| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 810,707 | 11,447,000 | 45.17% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 194,104 | 2,741,000 | 10.82% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 154,020 | 2,177,000 | 8.59% | ||
| 4 | WELLS FARGO & COMPANY/MN | 144,818 | 2,045,000 | 8.07% | ||
| 5 | UBS AG | 111,655 | 1,576,000 | 6.22% | ||
| 6 | CORNERSTONE ADVISORS INC | 91,042 | 1,286,000 | 5.07% | ||
| 7 | Invesco Ltd. | 88,302 | 1,247,000 | 4.92% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 72,494 | 1,024,000 | 4.04% | ||
| 9 | Cambridge Investment Research Advisors, Inc. | 38,007 | 537,000 | 2.12% | ||
| 10 | AQR CAPITAL MANAGEMENT LLC | 36,301 | 513,000 | 2.02% | ||
| 11 | CITIGROUP INC | 35,184 | 497,000 | 1.96% | ||
| 12 | WEDBUSH SECURITIES INC | 13,841 | 195,000 | 0.77% | ||
| 13 | ROYAL BANK OF CANADA | 3,100 | 44,000 | 0.17% | ||
| 14 | Ground Swell Capital, LLC | 545 | 8,000 | 0.03% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 500 | 7,060 | 0.03% |
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.