| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 342,884 | 7,688,000 | 33.12% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 208,807 | 4,681,000 | 20.17% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 109,395 | 2,453,000 | 10.57% | ||
| 4 | Invesco Ltd. | 88,123 | 1,976,000 | 8.51% | PRN | |
| 5 | WELLS FARGO & COMPANY/MN | 76,563 | 1,717,000 | 7.40% | ||
| 6 | UBS AG | 63,867 | 1,432,000 | 6.17% | ||
| 7 | GOLDMAN SACHS GROUP INC | 31,950 | 716,000 | 3.08% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 28,506 | 639,000 | 2.75% | ||
| 9 | ROYAL BANK OF CANADA | 20,800 | 466,000 | 2.01% | ||
| 10 | FIRST TRUST ADVISORS LP | 19,603 | 439,000 | 1.89% | ||
| 11 | Cetera Advisor Networks LLC | 17,432 | 392,000 | 1.69% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 9,854 | 220,926 | 0.95% | ||
| 13 | VAN ECK ASSOCIATES CORP | 7,441 | 167,000 | 0.72% | ||
| 14 | CITIGROUP INC | 4,500 | 101,000 | 0.44% | ||
| 15 | BANK OF MONTREAL /CAN/ | 2,000 | 45,000 | 0.19% | ||
| 16 | AMERIPRISE FINANCIAL INC | 1,165 | 26,000 | 0.11% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 897 | 20,000 | 0.09% | ||
| 18 | Formidable Asset Management, LLC | 750 | 17,000 | 0.07% | ||
| 19 | Creative Planning | 301 | 7,000 | 0.03% | ||
| 20 | Tower Research Capital LLC (TRC) | 213 | 5,000 | 0.02% | ||
| 21 | Alexandria Capital, LLC | 151 | 3,000 | 0.01% |
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.
