| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 8,372,687 | 154,895,000 | 49.73% | ||
| 2 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,528,900 | 28,285,000 | 9.08% | ||
| 3 | BB&T SECURITIES, LLC | 96,864 | 17,919,000 | 5.75% | ||
| 4 | Kinsight, LLC | 678,151 | 12,546,000 | 4.03% | ||
| 5 | ROYAL BANK OF CANADA | 642,641 | 11,888,000 | 3.82% | ||
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 641,199 | 11,862,000 | 3.81% | ||
| 7 | Forvis Mazars Wealth Advisors, LLC | 521,859 | 9,654,000 | 3.10% | ||
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 521,245 | 9,643,000 | 3.10% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 468,581 | 8,668,000 | 2.78% | ||
| 10 | MORGAN STANLEY | 440,869 | 8,156,000 | 2.62% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 347,376 | 6,426,000 | 2.06% | ||
| 12 | HSBC HOLDINGS PLC | 247,191 | 4,573,000 | 1.47% | ||
| 13 | Frontier Wealth Management LLC | 232,414 | 4,300,000 | 1.38% | ||
| 14 | UBS Group AG | 159,555 | 2,952,000 | 0.95% | ||
| 15 | JFS WEALTH ADVISORS, LLC | 159,090 | 2,943,000 | 0.94% | ||
| 16 | MID CONTINENT CAPITAL LLC/IL | 101,710 | 1,882,000 | 0.60% | ||
| 17 | HighTower Advisors, LLC | 96,328 | 1,782,000 | 0.57% | ||
| 18 | Legacy Private Trust Co. | 91,075 | 1,685,000 | 0.54% | ||
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 73,610 | 1,362,000 | 0.44% | ||
| 20 | EVERGREEN CAPITAL MANAGEMENT LLC | 72,325 | 1,338,000 | 0.43% | ||
| 21 | AMERIPRISE FINANCIAL INC | 57,702 | 1,068,000 | 0.34% | ||
| 22 | SIGNET FINANCIAL MANAGEMENT, LLC | 54,228 | 1,003,000 | 0.32% | ||
| 23 | OLD MISSION CAPITAL LLC | 37,960 | 702,000 | 0.23% | ||
| 24 | Commonwealth Equity Services, Inc | 37,598 | 696,000 | 0.22% | ||
| 25 | Daiwa Securities Group Inc. | 35,500 | 657,000 | 0.21% | ||
| 26 | LPL Financial LLC | 33,849 | 638,000 | 0.20% | ||
| 27 | SHEETS SMITH WEALTH MANAGEMENT | 27,973 | 518,000 | 0.17% | ||
| 28 | ENVESTNET ASSET MANAGEMENT INC | 26,266 | 486,000 | 0.16% | ||
| 29 | Private Advisor Group, LLC | 21,282 | 394,000 | 0.13% | ||
| 30 | M Holdings Securities, Inc. | 19,289 | 357,000 | 0.11% | ||
| 31 | Welch Group, LLC | 18,761 | 347,000 | 0.11% | ||
| 32 | WELLS FARGO & COMPANY/MN | 18,649 | 345,000 | 0.11% | ||
| 33 | Orion Porfolio Solutions, LLC | 17,800 | 329,000 | 0.11% | ||
| 34 | MADISON INVESTMENT HOLDINGS INC | 16,663 | 308,000 | 0.10% | ||
| 35 | SG Americas Securities, LLC | 14,511 | 268,000 | 0.09% | ||
| 36 | Sigma Planning Corp | 10,255 | 190,000 | 0.06% | ||
| 37 | Creative Planning | 8,006 | 148,000 | 0.05% | ||
| 38 | BANK OF MONTREAL /CAN/ | 4,000 | 74,000 | 0.02% | ||
| 39 | BARCLAYS PLC | 3,090 | 56,000 | 0.02% | ||
| 40 | GLENMEDE TRUST CO NA | 1,000 | 18,000 | 0.01% | ||
| 41 | SYNOVUS FINANCIAL CORP | 926 | 17,000 | 0.01% | ||
| 42 | PATHSTONE FAMILY OFFICE, LLC | 931 | 17,000 | 0.01% | ||
| 43 | US BANCORP \DE\ | 833 | 15,000 | 0.00% | ||
| 44 | AMERICAN INTERNATIONAL GROUP, INC. | 800 | 14,800 | 0.00% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 783 | 14,000 | 0.00% | ||
| 46 | WFG Advisors, LP | 667 | 12,000 | 0.00% | ||
| 47 | CITIGROUP INC | 587 | 11,000 | 0.00% | ||
| 48 | Kistler-Tiffany Companies, LLC | 407 | 8,000 | 0.00% | ||
| 49 | MSI Financial Services Inc | 405 | 7,000 | 0.00% | ||
| 50 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 154 | 3,000 | 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.
