| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 122,994,744 | 3,207,702,000 | 32.85% | ||
| 2 | GOLDMAN SACHS GROUP INC | 70,522,321 | 1,839,222,000 | 18.84% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 64,147,829 | 1,672,977,000 | 17.13% | ||
| 4 | MORGAN STANLEY | 10,319,147 | 269,123,000 | 2.76% | ||
| 5 | BANK OF MONTREAL /CAN/ | 9,967,354 | 259,949,000 | 2.66% | ||
| 6 | UBS Group AG | 8,610,651 | 224,566,000 | 2.30% | ||
| 7 | COMERICA BANK | 5,958,548 | 155,398,000 | 1.59% | ||
| 8 | WELLS FARGO & COMPANY/MN | 4,830,291 | 125,974,000 | 1.29% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 4,203,549 | 109,629,000 | 1.12% | ||
| 10 | RiverFront Investment Group, LLC | 4,176,812 | 108,931,000 | 1.12% | ||
| 11 | LPL Financial LLC | 3,695,646 | 100,263,000 | 1.03% | ||
| 12 | State of New Jersey Common Pension Fund D | 3,500,000 | 91,280,000 | 0.93% | ||
| 13 | Charles Schwab Investment Advisory, Inc. | 3,065,347 | 79,944,000 | 0.82% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 3,044,209 | 79,393,000 | 0.81% | ||
| 15 | CITIGROUP INC | 2,824,777 | 73,670,000 | 0.75% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,789,962 | 72,762,000 | 0.75% | ||
| 17 | Lenox Wealth Advisors, LLC | 2,474,937 | 64,546,000 | 0.66% | ||
| 18 | MISSION WEALTH MANAGEMENT, LLC | 2,422,560 | 63,180,000 | 0.65% | ||
| 19 | ROYAL BANK OF CANADA | 2,405,563 | 62,737,000 | 0.64% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 2,062,406 | 53,787,000 | 0.55% | ||
| 21 | AMERIPRISE FINANCIAL INC | 1,974,477 | 51,554,000 | 0.53% | ||
| 22 | JANE STREET GROUP, LLC | 1,816,449 | 47,373,000 | 0.49% | ||
| 23 | Cerity Partners OCIO LLC | 1,741,209 | 45,548,000 | 0.47% | ||
| 24 | BOK Financial Private Wealth, Inc. | 1,711,632 | 44,639,000 | 0.46% | ||
| 25 | Commonwealth Equity Services, Inc | 1,275,219 | 33,258,000 | 0.34% | ||
| 26 | SG Americas Securities, LLC | 1,188,332 | 30,992,000 | 0.32% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,157,844 | 30,197,000 | 0.31% | ||
| 28 | Sand Hill Global Advisors, LLC | 1,148,348 | 29,949,000 | 0.31% | ||
| 29 | Financial Advisory Group | 1,128,255 | 29,425,000 | 0.30% | ||
| 30 | Goelzer Investment Management, Inc. | 1,111,251 | 28,981,000 | 0.30% | ||
| 31 | HighTower Advisors, LLC | 1,002,511 | 26,134,000 | 0.27% | ||
| 32 | ZEKE CAPITAL ADVISORS, LLC | 927,297 | 24,184,000 | 0.25% | ||
| 33 | PINNACLE ASSOCIATES LTD | 842,089 | 21,962,000 | 0.22% | ||
| 34 | Baker Avenue Asset Management, LP | 791,137 | 20,633,000 | 0.21% | ||
| 35 | Janney Montgomery Scott LLC | 778,256 | 20,297,000 | 0.21% | ||
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 764,972 | 19,950,000 | 0.20% | ||
| 37 | CKW FINANCIAL GROUP | 739,977 | 19,299,000 | 0.20% | ||
| 38 | US BANCORP \DE\ | 711,510 | 18,557,000 | 0.19% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 626,632 | 16,342,000 | 0.17% | ||
| 40 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 625,070 | 16,302,000 | 0.17% | ||
| 41 | Camarda Financial Advisors, LLC | 604,212 | 15,758,000 | 0.16% | ||
| 42 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 592,141 | 15,443,000 | 0.16% | ||
| 43 | Tanglewood Wealth Management, Inc. | 588,152 | 15,339,000 | 0.16% | ||
| 44 | CITY NATIONAL BANK | 588,101 | 15,338,000 | 0.16% | ||
| 45 | WealthTrust-Arizona, LLC | 557,085 | 14,529,000 | 0.15% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 545,838 | 14,235,000 | 0.15% | ||
| 47 | Horizon Investments, LLC | 506,732 | 13,215,000 | 0.14% | ||
| 48 | First Allied Advisory Services, Inc. | 495,118 | 12,939,000 | 0.13% | ||
| 49 | BSW Wealth Partners | 493,741 | 12,877,000 | 0.13% | ||
| 50 | Stonehearth Capital Management, LLC | 446,991 | 11,658,000 | 0.12% |
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.
