| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 86,038 | 926,000 | 32.85% | ||
| 2 | Advisors Asset Management, Inc. | 71,769 | 770,000 | 27.31% | ||
| 3 | WELLS FARGO & COMPANY/MN | 16,182 | 174,000 | 6.17% | ||
| 4 | Karpus Management, Inc. | 15,134 | 163,000 | 5.78% | ||
| 5 | Commonwealth Equity Services, Inc | 14,157 | 152,000 | 5.39% | ||
| 6 | Diligent Investors, LLC | 13,318 | 143,000 | 5.07% | ||
| 7 | Horizon Kinetics LLC | 12,215 | 132,000 | 4.68% | ||
| 8 | Tradewinds Capital Management, LLC | 12,000 | 129,000 | 4.58% | ||
| 9 | WHITTIER TRUST CO | 11,541 | 124,000 | 4.40% | ||
| 10 | Efficient Market Advisors, LLC | 5,000 | 54,000 | 1.92% | ||
| 11 | MORGAN STANLEY | 2,452 | 26,000 | 0.92% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 1,500 | 16,000 | 0.57% | ||
| 13 | D.A. DAVIDSON & CO. | 1,000 | 10,000 | 0.35% |
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.