| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BESSEMER GROUP INC | 234,861 | 12,318,000 | 32.97% | ||
| 2 | MORGAN STANLEY | 144,723 | 7,591,000 | 20.32% | ||
| 3 | LAZARD ASSET MANAGEMENT LLC | 111,637 | 5,855,000 | 15.67% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 85,910 | 4,506,000 | 12.06% | ||
| 5 | JANE STREET GROUP, LLC | 29,727 | 1,559,000 | 4.17% | ||
| 6 | Long Wharf Investors, Inc. | 15,490 | 812,000 | 2.17% | ||
| 7 | S&CO INC | 15,000 | 787,000 | 2.11% | ||
| 8 | HSBC HOLDINGS PLC | 14,200 | 745,000 | 1.99% | ||
| 9 | Orion Porfolio Solutions, LLC | 13,000 | 682,000 | 1.83% | ||
| 10 | LPL Financial LLC | 8,637 | 453,000 | 1.21% | ||
| 11 | UBS AG | 8,517 | 447,000 | 1.20% | ||
| 12 | ROYAL BANK OF CANADA | 6,063 | 318,000 | 0.85% | ||
| 13 | STIFEL FINANCIAL CORP | 5,490 | 288,000 | 0.77% | ||
| 14 | Moors & Cabot, Inc. | 4,749 | 249,000 | 0.67% | ||
| 15 | Yorktown Management & Research Co Inc | 4,500 | 236,000 | 0.63% | ||
| 16 | WELLS FARGO & COMPANY/MN | 3,995 | 209,000 | 0.56% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,102 | 110,000 | 0.29% | ||
| 18 | CITIGROUP INC | 1,397 | 73,000 | 0.20% | ||
| 19 | Capital Directions Investment Advisors, LLC | 1,360 | 71,000 | 0.19% | ||
| 20 | Creative Planning | 500 | 26,000 | 0.07% | ||
| 21 | JNBA Financial Advisors | 240 | 13,000 | 0.03% | ||
| 22 | AMERIPRISE FINANCIAL INC | 200 | 10,000 | 0.03% | ||
| 23 | Capital Analysts, LLC | 34 | 1,783 | 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.
