| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 499,647 | 11,716,000 | 70.89% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 114,465 | 2,684,000 | 16.24% | ||
| 3 | AMERIPRISE FINANCIAL INC | 59,473 | 1,395,000 | 8.44% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,402 | 549,000 | 3.32% | ||
| 5 | ADVISOR GROUP, INC. | 6,125 | 144,000 | 0.87% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 743 | 17,000 | 0.10% | ||
| 7 | ROYAL BANK OF CANADA | 500 | 12,000 | 0.07% | ||
| 8 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 180 | 4,221 | 0.03% | ||
| 9 | ASSET DEDICATION, LLC | 170 | 4,000 | 0.02% | ||
| 10 | Creative Planning | 54 | 1,000 | 0.01% | ||
| 11 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 12 | Live Your Vision, LLC | 10 | 0 | 0.00% |
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.
