| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 662,949 | 16,481,000 | 42.15% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 382,322 | 9,505,000 | 24.31% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 380,547 | 9,460,000 | 24.20% | ||
| 4 | MORGAN STANLEY | 45,930 | 1,142,000 | 2.92% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,188 | 1,074,000 | 2.75% | ||
| 6 | UBS Group AG | 29,385 | 731,000 | 1.87% | ||
| 7 | JANE STREET GROUP, LLC | 18,807 | 468,000 | 1.20% | ||
| 8 | INTEGRATED WEALTH MANAGEMENT | 4,182 | 104,000 | 0.27% | ||
| 9 | PROFICIO CAPITAL PARTNERS LLC | 2,476 | 62,000 | 0.16% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,661 | 41,000 | 0.10% | ||
| 11 | MSI Financial Services Inc | 1,118 | 28,000 | 0.07% | ||
| 12 | BlackRock Investment Management, LLC | 41 | 1,000 | 0.00% | ||
| 13 | ROYAL BANK OF CANADA | 17 | 0 | 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.
