| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,694,993 | 12,017,000 | 80.88% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 279,910 | 1,984,000 | 13.35% | ||
| 3 | JANE STREET GROUP, LLC | 33,647 | 239,000 | 1.61% | ||
| 4 | Veritable, L.P. | 20,000 | 142,000 | 0.96% | ||
| 5 | MDE Group | 17,169 | 122,000 | 0.82% | ||
| 6 | GOLDMAN SACHS GROUP INC | 14,123 | 100,000 | 0.67% | ||
| 7 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 14,000 | 99,000 | 0.67% | ||
| 8 | Sandy Spring Bank | 12,500 | 89,000 | 0.60% | ||
| 9 | UBS AG | 8,682 | 61,000 | 0.41% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 545 | 4,000 | 0.03% |
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.
