| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 19,875,130 | 174,504,000 | 42.20% | ||
| 2 | Invesco Ltd. | 3,083,685 | 27,075,000 | 6.55% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 2,861,257 | 25,122,000 | 6.08% | ||
| 4 | Raymond James Financial Services Advisors, Inc. | 2,629,906 | 23,091,000 | 5.58% | ||
| 5 | UBS Group AG | 2,627,596 | 23,070,000 | 5.58% | ||
| 6 | 1832 Asset Management L.P. | 1,024,633 | 14,950,000 | 3.62% | ||
| 7 | COHEN & STEERS, INC. | 1,536,315 | 13,489,000 | 3.26% | ||
| 8 | Advisors Asset Management, Inc. | 1,306,784 | 11,474,000 | 2.77% | ||
| 9 | BANK OF MONTREAL /CAN/ | 1,282,667 | 11,262,000 | 2.72% | ||
| 10 | LPL Financial LLC | 1,234,819 | 10,558,000 | 2.55% | ||
| 11 | WELLS FARGO & COMPANY/MN | 905,284 | 7,948,000 | 1.92% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 669,342 | 5,877,000 | 1.42% | ||
| 13 | Formidable Asset Management, LLC | 646,174 | 5,642,000 | 1.36% | ||
| 14 | ROYAL BANK OF CANADA | 501,001 | 4,399,000 | 1.06% | ||
| 15 | POINTE CAPITAL MANAGEMENT LLC | 457,122 | 4,014,000 | 0.97% | ||
| 16 | CONNING INC. | 433,445 | 3,806,000 | 0.92% | ||
| 17 | CITIGROUP INC | 407,299 | 3,576,000 | 0.86% | ||
| 18 | STIFEL FINANCIAL CORP | 309,938 | 2,721,000 | 0.66% | ||
| 19 | BAIRD FINANCIAL GROUP, INC. | 273,081 | 2,398,000 | 0.58% | ||
| 20 | AMERIPRISE FINANCIAL INC | 261,399 | 2,288,000 | 0.55% | ||
| 21 | GUGGENHEIM CAPITAL LLC | 232,882 | 2,045,000 | 0.49% | ||
| 22 | Orion Porfolio Solutions, LLC | 206,009 | 1,809,000 | 0.44% | ||
| 23 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 205,781 | 1,807,000 | 0.44% | ||
| 24 | Commonwealth Equity Services, Inc | 184,992 | 1,624,000 | 0.39% | ||
| 25 | Focused Wealth Management, Inc | 183,309 | 1,609,000 | 0.39% | ||
| 26 | NEXT Financial Group, Inc | 168,458 | 1,479,000 | 0.36% | ||
| 27 | EATON VANCE MANAGEMENT | 128,806 | 1,131,000 | 0.27% | ||
| 28 | HighTower Advisors, LLC | 117,229 | 1,031,000 | 0.25% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 107,101 | 940,000 | 0.23% | ||
| 30 | IFP ADVISORS, INC | 107,108 | 940,000 | 0.23% | ||
| 31 | First Allied Advisory Services, Inc. | 104,408 | 914,000 | 0.22% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 102,621 | 896,000 | 0.22% | ||
| 33 | FIDUCIARY TRUST INTERNATIONAL LLC | 98,246 | 863,000 | 0.21% | ||
| 34 | RAYMOND JAMES TRUST N.A. | 97,457 | 856,000 | 0.21% | ||
| 35 | Vident Investment Advisory, LLC | 6,707,252 | 764,000 | 0.18% | ||
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 84,528 | 742,000 | 0.18% | ||
| 37 | ANCORA PRIVATE WEALTH ADVISORS, LLC | 81,817 | 718,000 | 0.17% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 80,256 | 706,000 | 0.17% | ||
| 39 | IFC Holdings Incorporated/FL | 77,685 | 681,000 | 0.16% | ||
| 40 | WEDBUSH SECURITIES INC | 76,850 | 675,000 | 0.16% | ||
| 41 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 73,192 | 643,000 | 0.16% | ||
| 42 | GOLDMAN SACHS GROUP INC | 72,746 | 639,000 | 0.15% | ||
| 43 | Virtu KCG Holdings LLC | 61,898 | 543,000 | 0.13% | ||
| 44 | AMERICAN INTERNATIONAL GROUP, INC. | 56,284 | 494,000 | 0.12% | ||
| 45 | Creative Planning | 51,070 | 448,000 | 0.11% | ||
| 46 | M&R CAPITAL MANAGEMENT INC | 50,290 | 442,000 | 0.11% | ||
| 47 | Global Endowment Management, LP | 50,000 | 439,000 | 0.11% | ||
| 48 | Janney Montgomery Scott LLC | 49,842 | 438,000 | 0.11% | ||
| 49 | VSR Financial Services, Inc. | 42,668 | 375,000 | 0.09% | ||
| 50 | BB&T SECURITIES, LLC | 42,324 | 371,000 | 0.09% |
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.
