| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 239,340 | 5,481,000 | 50.80% | ||
| 2 | MORGAN STANLEY | 168,864 | 3,866,000 | 35.83% | ||
| 3 | Invesco Ltd. | 28,266 | 647,000 | 6.00% | ||
| 4 | AXA S.A. | 28,050 | 642,000 | 5.95% | ||
| 5 | INTEGRATED WEALTH MANAGEMENT | 4,267 | 98,000 | 0.91% | ||
| 6 | AMERICAN INTERNATIONAL GROUP, INC. | 473 | 11,000 | 0.10% | ||
| 7 | Tower Research Capital LLC (TRC) | 410 | 9,000 | 0.08% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 400 | 9,000 | 0.08% | ||
| 9 | MSI Financial Services Inc | 379 | 9,000 | 0.08% | ||
| 10 | Orion Porfolio Solutions, LLC | 250 | 6,000 | 0.06% | ||
| 11 | ASSETMARK, INC | 234 | 5,000 | 0.05% | ||
| 12 | UBS Group AG | 229 | 5,000 | 0.05% | ||
| 13 | Winslow, Evans & Crocker, Inc. | 80 | 1,810 | 0.02% | ||
| 14 | WEALTHFRONT CORP | 1 | 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.
