| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 252,395 | 8,706,000 | 27.43% | ||
| 2 | UBS AG | 217,837 | 7,514,000 | 23.68% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 153,173 | 5,284,000 | 16.65% | ||
| 4 | MORGAN STANLEY | 81,246 | 2,802,000 | 8.83% | ||
| 5 | CABOT WEALTH MANAGEMENT INC | 74,135 | 2,557,000 | 8.06% | ||
| 6 | JANE STREET GROUP, LLC | 36,352 | 1,254,000 | 3.95% | ||
| 7 | BANK OF MONTREAL /CAN/ | 32,978 | 1,138,000 | 3.59% | ||
| 8 | LPL Financial LLC | 22,182 | 760,000 | 2.39% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,560 | 535,000 | 1.69% | ||
| 10 | Commonwealth Equity Services, Inc | 15,321 | 529,000 | 1.67% | ||
| 11 | FineMark National Bank & Trust | 8,464 | 292,000 | 0.92% | ||
| 12 | Chevy Chase Trust Holdings, LLC | 8,255 | 285,000 | 0.90% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 1,400 | 48,294 | 0.15% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 659 | 23,000 | 0.07% | ||
| 15 | CITIGROUP INC | 200 | 7,000 | 0.02% |
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.
