| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 727,505 | 11,465,000 | 31.55% | ||
| 2 | UBS Group AG | 378,491 | 5,965,000 | 16.41% | ||
| 3 | BESSEMER GROUP INC | 327,092 | 5,155,000 | 14.18% | ||
| 4 | Invesco Ltd. | 136,467 | 2,151,000 | 5.92% | ||
| 5 | Capital Investment Advisors, LLC | 121,720 | 1,918,000 | 5.28% | ||
| 6 | Shaker Financial Services, LLC | 116,226 | 1,832,000 | 5.04% | ||
| 7 | WELLS FARGO & COMPANY/MN | 79,676 | 1,255,000 | 3.45% | ||
| 8 | Yorktown Management & Research Co Inc | 75,000 | 1,182,000 | 3.25% | ||
| 9 | GUGGENHEIM CAPITAL LLC | 71,295 | 1,124,000 | 3.09% | ||
| 10 | STIFEL FINANCIAL CORP | 60,912 | 960,000 | 2.64% | ||
| 11 | MARINER INVESTMENT GROUP LLC | 57,554 | 907,000 | 2.50% | ||
| 12 | WOLVERINE ASSET MANAGEMENT LLC | 36,135 | 569,000 | 1.57% | ||
| 13 | CITIGROUP INC | 30,344 | 478,000 | 1.32% | ||
| 14 | ROYAL BANK OF CANADA | 15,346 | 242,000 | 0.67% | ||
| 15 | LPL Financial LLC | 13,148 | 208,000 | 0.57% | ||
| 16 | STALEY CAPITAL ADVISERS INC | 12,100 | 191,000 | 0.53% | ||
| 17 | Peak Asset Management, LLC | 11,080 | 175,000 | 0.48% | ||
| 18 | Virtu KCG Holdings LLC | 10,343 | 163,000 | 0.45% | ||
| 19 | MSI Financial Services Inc | 9,711 | 153,000 | 0.42% | ||
| 20 | Capital Analysts, LLC | 6,240 | 98,342 | 0.27% | ||
| 21 | Highlander Capital Management, LLC | 3,445 | 54,000 | 0.15% | ||
| 22 | DEUTSCHE BANK AG\ | 3,000 | 47,000 | 0.13% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,983 | 31,000 | 0.09% | ||
| 24 | NEXT Financial Group, Inc | 1,360 | 21,000 | 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.
