| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 78,134 | 1,049,000 | 44.77% | ||
| 2 | Tortoise Investment Management, LLC | 31,135 | 418,000 | 17.84% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 27,065 | 363,000 | 15.49% | ||
| 4 | WELLS FARGO & COMPANY/MN | 11,950 | 160,000 | 6.83% | ||
| 5 | Invesco Ltd. | 11,425 | 153,000 | 6.53% | ||
| 6 | UBS AG | 8,653 | 116,000 | 4.95% | ||
| 7 | ROYAL BANK OF CANADA | 4,200 | 56,000 | 2.39% | ||
| 8 | WOLVERINE ASSET MANAGEMENT LLC | 1,000 | 13,000 | 0.55% | ||
| 9 | WFG Advisors, LP | 771 | 10,000 | 0.43% | ||
| 10 | B. Riley Wealth Management, Inc. | 400 | 5,000 | 0.21% |
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.
