| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,361,242 | 35,932,000 | 17.27% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,062,682 | 22,050,000 | 10.60% | ||
| 3 | UNIPLAN INVESTMENT COUNSEL, INC. | 1,248,383 | 13,370,000 | 6.43% | ||
| 4 | CREDIT SUISSE AG/ | 1,180,183 | 12,616,000 | 6.06% | ||
| 5 | GUGGENHEIM CAPITAL LLC | 1,170,532 | 12,513,000 | 6.02% | ||
| 6 | LAZARD ASSET MANAGEMENT LLC | 1,155,145 | 12,348,000 | 5.94% | ||
| 7 | UBS Group AG | 1,138,095 | 12,166,000 | 5.85% | ||
| 8 | Invesco Ltd. | 1,093,814 | 11,693,000 | 5.62% | ||
| 9 | Advisors Asset Management, Inc. | 1,093,072 | 11,685,000 | 5.62% | ||
| 10 | WELLS FARGO & COMPANY/MN | 743,799 | 7,951,000 | 3.82% | ||
| 11 | COHEN & STEERS, INC. | 568,271 | 6,075,000 | 2.92% | ||
| 12 | AMERIPRISE FINANCIAL INC | 371,734 | 3,976,000 | 1.91% | ||
| 13 | FIDUCIARY TRUST INTERNATIONAL LLC | 363,284 | 3,884,000 | 1.87% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 355,601 | 3,801,000 | 1.83% | ||
| 15 | First Allied Advisory Services, Inc. | 275,431 | 2,940,000 | 1.41% | ||
| 16 | LPL Financial LLC | 257,817 | 2,926,000 | 1.41% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 257,643 | 2,754,000 | 1.32% | ||
| 18 | 1832 Asset Management L.P. | 250,000 | 2,682,000 | 1.29% | ||
| 19 | Cohen Klingenstein LLC | 247,996 | 2,651,000 | 1.27% | ||
| 20 | Private Harbour Investment Management & Counsel, LLC | 235,585 | 2,518,000 | 1.21% | ||
| 21 | Essex Financial Services, Inc. | 116,275 | 1,243,000 | 0.60% | ||
| 22 | Private Advisor Group, LLC | 95,900 | 1,025,000 | 0.49% | ||
| 23 | CFO4Life, L.P. | 95,135 | 1,017,000 | 0.49% | ||
| 24 | DEUTSCHE BANK AG\ | 85,388 | 912,000 | 0.44% | ||
| 25 | Valentine Capital Asset Management, Inc. | 83,700 | 895,000 | 0.43% | ||
| 26 | CITIGROUP INC | 82,058 | 877,000 | 0.42% | ||
| 27 | PNC FINANCIAL SERVICES GROUP, INC. | 81,349 | 869,000 | 0.42% | ||
| 28 | FIFTH THIRD BANCORP | 80,624 | 862,000 | 0.41% | ||
| 29 | WEDBUSH SECURITIES INC | 76,602 | 819,000 | 0.39% | ||
| 30 | Advisory Services Network, LLC | 74,479 | 796,000 | 0.38% | ||
| 31 | Raymond James Financial Services Advisors, Inc. | 73,978 | 791,000 | 0.38% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 60,645 | 648,000 | 0.31% | ||
| 33 | BAIRD FINANCIAL GROUP, INC. | 60,376 | 645,000 | 0.31% | ||
| 34 | DOLIVER ADVISORS, LP | 60,351 | 645,000 | 0.31% | ||
| 35 | HighTower Advisors, LLC | 59,951 | 640,000 | 0.31% | ||
| 36 | ROYAL BANK OF CANADA | 55,376 | 592,000 | 0.28% | ||
| 37 | Atria Investments, Inc | 5 | 505,000 | 0.24% | ||
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44,722 | 478,000 | 0.23% | ||
| 39 | ENVESTNET ASSET MANAGEMENT INC | 39,349 | 421,000 | 0.20% | ||
| 40 | Commonwealth Equity Services, Inc | 39,033 | 417,000 | 0.20% | ||
| 41 | BENJAMIN F. EDWARDS & COMPANY, INC. | 32,545 | 348,000 | 0.17% | ||
| 42 | Kingfisher Capital LLC | 29,675 | 317,000 | 0.15% | ||
| 43 | Janney Montgomery Scott LLC | 27,671 | 296,000 | 0.14% | ||
| 44 | BANK OF MONTREAL /CAN/ | 27,325 | 292,000 | 0.14% | ||
| 45 | EATON VANCE MANAGEMENT | 25,570 | 273,000 | 0.13% | ||
| 46 | VSR Financial Services, Inc. | 24,545 | 262,000 | 0.13% | ||
| 47 | NATIXIS ADVISORS, LLC | 24,305 | 260,000 | 0.12% | ||
| 48 | RAYMOND JAMES TRUST N.A. | 24,050 | 257,000 | 0.12% | ||
| 49 | Cetera Advisors LLC | 22,521 | 241,000 | 0.12% | ||
| 50 | NATIONAL PLANNING CORP | 19,094 | 228,000 | 0.11% |
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.