| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3,059,449 | 83,186,000 | 53.56% | ||
| 2 | Choate Investment Advisors | 1,405,833 | 38,224,050 | 24.61% | ||
| 3 | UBS AG | 298,846 | 8,126,000 | 5.23% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 212,277 | 5,772,000 | 3.72% | ||
| 5 | MORGAN STANLEY | 165,760 | 4,507,000 | 2.90% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 118,809 | 3,231,000 | 2.08% | ||
| 7 | AMERICAN INTERNATIONAL GROUP, INC. | 101,352 | 2,755,768 | 1.77% | ||
| 8 | Atria Investments, Inc | 70,805 | 1,925,000 | 1.24% | ||
| 9 | Freedom Investment Management, Inc. | 48,639 | 1,323,000 | 0.85% | ||
| 10 | JPMORGAN CHASE & CO | 42,028 | 1,143,000 | 0.74% | ||
| 11 | WELLS FARGO & COMPANY/MN | 33,366 | 907,000 | 0.58% | ||
| 12 | Placemark Investments, Inc. | 29,679 | 807,000 | 0.52% | ||
| 13 | Prospera Financial Services Inc | 25,915 | 663,000 | 0.43% | ||
| 14 | CABOT WEALTH MANAGEMENT INC | 21,413 | 582,000 | 0.37% | ||
| 15 | AXA S.A. | 13,760 | 374,000 | 0.24% | ||
| 16 | ROYAL BANK OF CANADA | 13,393 | 364,000 | 0.23% | ||
| 17 | LPL Financial LLC | 12,879 | 343,000 | 0.22% | ||
| 18 | Commonwealth Equity Services, Inc | 8,236 | 224,000 | 0.14% | ||
| 19 | AMERIPRISE FINANCIAL INC | 7,781 | 212,000 | 0.14% | ||
| 20 | Private Advisor Group, LLC | 6,700 | 182,000 | 0.12% | ||
| 21 | MSI Financial Services Inc | 4,840 | 132,000 | 0.08% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,337 | 91,000 | 0.06% | ||
| 23 | Antonetti Capital Management LLC | 2,255 | 61,000 | 0.04% | ||
| 24 | BANK OF MONTREAL /CAN/ | 2,173 | 59,000 | 0.04% | ||
| 25 | Carroll Financial Associates, Inc. | 1,500 | 40,000 | 0.03% | ||
| 26 | FIFTH THIRD BANCORP | 1,000 | 27,000 | 0.02% | ||
| 27 | Ground Swell Capital, LLC | 889 | 24,000 | 0.02% | ||
| 28 | WFG Advisors, LP | 665 | 18,000 | 0.01% | ||
| 29 | DEUTSCHE BANK AG\ | 420 | 11,000 | 0.01% | ||
| 30 | QS Investors, LLC | 207 | 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.
