| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 66,678,929 | 1,908,349,000 | 21.00% | ||
| 2 | GOLDMAN SACHS GROUP INC | 62,425,931 | 1,786,631,000 | 19.66% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 55,243,904 | 1,581,081,000 | 17.40% | ||
| 4 | MORGAN STANLEY | 11,168,472 | 319,641,000 | 3.52% | ||
| 5 | COMERICA BANK | 10,046,832 | 287,540,000 | 3.16% | ||
| 6 | BANK OF MONTREAL /CAN/ | 9,898,147 | 283,285,000 | 3.12% | ||
| 7 | UBS Group AG | 7,920,915 | 226,697,000 | 2.49% | ||
| 8 | RiverFront Investment Group, LLC | 7,083,076 | 202,718,000 | 2.23% | ||
| 9 | FMR LLC | 6,328,542 | 181,123,000 | 1.99% | ||
| 10 | Horizon Investments, LLC | 5,713,419 | 163,518,000 | 1.80% | ||
| 11 | Charles Schwab Investment Advisory, Inc. | 5,576,222 | 159,591,000 | 1.76% | ||
| 12 | WELLS FARGO & COMPANY/MN | 5,556,219 | 159,019,000 | 1.75% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 4,020,417 | 115,064,000 | 1.27% | ||
| 14 | MANAGED ACCOUNT ADVISORS LLC | 3,779,986 | 108,183,000 | 1.19% | ||
| 15 | CITIGROUP INC | 3,519,112 | 100,717,000 | 1.11% | ||
| 16 | LPL Financial LLC | 2,929,986 | 83,417,000 | 0.92% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 2,591,474 | 74,168,000 | 0.82% | ||
| 18 | State of New Jersey Common Pension Fund D | 2,500,000 | 71,550,000 | 0.79% | ||
| 19 | ROYAL BANK OF CANADA | 2,401,435 | 68,728,000 | 0.76% | ||
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,385,140 | 68,263,000 | 0.75% | ||
| 21 | BOK Financial Private Wealth, Inc. | 2,173,128 | 62,195,000 | 0.68% | ||
| 22 | Lenox Wealth Advisors, LLC | 2,004,450 | 57,386,000 | 0.63% | ||
| 23 | Cerity Partners OCIO LLC | 1,653,057 | 47,310,000 | 0.52% | ||
| 24 | J.P. Morgan Private Wealth Advisors LLC | 1,522,268 | 43,568,000 | 0.48% | ||
| 25 | AMERIPRISE FINANCIAL INC | 1,396,031 | 39,770,000 | 0.44% | ||
| 26 | Sand Hill Global Advisors, LLC | 1,155,717 | 33,077,000 | 0.36% | ||
| 27 | RFG Advisory, LLC | 1,124,978 | 32,197,000 | 0.35% | ||
| 28 | Goelzer Investment Management, Inc. | 1,073,602 | 30,726,000 | 0.34% | ||
| 29 | Commonwealth Equity Services, Inc | 1,051,378 | 30,090,000 | 0.33% | ||
| 30 | FOUNDERS FINANCIAL SECURITIES LLC | 949,928 | 27,187,000 | 0.30% | ||
| 31 | HighTower Advisors, LLC | 945,363 | 27,057,000 | 0.30% | ||
| 32 | I.G. INVESTMENT MANAGEMENT, LTD. | 897,701 | 25,692,000 | 0.28% | ||
| 33 | CIBC Private Wealth Group LLC | 876,731 | 25,093,000 | 0.28% | ||
| 34 | PINNACLE ASSOCIATES LTD | 872,520 | 24,972,000 | 0.27% | ||
| 35 | Financial Advisory Group | 838,290 | 23,992,000 | 0.26% | ||
| 36 | Baker Avenue Asset Management, LP | 800,605 | 22,913,000 | 0.25% | ||
| 37 | TD ASSET MANAGEMENT INC | 754,500 | 21,594,000 | 0.24% | ||
| 38 | Callan Capital, LLC | 677,368 | 19,386,000 | 0.21% | ||
| 39 | CKW FINANCIAL GROUP | 671,097 | 19,207,000 | 0.21% | ||
| 40 | Janney Montgomery Scott LLC | 668,640 | 19,136,477 | 0.21% | ||
| 41 | Camarda Financial Advisors, LLC | 609,080 | 17,432,000 | 0.19% | ||
| 42 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 608,779 | 17,423,000 | 0.19% | ||
| 43 | US BANCORP \DE\ | 608,207 | 17,407,000 | 0.19% | ||
| 44 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 607,978 | 17,400,000 | 0.19% | ||
| 45 | First Allied Advisory Services, Inc. | 568,821 | 16,300,000 | 0.18% | ||
| 46 | Stonehearth Capital Management, LLC | 556,563 | 15,929,000 | 0.18% | ||
| 47 | WealthTrust-Arizona, LLC | 551,180 | 15,774,000 | 0.17% | ||
| 48 | FundX Investment Group, LLC | 539,512 | 15,441,000 | 0.17% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 518,133 | 14,829,000 | 0.16% | ||
| 50 | CITY NATIONAL BANK | 484,707 | 13,872,000 | 0.15% |
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.
