| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 29,586,536 | 4,041,817,000 | 23.71% | ||
| 2 | WELLS FARGO & COMPANY/MN | 12,811,297 | 1,750,153,000 | 10.27% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 7,615,552 | 1,040,360,000 | 6.10% | ||
| 4 | ALPS ADVISORS INC | 483,820 | 660,947,000 | 3.88% | ||
| 5 | MORGAN STANLEY | 4,323,890 | 590,687,000 | 3.47% | ||
| 6 | Edelman Financial Services, LLC | 3,772,798 | 515,402,000 | 3.02% | ||
| 7 | STATE OF WISCONSIN INVESTMENT BOARD | 3,068,100 | 419,133,000 | 2.46% | ||
| 8 | BlackRock Institutional Trust Company, N.A. | 2,636,079 | 360,115,000 | 2.11% | ||
| 9 | Valmark Advisers, Inc. | 2,458,768 | 342,806,000 | 2.01% | ||
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | 2,454,166 | 335,263,000 | 1.97% | ||
| 11 | UBS Group AG | 2,444,914 | 334,000,000 | 1.96% | ||
| 12 | Bank of New York Mellon Corp | 2,142,375 | 292,669,000 | 1.72% | ||
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 2,098,646 | 286,696,000 | 1.68% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1,450,455 | 198,147,000 | 1.16% | ||
| 15 | LPL Financial LLC | 1,404,231 | 197,926,000 | 1.16% | ||
| 16 | NORTHERN TRUST CORP | 1,248,318 | 170,533,000 | 1.00% | ||
| 17 | REGIONS FINANCIAL CORP | 1,239,421 | 169,317,000 | 0.99% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,027,381 | 140,350,000 | 0.82% | ||
| 19 | Creative Planning | 993,246 | 135,687,000 | 0.80% | ||
| 20 | GOLDMAN SACHS GROUP INC | 976,089 | 133,344,000 | 0.78% | ||
| 21 | MADISON INVESTMENT HOLDINGS INC | 955,041 | 130,468,000 | 0.77% | ||
| 22 | ALESCO ADVISORS LLC | 927,093 | 126,650,000 | 0.74% | ||
| 23 | ROYAL BANK OF CANADA | 831,239 | 113,556,000 | 0.67% | ||
| 24 | BlackRock Finance, Inc. | 783,065 | 106,975,000 | 0.63% | ||
| 25 | FIFTH THIRD BANCORP | 745,632 | 101,861,000 | 0.60% | ||
| 26 | SENTRY INVESTMENT MANAGEMENT LLC | 743,200 | 101,529,000 | 0.60% | ||
| 27 | Veritable, L.P. | 642,620 | 87,788,000 | 0.52% | ||
| 28 | CITIGROUP INC | 599,003 | 81,830,000 | 0.48% | ||
| 29 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 583,897 | 79,766,000 | 0.47% | ||
| 30 | M&T BANK CORP | 502,952 | 68,708,000 | 0.40% | ||
| 31 | Acropolis Investment Management, LLC | 469,890 | 64,192,000 | 0.38% | ||
| 32 | Linscomb Wealth, Inc. | 444,998 | 60,791,000 | 0.36% | ||
| 33 | Haverford Trust Co | 440,385 | 60,161,000 | 0.35% | ||
| 34 | BOKF, NA | 433,614 | 59,236,000 | 0.35% | ||
| 35 | BANK OF MONTREAL /CAN/ | 412,953 | 56,413,000 | 0.33% | ||
| 36 | COMERICA BANK | 383,779 | 52,429,000 | 0.31% | ||
| 37 | Aft, Forsyth & Sober, LLC | 366,055 | 50,007,000 | 0.29% | ||
| 38 | Global Atlantic Investment Advisors, LLC | 358,721 | 49,005,000 | 0.29% | ||
| 39 | Efficient Market Advisors, LLC | 356,344 | 48,680,000 | 0.29% | ||
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 356,213 | 48,662,000 | 0.29% | ||
| 41 | HUNTINGTON NATIONAL BANK | 349,462 | 47,740,000 | 0.28% | PRN | |
| 42 | Legacy Wealth Management, Inc | 347,938 | 47,532,000 | 0.28% | ||
| 43 | BlackRock Investment Management, LLC | 335,239 | 45,797,000 | 0.27% | ||
| 44 | LAZARD ASSET MANAGEMENT LLC | 333,430 | 45,549,000 | 0.27% | ||
| 45 | TIAA CREF TRUST CO FSB/MO | 328,276 | 44,845,000 | 0.26% | ||
| 46 | Alaska Permanent Capital Management, LLC | 327,893 | 44,793,000 | 0.26% | ||
| 47 | CKW FINANCIAL GROUP | 326,031 | 44,539,000 | 0.26% | ||
| 48 | GW HENSSLER & ASSOCIATES LTD | 324,773 | 44,367,000 | 0.26% | ||
| 49 | AQR CAPITAL MANAGEMENT LLC | 313,350 | 42,807,000 | 0.25% | ||
| 50 | Commonwealth Equity Services, Inc | 309,696 | 42,308,000 | 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.
