| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 29,198,995 | 4,379,264,000 | 24.41% | ||
| 2 | WELLS FARGO & COMPANY/MN | 12,559,338 | 1,883,652,000 | 10.50% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 7,802,714 | 1,170,251,000 | 6.52% | ||
| 4 | MORGAN STANLEY | 4,309,446 | 646,331,000 | 3.60% | ||
| 5 | Edelman Financial Services, LLC | 3,719,747 | 557,888,000 | 3.11% | ||
| 6 | BlackRock Institutional Trust Company, N.A. | 3,279,875 | 491,916,000 | 2.74% | ||
| 7 | Good Harbor Financial, LLC | 2,835,169 | 425,219,000 | 2.37% | ||
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | 2,506,627 | 375,944,000 | 2.10% | ||
| 9 | Valmark Advisers, Inc. | 2,451,099 | 367,616,000 | 2.05% | ||
| 10 | UBS Group AG | 2,209,611 | 331,398,000 | 1.85% | ||
| 11 | Bank of New York Mellon Corp | 1,991,482 | 298,682,000 | 1.66% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 1,768,430 | 265,230,000 | 1.48% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1,582,372 | 237,324,000 | 1.32% | ||
| 14 | LPL Financial LLC | 1,393,092 | 208,617,000 | 1.16% | ||
| 15 | ROYAL BANK OF CANADA | 1,218,959 | 182,820,000 | 1.02% | ||
| 16 | REGIONS FINANCIAL CORP | 1,175,308 | 176,272,000 | 0.98% | ||
| 17 | CITIGROUP INC | 1,099,452 | 164,896,000 | 0.92% | ||
| 18 | NORTHERN TRUST CORP | 1,077,248 | 161,565,000 | 0.90% | ||
| 19 | MADISON INVESTMENT HOLDINGS INC | 993,602 | 149,020,000 | 0.83% | ||
| 20 | GOLDMAN SACHS GROUP INC | 932,260 | 139,820,000 | 0.78% | ||
| 21 | ALESCO ADVISORS LLC | 888,794 | 133,301,000 | 0.74% | ||
| 22 | COMERICA BANK | 788,260 | 118,222,000 | 0.66% | ||
| 23 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 766,397 | 114,944,000 | 0.64% | ||
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 742,185 | 111,312,000 | 0.62% | ||
| 25 | FIFTH THIRD BANCORP | 728,454 | 109,254,000 | 0.61% | ||
| 26 | SENTRY INVESTMENT MANAGEMENT LLC | 720,000 | 107,986,000 | 0.60% | ||
| 27 | Creative Planning | 640,838 | 96,113,000 | 0.54% | ||
| 28 | Veritable, L.P. | 616,683 | 92,490,000 | 0.52% | ||
| 29 | M&T BANK CORP | 502,493 | 75,363,000 | 0.42% | ||
| 30 | ALPS ADVISORS INC | 479,726 | 71,949,000 | 0.40% | ||
| 31 | Acropolis Investment Management, LLC | 460,800 | 69,111,000 | 0.39% | ||
| 32 | BANK OF MONTREAL /CAN/ | 439,933 | 65,981,000 | 0.37% | ||
| 33 | BOKF, NA | 438,688 | 65,794,000 | 0.37% | ||
| 34 | Linscomb Wealth, Inc. | 434,188 | 65,120,000 | 0.36% | ||
| 35 | Haverford Trust Co | 424,445 | 63,658,000 | 0.35% | ||
| 36 | Aft, Forsyth & Sober, LLC | 366,055 | 54,901,000 | 0.31% | ||
| 37 | Alaska Permanent Capital Management, LLC | 362,982 | 54,440,000 | 0.30% | ||
| 38 | Efficient Market Advisors, LLC | 346,205 | 51,923,000 | 0.29% | ||
| 39 | HUNTINGTON NATIONAL BANK | 341,133 | 51,164,000 | 0.29% | PRN | |
| 40 | BlackRock Investment Management, LLC | 340,680 | 51,095,000 | 0.28% | ||
| 41 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 338,618 | 50,786,000 | 0.28% | ||
| 42 | GRIMES & Co WEALTH MANAGEMENT, LLC | 325,748 | 48,856,000 | 0.27% | ||
| 43 | GW HENSSLER & ASSOCIATES LTD | 325,575 | 48,830,000 | 0.27% | ||
| 44 | Commonwealth Equity Services, Inc | 323,622 | 48,537,000 | 0.27% | ||
| 45 | CKW FINANCIAL GROUP | 314,805 | 47,214,000 | 0.26% | ||
| 46 | Global Atlantic Investment Advisors, LLC | 311,633 | 46,739,000 | 0.26% | ||
| 47 | HSBC HOLDINGS PLC | 310,794 | 46,612,000 | 0.26% | ||
| 48 | Destination Wealth Management | 305,043 | 45,750,000 | 0.25% | ||
| 49 | AQR CAPITAL MANAGEMENT LLC | 301,073 | 45,155,000 | 0.25% | ||
| 50 | TIAA CREF TRUST CO FSB/MO | 294,301 | 44,139,000 | 0.25% |
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.
