| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,042,778 | 14,516,000 | 34.41% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 321,718 | 4,479,000 | 10.62% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 257,652 | 3,587,000 | 8.50% | ||
| 4 | MACKAY SHIELDS LLC | 155,050 | 2,158,000 | 5.12% | ||
| 5 | Invesco Ltd. | 146,593 | 2,041,000 | 4.84% | ||
| 6 | LPL Financial LLC | 143,912 | 2,003,000 | 4.75% | ||
| 7 | GOLDMAN SACHS GROUP INC | 120,908 | 1,683,000 | 3.99% | ||
| 8 | UBS AG | 115,232 | 1,604,000 | 3.80% | ||
| 9 | WELLS FARGO & COMPANY/MN | 113,690 | 1,583,000 | 3.75% | ||
| 10 | STIFEL FINANCIAL CORP | 80,256 | 1,117,000 | 2.65% | ||
| 11 | AQR CAPITAL MANAGEMENT LLC | 71,563 | 996,000 | 2.36% | ||
| 12 | AKANTHOS CAPITAL MANAGEMENT LLC | 60,968 | 849,000 | 2.01% | ||
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 54,923 | 764,000 | 1.81% | ||
| 14 | MARINER INVESTMENT GROUP LLC | 54,892 | 764,000 | 1.81% | ||
| 15 | TFS CAPITAL LLC | 46,432 | 646,000 | 1.53% | ||
| 16 | Advisors Asset Management, Inc. | 31,379 | 437,000 | 1.04% | ||
| 17 | ROYAL BANK OF CANADA | 27,210 | 379,000 | 0.90% | ||
| 18 | Alpha Cubed Investments, LLC | 25,464 | 354,000 | 0.84% | ||
| 19 | Benchmark Capital Advisors | 20,000 | 278,000 | 0.66% | ||
| 20 | Commonwealth Equity Services, Inc | 18,753 | 261,000 | 0.62% | ||
| 21 | OPPENHEIMER & CO INC | 17,956 | 250,000 | 0.59% | ||
| 22 | Capital Investment Advisors, LLC | 14,800 | 206,016 | 0.49% | ||
| 23 | Bank of New York Mellon Corp | 13,874 | 193,000 | 0.46% | ||
| 24 | FIRST TRUST ADVISORS LP | 12,216 | 170,000 | 0.40% | ||
| 25 | AMERICAN INTERNATIONAL GROUP, INC. | 10,939 | 152,266 | 0.36% | ||
| 26 | CITIGROUP INC | 10,379 | 144,000 | 0.34% | ||
| 27 | ALLIANCEBERNSTEIN L.P. | 10,269 | 143,000 | 0.34% | ||
| 28 | Creative Planning | 6,254 | 87,000 | 0.21% | ||
| 29 | MUFG Americas Holdings Corp | 5,816 | 81,000 | 0.19% | ||
| 30 | REILLY FINANCIAL ADVISORS, LLC | 5,671 | 79,000 | 0.19% | ||
| 31 | Efficient Market Advisors, LLC | 4,950 | 69,000 | 0.16% | ||
| 32 | DEUTSCHE BANK AG\ | 3,350 | 46,000 | 0.11% | ||
| 33 | Evercore Wealth Management, LLC | 1,650 | 23,000 | 0.05% | ||
| 34 | Apriem Advisors | 973 | 14,000 | 0.03% | ||
| 35 | Formidable Asset Management, LLC | 762 | 11,000 | 0.03% | ||
| 36 | NORTHERN TRUST CORP | 50,246 | 7,000 | 0.02% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 293 | 4,000 | 0.01% | ||
| 38 | BARCLAYS PLC | 117 | 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.
