| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 590,046 | 14,949,000 | 51.07% | ||
| 2 | CABOT WEALTH MANAGEMENT INC | 177,280 | 4,492,000 | 15.35% | ||
| 3 | Tortoise Investment Management, LLC | 138,137 | 3,500,000 | 11.96% | ||
| 4 | UBS AG | 71,399 | 1,809,000 | 6.18% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 37,394 | 947,000 | 3.24% | ||
| 6 | MORGAN STANLEY | 30,312 | 768,000 | 2.62% | ||
| 7 | ROYAL BANK OF CANADA | 24,670 | 625,000 | 2.14% | ||
| 8 | LPL Financial LLC | 21,510 | 545,000 | 1.86% | ||
| 9 | Bank of New York Mellon Corp | 19,800 | 502,000 | 1.72% | ||
| 10 | JANE STREET GROUP, LLC | 12,567 | 318,000 | 1.09% | ||
| 11 | PRINCIPAL FINANCIAL GROUP INC | 10,000 | 253,000 | 0.86% | ||
| 12 | STIFEL FINANCIAL CORP | 9,174 | 232,000 | 0.79% | ||
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,800 | 223,000 | 0.76% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,200 | 56,000 | 0.19% | ||
| 15 | AMERIPRISE FINANCIAL INC | 1,294 | 33,000 | 0.11% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 750 | 19,002 | 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.
