| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,935,380 | 291,236,000 | 24.06% | ||
| 2 | BlackRock Institutional Trust Company, N.A. | 3,432,474 | 202,550,000 | 16.73% | ||
| 3 | MORGAN STANLEY | 2,044,758 | 120,662,000 | 9.97% | ||
| 4 | UBS Group AG | 1,236,082 | 72,941,000 | 6.03% | ||
| 5 | WELLS FARGO & COMPANY/MN | 970,475 | 57,268,000 | 4.73% | ||
| 6 | BlackRock Finance, Inc. | 839,205 | 49,521,000 | 4.09% | ||
| 7 | State of New Jersey Common Pension Fund D | 580,000 | 34,226,000 | 2.83% | ||
| 8 | LAZARD ASSET MANAGEMENT LLC | 552,083 | 32,578,000 | 2.69% | ||
| 9 | Wharton Business Group, LLC | 322,718 | 19,044,000 | 1.57% | ||
| 10 | KOKUSAI Asset Management Co., Ltd. | 155,400 | 17,423,000 | 1.44% | ||
| 11 | RONALD BLUE & CO LLC | 271,681 | 16,032,000 | 1.32% | ||
| 12 | Cerity Partners OCIO LLC | 248,386 | 14,657,000 | 1.21% | ||
| 13 | BlackRock Group LTD | 224,371 | 13,240,000 | 1.09% | ||
| 14 | NOTTINGHAM ADVISORS, INC. | 207,523 | 12,246,000 | 1.01% | ||
| 15 | BB&T SECURITIES, LLC | 20,028 | 11,818,000 | 0.98% | ||
| 16 | Allianz Asset Management GmbH | 190,026 | 11,214,000 | 0.93% | ||
| 17 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 179,014 | 10,564,000 | 0.87% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 162,238 | 9,574,000 | 0.79% | ||
| 19 | LVZ, Inc. | 153,934 | 9,084,000 | 0.75% | ||
| 20 | Stonehearth Capital Management, LLC | 130,058 | 7,674,000 | 0.63% | ||
| 21 | CLEAR INVESTMENT RESEARCH, LLC | 128,629 | 7,590,000 | 0.63% | ||
| 22 | First National Bank of Hutchinson | 113,502 | 6,698,000 | 0.55% | ||
| 23 | Mariner, LLC | 107,902 | 6,367,000 | 0.53% | ||
| 24 | AMERIPRISE FINANCIAL INC | 107,227 | 6,332,000 | 0.52% | ||
| 25 | Forvis Mazars Wealth Advisors, LLC | 105,842 | 6,246,000 | 0.52% | ||
| 26 | Neumann Capital Management, LLC | 102,256 | 6,034,000 | 0.50% | ||
| 27 | LPL Financial LLC | 98,134 | 5,862,000 | 0.48% | ||
| 28 | MANAGED ACCOUNT ADVISORS LLC | 89,800 | 5,299,000 | 0.44% | ||
| 29 | Kiwi Wealth Investments Limited Partnership | 82,991 | 4,897,000 | 0.40% | ||
| 30 | Atria Investments, Inc | 78,427 | 4,628,000 | 0.38% | ||
| 31 | Commonwealth Equity Services, Inc | 78,337 | 4,623,000 | 0.38% | ||
| 32 | Community Bank, N.A. | 78,100 | 4,608,000 | 0.38% | ||
| 33 | JPMORGAN CHASE & CO | 75,314 | 4,445,000 | 0.37% | ||
| 34 | JOHN G ULLMAN & ASSOCIATES INC | 75,100 | 4,432,000 | 0.37% | ||
| 35 | OLD MISSION CAPITAL LLC | 73,411 | 4,332,000 | 0.36% | ||
| 36 | FMR LLC | 64,783 | 3,823,000 | 0.32% | ||
| 37 | Gateway Advisory, LLC | 64,704 | 3,818,000 | 0.32% | ||
| 38 | HighTower Advisors, LLC | 62,469 | 3,686,000 | 0.30% | ||
| 39 | WEALTHPLAN PARTNERS, LLC | 61,959 | 3,679,000 | 0.30% | ||
| 40 | Roof Eidam Maycock Peralta, LLC | 60,859 | 3,591,000 | 0.30% | ||
| 41 | BlackRock Investment Management, LLC | 57,952 | 3,420,000 | 0.28% | ||
| 42 | JMG Financial Group, Ltd. | 55,424 | 3,271,000 | 0.27% | ||
| 43 | HIGH POINT BANK & TRUST CO | 54,837 | 3,236,000 | 0.27% | ||
| 44 | ROYAL BANK OF CANADA | 52,806 | 3,116,000 | 0.26% | ||
| 45 | Raymond James Financial Services Advisors, Inc. | 46,219 | 2,727,000 | 0.23% | ||
| 46 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 43,661 | 2,717,000 | 0.22% | ||
| 47 | Clark Capital Management Group, Inc. | 45,983 | 2,713,000 | 0.22% | ||
| 48 | SVA Wealth Management, LLC | 44,956 | 2,653,000 | 0.22% | ||
| 49 | ARS Wealth Advisors, LLC | 43,566 | 2,571,000 | 0.21% | ||
| 50 | NATIONAL PLANNING CORP | 41,106 | 2,563,000 | 0.21% |
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.
