| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | 86,511 | 1,185,000 | 43.97% | ||
| 2 | MORGAN STANLEY | 31,365 | 429,000 | 15.92% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 21,081 | 289,000 | 10.72% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 19,424 | 266,000 | 9.87% | ||
| 5 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 16,270 | 223,000 | 8.27% | ||
| 6 | UBS Group AG | 8,758 | 120,000 | 4.45% | ||
| 7 | WELLS FARGO & COMPANY/MN | 8,201 | 112,000 | 4.16% | ||
| 8 | ROYAL BANK OF CANADA | 3,000 | 41,000 | 1.52% | ||
| 9 | IFP ADVISORS, INC | 2,178 | 30,000 | 1.11% |
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.