| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 22,848 | 348,000 | 40.47% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 12,335 | 193,000 | 22.44% | ||
| 3 | WELLS FARGO & COMPANY/MN | 9,341 | 143,000 | 16.63% | ||
| 4 | ROYAL BANK OF CANADA | 3,400 | 53,000 | 6.16% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 3,000 | 46,000 | 5.35% | ||
| 6 | UBS Group AG | 2,800 | 43,000 | 5.00% | ||
| 7 | ADVISOR GROUP, INC. | 2,200 | 34,000 | 3.95% |
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.
