| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,164,469 | 16,850,000 | 29.29% | ||
| 2 | JFS WEALTH ADVISORS, LLC | 366,512 | 5,303,000 | 9.22% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 294,747 | 4,264,000 | 7.41% | ||
| 4 | MACKAY SHIELDS LLC | 285,799 | 4,136,000 | 7.19% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 262,959 | 3,805,000 | 6.61% | ||
| 6 | Invesco Ltd. | 234,938 | 3,400,000 | 5.91% | ||
| 7 | Advisors Asset Management, Inc. | 204,095 | 2,953,000 | 5.13% | ||
| 8 | UBS Group AG | 156,734 | 2,268,000 | 3.94% | ||
| 9 | AQR CAPITAL MANAGEMENT LLC | 128,862 | 1,864,000 | 3.24% | ||
| 10 | GOLDMAN SACHS GROUP INC | 120,809 | 1,748,000 | 3.04% | ||
| 11 | LPL Financial LLC | 107,953 | 1,562,000 | 2.71% | ||
| 12 | AKANTHOS CAPITAL MANAGEMENT LLC | 100,000 | 1,447,000 | 2.52% | ||
| 13 | WELLS FARGO & COMPANY/MN | 91,907 | 1,331,000 | 2.31% | ||
| 14 | STIFEL FINANCIAL CORP | 87,013 | 1,259,000 | 2.19% | ||
| 15 | Stratos Wealth Partners, LTD. | 80,670 | 1,167,654 | 2.03% | ||
| 16 | ROYAL BANK OF CANADA | 32,028 | 463,000 | 0.80% | ||
| 17 | AMERICAN INTERNATIONAL GROUP, INC. | 29,781 | 430,943 | 0.75% | ||
| 18 | SG Americas Securities, LLC | 25,775 | 373,000 | 0.65% | ||
| 19 | Commonwealth Equity Services, Inc | 24,163 | 350,000 | 0.61% | ||
| 20 | Benchmark Capital Advisors | 20,000 | 289,000 | 0.50% | ||
| 21 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 19,237 | 278,000 | 0.48% | ||
| 22 | MARINER INVESTMENT GROUP LLC | 17,077 | 247,000 | 0.43% | ||
| 23 | M&T BANK CORP | 16,220 | 235,000 | 0.41% | ||
| 24 | DEUTSCHE BANK AG\ | 15,250 | 220,000 | 0.38% | ||
| 25 | OPPENHEIMER & CO INC | 15,147 | 219,000 | 0.38% | ||
| 26 | Capital Investment Advisors, LLC | 14,800 | 214,000 | 0.37% | ||
| 27 | Bank of New York Mellon Corp | 14,668 | 212,000 | 0.37% | ||
| 28 | CITIGROUP INC | 11,313 | 164,000 | 0.29% | ||
| 29 | Creative Planning | 8,254 | 119,000 | 0.21% | ||
| 30 | REILLY FINANCIAL ADVISORS, LLC | 7,291 | 105,000 | 0.18% | ||
| 31 | MUFG Americas Holdings Corp | 5,993 | 87,000 | 0.15% | ||
| 32 | Efficient Market Advisors, LLC | 4,950 | 72,000 | 0.13% | ||
| 33 | Apriem Advisors | 4,473 | 65,000 | 0.11% | ||
| 34 | Formidable Asset Management, LLC | 762 | 11,000 | 0.02% | ||
| 35 | NEW ENGLAND SECURITIES CORP /MA/ | 700 | 10,000 | 0.02% | ||
| 36 | NATIONAL PLANNING CORP | 375 | 5,509 | 0.01% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 352 | 5,000 | 0.01% | ||
| 38 | NORTHERN TRUST CORP | 16,647 | 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.
