| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | 77,613 | 1,276,000 | 32.80% | ||
| 2 | MORGAN STANLEY | 35,126 | 578,000 | 14.86% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 25,579 | 421,000 | 10.82% | ||
| 4 | LPL Financial LLC | 23,434 | 383,000 | 9.85% | ||
| 5 | Advisors Asset Management, Inc. | 22,099 | 363,000 | 9.33% | ||
| 6 | Evanson Asset Management, LLC | 18,300 | 301,000 | 7.74% | ||
| 7 | UBS Group AG | 14,198 | 233,000 | 5.99% | ||
| 8 | WELLS FARGO & COMPANY/MN | 7,700 | 127,000 | 3.26% | ||
| 9 | Efficient Market Advisors, LLC | 5,893 | 97,000 | 2.49% | ||
| 10 | ROYAL BANK OF CANADA | 4,336 | 71,000 | 1.83% | ||
| 11 | CITIGROUP INC | 2,447 | 40,000 | 1.03% |
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.
