| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3,049,500 | 85,843,000 | 55.44% | ||
| 2 | Choate Investment Advisors | 1,441,544 | 40,579,463 | 26.21% | ||
| 3 | UBS AG | 291,790 | 8,214,000 | 5.30% | ||
| 4 | MORGAN STANLEY | 161,342 | 4,542,000 | 2.93% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 138,454 | 3,897,000 | 2.52% | ||
| 6 | AMERICAN INTERNATIONAL GROUP, INC. | 105,817 | 2,978,749 | 1.92% | ||
| 7 | Atria Investments, Inc | 70,363 | 1,981,000 | 1.28% | ||
| 8 | Stadion Money Management, LLC | 39,236 | 1,104,000 | 0.71% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,262 | 880,000 | 0.57% | ||
| 10 | CABOT WEALTH MANAGEMENT INC | 26,643 | 750,000 | 0.48% | ||
| 11 | Prospera Financial Services Inc | 25,899 | 729,000 | 0.47% | ||
| 12 | JANE STREET GROUP, LLC | 20,832 | 586,000 | 0.38% | ||
| 13 | JPMORGAN CHASE & CO | 20,252 | 570,000 | 0.37% | ||
| 14 | WELLS FARGO & COMPANY/MN | 17,414 | 490,000 | 0.32% | ||
| 15 | AXA S.A. | 12,860 | 362,000 | 0.23% | ||
| 16 | CREDIT SUISSE AG/ | 10,611 | 299,000 | 0.19% | ||
| 17 | LPL Financial LLC | 9,632 | 271,000 | 0.18% | ||
| 18 | AMERIPRISE FINANCIAL INC | 8,481 | 239,000 | 0.15% | ||
| 19 | MSI Financial Services Inc | 4,927 | 139,000 | 0.09% | ||
| 20 | ROYAL BANK OF CANADA | 4,804 | 135,000 | 0.09% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,293 | 93,000 | 0.06% | ||
| 22 | Antonetti Capital Management LLC | 2,372 | 67,000 | 0.04% | ||
| 23 | Carroll Financial Associates, Inc. | 1,500 | 42,000 | 0.03% | ||
| 24 | WFG Advisors, LP | 958 | 27,000 | 0.02% | ||
| 25 | DEUTSCHE BANK AG\ | 420 | 11,000 | 0.01% | ||
| 26 | CITIGROUP INC | 350 | 10,000 | 0.01% | ||
| 27 | COLONY GROUP LLC | 245 | 7,000 | 0.00% | ||
| 28 | QS Investors, LLC | 212 | 6,000 | 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.
