| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 860,300 | 26,351,000 | 88.59% | ||
| 2 | CABOT WEALTH MANAGEMENT INC | 37,507 | 1,149,000 | 3.86% | ||
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 36,466 | 1,117,000 | 3.76% | ||
| 4 | PVG ASSET MANAGEMENT CORP | 9,785 | 299,714 | 1.01% | ||
| 5 | ROYAL BANK OF CANADA | 9,418 | 288,000 | 0.97% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 8,477 | 260,000 | 0.87% | ||
| 7 | MORGAN STANLEY | 6,996 | 214,000 | 0.72% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,084 | 64,000 | 0.22% | ||
| 9 | WELLS FARGO & COMPANY/MN | 100 | 3,000 | 0.01% | ||
| 10 | US BANCORP \DE\ | 8 | 0 | 0.00% | ||
| 11 | FIRST MANHATTAN CO. LLC. | 14 | 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.
