| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,806,561 | 49,426,000 | 21.24% | ||
| 2 | BAILLIE GIFFORD & CO | 7,294,676 | 36,765,000 | 15.80% | ||
| 3 | Invesco Ltd. | 3,763,843 | 18,969,000 | 8.15% | ||
| 4 | 1832 Asset Management L.P. | 1,684,107 | 14,143,000 | 6.08% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 2,047,038 | 10,317,000 | 4.43% | ||
| 6 | BESSEMER GROUP INC | 2,000,000 | 10,080,000 | 4.33% | ||
| 7 | JANUS HENDERSON GROUP PLC | 1,731,682 | 8,734,000 | 3.75% | ||
| 8 | JPMORGAN CHASE & CO | 1,323,098 | 6,669,000 | 2.87% | ||
| 9 | NEWGATE CAPITAL MANAGEMENT LLC | 1,184,760 | 5,940,000 | 2.55% | ||
| 10 | GUGGENHEIM CAPITAL LLC | 1,050,926 | 5,297,000 | 2.28% | ||
| 11 | EATON VANCE MANAGEMENT | 1,034,513 | 5,162,000 | 2.22% | ||
| 12 | Westchester Capital Management, LLC | 902,333 | 4,548,000 | 1.95% | ||
| 13 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 892,011 | 4,496,000 | 1.93% | PRN | |
| 14 | Bain Capital Credit, LP | 869,127 | 4,380,000 | 1.88% | ||
| 15 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 862,242 | 4,346,000 | 1.87% | ||
| 16 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 728,945 | 3,674,000 | 1.58% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 618,808 | 3,119,000 | 1.34% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 614,572 | 3,097,000 | 1.33% | ||
| 19 | WELLS FARGO & COMPANY/MN | 518,220 | 2,611,000 | 1.12% | ||
| 20 | LPL Financial LLC | 455,365 | 2,272,000 | 0.98% | ||
| 21 | LOOMIS SAYLES & CO L P | 450,000 | 2,268,000 | 0.97% | ||
| 22 | UBS Group AG | 416,286 | 2,098,000 | 0.90% | ||
| 23 | Advisors Asset Management, Inc. | 379,019 | 1,910,000 | 0.82% | ||
| 24 | STIFEL FINANCIAL CORP | 325,700 | 1,642,000 | 0.71% | ||
| 25 | MARINER INVESTMENT GROUP LLC | 316,885 | 1,597,000 | 0.69% | ||
| 26 | CREDIT SUISSE AG/ | 289,119 | 1,457,000 | 0.63% | ||
| 27 | Cetera Advisors LLC | 283,509 | 1,428,000 | 0.61% | ||
| 28 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 257,641 | 1,299,000 | 0.56% | ||
| 29 | ASSET PLANNING SERVICES, LTD. | 232,085 | 1,170,000 | 0.50% | ||
| 30 | BLACKROCK ADVISORS LLC | 226,611 | 1,142,000 | 0.49% | ||
| 31 | ROBINSON CAPITAL MANAGEMENT, LLC | 217,950 | 1,098,000 | 0.47% | ||
| 32 | Shaker Financial Services, LLC | 211,482 | 1,066,000 | 0.46% | ||
| 33 | Autus Asset Management, LLC | 201,555 | 1,016,000 | 0.44% | ||
| 34 | CITIGROUP INC | 195,352 | 984,000 | 0.42% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 185,507 | 935,000 | 0.40% | ||
| 36 | HUNTINGTON NATIONAL BANK | 164,871 | 913,000 | 0.39% | PRN | |
| 37 | Trust Asset Management LLC | 154,104 | 777,000 | 0.33% | ||
| 38 | INVESTMENT PARTNERS, LTD. | 140,090 | 709,000 | 0.30% | ||
| 39 | Raymond James Financial Services Advisors, Inc. | 74,965 | 378,000 | 0.16% | ||
| 40 | RAYMOND JAMES & ASSOCIATES | 63,138 | 318,000 | 0.14% | ||
| 41 | Capital Investment Advisors, LLC | 62,336 | 314,000 | 0.13% | ||
| 42 | WEDBUSH SECURITIES INC | 53,442 | 269,000 | 0.12% | ||
| 43 | WFG Advisors, LP | 51,759 | 261,000 | 0.11% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 50,914 | 257,000 | 0.11% | ||
| 45 | NATIONAL PLANNING CORP | 45,454 | 227,000 | 0.10% | ||
| 46 | HighTower Advisors, LLC | 44,340 | 223,000 | 0.10% | ||
| 47 | First Allied Advisory Services, Inc. | 40,263 | 203,000 | 0.09% | ||
| 48 | Commonwealth Equity Services, Inc | 34,229 | 173,000 | 0.07% | ||
| 49 | CPWM, LLC | 33,214 | 167,000 | 0.07% | ||
| 50 | ROYAL BANK OF CANADA | 32,073 | 162,000 | 0.07% |
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.
