| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 76,152 | 1,021,000 | 39.87% | ||
| 2 | Invesco Ltd. | 36,410 | 488,000 | 19.06% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 27,065 | 363,000 | 14.17% | ||
| 4 | Tortoise Investment Management, LLC | 24,610 | 330,000 | 12.89% | ||
| 5 | WELLS FARGO & COMPANY/MN | 10,826 | 145,000 | 5.66% | ||
| 6 | UBS AG | 10,645 | 143,000 | 5.58% | ||
| 7 | CITIGROUP INC | 2,604 | 35,000 | 1.37% | ||
| 8 | ROYAL BANK OF CANADA | 1,200 | 16,000 | 0.62% | ||
| 9 | WFG Advisors, LP | 1,128 | 15,000 | 0.59% | ||
| 10 | B. Riley Wealth Management, Inc. | 400 | 5,000 | 0.20% |
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.
