| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 169,475 | 2,586,000 | 24.71% | ||
| 2 | Advisors Asset Management, Inc. | 128,991 | 1,974,000 | 18.86% | ||
| 3 | Karpus Management, Inc. | 113,239 | 1,728,000 | 16.51% | ||
| 4 | Nuveen Asset Management, LLC | 62,651 | 956,000 | 9.13% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 54,640 | 834,000 | 7.97% | ||
| 6 | MORGAN STANLEY | 36,028 | 550,000 | 5.25% | ||
| 7 | FIRST TRUST ADVISORS LP | 28,777 | 439,000 | 4.19% | ||
| 8 | GOLDMAN SACHS GROUP INC | 19,269 | 294,000 | 2.81% | ||
| 9 | WOLVERINE ASSET MANAGEMENT LLC | 19,168 | 292,000 | 2.79% | ||
| 10 | Segment Wealth Management, LLC | 14,401 | 220,000 | 2.10% | ||
| 11 | WELLS FARGO & COMPANY/MN | 12,276 | 188,000 | 1.80% | ||
| 12 | FOSTER & MOTLEY INC | 11,339 | 173,000 | 1.65% | ||
| 13 | UBS Group AG | 3,850 | 59,000 | 0.56% | ||
| 14 | Creative Planning | 3,801 | 58,000 | 0.55% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,600 | 40,000 | 0.38% | ||
| 16 | Bartlett & Co. LLC | 2,000 | 31,000 | 0.30% | ||
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 1,100 | 17,000 | 0.16% | ||
| 18 | BANK OF AMERICA CORP /DE/ | 1,000 | 15,000 | 0.14% | ||
| 19 | GLENMEDE TRUST CO NA | 894 | 13,000 | 0.12% | ||
| 20 | MSI Financial Services Inc | 16 | 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.
