| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 25,955,879 | 3,549,209,000 | 21.89% | ||
| 2 | WELLS FARGO & COMPANY/MN | 12,132,979 | 1,659,056,000 | 10.23% | ||
| 3 | Good Harbor Financial, LLC | 11,619,550 | 1,588,857,000 | 9.80% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 7,345,470 | 1,004,419,000 | 6.19% | ||
| 5 | Edelman Financial Services, LLC | 4,702,033 | 642,956,000 | 3.97% | ||
| 6 | MORGAN STANLEY | 3,694,250 | 505,152,000 | 3.12% | ||
| 7 | KEYBANK NATIONAL ASSOCIATION/OH | 2,753,919 | 376,571,000 | 2.32% | ||
| 8 | Valmark Advisers, Inc. | 2,524,692 | 345,226,000 | 2.13% | ||
| 9 | UBS AG | 2,154,318 | 294,581,000 | 1.82% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 1,782,853 | 243,787,000 | 1.50% | ||
| 11 | ROYAL BANK OF CANADA | 1,716,798 | 234,755,000 | 1.45% | ||
| 12 | Bank of New York Mellon Corp | 1,649,805 | 225,595,000 | 1.39% | ||
| 13 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,605,597 | 219,549,000 | 1.35% | ||
| 14 | LPL Financial LLC | 1,141,227 | 153,991,000 | 0.95% | ||
| 15 | REGIONS FINANCIAL CORP | 1,071,538 | 146,522,000 | 0.90% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1,024,142 | 140,041,000 | 0.86% | ||
| 17 | BlackRock Institutional Trust Company, N.A. | 929,026 | 127,035,000 | 0.78% | ||
| 18 | ALESCO ADVISORS LLC | 877,138 | 119,940,000 | 0.74% | ||
| 19 | BlackRock Fund Advisors | 838,505 | 114,657,000 | 0.71% | ||
| 20 | NORTHERN TRUST CORP | 783,518 | 107,138,000 | 0.66% | ||
| 21 | MADISON INVESTMENT HOLDINGS INC | 776,323 | 106,154,000 | 0.65% | ||
| 22 | DEUTSCHE BANK AG\ | 758,558 | 103,723,000 | 0.64% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 758,202 | 103,676,000 | 0.64% | ||
| 24 | Placemark Investments, Inc. | 723,983 | 98,993,000 | 0.61% | ||
| 25 | FIFTH THIRD BANCORP | 717,885 | 98,164,000 | 0.61% | ||
| 26 | GOLDMAN SACHS GROUP INC | 712,961 | 97,490,000 | 0.60% | ||
| 27 | SENTRY INVESTMENT MANAGEMENT LLC | 686,100 | 93,817,000 | 0.58% | ||
| 28 | Veritable, L.P. | 616,991 | 84,367,000 | 0.52% | ||
| 29 | CITIGROUP INC | 604,970 | 82,724,000 | 0.51% | ||
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 553,279 | 75,655,000 | 0.47% | ||
| 31 | M&T BANK CORP | 523,175 | 71,539,000 | 0.44% | ||
| 32 | Creative Planning | 512,511 | 70,081,000 | 0.43% | ||
| 33 | Linscomb Wealth, Inc. | 467,586 | 63,938,000 | 0.39% | ||
| 34 | BOKF, NA | 462,716 | 63,272,000 | 0.39% | ||
| 35 | Acropolis Investment Management, LLC | 456,256 | 62,388,000 | 0.38% | ||
| 36 | BANK OF MONTREAL /CAN/ | 442,736 | 60,540,000 | 0.37% | ||
| 37 | EASTERN BANK | 419,316 | 57,338,000 | 0.35% | ||
| 38 | Aft, Forsyth & Sober, LLC | 379,980 | 51,958,000 | 0.32% | ||
| 39 | Visionary Asset Management, Inc. | 379,929 | 51,952,000 | 0.32% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 374,190 | 51,167,000 | 0.32% | ||
| 41 | Alaska Permanent Capital Management, LLC | 356,239 | 48,712,000 | 0.30% | ||
| 42 | COMERICA BANK | 339,079 | 46,365,000 | 0.29% | ||
| 43 | Haverford Trust Co | 333,056 | 45,542,000 | 0.28% | ||
| 44 | GW HENSSLER & ASSOCIATES LTD | 325,207 | 44,469,000 | 0.27% | ||
| 45 | Efficient Market Advisors, LLC | 310,868 | 42,508,000 | 0.26% | ||
| 46 | HSBC HOLDINGS PLC | 304,873 | 41,688,000 | 0.26% | ||
| 47 | CKW FINANCIAL GROUP | 300,124 | 41,039,000 | 0.25% | ||
| 48 | NatWest Group plc | 283,568 | 38,775,000 | 0.24% | ||
| 49 | DT Investment Partners, LLC | 281,319 | 38,468,000 | 0.24% | ||
| 50 | Sand Hill Global Advisors, LLC | 277,785 | 37,984,000 | 0.23% |
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.
