| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 15,355,271 | 459,139,000 | 42.75% | ||
| 2 | US BANCORP \DE\ | 2,176,623 | 65,102,000 | 6.06% | ||
| 3 | JPMORGAN CHASE & CO | 1,214,831 | 36,335,000 | 3.38% | ||
| 4 | WEALTHFRONT CORP | 1,085,974 | 32,481,000 | 3.02% | ||
| 5 | CITY NATIONAL BANK | 1,020,180 | 30,513,000 | 2.84% | ||
| 6 | CAPTRUST FINANCIAL ADVISORS | 811,980 | 24,286,000 | 2.26% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 727,748 | 21,767,000 | 2.03% | ||
| 8 | FIRST CITIZENS BANK & TRUST CO | 711,602 | 21,284,000 | 1.98% | ||
| 9 | Pinnacle Advisory Group, Inc. | 669,643 | 20,029,000 | 1.87% | ||
| 10 | BESSEMER GROUP INC | 586,546 | 17,544,000 | 1.63% | ||
| 11 | COMMERCE BANK | 526,694 | 15,754,000 | 1.47% | ||
| 12 | Meristem Family Wealth, LLC | 449,541 | 13,446,000 | 1.25% | ||
| 13 | Orion Porfolio Solutions, LLC | 386,421 | 11,558,000 | 1.08% | ||
| 14 | Ameritas Investment Partners, Inc. | 376,200 | 11,252,000 | 1.05% | ||
| 15 | FDx Advisors, Inc. | 372,997 | 11,156,000 | 1.04% | ||
| 16 | NATIXIS ADVISORS, LLC | 351,723 | 10,520,000 | 0.98% | ||
| 17 | CREDIT SUISSE AG/ | 344,927 | 10,317,000 | 0.96% | ||
| 18 | MAKENA CAPITAL MANAGEMENT LLC | 311,238 | 9,309,000 | 0.87% | ||
| 19 | ALESCO ADVISORS LLC | 308,681 | 9,233,000 | 0.86% | ||
| 20 | SG Americas Securities, LLC | 300,000 | 8,973,000 | 0.84% | ||
| 21 | Mizuho Asset Management Co.,Ltd. | 299,555 | 8,960,000 | 0.83% | ||
| 22 | AMERIPRISE FINANCIAL INC | 291,359 | 8,715,000 | 0.81% | ||
| 23 | Waldron Private Wealth LLC | 274,235 | 8,202,000 | 0.76% | ||
| 24 | WASHINGTON TRUST BANK | 260,134 | 7,781,000 | 0.72% | ||
| 25 | Sequoia Financial Advisors, LLC | 255,947 | 7,655,000 | 0.71% | ||
| 26 | FRANKLIN RESOURCES INC | 246,538 | 7,374,000 | 0.69% | PRN | |
| 27 | Bangor Savings Bank | 243,206 | 7,275,000 | 0.68% | ||
| 28 | BRR OpCo, LLC | 242,498 | 7,253,000 | 0.68% | ||
| 29 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 220,471 | 6,594,000 | 0.61% | ||
| 30 | NORTHERN TRUST CORP | 218,484 | 6,534,000 | 0.61% | ||
| 31 | Stonehearth Capital Management, LLC | 192,442 | 5,756,000 | 0.54% | ||
| 32 | DEUTSCHE BANK AG\ | 192,068 | 5,740,000 | 0.53% | ||
| 33 | BANK OF AMERICA CORP /DE/ | 188,830 | 5,648,000 | 0.53% | ||
| 34 | Boston Standard Wealth Management, LLC | 190,385 | 5,548,000 | 0.52% | ||
| 35 | Capstone Financial Advisors, Inc. | 178,167 | 5,329,000 | 0.50% | ||
| 36 | BADGLEY PHELPS & BELL INC | 173,571 | 5,192,000 | 0.48% | ||
| 37 | Emery Howard Portfolio Management, Inc. | 153,690 | 4,597,000 | 0.43% | ||
| 38 | JANE STREET GROUP, LLC | 150,321 | 4,496,000 | 0.42% | ||
| 39 | AllSquare Wealth Management LLC | 146,341 | 4,377,000 | 0.41% | ||
| 40 | ENVESTNET ASSET MANAGEMENT INC | 143,653 | 4,297,000 | 0.40% | ||
| 41 | Garde Capital, Inc. | 138,898 | 4,154,000 | 0.39% | ||
| 42 | VALENTINE VENTURES LLC | 138,663 | 4,147,000 | 0.39% | ||
| 43 | Personal Capital Advisors Corp | 130,722 | 3,910,000 | 0.36% | ||
| 44 | UBS Group AG | 127,829 | 3,824,000 | 0.36% | ||
| 45 | Baker Avenue Asset Management, LP | 125,730 | 3,761,000 | 0.35% | ||
| 46 | American Money Management, LLC | 118,891 | 3,556,000 | 0.33% | ||
| 47 | Mosaic Financial Partners, Inc. | 118,828 | 3,554,000 | 0.33% | ||
| 48 | Allianz Asset Management GmbH | 117,000 | 3,499,000 | 0.33% | ||
| 49 | Cornerstone Advisors, Inc. | 113,091 | 3,383,000 | 0.32% | ||
| 50 | McCutchen Group LLC | 104,290 | 3,119,000 | 0.29% |
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.
