| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 75,652 | 1,023,000 | 42.43% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 27,065 | 366,000 | 15.18% | ||
| 3 | Tortoise Investment Management, LLC | 24,610 | 333,000 | 13.81% | ||
| 4 | Invesco Ltd. | 20,107 | 272,000 | 11.28% | ||
| 5 | WELLS FARGO & COMPANY/MN | 10,826 | 146,000 | 6.06% | ||
| 6 | UBS AG | 8,653 | 117,000 | 4.85% | ||
| 7 | WOLVERINE ASSET MANAGEMENT LLC | 8,312 | 112,000 | 4.65% | ||
| 8 | ROYAL BANK OF CANADA | 1,200 | 16,000 | 0.66% | ||
| 9 | WFG Advisors, LP | 763 | 10,000 | 0.41% | ||
| 10 | CITIGROUP INC | 770 | 10,000 | 0.41% | ||
| 11 | B. Riley Wealth Management, Inc. | 400 | 5,000 | 0.21% | ||
| 12 | Tower Research Capital LLC (TRC) | 70 | 1,000 | 0.04% |
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.
