| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,761,766 | 246,665,000 | 9.95% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,732,581 | 242,579,000 | 9.79% | ||
| 3 | FMR LLC | 1,151,872 | 161,274,000 | 6.51% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,017,545 | 142,466,000 | 5.75% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 917,806 | 128,502,000 | 5.18% | ||
| 6 | Portfolio Solutions, LLC | 901,997 | 126,289,000 | 5.10% | ||
| 7 | LPL Financial LLC | 559,196 | 78,891,000 | 3.18% | ||
| 8 | UBS Group AG | 523,500 | 73,295,000 | 2.96% | ||
| 9 | M&T BANK CORP | 470,687 | 65,901,000 | 2.66% | ||
| 10 | ROYAL BANK OF CANADA | 383,888 | 53,747,000 | 2.17% | ||
| 11 | PineBridge Investments, L.P. | 371,156 | 51,966,000 | 2.10% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 342,952 | 48,019,000 | 1.94% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 341,137 | 47,763,000 | 1.93% | ||
| 14 | STIFEL FINANCIAL CORP | 197,706 | 27,930,000 | 1.13% | ||
| 15 | Cerity Partners OCIO LLC | 188,768 | 26,432,000 | 1.07% | ||
| 16 | Commonwealth Equity Services, Inc | 178,282 | 24,961,000 | 1.01% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 170,853 | 23,926,000 | 0.97% | ||
| 18 | PROBITY ADVISORS, INC. | 152,497 | 21,351,000 | 0.86% | ||
| 19 | Noven Financial Group, Inc. | 148,402 | 20,778,000 | 0.84% | ||
| 20 | GHP Investment Advisors, Inc. | 135,822 | 19,016,000 | 0.77% | ||
| 21 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 134,712 | 18,961,000 | 0.77% | ||
| 22 | BAILARD, INC. | 134,543 | 18,838,000 | 0.76% | ||
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 133,251 | 18,656,000 | 0.75% | ||
| 24 | FundX Investment Group, LLC | 132,379 | 18,534,000 | 0.75% | ||
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | 120,154 | 16,823,000 | 0.68% | ||
| 26 | TRUIST FINANCIAL CORP | 106,729 | 14,943,000 | 0.60% | ||
| 27 | Palisades Hudson Asset Management, L.P. | 96,542 | 13,517,000 | 0.55% | ||
| 28 | BESSEMER GROUP INC | 95,540 | 13,377,000 | 0.54% | ||
| 29 | J.P. Morgan Private Wealth Advisors LLC | 94,834 | 13,278,000 | 0.54% | ||
| 30 | BAIRD FINANCIAL GROUP, INC. | 90,264 | 12,638,000 | 0.51% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 89,608 | 12,546,000 | 0.51% | ||
| 32 | NorthRock Partners, LLC | 89,119 | 12,477,000 | 0.50% | ||
| 33 | BOKF, NA | 85,344 | 11,949,000 | 0.48% | ||
| 34 | Mariner, LLC | 83,509 | 11,691,000 | 0.47% | ||
| 35 | Simply Money Advisors | 81,955 | 11,475,000 | 0.46% | ||
| 36 | Cetera Advisor Networks LLC | 81,684 | 11,444,000 | 0.46% | ||
| 37 | FIRST HAWAIIAN BANK | 81,423 | 11,400,000 | 0.46% | ||
| 38 | HOME FEDERAL BANK OF TENNESSEE | 80,333 | 11,247,000 | 0.45% | ||
| 39 | AMERIPRISE FINANCIAL INC | 78,148 | 10,914,000 | 0.44% | ||
| 40 | AFFINITY WEALTH MANAGEMENT LLC | 73,235 | 10,254,000 | 0.41% | ||
| 41 | POLIANTA LTD | 72,300 | 10,122,000 | 0.41% | ||
| 42 | REGIONS FINANCIAL CORP | 70,851 | 9,919,000 | 0.40% | ||
| 43 | 1834 INVESTMENT ADVISORS CO | 68,050 | 9,528,000 | 0.38% | ||
| 44 | SPC Financial, Inc. | 67,807 | 9,494,000 | 0.38% | ||
| 45 | CITIGROUP INC | 64,598 | 9,045,000 | 0.36% | ||
| 46 | JANE STREET GROUP, LLC | 63,800 | 8,933,000 | 0.36% | Put | |
| 47 | SONATA CAPITAL GROUP INC | 63,457 | 8,885,000 | 0.36% | ||
| 48 | Capital Analysts, LLC | 62,726 | 8,782,000 | 0.35% | ||
| 49 | Stratford Consulting, LLC | 62,133 | 8,699,000 | 0.35% | ||
| 50 | Spruce Investment Advisors LLC | 59,737 | 8,364,000 | 0.34% |
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.
