| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 583,416 | 6,838,000 | 15.66% | ||
| 2 | GUGGENHEIM CAPITAL LLC | 537,011 | 6,292,000 | 14.41% | ||
| 3 | Invesco Ltd. | 388,988 | 4,559,000 | 10.44% | ||
| 4 | Robert W. Baird & Co. Inc | 313,497 | 3,674,000 | 8.42% | ||
| 5 | ROYAL BANK OF CANADA | 303,966 | 3,562,000 | 8.16% | ||
| 6 | Shaker Financial Services, LLC | 166,126 | 1,947,000 | 4.46% | ||
| 7 | COHEN & STEERS, INC. | 133,742 | 1,567,000 | 3.59% | ||
| 8 | COHEN & STEERS CAPITAL MANAGEMENT INC | 133,742 | 1,567,000 | 3.59% | ||
| 9 | AQR ARBITRAGE LLC | 125,477 | 1,471,000 | 3.37% | ||
| 10 | WELLS FARGO & COMPANY/MN | 117,564 | 1,378,000 | 3.16% | ||
| 11 | Capital Investment Advisors, LLC | 49,980 | 1,215,000 | 2.78% | ||
| 12 | WOLVERINE ASSET MANAGEMENT LLC | 83,412 | 977,000 | 2.24% | ||
| 13 | NWAM LLC | 71,252 | 835,000 | 1.91% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 65,549 | 768,000 | 1.76% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 62,139 | 736,000 | 1.69% | ||
| 16 | DOLIVER ADVISORS, LP | 59,402 | 696,000 | 1.59% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 56,891 | 667,000 | 1.53% | ||
| 18 | LPL Financial LLC | 52,277 | 608,000 | 1.39% | ||
| 19 | BANK OF AMERICA CORP /DE/ | 49,486 | 580,000 | 1.33% | ||
| 20 | Yorktown Management & Research Co Inc | 46,000 | 539,000 | 1.23% | ||
| 21 | CITIGROUP INC | 40,889 | 479,000 | 1.10% | ||
| 22 | BENJAMIN F. EDWARDS & COMPANY, INC. | 35,210 | 413,000 | 0.95% | ||
| 23 | NAPLES GLOBAL ADVISORS, LLC | 32,390 | 380,000 | 0.87% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 21,038 | 246,565 | 0.56% | ||
| 25 | UBS Group AG | 20,367 | 238,000 | 0.55% | ||
| 26 | Horizon Kinetics LLC | 19,570 | 229,000 | 0.52% | ||
| 27 | TFS CAPITAL LLC | 19,039 | 223,000 | 0.51% | ||
| 28 | INVESTMENT CENTERS OF AMERICA INC | 16,425 | 192,000 | 0.44% | ||
| 29 | WEDBUSH SECURITIES INC | 16,284 | 191,000 | 0.44% | ||
| 30 | Round Table Services, LLC | 16,000 | 188,000 | 0.43% | ||
| 31 | Investors Capital Advisory Services | 16,065 | 188,000 | 0.43% | ||
| 32 | PNC FINANCIAL SERVICES GROUP, INC. | 5,400 | 63,000 | 0.14% | ||
| 33 | Cordasco Financial Network | 4,235 | 50,000 | 0.11% | ||
| 34 | D.A. DAVIDSON & CO. | 3,950 | 46,000 | 0.11% | ||
| 35 | MSI Financial Services Inc | 2,220 | 26,000 | 0.06% | ||
| 36 | PANAGORA ASSET MANAGEMENT INC | 1,928 | 23,000 | 0.05% | ||
| 37 | Klingman & Associates, LLC | 109 | 1,000 | 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.
