| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,636,003 | 55,888,000 | 42.88% | ||
| 2 | Invesco Ltd. | 3,271,112 | 18,973,000 | 14.56% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 2,255,018 | 13,079,000 | 10.04% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 1,090,017 | 6,323,000 | 4.85% | ||
| 5 | UBS AG | 1,005,005 | 5,829,000 | 4.47% | ||
| 6 | JPMORGAN CHASE & CO | 969,473 | 5,623,000 | 4.31% | ||
| 7 | CREDIT SUISSE AG/ | 423,649 | 2,457,000 | 1.89% | ||
| 8 | 1832 Asset Management L.P. | 375,000 | 2,162,000 | 1.66% | ||
| 9 | Absolute Return Capital, LLC | 336,268 | 1,950,000 | 1.50% | ||
| 10 | Horizon Kinetics LLC | 315,894 | 1,832,000 | 1.41% | ||
| 11 | WELLS FARGO & COMPANY/MN | 256,198 | 1,487,000 | 1.14% | ||
| 12 | Advisors Asset Management, Inc. | 224,117 | 1,300,000 | 1.00% | ||
| 13 | ROBINSON CAPITAL MANAGEMENT, LLC | 188,742 | 1,095,000 | 0.84% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 183,189 | 1,062,000 | 0.81% | ||
| 15 | LPL Financial LLC | 170,556 | 989,000 | 0.76% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 161,019 | 934,000 | 0.72% | ||
| 17 | IMA Advisory Services, Inc. | 148,050 | 859,000 | 0.66% | ||
| 18 | OPPENHEIMER & CO INC | 98,091 | 569,000 | 0.44% | ||
| 19 | Cambridge Investment Research Advisors, Inc. | 94,736 | 549,000 | 0.42% | ||
| 20 | Shaker Financial Services, LLC | 89,430 | 519,000 | 0.40% | ||
| 21 | ICONIQ Capital, LLC | 84,882 | 492,000 | 0.38% | ||
| 22 | KMS FINANCIAL SERVICES, INC | 81,510 | 473,000 | 0.36% | ||
| 23 | GREAT LAKES ADVISORS, LLC | 78,708 | 457,000 | 0.35% | ||
| 24 | Capital Investment Advisors, LLC | 68,465 | 397,097 | 0.30% | ||
| 25 | Commonwealth Equity Services, Inc | 65,566 | 380,000 | 0.29% | ||
| 26 | CORNERSTONE ADVISORS INC | 57,295 | 332,000 | 0.25% | ||
| 27 | Bank of New York Mellon Corp | 54,701 | 317,000 | 0.24% | ||
| 28 | WEDBUSH SECURITIES INC | 52,771 | 306,000 | 0.23% | ||
| 29 | HighTower Advisors, LLC | 50,783 | 295,000 | 0.23% | ||
| 30 | STIFEL FINANCIAL CORP | 50,484 | 293,000 | 0.22% | ||
| 31 | Sather Financial Group Inc | 35,250 | 204,000 | 0.16% | ||
| 32 | First Allied Advisory Services, Inc. | 29,691 | 177,000 | 0.14% | ||
| 33 | ROYAL BANK OF CANADA | 30,163 | 175,000 | 0.13% | ||
| 34 | FIRST NEW YORK SECURITIES LLC /NY | 29,596 | 172,000 | 0.13% | ||
| 35 | Investors Capital Advisory Services | 27,845 | 161,000 | 0.12% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 26,718 | 155,000 | 0.12% | ||
| 37 | AMERICAN INTERNATIONAL GROUP, INC. | 26,062 | 151,160 | 0.12% | ||
| 38 | RAYMOND JAMES TRUST N.A. | 25,070 | 145,000 | 0.11% | ||
| 39 | Creative Planning | 22,944 | 133,000 | 0.10% | ||
| 40 | Winslow, Evans & Crocker, Inc. | 20,100 | 116,580 | 0.09% | ||
| 41 | Eidelman Virant Capital | 20,000 | 116,000 | 0.09% | ||
| 42 | BANK OF MONTREAL /CAN/ | 19,566 | 113,000 | 0.09% | ||
| 43 | WealthTrust Axiom LLC | 17,900 | 103,000 | 0.08% | ||
| 44 | Neuberger Berman Group LLC | 17,310 | 100,000 | 0.08% | ||
| 45 | NATIONAL PLANNING CORP | 17,169 | 99,000 | 0.08% | ||
| 46 | WFG Advisors, LP | 15,717 | 91,000 | 0.07% | ||
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 14,000 | 82,000 | 0.06% | ||
| 48 | WHITTIER TRUST CO | 14,000 | 81,000 | 0.06% | ||
| 49 | BARCLAYS PLC | 16,000 | 81,000 | 0.06% | ||
| 50 | First Horizon Advisors, Inc. | 13,000 | 74,000 | 0.06% |
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.
