| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 989,533 | 25,118,000 | 58.75% | ||
| 2 | MORGAN STANLEY | 341,742 | 8,674,000 | 20.29% | ||
| 3 | UBS Group AG | 124,028 | 3,148,000 | 7.36% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 98,089 | 2,490,000 | 5.82% | ||
| 5 | CITIGROUP INC | 30,641 | 778,000 | 1.82% | ||
| 6 | LPL Financial LLC | 29,475 | 750,000 | 1.75% | ||
| 7 | ROYAL BANK OF CANADA | 21,935 | 558,000 | 1.31% | ||
| 8 | Transamerica Financial Advisors, LLC | 15,847 | 403,000 | 0.94% | ||
| 9 | Apriem Advisors | 13,893 | 353,000 | 0.83% | ||
| 10 | JANE STREET GROUP, LLC | 10,426 | 265,000 | 0.62% | ||
| 11 | AMERICAN INTERNATIONAL GROUP, INC. | 6,516 | 165,000 | 0.39% | ||
| 12 | Creative Planning | 2,000 | 51,000 | 0.12% |
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.
