| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 492,583 | 11,940,000 | 60.50% | ||
| 2 | Cambridge Investment Research Advisors, Inc. | 100,253 | 2,430,000 | 12.31% | ||
| 3 | Raymond James Financial Services Advisors, Inc. | 52,183 | 1,265,000 | 6.41% | ||
| 4 | GOLDMAN SACHS GROUP INC | 50,646 | 1,228,000 | 6.22% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 42,409 | 1,028,000 | 5.21% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,980 | 824,000 | 4.18% | ||
| 7 | WELLS FARGO & COMPANY/MN | 14,427 | 350,000 | 1.77% | ||
| 8 | CAPSTONE ASSET MANAGEMENT CO | 10,975 | 266,000 | 1.35% | ||
| 9 | JANE STREET GROUP, LLC | 9,973 | 242,000 | 1.23% | ||
| 10 | UBS AG | 3,049 | 74,000 | 0.37% | ||
| 11 | CITIGROUP INC | 1,395 | 34,000 | 0.17% | ||
| 12 | BENJAMIN F. EDWARDS & COMPANY, INC. | 900 | 22,000 | 0.11% | ||
| 13 | Creative Planning | 662 | 16,000 | 0.08% | ||
| 14 | AMERICAN INTERNATIONAL GROUP, INC. | 373 | 9,041 | 0.05% | ||
| 15 | ROYAL BANK OF CANADA | 215 | 5,000 | 0.03% | ||
| 16 | NEXT Financial Group, Inc | 75 | 2,000 | 0.01% |
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.