| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 316,062 | 8,379,000 | 45.37% | ||
| 2 | CARDAN CAPITAL PARTNERS, LLC | 213,592 | 5,662,000 | 30.66% | ||
| 3 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 150,000 | 3,969,000 | 21.49% | ||
| 4 | ROYAL BANK OF CANADA | 8,450 | 224,000 | 1.21% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 5,524 | 146,000 | 0.79% | ||
| 6 | MSI Financial Services Inc | 2,933 | 78,000 | 0.42% | ||
| 7 | UBS Group AG | 422 | 11,000 | 0.06% |
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.
