| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 498,397 | 6,454,000 | 31.18% | ||
| 2 | Epoch Investment Partners, Inc. | 353,335 | 4,576,000 | 22.11% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 335,911 | 4,352,000 | 21.03% | ||
| 4 | LPL Financial LLC | 102,569 | 1,328,000 | 6.42% | ||
| 5 | Advisors Asset Management, Inc. | 93,943 | 1,217,000 | 5.88% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 39,387 | 510,000 | 2.46% | ||
| 7 | UBS AG | 31,848 | 412,000 | 1.99% | ||
| 8 | Investors Capital Advisory Services | 30,232 | 391,000 | 1.89% | ||
| 9 | WELLS FARGO & COMPANY/MN | 18,881 | 245,000 | 1.18% | ||
| 10 | NATIONAL PLANNING CORP | 19,050 | 239,000 | 1.15% | ||
| 11 | ROYAL BANK OF CANADA | 18,317 | 237,000 | 1.15% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 17,122 | 222,000 | 1.07% | ||
| 13 | OPPENHEIMER & CO INC | 15,350 | 198,000 | 0.96% | ||
| 14 | Commonwealth Equity Services, Inc | 11,348 | 147,000 | 0.71% | ||
| 15 | DEUTSCHE BANK AG\ | 7,368 | 95,000 | 0.46% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 1,490 | 19,000 | 0.09% | ||
| 17 | Pinnacle Summer Investments, Inc. | 1,250 | 17,000 | 0.08% | ||
| 18 | WFG Advisors, LP | 1,225 | 16,000 | 0.08% | ||
| 19 | Creative Planning | 1,000 | 13,000 | 0.06% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 600 | 8,000 | 0.04% | ||
| 21 | BARCLAYS PLC | 51 | 1,000 | 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.
