| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 9,137,552 | 776,965,000 | 12.18% | ||
| 2 | MORGAN STANLEY | 6,202,011 | 527,357,000 | 8.27% | ||
| 3 | WELLS FARGO & COMPANY/MN | 5,895,850 | 501,324,000 | 7.86% | ||
| 4 | UBS Group AG | 4,525,268 | 384,783,000 | 6.03% | ||
| 5 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3,263,311 | 277,479,000 | 4.35% | ||
| 6 | VestGen Investment Management | 2,441,511 | 207,602,000 | 3.25% | ||
| 7 | BlackRock Institutional Trust Company, N.A. | 2,181,708 | 185,511,000 | 2.91% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,877,642 | 159,656,000 | 2.50% | ||
| 9 | CAPITAL COUNSEL LLC/NY | 1,613,320 | 137,181,000 | 2.15% | ||
| 10 | AMERIPRISE FINANCIAL INC | 1,612,256 | 135,786,000 | 2.13% | ||
| 11 | ROYAL BANK OF CANADA | 1,546,121 | 131,466,000 | 2.06% | ||
| 12 | Gunma Bank,Ltd. | 1,497,000 | 127,290,000 | 2.00% | ||
| 13 | Counsel Portfolio Services Inc. | 1,332,174 | 113,275,000 | 1.78% | ||
| 14 | Mount Lucas Management LP | 1,332,174 | 113,275,000 | 1.78% | ||
| 15 | GRIMES & Co WEALTH MANAGEMENT, LLC | 1,306,365 | 111,080,000 | 1.74% | ||
| 16 | LPL Financial LLC | 1,072,904 | 91,218,000 | 1.43% | ||
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 1,065,039 | 90,559,000 | 1.42% | ||
| 18 | IndexIQ Advisors LLC | 973,577 | 82,782,000 | 1.30% | ||
| 19 | Horizon Investments, LLC | 866,589 | 73,686,000 | 1.16% | ||
| 20 | FormulaFolio Investments, LLC | 780,427 | 66,360,000 | 1.04% | ||
| 21 | STIFEL FINANCIAL CORP | 728,157 | 61,915,000 | 0.97% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 673,354 | 57,255,000 | 0.90% | ||
| 23 | BAILARD, INC. | 661,123 | 56,215,000 | 0.88% | ||
| 24 | Valmark Advisers, Inc. | 659,374 | 56,067,000 | 0.88% | ||
| 25 | CEDAR CAPITAL, LLC | 601,219 | 51,122,000 | 0.80% | ||
| 26 | SEI INVESTMENTS CO | 583,539 | 49,618,000 | 0.78% | ||
| 27 | Bank of New York Mellon Corp | 582,888 | 49,563,000 | 0.78% | ||
| 28 | ASSETMARK, INC | 541,335 | 46,030,000 | 0.72% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 522,165 | 44,400,000 | 0.70% | ||
| 30 | MILLENNIUM MANAGEMENT LLC | 512,017 | 43,537,000 | 0.68% | ||
| 31 | Efficient Advisors, LLC | 449,835 | 38,249,000 | 0.60% | ||
| 32 | Fund Evaluation Group, LLC | 438,592 | 37,293,000 | 0.58% | ||
| 33 | JNBA Financial Advisors | 433,511 | 36,861,000 | 0.58% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 421,224 | 35,817,000 | 0.56% | ||
| 35 | KEYBANK NATIONAL ASSOCIATION/OH | 354,787 | 30,168,000 | 0.47% | ||
| 36 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 336,039 | 28,573,000 | 0.45% | ||
| 37 | JAMES INVESTMENT RESEARCH, INC. | 332,565 | 28,278,000 | 0.44% | ||
| 38 | INSIGHT 2811, INC. | 299,945 | 25,504,000 | 0.40% | ||
| 39 | Gerstein Fisher | 288,898 | 24,566,000 | 0.39% | ||
| 40 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 283,109 | 24,073,000 | 0.38% | ||
| 41 | GOLDMAN SACHS GROUP INC | 273,808 | 23,282,000 | 0.37% | ||
| 42 | TRUE PRIVATE WEALTH ADVISORS | 272,146 | 23,141,000 | 0.36% | ||
| 43 | SUNTRUST BANKS INC | 269,812 | 22,941,000 | 0.36% | ||
| 44 | Arrow Investment Advisors, LLC | 261,740 | 22,256,000 | 0.35% | ||
| 45 | HIGH FALLS ADVISORS, INC | 255,751 | 21,747,000 | 0.34% | ||
| 46 | BANK OF MONTREAL /CAN/ | 251,615 | 21,395,000 | 0.34% | ||
| 47 | First Allied Advisory Services, Inc. | 250,901 | 21,326,000 | 0.33% | ||
| 48 | SYNOVUS FINANCIAL CORP | 238,369 | 20,266,000 | 0.32% | ||
| 49 | FOUNDERS FINANCIAL SECURITIES LLC | 211,971 | 18,024,000 | 0.28% | ||
| 50 | ZACKS INVESTMENT MANAGEMENT | 206,483 | 17,557,000 | 0.28% |
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.
