| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,687,116 | 99,320,000 | 29.60% | ||
| 2 | LAZARD ASSET MANAGEMENT LLC | 1,211,422 | 25,670,000 | 7.65% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,181,662 | 25,040,000 | 7.46% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,094,109 | 23,184,000 | 6.91% | ||
| 5 | COHEN & STEERS, INC. | 1,023,797 | 21,694,000 | 6.47% | ||
| 6 | COHEN & STEERS CAPITAL MANAGEMENT INC | 1,023,797 | 21,694,000 | 6.47% | ||
| 7 | Advisors Asset Management, Inc. | 558,391 | 11,832,000 | 3.53% | ||
| 8 | ROYAL BANK OF CANADA | 546,619 | 11,582,000 | 3.45% | ||
| 9 | GAMCO INVESTORS, INC. ET AL | 511,080 | 10,830,000 | 3.23% | ||
| 10 | Private Wealth Partners, LLC | 414,850 | 8,791,000 | 2.62% | ||
| 11 | 1832 Asset Management L.P. | 408,700 | 8,673,000 | 2.58% | ||
| 12 | Invesco Ltd. | 400,507 | 8,487,000 | 2.53% | ||
| 13 | Jacobus Wealth Management, Inc. | 357,310 | 7,571,000 | 2.26% | ||
| 14 | UBS Group AG | 335,392 | 7,107,000 | 2.12% | ||
| 15 | Shaker Financial Services, LLC | 189,001 | 4,005,000 | 1.19% | ||
| 16 | LPL Financial LLC | 162,501 | 3,426,000 | 1.02% | ||
| 17 | GUGGENHEIM CAPITAL LLC | 150,447 | 3,188,000 | 0.95% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 129,261 | 2,739,000 | 0.82% | ||
| 19 | First Allied Advisory Services, Inc. | 127,880 | 2,708,000 | 0.81% | ||
| 20 | FIRST TRUST ADVISORS LP | 86,522 | 1,833,000 | 0.55% | ||
| 21 | WOLVERINE ASSET MANAGEMENT LLC | 86,341 | 1,829,000 | 0.55% | ||
| 22 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 71,124 | 1,507,000 | 0.45% | ||
| 23 | USCA RIA LLC | 69,225 | 1,467,000 | 0.44% | ||
| 24 | VSR Financial Services, Inc. | 66,822 | 1,416,000 | 0.42% | ||
| 25 | DOLIVER ADVISORS, LP | 62,867 | 1,332,000 | 0.40% | ||
| 26 | Cutter & CO Brokerage, Inc. | 62,552 | 1,325,000 | 0.39% | ||
| 27 | Karpus Management, Inc. | 55,239 | 1,171,000 | 0.35% | ||
| 28 | OPPENHEIMER & CO INC | 46,675 | 989,000 | 0.29% | ||
| 29 | STIFEL FINANCIAL CORP | 46,020 | 975,000 | 0.29% | ||
| 30 | WESTPORT RESOURCES MANAGEMENT INC | 45,936 | 973,000 | 0.29% | ||
| 31 | Curi Capital, LLC | 41,515 | 880,000 | 0.26% | ||
| 32 | North Star Investment Management Corp. | 39,665 | 840,000 | 0.25% | ||
| 33 | LVW Advisors, LLC | 37,061 | 785,000 | 0.23% | ||
| 34 | Robert W. Baird & Co. Inc | 33,826 | 717,000 | 0.21% | ||
| 35 | AMERIPRISE FINANCIAL INC | 31,842 | 674,000 | 0.20% | ||
| 36 | Concert Wealth Management Inc. | 32,632 | 643,000 | 0.19% | ||
| 37 | RAYMOND JAMES TRUST N.A. | 29,532 | 625,000 | 0.19% | ||
| 38 | Raymond James Financial Services Advisors, Inc. | 25,330 | 537,000 | 0.16% | ||
| 39 | HighTower Advisors, LLC | 24,979 | 529,000 | 0.16% | ||
| 40 | Ancora Advisors LLC | 0 | 519,000 | 0.15% | ||
| 41 | CROFT-LEOMINSTER INC | 23,900 | 506,000 | 0.15% | ||
| 42 | Commonwealth Equity Services, Inc | 23,646 | 501,000 | 0.15% | ||
| 43 | Virtu KCG Holdings LLC | 21,828 | 463,000 | 0.14% | ||
| 44 | Janney Montgomery Scott LLC | 21,446 | 454,000 | 0.14% | ||
| 45 | CSS LLC/IL | 17,817 | 378,000 | 0.11% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 17,476 | 370,000 | 0.11% | ||
| 47 | Stratos Wealth Partners, LTD. | 16,290 | 348,000 | 0.10% | ||
| 48 | TFS CAPITAL LLC | 14,157 | 300,000 | 0.09% | ||
| 49 | US BANCORP \DE\ | 13,540 | 287,000 | 0.09% | ||
| 50 | PNC FINANCIAL SERVICES GROUP, INC. | 12,306 | 260,000 | 0.08% |
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.
