| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BAILLIE GIFFORD & CO | 9,395,458 | 43,501,000 | 17.53% | ||
| 2 | JPMORGAN CHASE & CO | 6,087,779 | 28,187,000 | 11.36% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 6,058,136 | 28,049,000 | 11.30% | ||
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 4,649,403 | 21,527,000 | 8.67% | ||
| 5 | MORGAN STANLEY | 4,601,742 | 21,307,000 | 8.58% | ||
| 6 | RESTRUCTURING CAPITAL ASSOCIATES LP | 3,352,276 | 15,521,000 | 6.25% | ||
| 7 | BESSEMER GROUP INC | 3,005,825 | 13,917,000 | 5.61% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,272,248 | 10,521,000 | 4.24% | ||
| 9 | Invesco Ltd. | 1,783,924 | 8,260,000 | 3.33% | ||
| 10 | Westchester Capital Management, LLC | 1,371,457 | 6,350,000 | 2.56% | ||
| 11 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 1,026,138 | 4,802,000 | 1.93% | ||
| 12 | UBS Group AG | 962,732 | 4,457,000 | 1.80% | ||
| 13 | WELLS FARGO & COMPANY/MN | 939,761 | 4,351,000 | 1.75% | ||
| 14 | PRUDENTIAL PLC | 842,238 | 3,900,000 | 1.57% | ||
| 15 | LPL Financial LLC | 827,957 | 3,833,000 | 1.54% | ||
| 16 | Camelot Portfolios, LLC | 695,063 | 3,218,000 | 1.30% | ||
| 17 | Perella Weinberg Partners Capital Management LP | 522,066 | 2,417,000 | 0.97% | ||
| 18 | ROYAL BANK OF CANADA | 475,351 | 2,201,000 | 0.89% | ||
| 19 | Advisors Asset Management, Inc. | 443,120 | 2,052,000 | 0.83% | ||
| 20 | COMERICA SECURITIES INC | 418,652 | 1,938,000 | 0.78% | ||
| 21 | Apollo Management Holdings, L.P. | 355,254 | 1,645,000 | 0.66% | ||
| 22 | Arete Wealth Advisors, LLC | 290,142 | 1,343,000 | 0.54% | ||
| 23 | RAYMOND JAMES & ASSOCIATES | 255,041 | 1,181,000 | 0.48% | ||
| 24 | MERIDIAN INVESTMENT COUNSEL INC. | 234,594 | 1,086,000 | 0.44% | ||
| 25 | ROBINSON CAPITAL MANAGEMENT, LLC | 207,160 | 959,000 | 0.39% | ||
| 26 | STIFEL FINANCIAL CORP | 180,802 | 840,000 | 0.34% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 159,105 | 737,000 | 0.30% | ||
| 28 | Shaker Financial Services, LLC | 157,644 | 730,000 | 0.29% | ||
| 29 | TIEDEMANN ADVISORS, LLC | 155,838 | 722,000 | 0.29% | ||
| 30 | AMUNDI ASSET MANAGEMENT US, INC. | 150,000 | 695,000 | 0.28% | ||
| 31 | FINANCIAL ENHANCEMENT GROUP LLC | 131,631 | 609,000 | 0.25% | ||
| 32 | Jaffetilchin Investment Partners, LLC | 123,089 | 570,000 | 0.23% | ||
| 33 | Klingman & Associates, LLC | 115,452 | 535,000 | 0.22% | ||
| 34 | Horizon Kinetics LLC | 90,301 | 418,000 | 0.17% | ||
| 35 | ADVISOR GROUP, INC. | 75,680 | 350,000 | 0.14% | ||
| 36 | WealthTrust Axiom LLC | 72,332 | 334,000 | 0.13% | ||
| 37 | AMERIPRISE FINANCIAL INC | 69,772 | 323,000 | 0.13% | ||
| 38 | TRUIST FINANCIAL CORP | 68,518 | 317,000 | 0.13% | ||
| 39 | Cambridge Investment Research Advisors, Inc. | 64,263 | 298,000 | 0.12% | ||
| 40 | HighTower Advisors, LLC | 61,409 | 284,000 | 0.11% | ||
| 41 | Janney Montgomery Scott LLC | 47,644 | 221,000 | 0.09% | ||
| 42 | MILLENNIUM MANAGEMENT LLC | 47,390 | 219,000 | 0.09% | ||
| 43 | Private Advisor Group, LLC | 47,182 | 218,000 | 0.09% | ||
| 44 | Granite Investment Advisors, LLC | 43,633 | 202,000 | 0.08% | ||
| 45 | CITIGROUP INC | 43,349 | 201,000 | 0.08% | ||
| 46 | OPPENHEIMER & CO INC | 42,280 | 196,000 | 0.08% | ||
| 47 | Raymond James Financial Services Advisors, Inc. | 41,802 | 194,000 | 0.08% | ||
| 48 | GOLDMAN SACHS GROUP INC | 40,968 | 190,000 | 0.08% | ||
| 49 | Fernwood Investment Management, LLC | 34,376 | 159,000 | 0.06% | ||
| 50 | Capital Investment Advisors, LLC | 32,581 | 151,000 | 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.
