| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 20,389,671 | 197,780,000 | 42.79% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,069,816 | 39,478,000 | 8.54% | ||
| 3 | Invesco Ltd. | 3,359,303 | 32,585,000 | 7.05% | ||
| 4 | UBS Group AG | 2,467,171 | 23,932,000 | 5.18% | ||
| 5 | Advisors Asset Management, Inc. | 1,866,126 | 18,101,000 | 3.92% | ||
| 6 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1,792,802 | 17,390,000 | 3.76% | ||
| 7 | COHEN & STEERS CAPITAL MANAGEMENT INC | 1,753,691 | 17,011,000 | 3.68% | ||
| 8 | COHEN & STEERS, INC. | 1,753,691 | 17,011,000 | 3.68% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,007,475 | 9,772,000 | 2.11% | ||
| 10 | LPL Financial LLC | 918,995 | 8,887,000 | 1.92% | ||
| 11 | POINTE CAPITAL MANAGEMENT LLC | 690,041 | 6,693,000 | 1.45% | ||
| 12 | Formidable Asset Management, LLC | 624,494 | 6,257,000 | 1.35% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 585,160 | 5,676,000 | 1.23% | ||
| 14 | GUGGENHEIM CAPITAL LLC | 542,179 | 5,260,000 | 1.14% | ||
| 15 | ROYAL BANK OF CANADA | 436,459 | 4,234,000 | 0.92% | ||
| 16 | CITIGROUP INC | 423,130 | 4,104,000 | 0.89% | ||
| 17 | 1832 Asset Management L.P. | 420,000 | 4,080,000 | 0.88% | ||
| 18 | CONNING INC. | 390,338 | 3,786,000 | 0.82% | ||
| 19 | BB&T SECURITIES, LLC | 29,703 | 2,881,000 | 0.62% | ||
| 20 | Valentine Capital Asset Management, Inc. | 218,757 | 2,597,000 | 0.56% | ||
| 21 | SG Americas Securities, LLC | 211,218 | 2,049,000 | 0.44% | ||
| 22 | Focused Wealth Management, Inc | 179,468 | 1,741,000 | 0.38% | ||
| 23 | Robert W. Baird & Co. Inc | 165,260 | 1,603,000 | 0.35% | ||
| 24 | Commonwealth Equity Services, Inc | 151,715 | 1,472,000 | 0.32% | ||
| 25 | AMERIPRISE FINANCIAL INC | 148,926 | 1,444,000 | 0.31% | ||
| 26 | NEXT Financial Group, Inc | 133,879 | 1,298,000 | 0.28% | ||
| 27 | EATON VANCE MANAGEMENT | 130,790 | 1,269,000 | 0.27% | ||
| 28 | Karpus Management, Inc. | 126,839 | 1,230,000 | 0.27% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 120,862 | 1,172,000 | 0.25% | ||
| 30 | HighTower Advisors, LLC | 116,693 | 1,132,000 | 0.24% | ||
| 31 | First Allied Advisory Services, Inc. | 102,017 | 995,000 | 0.22% | ||
| 32 | FIDUCIARY TRUST INTERNATIONAL LLC | 97,138 | 942,000 | 0.20% | ||
| 33 | HARVEST CAPITAL MANAGEMENT INC | 96,900 | 940,000 | 0.20% | ||
| 34 | PNC FINANCIAL SERVICES GROUP, INC. | 91,899 | 891,000 | 0.19% | ||
| 35 | STIFEL FINANCIAL CORP | 89,162 | 865,000 | 0.19% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 82,785 | 803,000 | 0.17% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 75,228 | 731,000 | 0.16% | ||
| 38 | RAYMOND JAMES TRUST N.A. | 59,412 | 576,000 | 0.12% | ||
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 57,761 | 560,000 | 0.12% | ||
| 40 | Financial Sense Advisors, Inc. | 55,250 | 535,000 | 0.12% | ||
| 41 | Sunbelt Securities, Inc. | 54,771 | 531,280 | 0.11% | ||
| 42 | Janney Montgomery Scott LLC | 52,837 | 513,000 | 0.11% | ||
| 43 | Stratos Wealth Partners, LTD. | 50,505 | 491,000 | 0.11% | ||
| 44 | M&R CAPITAL MANAGEMENT INC | 50,290 | 488,000 | 0.11% | ||
| 45 | Global Endowment Management, LP | 50,000 | 485,000 | 0.10% | ||
| 46 | Glovista Investments LLC | 45,131 | 438,000 | 0.09% | ||
| 47 | AMERICAN INTERNATIONAL GROUP, INC. | 40,983 | 397,538 | 0.09% | ||
| 48 | SENTINEL TRUST CO LBA | 38,922 | 378,000 | 0.08% | ||
| 49 | BAR HARBOR TRUST SERVICES | 38,320 | 372,000 | 0.08% | ||
| 50 | Cypress Capital Management LLC (WY) | 35,625 | 345,563 | 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.
