| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | 81,080 | 1,278,000 | 31.06% | ||
| 2 | Advisors Asset Management, Inc. | 48,772 | 767,000 | 18.64% | ||
| 3 | MORGAN STANLEY | 37,438 | 590,000 | 14.34% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 20,748 | 327,000 | 7.95% | ||
| 5 | Evanson Asset Management, LLC | 18,300 | 288,000 | 7.00% | ||
| 6 | LPL Financial LLC | 14,263 | 225,000 | 5.47% | ||
| 7 | CITIGROUP INC | 13,249 | 208,000 | 5.06% | ||
| 8 | NORTHERN TRUST CORP | 12,600 | 199,000 | 4.84% | ||
| 9 | Efficient Market Advisors, LLC | 5,893 | 93,000 | 2.26% | ||
| 10 | WELLS FARGO & COMPANY/MN | 5,701 | 90,000 | 2.19% | ||
| 11 | Gemmer Asset Management LLC | 4,688 | 46,000 | 1.12% | ||
| 12 | ROYAL BANK OF CANADA | 200 | 3,000 | 0.07% |
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.
