| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | 83,411 | 1,173,000 | 42.67% | ||
| 2 | MORGAN STANLEY | 31,389 | 442,000 | 16.08% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 21,177 | 298,000 | 10.84% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 20,333 | 286,000 | 10.40% | ||
| 5 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 15,563 | 219,000 | 7.97% | ||
| 6 | UBS Group AG | 10,902 | 153,000 | 5.57% | ||
| 7 | WELLS FARGO & COMPANY/MN | 7,101 | 100,000 | 3.64% | ||
| 8 | ROYAL BANK OF CANADA | 3,000 | 42,000 | 1.53% | ||
| 9 | IFP ADVISORS, INC | 1,903 | 27,000 | 0.98% | ||
| 10 | NEXT Financial Group, Inc | 700 | 9,000 | 0.33% |
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.
