| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 5,950,767 | 112,886,000 | 31.52% | ||
| 2 | LAZARD ASSET MANAGEMENT LLC | 1,989,080 | 37,732,000 | 10.53% | PRN | |
| 3 | SUNTRUST BANKS INC | 1,074,924 | 20,390,000 | 5.69% | ||
| 4 | UBS Group AG | 961,962 | 18,249,000 | 5.09% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 829,704 | 15,739,000 | 4.39% | ||
| 6 | CURIAN CAPITAL LLC | 824,797 | 15,646,000 | 4.37% | ||
| 7 | Aft, Forsyth & Sober, LLC | 736,800 | 13,977,000 | 3.90% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 527,833 | 10,013,000 | 2.80% | ||
| 9 | Twele Capital Management, Inc. | 491,929 | 9,332,000 | 2.61% | ||
| 10 | BB&T SECURITIES, LLC | 46,735 | 8,865,000 | 2.48% | ||
| 11 | Horizon Investments, LLC | 387,855 | 7,358,000 | 2.05% | ||
| 12 | BARCLAYS PLC | 386,114 | 6,950,000 | 1.94% | ||
| 13 | Frontier Wealth Management LLC | 341,466 | 6,478,000 | 1.81% | ||
| 14 | MORGAN STANLEY | 311,040 | 5,900,000 | 1.65% | ||
| 15 | JANE STREET GROUP, LLC | 294,864 | 5,594,000 | 1.56% | ||
| 16 | WELLS FARGO & COMPANY/MN | 294,596 | 5,588,000 | 1.56% | ||
| 17 | Atria Investments, Inc | 245,867 | 4,664,000 | 1.30% | ||
| 18 | OPTIMUM INVESTMENT ADVISORS | 244,505 | 4,638,000 | 1.29% | ||
| 19 | Allianz Asset Management GmbH | 216,000 | 4,098,000 | 1.14% | ||
| 20 | NATIXIS ADVISORS, LLC | 199,753 | 3,789,000 | 1.06% | ||
| 21 | MOLLER WEALTH PARTNERS | 152,581 | 2,894,000 | 0.81% | ||
| 22 | LPL Financial LLC | 134,682 | 2,552,000 | 0.71% | ||
| 23 | Commonwealth Equity Services, Inc | 122,840 | 2,330,000 | 0.65% | ||
| 24 | Homrich & Berg | 120,768 | 2,291,000 | 0.64% | ||
| 25 | Baker Ellis Asset Management LLC | 120,536 | 2,287,000 | 0.64% | ||
| 26 | Freedom Investment Management, Inc. | 106,996 | 2,030,000 | 0.57% | ||
| 27 | CREDIT SUISSE AG/ | 105,389 | 1,999,000 | 0.56% | ||
| 28 | FormulaFolio Investments, LLC | 92,566 | 1,756,000 | 0.49% | ||
| 29 | ROYAL BANK OF CANADA | 79,167 | 1,502,000 | 0.42% | ||
| 30 | VOYA FINANCIAL ADVISORS, INC. | 77,847 | 1,478,000 | 0.41% | ||
| 31 | Sequoia Financial Advisors, LLC | 71,931 | 1,365,000 | 0.38% | ||
| 32 | HighTower Advisors, LLC | 68,646 | 1,302,000 | 0.36% | ||
| 33 | Orion Porfolio Solutions, LLC | 50,680 | 961,000 | 0.27% | ||
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,800 | 926,000 | 0.26% | ||
| 35 | AMERIPRISE FINANCIAL INC | 47,276 | 897,000 | 0.25% | ||
| 36 | Sigma Planning Corp | 46,883 | 889,000 | 0.25% | ||
| 37 | KWMG, LLC | 44,121 | 844,000 | 0.24% | ||
| 38 | ASSETMARK, INC | 43,550 | 826,000 | 0.23% | ||
| 39 | OPPENHEIMER & CO INC | 40,079 | 760,000 | 0.21% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 39,007 | 740,000 | 0.21% | ||
| 41 | WEALTHPLAN PARTNERS, LLC | 35,495 | 674,000 | 0.19% | ||
| 42 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 32,659 | 620,000 | 0.17% | ||
| 43 | HSBC HOLDINGS PLC | 30,000 | 569,000 | 0.16% | ||
| 44 | EVERGREEN CAPITAL MANAGEMENT LLC | 29,650 | 563,000 | 0.16% | ||
| 45 | Private Ocean, LLC | 29,396 | 558,000 | 0.16% | ||
| 46 | Marquette Asset Management, LLC | 24,943 | 473,000 | 0.13% | ||
| 47 | Virtu KCG Holdings LLC | 23,358 | 443,000 | 0.12% | ||
| 48 | Nationwide Fund Advisors | 21,740 | 412,000 | 0.12% | ||
| 49 | Mariner, LLC | 19,914 | 378,000 | 0.11% | ||
| 50 | USA MUTUALS ADVISORS, INC. | 15,000 | 285,000 | 0.08% |
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.
