| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,128,247 | 53,477,000 | 23.05% | ||
| 2 | BAILLIE GIFFORD & CO | 7,294,676 | 38,516,000 | 16.60% | ||
| 3 | Invesco Ltd. | 3,997,475 | 21,106,000 | 9.10% | ||
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2,570,747 | 13,574,000 | 5.85% | ||
| 5 | BESSEMER GROUP INC | 2,402,620 | 12,686,000 | 5.47% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,004,645 | 10,584,000 | 4.56% | ||
| 7 | 1832 Asset Management L.P. | 1,434,107 | 7,572,000 | 3.26% | ||
| 8 | JPMORGAN CHASE & CO | 1,323,098 | 6,986,000 | 3.01% | ||
| 9 | EATON VANCE MANAGEMENT | 1,034,513 | 5,442,000 | 2.35% | ||
| 10 | Westchester Capital Management, LLC | 1,012,610 | 5,347,000 | 2.30% | ||
| 11 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 897,625 | 4,739,000 | 2.04% | ||
| 12 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 892,011 | 4,710,000 | 2.03% | PRN | |
| 13 | WELLS FARGO & COMPANY/MN | 675,668 | 3,568,000 | 1.54% | ||
| 14 | GUGGENHEIM CAPITAL LLC | 619,457 | 3,271,000 | 1.41% | ||
| 15 | Advisors Asset Management, Inc. | 566,292 | 2,990,000 | 1.29% | ||
| 16 | JANUS HENDERSON GROUP PLC | 546,000 | 2,883,000 | 1.24% | ||
| 17 | UBS Group AG | 513,391 | 2,711,000 | 1.17% | ||
| 18 | Bain Capital Credit, LP | 508,730 | 2,686,000 | 1.16% | ||
| 19 | CREDIT SUISSE AG/ | 475,366 | 2,510,000 | 1.08% | ||
| 20 | Ionic Capital Management LLC | 389,469 | 2,056,000 | 0.89% | ||
| 21 | LOOMIS SAYLES & CO L P | 337,500 | 1,782,000 | 0.77% | ||
| 22 | Cetera Advisors LLC | 315,509 | 1,666,000 | 0.72% | ||
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 265,620 | 1,402,000 | 0.60% | ||
| 24 | COMERICA SECURITIES INC | 255,464 | 1,349,000 | 0.58% | ||
| 25 | BLACKROCK ADVISORS LLC | 250,203 | 1,322,000 | 0.57% | ||
| 26 | Capital Investment Advisors, LLC | 248,793 | 1,314,000 | 0.57% | ||
| 27 | ENVESTNET ASSET MANAGEMENT INC | 243,878 | 1,288,000 | 0.56% | ||
| 28 | ASSET PLANNING SERVICES, LTD. | 224,314 | 1,184,000 | 0.51% | ||
| 29 | LPL Financial LLC | 222,595 | 1,171,000 | 0.50% | ||
| 30 | STIFEL FINANCIAL CORP | 213,099 | 1,129,000 | 0.49% | ||
| 31 | MARINER INVESTMENT GROUP LLC | 209,331 | 1,105,000 | 0.48% | ||
| 32 | Autus Asset Management, LLC | 203,255 | 1,073,000 | 0.46% | ||
| 33 | ROBINSON CAPITAL MANAGEMENT, LLC | 196,300 | 1,036,000 | 0.45% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 184,379 | 974,000 | 0.42% | ||
| 35 | Shaker Financial Services, LLC | 175,770 | 928,000 | 0.40% | ||
| 36 | CITIGROUP INC | 73,560 | 389,000 | 0.17% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 68,020 | 359,000 | 0.15% | ||
| 38 | SHUFRO ROSE & CO LLC | 58,000 | 306,000 | 0.13% | PRN | |
| 39 | HighTower Advisors, LLC | 57,587 | 304,000 | 0.13% | ||
| 40 | WEDBUSH SECURITIES INC | 56,388 | 298,000 | 0.13% | ||
| 41 | WFG Advisors, LP | 50,245 | 265,000 | 0.11% | ||
| 42 | First Allied Advisory Services, Inc. | 48,588 | 257,000 | 0.11% | ||
| 43 | NATIONAL PLANNING CORP | 47,724 | 252,000 | 0.11% | ||
| 44 | ROYAL BANK OF CANADA | 46,679 | 246,000 | 0.11% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 44,177 | 234,000 | 0.10% | ||
| 46 | DOLIVER ADVISORS, LP | 36,574 | 193,000 | 0.08% | ||
| 47 | OPPENHEIMER & CO INC | 36,000 | 190,000 | 0.08% | ||
| 48 | CPWM, LLC | 34,256 | 181,000 | 0.08% | ||
| 49 | Virtu KCG Holdings LLC | 33,831 | 179,000 | 0.08% | ||
| 50 | Raymond James Financial Services Advisors, Inc. | 30,617 | 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.
