| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 88,360 | 2,025,000 | 20.34% | ||
| 2 | CARDAN CAPITAL PARTNERS, LLC | 71,668 | 1,643,000 | 16.50% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 55,952 | 1,282,000 | 12.88% | ||
| 4 | ROYAL BANK OF CANADA | 49,627 | 1,137,000 | 11.42% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 46,966 | 1,076,000 | 10.81% | ||
| 6 | LPL Financial LLC | 31,003 | 713,000 | 7.16% | ||
| 7 | LINCOLN NATIONAL CORP | 22,053 | 506,000 | 5.08% | ||
| 8 | Carroll Financial Associates, Inc. | 17,130 | 392,000 | 3.94% | ||
| 9 | AXA S.A. | 13,480 | 309,000 | 3.10% | ||
| 10 | MSI Financial Services Inc | 13,195 | 302,000 | 3.03% | ||
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,710 | 223,000 | 2.24% | ||
| 12 | Virtu KCG Holdings LLC | 9,653 | 221,000 | 2.22% | ||
| 13 | MORGAN STANLEY | 4,535 | 104,000 | 1.04% | ||
| 14 | UBS Group AG | 725 | 17,000 | 0.17% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 255 | 6,000 | 0.06% |
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.
