| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 380,195 | 9,113,000 | 28.94% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 373,024 | 8,941,000 | 28.39% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 371,471 | 8,904,000 | 28.27% | ||
| 4 | Virtu KCG Holdings LLC | 66,275 | 1,589,000 | 5.05% | ||
| 5 | BlackRock Finance, Inc. | 63,000 | 1,510,000 | 4.80% | ||
| 6 | JANE STREET GROUP, LLC | 33,024 | 792,000 | 2.52% | ||
| 7 | UBS Group AG | 14,640 | 351,000 | 1.11% | ||
| 8 | MORGAN STANLEY | 5,574 | 134,000 | 0.43% | ||
| 9 | INTEGRATED WEALTH MANAGEMENT | 3,338 | 80,000 | 0.25% | ||
| 10 | PROFICIO CAPITAL PARTNERS LLC | 2,476 | 59,000 | 0.19% | ||
| 11 | MSI Financial Services Inc | 703 | 17,000 | 0.05% | ||
| 12 | 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.
