| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,138,373 | 366,657,000 | 17.96% | ||
| 2 | MORGAN STANLEY | 1,719,344 | 200,872,000 | 9.84% | ||
| 3 | FMR LLC | 1,054,858 | 123,239,000 | 6.04% | ||
| 4 | Portfolio Solutions, LLC | 1,013,290 | 118,383,000 | 5.80% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 949,739 | 110,958,000 | 5.44% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 786,282 | 91,861,000 | 4.50% | ||
| 7 | UBS Group AG | 474,422 | 55,427,000 | 2.72% | ||
| 8 | M&T BANK CORP | 428,813 | 50,097,000 | 2.45% | ||
| 9 | LPL Financial LLC | 378,114 | 43,812,000 | 2.15% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 325,790 | 38,062,000 | 1.86% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 324,304 | 37,944,000 | 1.86% | ||
| 12 | ROYAL BANK OF CANADA | 313,356 | 36,608,000 | 1.79% | ||
| 13 | Cerity Partners OCIO LLC | 192,901 | 22,158,000 | 1.09% | ||
| 14 | BESSEMER GROUP INC | 175,540 | 20,508,000 | 1.00% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 170,830 | 19,958,000 | 0.98% | ||
| 16 | STIFEL FINANCIAL CORP | 158,636 | 18,535,000 | 0.91% | ||
| 17 | PROBITY ADVISORS, INC. | 157,643 | 18,417,000 | 0.90% | ||
| 18 | FundX Investment Group, LLC | 146,614 | 17,129,000 | 0.84% | ||
| 19 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 137,759 | 16,788,000 | 0.82% | ||
| 20 | GHP Investment Advisors, Inc. | 139,901 | 16,345,000 | 0.80% | ||
| 21 | Commonwealth Equity Services, Inc | 129,196 | 15,094,000 | 0.74% | ||
| 22 | Noven Financial Group, Inc. | 128,691 | 15,035,000 | 0.74% | ||
| 23 | BAILARD, INC. | 121,038 | 14,141,000 | 0.69% | ||
| 24 | CITIGROUP INC | 112,971 | 13,198,000 | 0.65% | ||
| 25 | Simply Money Advisors | 112,082 | 13,095,000 | 0.64% | ||
| 26 | FIRST HAWAIIAN BANK | 106,799 | 12,478,000 | 0.61% | ||
| 27 | TRUIST FINANCIAL CORP | 104,352 | 12,191,000 | 0.60% | ||
| 28 | JANE STREET GROUP, LLC | 104,300 | 12,185,000 | 0.60% | Put | |
| 29 | KEYBANK NATIONAL ASSOCIATION/OH | 98,997 | 11,566,000 | 0.57% | ||
| 30 | Mariner, LLC | 93,462 | 10,919,000 | 0.53% | ||
| 31 | J.P. Morgan Private Wealth Advisors LLC | 92,921 | 10,855,000 | 0.53% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 91,727 | 10,716,000 | 0.52% | ||
| 33 | NorthRock Partners, LLC | 90,145 | 10,540,000 | 0.52% | ||
| 34 | BAIRD FINANCIAL GROUP, INC. | 87,777 | 10,255,000 | 0.50% | ||
| 35 | HOME FEDERAL BANK OF TENNESSEE | 86,812 | 10,143,000 | 0.50% | ||
| 36 | First Allied Advisory Services, Inc. | 86,722 | 10,132,000 | 0.50% | ||
| 37 | BOKF, NA | 84,086 | 9,823,000 | 0.48% | ||
| 38 | Advisors Preferred, LLC | 49,969 | 9,367,000 | 0.46% | ||
| 39 | Spruce Investment Advisors LLC | 79,389 | 9,275,000 | 0.45% | ||
| 40 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 74,656 | 8,722,000 | 0.43% | ||
| 41 | Palisades Hudson Asset Management, L.P. | 73,762 | 8,618,000 | 0.42% | ||
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 71,379 | 8,339,000 | 0.41% | ||
| 43 | AMERIPRISE FINANCIAL INC | 70,124 | 8,191,000 | 0.40% | ||
| 44 | 1834 INVESTMENT ADVISORS CO | 65,486 | 7,651,000 | 0.37% | ||
| 45 | REGIONS FINANCIAL CORP | 65,380 | 7,638,000 | 0.37% | ||
| 46 | SPC Financial, Inc. | 64,947 | 7,588,000 | 0.37% | ||
| 47 | JONES FINANCIAL COMPANIES LLLP | 64,528 | 7,539,000 | 0.37% | ||
| 48 | Stratford Consulting, LLC | 63,761 | 7,449,000 | 0.36% | ||
| 49 | SONATA CAPITAL GROUP INC | 62,508 | 7,303,000 | 0.36% | ||
| 50 | Cetera Advisor Networks LLC | 61,423 | 7,183,000 | 0.35% |
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.
