| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 7,149,473 | 129,620,000 | 84.89% | ||
| 2 | Cetera Advisor Networks LLC | 614,160 | 11,130,000 | 7.29% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 471,300 | 8,545,000 | 5.60% | ||
| 4 | UBS Group AG | 54,361 | 986,000 | 0.65% | ||
| 5 | Virtu KCG Holdings LLC | 36,390 | 660,000 | 0.43% | ||
| 6 | MORGAN STANLEY | 24,709 | 448,000 | 0.29% | ||
| 7 | JANE STREET GROUP, LLC | 24,151 | 438,000 | 0.29% | ||
| 8 | Commonwealth Equity Services, Inc | 21,859 | 396,000 | 0.26% | ||
| 9 | MSI Financial Services Inc | 16,041 | 291,000 | 0.19% | ||
| 10 | IFP ADVISORS, INC | 9,515 | 173,000 | 0.11% |
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.
