| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 156,389 | 2,243,000 | 26.89% | ||
| 2 | UBS Group AG | 155,380 | 2,228,000 | 26.71% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 103,390 | 1,483,000 | 17.78% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 52,100 | 747,000 | 8.96% | ||
| 5 | King Wealth Management Group | 34,908 | 501,000 | 6.01% | ||
| 6 | WOLVERINE ASSET MANAGEMENT LLC | 23,891 | 342,000 | 4.10% | ||
| 7 | MORGAN STANLEY | 14,646 | 210,000 | 2.52% | ||
| 8 | ADVISOR GROUP, INC. | 13,906 | 200,000 | 2.40% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 12,465 | 179,000 | 2.15% | ||
| 10 | WELLS FARGO & COMPANY/MN | 8,173 | 117,000 | 1.40% | ||
| 11 | Evercore Wealth Management, LLC | 4,000 | 57,000 | 0.68% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,772 | 25,000 | 0.30% | ||
| 13 | CITIGROUP INC | 367 | 5,000 | 0.06% | ||
| 14 | Creative Planning | 240 | 3,000 | 0.04% | ||
| 15 | ROYAL BANK OF CANADA | 3 | 0 | 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.
