| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BAILLIE GIFFORD & CO | 8,949,118 | 38,750,000 | 15.67% | ||
| 2 | MORGAN STANLEY | 6,031,661 | 26,118,000 | 10.56% | ||
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 5,530,342 | 23,946,000 | 9.68% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 5,050,485 | 21,869,000 | 8.84% | ||
| 5 | BESSEMER GROUP INC | 3,678,239 | 15,927,000 | 6.44% | ||
| 6 | RESTRUCTURING CAPITAL ASSOCIATES LP | 3,352,276 | 14,515,000 | 5.87% | ||
| 7 | Invesco Ltd. | 2,365,581 | 10,243,000 | 4.14% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,918,237 | 8,306,000 | 3.36% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1,878,497 | 8,134,000 | 3.29% | ||
| 10 | Westchester Capital Management, LLC | 1,818,196 | 7,873,000 | 3.18% | ||
| 11 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1,735,277 | 7,514,000 | 3.04% | ||
| 12 | JPMORGAN CHASE & CO | 1,297,156 | 5,617,000 | 2.27% | ||
| 13 | EATON VANCE MANAGEMENT | 1,260,253 | 5,469,000 | 2.21% | ||
| 14 | WELLS FARGO & COMPANY/MN | 988,088 | 4,279,000 | 1.73% | ||
| 15 | UBS Group AG | 882,133 | 3,820,000 | 1.54% | ||
| 16 | PRUDENTIAL PLC | 842,238 | 3,647,000 | 1.47% | ||
| 17 | LPL Financial LLC | 807,526 | 3,513,000 | 1.42% | ||
| 18 | Camelot Portfolios, LLC | 639,281 | 2,768,000 | 1.12% | ||
| 19 | GENEOS WEALTH MANAGEMENT INC. | 621,829 | 2,692,000 | 1.09% | ||
| 20 | Bain Capital Credit, LP | 602,061 | 2,607,000 | 1.05% | ||
| 21 | 1607 Capital Partners, LLC | 525,232 | 2,274,000 | 0.92% | ||
| 22 | BLACKROCK ADVISORS LLC | 508,410 | 2,201,000 | 0.89% | ||
| 23 | MARINER INVESTMENT GROUP LLC | 506,083 | 2,191,000 | 0.89% | ||
| 24 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 498,845 | 2,165,000 | 0.88% | ||
| 25 | Ionic Capital Management LLC | 469,323 | 2,032,000 | 0.82% | ||
| 26 | Advisors Asset Management, Inc. | 359,940 | 1,559,000 | 0.63% | ||
| 27 | COMERICA SECURITIES INC | 354,984 | 1,537,000 | 0.62% | ||
| 28 | 1832 Asset Management L.P. | 300,584 | 1,301,000 | 0.53% | ||
| 29 | MERIDIAN INVESTMENT COUNSEL INC. | 247,615 | 1,072,000 | 0.43% | ||
| 30 | Arete Wealth Advisors, LLC | 219,314 | 950,000 | 0.38% | ||
| 31 | ROBINSON CAPITAL MANAGEMENT, LLC | 201,032 | 870,000 | 0.35% | ||
| 32 | Apollo Management Holdings, L.P. | 190,075 | 823,000 | 0.33% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 156,255 | 676,000 | 0.27% | ||
| 34 | Yorktown Management & Research Co Inc | 142,347 | 616,000 | 0.25% | ||
| 35 | Klingman & Associates, LLC | 128,572 | 557,000 | 0.23% | ||
| 36 | Horizon Kinetics LLC | 117,193 | 507,000 | 0.21% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 111,999 | 485,000 | 0.20% | ||
| 38 | Jaffetilchin Investment Partners, LLC | 111,038 | 481,000 | 0.19% | ||
| 39 | OPPENHEIMER & CO INC | 93,810 | 406,000 | 0.16% | ||
| 40 | STIFEL FINANCIAL CORP | 88,007 | 383,000 | 0.15% | ||
| 41 | OTA Financial Group L.P. | 85,853 | 371,000 | 0.15% | ||
| 42 | ROYAL BANK OF CANADA | 80,327 | 347,000 | 0.14% | ||
| 43 | FINANCIAL ENHANCEMENT GROUP LLC | 76,581 | 332,000 | 0.13% | ||
| 44 | DOLIVER ADVISORS, LP | 74,845 | 324,000 | 0.13% | ||
| 45 | WealthTrust Axiom LLC | 74,585 | 322,000 | 0.13% | ||
| 46 | BAR HARBOR WEALTH MANAGEMENT | 69,851 | 302,000 | 0.12% | ||
| 47 | Cambridge Investment Research Advisors, Inc. | 67,829 | 294,000 | 0.12% | ||
| 48 | AMERIPRISE FINANCIAL INC | 66,541 | 288,000 | 0.12% | ||
| 49 | HighTower Advisors, LLC | 63,167 | 274,000 | 0.11% | ||
| 50 | ADVISOR GROUP, INC. | 61,808 | 267,000 | 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.
