| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 20,293 | 346,000 | 36.31% | ||
| 2 | WELLS FARGO & COMPANY/MN | 12,422 | 212,000 | 22.25% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 10,540 | 179,000 | 18.78% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 5,044 | 86,000 | 9.02% | ||
| 5 | UBS Group AG | 3,030 | 52,000 | 5.46% | ||
| 6 | ROYAL BANK OF CANADA | 2,900 | 49,000 | 5.14% | ||
| 7 | ADVISOR GROUP, INC. | 1,600 | 27,000 | 2.83% | ||
| 8 | SEI INVESTMENTS CO | 125 | 2,000 | 0.21% |
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.
