| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | 361,965 | 9,180,000 | 86.55% | ||
| 2 | RPG FAMILY WEALTH ADVISORY, LLC | 45,342 | 1,149,873 | 10.84% | ||
| 3 | LPL Financial LLC | 10,091 | 258,000 | 2.43% | ||
| 4 | UBS Group AG | 664 | 17,000 | 0.16% | ||
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 75 | 2,000 | 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.
