| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 1,827,232 | 29,455,000 | 91.63% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 70,324 | 1,134,000 | 3.53% | ||
| 3 | AMERIPRISE FINANCIAL INC | 62,002 | 999,000 | 3.11% | ||
| 4 | LPL Financial LLC | 11,861 | 193,000 | 0.60% | ||
| 5 | Cetera Advisors LLC | 11,137 | 179,000 | 0.56% | ||
| 6 | Creative Planning | 3,812 | 61,000 | 0.19% | ||
| 7 | MORGAN STANLEY | 2,193 | 35,000 | 0.11% | ||
| 8 | ROYAL BANK OF CANADA | 2,087 | 34,000 | 0.11% | ||
| 9 | ADVISOR GROUP, INC. | 1,280 | 21,000 | 0.07% | ||
| 10 | GENEOS WEALTH MANAGEMENT INC. | 819 | 13,000 | 0.04% | ||
| 11 | IFP ADVISORS, INC | 458 | 7,000 | 0.02% | ||
| 12 | WELLS FARGO & COMPANY/MN | 363 | 6,000 | 0.02% | ||
| 13 | BELLWETHER INVESTMENT GROUP, LLC | 313 | 5,000 | 0.02% | ||
| 14 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 250 | 4,000 | 0.01% | ||
| 15 | BARCLAYS PLC | 56 | 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.
