| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 813,262 | 13,386,000 | 35.76% | ||
| 2 | UBS Group AG | 351,364 | 5,784,000 | 15.45% | ||
| 3 | BESSEMER GROUP INC | 287,092 | 4,725,000 | 12.62% | ||
| 4 | 1832 Asset Management L.P. | 134,133 | 2,211,000 | 5.91% | ||
| 5 | Invesco Ltd. | 126,208 | 2,077,000 | 5.55% | ||
| 6 | Capital Investment Advisors, LLC | 8,961 | 2,061,000 | 5.51% | ||
| 7 | WELLS FARGO & COMPANY/MN | 109,852 | 1,809,000 | 4.83% | ||
| 8 | Shaker Financial Services, LLC | 72,951 | 1,201,000 | 3.21% | ||
| 9 | Yorktown Management & Research Co Inc | 61,000 | 1,004,000 | 2.68% | ||
| 10 | STIFEL FINANCIAL CORP | 60,894 | 1,002,000 | 2.68% | ||
| 11 | GUGGENHEIM CAPITAL LLC | 41,010 | 675,000 | 1.80% | ||
| 12 | CITIGROUP INC | 30,332 | 499,000 | 1.33% | ||
| 13 | ROYAL BANK OF CANADA | 15,300 | 252,000 | 0.67% | ||
| 14 | TWO SIGMA SECURITIES, LLC | 12,270 | 202,000 | 0.54% | ||
| 15 | STALEY CAPITAL ADVISERS INC | 11,300 | 186,000 | 0.50% | ||
| 16 | MSI Financial Services Inc | 9,311 | 153,000 | 0.41% | ||
| 17 | DEUTSCHE BANK AG\ | 3,000 | 49,000 | 0.13% | ||
| 18 | Capital Analysts, LLC | 2,740 | 45,100 | 0.12% | ||
| 19 | Highlander Capital Management, LLC | 2,445 | 40,000 | 0.11% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,956 | 32,000 | 0.09% | ||
| 21 | NEXT Financial Group, Inc | 1,360 | 22,000 | 0.06% | ||
| 22 | Tower Research Capital LLC (TRC) | 572 | 9,000 | 0.02% | ||
| 23 | US BANCORP \DE\ | 346 | 6,000 | 0.02% | ||
| 24 | Vantage Investment Advisors, LLC | 200 | 3,000 | 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.
