| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 99,385,665 | 2,699,315,000 | 27.62% | ||
| 2 | GOLDMAN SACHS GROUP INC | 68,182,927 | 1,851,848,000 | 18.95% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 61,886,490 | 1,680,837,000 | 17.20% | ||
| 4 | MORGAN STANLEY | 9,892,850 | 268,690,000 | 2.75% | ||
| 5 | UBS Group AG | 8,652,917 | 235,013,000 | 2.40% | ||
| 6 | LPL Financial LLC | 8,251,595 | 221,473,000 | 2.27% | ||
| 7 | BANK OF MONTREAL /CAN/ | 6,798,636 | 184,651,000 | 1.89% | ||
| 8 | COMERICA BANK | 6,730,145 | 170,543,000 | 1.75% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 5,467,191 | 148,489,000 | 1.52% | ||
| 10 | WELLS FARGO & COMPANY/MN | 5,163,700 | 140,245,000 | 1.44% | ||
| 11 | RiverFront Investment Group, LLC | 4,170,723 | 113,277,000 | 1.16% | ||
| 12 | ROYAL BANK OF CANADA | 3,926,568 | 106,644,000 | 1.09% | ||
| 13 | State of New Jersey Common Pension Fund D | 3,750,000 | 101,850,000 | 1.04% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 3,702,867 | 100,570,000 | 1.03% | ||
| 15 | Charles Schwab Investment Advisory, Inc. | 3,126,003 | 84,902,000 | 0.87% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,045,416 | 82,714,000 | 0.85% | ||
| 17 | CITIGROUP INC | 2,833,328 | 76,954,000 | 0.79% | ||
| 18 | Lenox Wealth Advisors, LLC | 2,642,522 | 71,752,000 | 0.73% | ||
| 19 | MISSION WEALTH MANAGEMENT, LLC | 2,565,948 | 69,691,000 | 0.71% | ||
| 20 | AMERIPRISE FINANCIAL INC | 2,402,047 | 65,093,000 | 0.67% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 2,127,937 | 57,795,000 | 0.59% | ||
| 22 | WESCAP MANAGEMENT GROUP, INC. | 2,090,179 | 56,769,000 | 0.58% | ||
| 23 | Cerity Partners OCIO LLC | 1,742,378 | 47,323,000 | 0.48% | ||
| 24 | J.P. Morgan Private Wealth Advisors LLC | 1,576,313 | 42,812,000 | 0.44% | ||
| 25 | BOK Financial Private Wealth, Inc. | 1,511,824 | 41,061,000 | 0.42% | ||
| 26 | Commonwealth Equity Services, Inc | 1,476,316 | 40,097,000 | 0.41% | ||
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,453,958 | 39,490,000 | 0.40% | ||
| 28 | CIBC Private Wealth Group LLC | 1,311,542 | 35,622,000 | 0.36% | ||
| 29 | FLOW TRADERS U.S. LLC | 1,294,357 | 35,155,000 | 0.36% | ||
| 30 | CAPTRUST FINANCIAL ADVISORS | 1,243,556 | 33,775,000 | 0.35% | ||
| 31 | Financial Advisory Group | 1,186,058 | 32,213,000 | 0.33% | ||
| 32 | Goelzer Investment Management, Inc. | 1,143,675 | 31,062,000 | 0.32% | ||
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,135,493 | 30,840,000 | 0.32% | ||
| 34 | US BANCORP \DE\ | 1,074,263 | 29,178,000 | 0.30% | ||
| 35 | CKW FINANCIAL GROUP | 1,074,784 | 26,244,000 | 0.27% | ||
| 36 | Manchester Capital Management LLC | 964,952 | 26,208,000 | 0.27% | ||
| 37 | HighTower Advisors, LLC | 956,204 | 25,968,000 | 0.27% | ||
| 38 | Baker Avenue Asset Management, LP | 821,451 | 22,311,000 | 0.23% | ||
| 39 | PINNACLE ASSOCIATES LTD | 813,999 | 22,108,000 | 0.23% | ||
| 40 | COLONY GROUP LLC | 788,620 | 21,419,000 | 0.22% | ||
| 41 | Janney Montgomery Scott LLC | 707,272 | 19,210,000 | 0.20% | ||
| 42 | OLD MISSION CAPITAL LLC | 696,518 | 18,917,000 | 0.19% | ||
| 43 | PEAK FINANCIAL MANAGEMENT, INC. | 668,335 | 18,419,000 | 0.19% | ||
| 44 | Buckingham Capital Management, Inc. | 604,373 | 16,415,000 | 0.17% | ||
| 45 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 596,988 | 16,214,000 | 0.17% | ||
| 46 | Gradient Investments LLC | 584,957 | 15,887,000 | 0.16% | ||
| 47 | MassMutual Private Wealth & Trust, FSB | 577,565 | 15,686,665 | 0.16% | ||
| 48 | Stonehearth Capital Management, LLC | 568,153 | 15,431,000 | 0.16% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 543,746 | 14,768,000 | 0.15% | ||
| 50 | WealthTrust-Arizona, LLC | 529,280 | 14,376,000 | 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.
