| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 80,658 | 1,101,000 | 51.04% | ||
| 2 | Tortoise Investment Management, LLC | 31,135 | 425,000 | 19.70% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 20,400 | 278,000 | 12.89% | ||
| 4 | WELLS FARGO & COMPANY/MN | 12,352 | 169,000 | 7.83% | ||
| 5 | UBS Group AG | 8,653 | 118,000 | 5.47% | ||
| 6 | ROYAL BANK OF CANADA | 4,200 | 57,000 | 2.64% | ||
| 7 | B. Riley Wealth Management, Inc. | 400 | 5,000 | 0.23% | ||
| 8 | CITIGROUP INC | 327 | 4,000 | 0.19% |
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.
