| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 28,419,126 | 4,319,138,000 | 24.97% | ||
| 2 | WELLS FARGO & COMPANY/MN | 12,476,737 | 1,896,204,000 | 10.96% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 7,805,981 | 1,186,353,000 | 6.86% | ||
| 4 | MORGAN STANLEY | 4,221,491 | 641,582,000 | 3.71% | ||
| 5 | Edelman Financial Services, LLC | 3,695,977 | 561,715,000 | 3.25% | ||
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | 2,615,840 | 397,556,000 | 2.30% | ||
| 7 | Valmark Advisers, Inc. | 2,419,101 | 367,655,000 | 2.13% | ||
| 8 | UBS Group AG | 2,038,943 | 309,878,000 | 1.79% | ||
| 9 | Good Harbor Financial, LLC | 1,936,751 | 294,347,000 | 1.70% | ||
| 10 | Bank of New York Mellon Corp | 1,914,266 | 290,931,000 | 1.68% | ||
| 11 | BlackRock Institutional Trust Company, N.A. | 1,792,654 | 272,448,000 | 1.58% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 1,754,488 | 266,647,000 | 1.54% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1,358,900 | 206,526,000 | 1.19% | ||
| 14 | LPL Financial LLC | 1,338,284 | 202,715,000 | 1.17% | ||
| 15 | REGIONS FINANCIAL CORP | 1,153,804 | 175,356,000 | 1.01% | ||
| 16 | MADISON INVESTMENT HOLDINGS INC | 1,081,462 | 164,361,000 | 0.95% | ||
| 17 | ROYAL BANK OF CANADA | 1,022,197 | 155,354,000 | 0.90% | ||
| 18 | NORTHERN TRUST CORP | 961,814 | 146,176,000 | 0.85% | ||
| 19 | GOLDMAN SACHS GROUP INC | 935,594 | 142,191,000 | 0.82% | ||
| 20 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 933,197 | 141,827,000 | 0.82% | ||
| 21 | ALESCO ADVISORS LLC | 867,432 | 131,832,000 | 0.76% | ||
| 22 | FIFTH THIRD BANCORP | 724,555 | 110,118,000 | 0.64% | ||
| 23 | SENTRY INVESTMENT MANAGEMENT LLC | 710,000 | 107,906,000 | 0.62% | ||
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 678,605 | 103,134,000 | 0.60% | ||
| 25 | Veritable, L.P. | 626,325 | 95,189,000 | 0.55% | ||
| 26 | CITIGROUP INC | 599,597 | 91,126,000 | 0.53% | ||
| 27 | Creative Planning | 598,320 | 90,933,000 | 0.53% | ||
| 28 | M&T BANK CORP | 522,436 | 79,400,000 | 0.46% | ||
| 29 | BANK OF MONTREAL /CAN/ | 484,011 | 73,560,000 | 0.43% | ||
| 30 | ALPS ADVISORS INC | 480,494 | 73,025,000 | 0.42% | ||
| 31 | Stadion Money Management, LLC | 471,878 | 71,716,000 | 0.41% | ||
| 32 | Acropolis Investment Management, LLC | 469,269 | 71,319,000 | 0.41% | ||
| 33 | Linscomb Wealth, Inc. | 444,191 | 67,508,000 | 0.39% | ||
| 34 | BOKF, NA | 437,466 | 66,486,000 | 0.38% | ||
| 35 | COMERICA BANK | 380,416 | 57,815,000 | 0.33% | ||
| 36 | Virtu Financial LLC | 375,830 | 57,119,000 | 0.33% | ||
| 37 | Aft, Forsyth & Sober, LLC | 364,845 | 55,449,000 | 0.32% | ||
| 38 | Alaska Permanent Capital Management, LLC | 350,260 | 53,232,000 | 0.31% | ||
| 39 | Efficient Market Advisors, LLC | 348,603 | 52,980,000 | 0.31% | ||
| 40 | Haverford Trust Co | 344,061 | 52,290,000 | 0.30% | ||
| 41 | GW HENSSLER & ASSOCIATES LTD | 327,314 | 49,745,000 | 0.29% | ||
| 42 | HSBC HOLDINGS PLC | 323,628 | 49,185,000 | 0.28% | ||
| 43 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 317,250 | 47,530,000 | 0.27% | ||
| 44 | CKW FINANCIAL GROUP | 309,288 | 46,848,000 | 0.27% | ||
| 45 | LAZARD ASSET MANAGEMENT LLC | 306,207 | 46,537,000 | 0.27% | ||
| 46 | Commonwealth Equity Services, Inc | 295,539 | 44,916,000 | 0.26% | ||
| 47 | BlackRock Investment Management, LLC | 286,458 | 43,536,000 | 0.25% | ||
| 48 | HUNTINGTON NATIONAL BANK | 283,748 | 43,124,000 | 0.25% | ||
| 49 | TIAA CREF TRUST CO FSB/MO | 274,877 | 41,776,000 | 0.24% | ||
| 50 | Lenox Wealth Advisors, LLC | 269,044 | 41,675,000 | 0.24% |
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.
