| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,941,453 | 20,910,000 | 49.46% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 334,226 | 3,600,000 | 8.52% | ||
| 3 | WELLS FARGO & COMPANY/MN | 267,615 | 2,882,000 | 6.82% | ||
| 4 | Advisors Asset Management, Inc. | 263,363 | 2,836,000 | 6.71% | ||
| 5 | Invesco Ltd. | 263,197 | 2,835,000 | 6.71% | ||
| 6 | SIT INVESTMENT ASSOCIATES INC | 158,666 | 1,709,000 | 4.04% | ||
| 7 | COHEN & STEERS, INC. | 143,670 | 1,547,000 | 3.66% | ||
| 8 | TIEDEMANN TRUST CO | 75,363 | 812,000 | 1.92% | ||
| 9 | GUGGENHEIM CAPITAL LLC | 68,844 | 741,000 | 1.75% | ||
| 10 | LPL Financial LLC | 53,016 | 587,000 | 1.39% | ||
| 11 | AMERIPRISE FINANCIAL INC | 47,592 | 513,000 | 1.21% | ||
| 12 | BB&T SECURITIES, LLC | 36,518 | 393,000 | 0.93% | ||
| 13 | SG Americas Securities, LLC | 35,426 | 382,000 | 0.90% | ||
| 14 | Virtu KCG Holdings LLC | 34,179 | 368,000 | 0.87% | ||
| 15 | HighTower Advisors, LLC | 33,955 | 365,000 | 0.86% | ||
| 16 | ACG Wealth | 29,698 | 320,000 | 0.76% | ||
| 17 | Thomas J. Herzfeld Advisors, Inc. | 28,273 | 305,000 | 0.72% | ||
| 18 | SII INVESTMENTS INC/WI | 25,838 | 278,000 | 0.66% | ||
| 19 | SMITH, MOORE & CO. | 20,760 | 224,000 | 0.53% | ||
| 20 | UBS Group AG | 19,437 | 209,000 | 0.49% | ||
| 21 | GSA CAPITAL PARTNERS LLP | 15,500 | 167,000 | 0.40% | ||
| 22 | IFP ADVISORS, INC | 11,921 | 128,000 | 0.30% | ||
| 23 | WFG Advisors, LP | 4,536 | 49,000 | 0.12% | ||
| 24 | ROYAL BANK OF CANADA | 3,814 | 41,000 | 0.10% | ||
| 25 | NEXT Financial Group, Inc | 2,750 | 29,000 | 0.07% | ||
| 26 | AMERICAN INTERNATIONAL GROUP, INC. | 1,574 | 17,000 | 0.04% | ||
| 27 | Glassman Wealth Services | 1,010 | 11,000 | 0.03% | ||
| 28 | Creative Planning | 730 | 8,000 | 0.02% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 600 | 6,000 | 0.01% | ||
| 30 | MSI Financial Services Inc | 350 | 4,000 | 0.01% | ||
| 31 | Tower Research Capital LLC (TRC) | 100 | 1,000 | 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.
