| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIAA CREF TRUST CO FSB/MO | 10,226,377 | 535,964,000 | 13.40% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 8,699,129 | 455,921,000 | 11.40% | ||
| 3 | FMR LLC | 7,739,344 | 405,619,000 | 10.14% | ||
| 4 | Creative Planning | 4,667,830 | 244,641,000 | 6.12% | ||
| 5 | BlackRock Finance, Inc. | 3,888,543 | 203,799,000 | 5.09% | ||
| 6 | BlackRock Group LTD | 2,722,416 | 142,682,000 | 3.57% | ||
| 7 | Charles Schwab Investment Advisory, Inc. | 1,995,370 | 104,578,000 | 2.61% | ||
| 8 | BlackRock Fund Advisors | 1,955,320 | 102,478,000 | 2.56% | ||
| 9 | Bank of New York Mellon Corp | 1,854,157 | 97,177,000 | 2.43% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 1,480,471 | 77,591,000 | 1.94% | ||
| 11 | MORGAN STANLEY | 1,459,710 | 76,503,000 | 1.91% | ||
| 12 | GRATICULE ASIA MACRO ADVISORS LLC | 760,000 | 66,318,000 | 1.66% | Put | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 1,139,318 | 59,711,000 | 1.49% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 1,117,320 | 58,559,000 | 1.46% | ||
| 15 | GREAT LAKES ADVISORS, LLC | 1,103,916 | 57,856,000 | 1.45% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1,049,353 | 54,997,000 | 1.37% | ||
| 17 | JPMORGAN CHASE & CO | 1,010,884 | 52,980,000 | 1.32% | ||
| 18 | NATIXIS ADVISORS, LLC | 1,006,426 | 52,747,000 | 1.32% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 866,421 | 45,410,000 | 1.14% | ||
| 20 | 1832 Asset Management L.P. | 775,450 | 40,629,000 | 1.02% | ||
| 21 | PICTET ASSET MANAGEMENT LTD | 745,500 | 39,072,000 | 0.98% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 655,817 | 34,371,000 | 0.86% | ||
| 23 | GOLDMAN SACHS GROUP INC | 643,298 | 33,715,000 | 0.84% | ||
| 24 | FRANKLIN RESOURCES INC | 638,428 | 33,460,000 | 0.84% | ||
| 25 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 594,466 | 31,156,000 | 0.78% | ||
| 26 | TRUIST FINANCIAL CORP | 558,461 | 29,269,000 | 0.73% | ||
| 27 | UBS Group AG | 554,477 | 29,060,000 | 0.73% | ||
| 28 | MONETA GROUP INVESTMENT ADVISORS LLC | 537,700 | 28,181,000 | 0.70% | ||
| 29 | FIFTH THIRD BANCORP | 533,240 | 27,947,000 | 0.70% | ||
| 30 | STATE STREET CORP | 531,952 | 27,880,000 | 0.70% | ||
| 31 | SUNTRUST BANKS INC | 529,801 | 27,765,000 | 0.69% | ||
| 32 | M&T BANK CORP | 499,309 | 26,169,000 | 0.65% | ||
| 33 | ROYAL BANK OF CANADA | 418,620 | 21,940,000 | 0.55% | ||
| 34 | WELLS FARGO & COMPANY/MN | 375,089 | 19,658,000 | 0.49% | ||
| 35 | BUCKINGHAM STRATEGIC WEALTH, LLC | 330,796 | 17,337,000 | 0.43% | ||
| 36 | CHOREO, LLC | 320,563 | 16,801,000 | 0.42% | ||
| 37 | Plancorp, LLC | 314,470 | 16,481,000 | 0.41% | ||
| 38 | PINNACLE ASSOCIATES LTD | 295,533 | 15,489,000 | 0.39% | ||
| 39 | Stratford Consulting, LLC | 289,737 | 15,185,000 | 0.38% | ||
| 40 | BANK OF MONTREAL /CAN/ | 279,531 | 14,651,000 | 0.37% | ||
| 41 | Allworth Financial LP | 267,960 | 14,044,000 | 0.35% | ||
| 42 | ALPS ADVISORS INC | 264,174 | 13,845,000 | 0.35% | ||
| 43 | US BANCORP \DE\ | 253,891 | 13,306,000 | 0.33% | ||
| 44 | MISSION WEALTH MANAGEMENT, LLC | 228,409 | 11,971,000 | 0.30% | ||
| 45 | Modera Wealth Management, LLC | 224,103 | 11,745,000 | 0.29% | ||
| 46 | Baker Avenue Asset Management, LP | 220,229 | 11,542,000 | 0.29% | ||
| 47 | Efficient Advisors, LLC | 208,208 | 10,912,000 | 0.27% | ||
| 48 | STIFEL FINANCIAL CORP | 202,847 | 10,615,000 | 0.27% | ||
| 49 | Wealth Architects, LLC | 199,236 | 10,441,000 | 0.26% | ||
| 50 | BRIGHTON JONES LLC | 188,927 | 9,901,649 | 0.25% | SH |
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.
