | 0.01% | ||
| 15 | Tower Research Capital LLC (TRC) | 100 | 1,000 | 0.00% | ||
| 16 | CITIGROUP INC | 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.
