| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,922,956 | 48,093,000 | 83.44% | ||
| 2 | MORGAN STANLEY | 270,577 | 6,767,000 | 11.74% | ||
| 3 | ROYAL BANK OF CANADA | 58,946 | 1,474,000 | 2.56% | ||
| 4 | UBS AG | 13,102 | 328,000 | 0.57% | ||
| 5 | LPL Financial LLC | 12,523 | 310,000 | 0.54% | ||
| 6 | CREDIT SUISSE AG/ | 12,113 | 303,000 | 0.53% | ||
| 7 | JANE STREET GROUP, LLC | 10,721 | 268,000 | 0.46% | ||
| 8 | NEXT Financial Group, Inc | 2,540 | 64,000 | 0.11% | ||
| 9 | MSI Financial Services Inc | 932 | 23,000 | 0.04% | ||
| 10 | Creative Planning | 417 | 10,000 | 0.02% |
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.
