| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 936,930 | 22,271,000 | 55.45% | ||
| 2 | UBS AG | 146,130 | 3,474,000 | 8.65% | ||
| 3 | CREDIT SUISSE AG/ | 142,497 | 3,387,000 | 8.43% | ||
| 4 | ROYAL BANK OF CANADA | 132,367 | 3,147,000 | 7.84% | ||
| 5 | WHITTIER TRUST CO | 97,420 | 2,316,000 | 5.77% | ||
| 6 | CITIGROUP INC | 41,740 | 992,000 | 2.47% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 36,770 | 874,000 | 2.18% | ||
| 8 | Pure Financial Advisors, LLC | 29,254 | 695,000 | 1.73% | ||
| 9 | WELLS FARGO & COMPANY/MN | 26,073 | 620,000 | 1.54% | ||
| 10 | JANE STREET GROUP, LLC | 24,278 | 577,000 | 1.44% | ||
| 11 | Commonwealth Equity Services, Inc | 16,421 | 390,000 | 0.97% | ||
| 12 | LPL Financial LLC | 12,302 | 293,000 | 0.73% | ||
| 13 | Orion Porfolio Solutions, LLC | 11,584 | 275,000 | 0.68% | ||
| 14 | First Allied Advisory Services, Inc. | 11,170 | 266,000 | 0.66% | ||
| 15 | Laidlaw Group, LLC | 9,040 | 215,000 | 0.54% | ||
| 16 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5,943 | 141,000 | 0.35% | ||
| 17 | AMERICAN INTERNATIONAL GROUP, INC. | 5,320 | 126,456 | 0.31% | ||
| 18 | Efficient Market Advisors, LLC | 3,000 | 71,000 | 0.18% | ||
| 19 | BARCLAYS PLC | 1,417 | 33,000 | 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.
