| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 85,813 | 2,120,000 | 19.99% | ||
| 2 | Tortoise Investment Management, LLC | 59,813 | 1,478,000 | 13.94% | ||
| 3 | Virtu KCG Holdings LLC | 55,699 | 1,376,000 | 12.98% | ||
| 4 | Asset Management Group, Inc. | 43,991 | 1,087,000 | 10.25% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 41,435 | 1,024,000 | 9.66% | ||
| 6 | JANE STREET GROUP, LLC | 35,378 | 874,000 | 8.24% | ||
| 7 | WELLS FARGO & COMPANY/MN | 33,136 | 819,000 | 7.72% | ||
| 8 | MORGAN STANLEY | 23,201 | 573,000 | 5.40% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 16,139 | 399,000 | 3.76% | ||
| 10 | United Asset Strategies, Inc. | 13,557 | 335,000 | 3.16% | ||
| 11 | MSI Financial Services Inc | 7,663 | 189,000 | 1.78% | ||
| 12 | IFP ADVISORS, INC | 6,800 | 168,000 | 1.58% | ||
| 13 | CITIGROUP INC | 2,681 | 66,000 | 0.62% | ||
| 14 | ROYAL BANK OF CANADA | 2,446 | 60,000 | 0.57% | ||
| 15 | NEXT Financial Group, Inc | 900 | 22,000 | 0.21% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 356 | 9,000 | 0.08% | ||
| 17 | AMERICAN INTERNATIONAL GROUP, INC. | 204 | 5,000 | 0.05% |
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.
