| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 2,266,200 | 77,731,000 | 80.04% | ||
| 2 | GRIMES & Co WEALTH MANAGEMENT, LLC | 155,380 | 5,330,000 | 5.49% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 123,981 | 4,253,000 | 4.38% | ||
| 4 | LPL Financial LLC | 80,914 | 2,694,000 | 2.77% | ||
| 5 | HighTower Advisors, LLC | 66,770 | 2,280,000 | 2.35% | ||
| 6 | CITADEL ADVISORS LLC | 58,896 | 2,020,000 | 2.08% | ||
| 7 | Wharton Business Group, LLC | 40,525 | 1,390,000 | 1.43% | ||
| 8 | ROYAL BANK OF CANADA | 13,220 | 453,000 | 0.47% | ||
| 9 | Cambridge Investment Research Advisors, Inc. | 12,268 | 421,000 | 0.43% | ||
| 10 | MORGAN STANLEY | 5,163 | 177,000 | 0.18% | ||
| 11 | UBS Group AG | 2,788 | 96,000 | 0.10% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,429 | 83,000 | 0.09% | ||
| 13 | MSI Financial Services Inc | 1,752 | 60,000 | 0.06% | ||
| 14 | BROWN BROTHERS HARRIMAN & CO | 1,380 | 47,000 | 0.05% | ||
| 15 | Creative Planning | 1,275 | 44,000 | 0.05% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 977 | 34,000 | 0.04% | ||
| 17 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 18 | CITIGROUP INC | 11 | 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.
