| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 562,461 | 8,235,000 | 38.44% | ||
| 2 | BESSEMER GROUP INC | 169,816 | 2,486,000 | 11.61% | ||
| 3 | Invesco Ltd. | 135,185 | 1,979,000 | 9.24% | ||
| 4 | Bison Wealth, LLC | 117,132 | 1,715,000 | 8.01% | ||
| 5 | GUGGENHEIM CAPITAL LLC | 114,419 | 1,675,000 | 7.82% | ||
| 6 | COHEN & STEERS, INC. | 104,344 | 1,528,000 | 7.13% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 76,054 | 1,113,000 | 5.20% | ||
| 8 | UBS Group AG | 54,144 | 793,000 | 3.70% | ||
| 9 | STIFEL FINANCIAL CORP | 37,701 | 549,000 | 2.56% | ||
| 10 | AMERIPRISE FINANCIAL INC | 26,655 | 390,000 | 1.82% | ||
| 11 | Laurion Capital Management LP | 14,480 | 212,000 | 0.99% | ||
| 12 | Global X Management CO LLC | 11,681 | 171,000 | 0.80% | ||
| 13 | DAVENPORT & Co LLC | 10,525 | 154,000 | 0.72% | ||
| 14 | Creative Planning | 8,029 | 118,000 | 0.55% | ||
| 15 | YORKBRIDGE WEALTH PARTNERS, LLC | 6,016 | 87,000 | 0.41% | ||
| 16 | ROYAL BANK OF CANADA | 5,267 | 77,000 | 0.36% | ||
| 17 | WELLS FARGO & COMPANY/MN | 3,541 | 52,000 | 0.24% | ||
| 18 | ADVISOR GROUP, INC. | 3,425 | 50,000 | 0.23% | ||
| 19 | CITIGROUP INC | 1,514 | 22,000 | 0.10% | ||
| 20 | MSI Financial Services Inc | 782 | 12,000 | 0.06% | ||
| 21 | PENSERRA CAPITAL MANAGEMENT LLC | 254 | 3,000 | 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.
