| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | 80,180 | 1,290,000 | 30.64% | ||
| 2 | Advisors Asset Management, Inc. | 70,721 | 1,141,000 | 27.10% | ||
| 3 | MORGAN STANLEY | 31,803 | 512,000 | 12.16% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 18,750 | 302,000 | 7.17% | ||
| 5 | Evanson Asset Management, LLC | 18,300 | 294,000 | 6.98% | ||
| 6 | LPL Financial LLC | 15,273 | 246,000 | 5.84% | ||
| 7 | NORTHERN TRUST CORP | 12,600 | 203,000 | 4.82% | ||
| 8 | Efficient Market Advisors, LLC | 5,893 | 95,000 | 2.26% | ||
| 9 | WELLS FARGO & COMPANY/MN | 5,700 | 92,000 | 2.19% | ||
| 10 | CITIGROUP INC | 1,921 | 31,000 | 0.74% | ||
| 11 | ROYAL BANK OF CANADA | 200 | 3,000 | 0.07% | ||
| 12 | UBS AG | 78 | 1,000 | 0.02% |
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.
