| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 963,468 | 29,791,000 | 41.23% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 573,957 | 17,747,000 | 24.56% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 332,142 | 10,270,000 | 14.21% | ||
| 4 | WELLS FARGO & COMPANY/MN | 164,388 | 5,083,000 | 7.04% | ||
| 5 | UBS AG | 107,848 | 3,335,000 | 4.62% | ||
| 6 | Callan Capital, LLC | 53,352 | 1,650,000 | 2.28% | ||
| 7 | VSR Financial Services, Inc. | 36,584 | 1,131,000 | 1.57% | ||
| 8 | JANE STREET GROUP, LLC | 23,985 | 742,000 | 1.03% | ||
| 9 | PATTON ALBERTSON MILLER GROUP, LLC | 20,628 | 643,000 | 0.89% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 20,703 | 640,000 | 0.89% | ||
| 11 | Virtu KCG Holdings LLC | 11,000 | 340,000 | 0.47% | ||
| 12 | LPL Financial LLC | 9,677 | 299,000 | 0.41% | ||
| 13 | COLONY GROUP LLC | 9,127 | 282,000 | 0.39% | ||
| 14 | BOSTON PRIVATE BANK & TRUST CO | 6,678 | 206,000 | 0.29% | ||
| 15 | Alexandria Capital, LLC | 986 | 30,000 | 0.04% | ||
| 16 | AMERIPRISE FINANCIAL INC | 970 | 30,000 | 0.04% | ||
| 17 | SIGNATUREFD, LLC | 425 | 13,000 | 0.02% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 401 | 12,000 | 0.02% | ||
| 19 | NEXT Financial Group, Inc | 240 | 7,000 | 0.01% |
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.
