| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 635,372 | 7,840,000 | 39.83% | ||
| 2 | Epoch Investment Partners, Inc. | 329,079 | 4,061,000 | 20.63% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 299,038 | 3,690,000 | 18.75% | ||
| 4 | LPL Financial LLC | 131,446 | 1,629,000 | 8.28% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 41,417 | 511,000 | 2.60% | ||
| 6 | UBS AG | 36,982 | 456,000 | 2.32% | ||
| 7 | Investors Capital Advisory Services | 29,956 | 369,000 | 1.87% | ||
| 8 | Cambridge Investment Research Advisors, Inc. | 17,944 | 221,000 | 1.12% | ||
| 9 | OPPENHEIMER & CO INC | 15,350 | 190,000 | 0.97% | ||
| 10 | ROYAL BANK OF CANADA | 13,467 | 166,000 | 0.84% | ||
| 11 | Commonwealth Equity Services, Inc | 12,323 | 152,000 | 0.77% | ||
| 12 | Cetera Advisor Networks LLC | 10,001 | 124,000 | 0.63% | ||
| 13 | DEUTSCHE BANK AG\ | 7,368 | 90,000 | 0.46% | ||
| 14 | WELLS FARGO & COMPANY/MN | 6,662 | 82,000 | 0.42% | ||
| 15 | BENJAMIN F. EDWARDS & COMPANY, INC. | 2,500 | 31,000 | 0.16% | ||
| 16 | NEXT Financial Group, Inc | 2,430 | 30,000 | 0.15% | ||
| 17 | WFG Advisors, LP | 1,225 | 15,000 | 0.08% | ||
| 18 | Pinnacle Summer Investments, Inc. | 1,250 | 15,000 | 0.08% | ||
| 19 | Creative Planning | 1,000 | 12,000 | 0.06% |
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.
