| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 248,657 | 11,605,000 | 48.08% | ||
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74,066 | 3,457,000 | 14.32% | ||
| 3 | Institute for Wealth Management, LLC. | 60,380 | 2,843,000 | 11.78% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 29,516 | 1,378,000 | 5.71% | ||
| 5 | ROYAL BANK OF CANADA | 24,365 | 1,137,000 | 4.71% | ||
| 6 | SignalPoint Asset Management, LLC | 15,791 | 737,000 | 3.05% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 13,098 | 611,000 | 2.53% | ||
| 8 | UBS AG | 9,995 | 467,000 | 1.93% | ||
| 9 | Jefferies Group LLC | 9,678 | 452,000 | 1.87% | ||
| 10 | JANE STREET GROUP, LLC | 7,950 | 371,000 | 1.54% | ||
| 11 | SG Americas Securities, LLC | 7,435 | 347,000 | 1.44% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 6,870 | 321,000 | 1.33% | ||
| 13 | LPL Financial LLC | 4,586 | 210,000 | 0.87% | ||
| 14 | AMERICAN INTERNATIONAL GROUP, INC. | 3,026 | 141,230 | 0.59% | ||
| 15 | WELLS FARGO & COMPANY/MN | 886 | 41,000 | 0.17% | ||
| 16 | SIGNATUREFD, LLC | 341 | 16,000 | 0.07% | ||
| 17 | BANK OF MONTREAL /CAN/ | 50 | 2,000 | 0.01% | ||
| 18 | NEXT Financial Group, Inc | 50 | 2,000 | 0.01% |
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.
