| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 365,464 | 8,884,000 | 27.78% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 363,945 | 8,847,000 | 27.66% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 330,149 | 8,026,000 | 25.09% | ||
| 4 | DAY & ENNIS, LLC | 85,546 | 2,080,000 | 6.50% | ||
| 5 | ROYAL BANK OF CANADA | 53,460 | 1,300,000 | 4.06% | ||
| 6 | Virtu KCG Holdings LLC | 46,602 | 1,133,000 | 3.54% | ||
| 7 | UBS Group AG | 23,158 | 563,000 | 1.76% | ||
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,086 | 537,000 | 1.68% | ||
| 9 | JANE STREET GROUP, LLC | 15,778 | 384,000 | 1.20% | ||
| 10 | MORGAN STANLEY | 3,730 | 91,000 | 0.28% | ||
| 11 | INTEGRATED WEALTH MANAGEMENT | 3,277 | 80,000 | 0.25% | ||
| 12 | PROFICIO CAPITAL PARTNERS LLC | 2,428 | 59,000 | 0.18% | ||
| 13 | BlackRock Investment Management, LLC | 41 | 1,000 | 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.
