| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 226,377 | 9,408,000 | 34.47% | ||
| 2 | BBVA USA Bancshares, Inc. | 226,377 | 9,103,000 | 33.36% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 62,860 | 2,528,000 | 9.26% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,895 | 1,524,000 | 5.58% | ||
| 5 | Cannell & Spears LLC | 36,785 | 1,479,000 | 5.42% | ||
| 6 | MORGAN STANLEY | 20,527 | 825,000 | 3.02% | ||
| 7 | JANE STREET GROUP, LLC | 18,605 | 748,000 | 2.74% | ||
| 8 | ROYAL BANK OF CANADA | 15,587 | 627,000 | 2.30% | ||
| 9 | UBS Group AG | 8,405 | 338,000 | 1.24% | ||
| 10 | LPL Financial LLC | 8,186 | 330,000 | 1.21% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,974 | 164,000 | 0.60% | ||
| 12 | BANK OF MONTREAL /CAN/ | 3,000 | 121,000 | 0.44% | ||
| 13 | INVESTMENT PARTNERS, LTD. | 1,579 | 63,000 | 0.23% | ||
| 14 | Compagnie Lombard Odier SCmA | 595 | 24,000 | 0.09% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 120 | 4,825 | 0.02% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 66 | 3,000 | 0.01% | ||
| 17 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.