| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 13,274,594 | 518,106,000 | 10.09% | ||
| 2 | WELLS FARGO & COMPANY/MN | 8,784,402 | 342,856,000 | 6.68% | ||
| 3 | LPL Financial LLC | 6,753,166 | 259,322,000 | 5.05% | ||
| 4 | Creative Planning | 6,332,659 | 247,164,000 | 4.82% | ||
| 5 | MORGAN STANLEY | 6,152,120 | 240,117,000 | 4.68% | ||
| 6 | AOZORA BANK, LTD. | 5,175,000 | 201,980,000 | 3.94% | ||
| 7 | FMR LLC | 5,010,056 | 195,543,000 | 3.81% | ||
| 8 | AMERIPRISE FINANCIAL INC | 4,300,202 | 167,774,000 | 3.27% | ||
| 9 | ASSETMARK, INC | 3,376,858 | 131,799,000 | 2.57% | ||
| 10 | UBS Group AG | 3,126,584 | 122,031,000 | 2.38% | ||
| 11 | US BANCORP \DE\ | 3,035,933 | 118,493,000 | 2.31% | ||
| 12 | ROYAL BANK OF CANADA | 2,838,575 | 110,791,000 | 2.16% | ||
| 13 | KEYBANK NATIONAL ASSOCIATION/OH | 2,837,880 | 110,762,000 | 2.16% | ||
| 14 | BlackRock Finance, Inc. | 2,530,403 | 98,761,000 | 1.92% | ||
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,216,664 | 86,516,000 | 1.69% | ||
| 16 | FIFTH THIRD BANCORP | 2,124,318 | 82,912,000 | 1.62% | ||
| 17 | WBI INVESTMENTS, LLC | 1,765,816 | 68,920,000 | 1.34% | ||
| 18 | BlackRock Investment Management, LLC | 1,676,452 | 65,432,000 | 1.27% | ||
| 19 | Commonwealth Equity Services, Inc | 1,628,635 | 63,566,000 | 1.24% | ||
| 20 | QS Investors, LLC | 1,519,371 | 59,301,000 | 1.16% | ||
| 21 | Wharton Business Group, LLC | 1,262,828 | 49,288,000 | 0.96% | ||
| 22 | BLACKROCK ADVISORS LLC | 1,179,924 | 46,052,000 | 0.90% | ||
| 23 | Mader & Shannon Wealth Management, Inc. | 1,157,392 | 45,173,000 | 0.88% | ||
| 24 | FUKOKU MUTUAL LIFE INSURANCE CO | 1,135,000 | 44,299,000 | 0.86% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 942,419 | 36,783,000 | 0.72% | ||
| 26 | ENVESTNET ASSET MANAGEMENT INC | 941,663 | 36,753,000 | 0.72% | ||
| 27 | GOLDMAN SACHS GROUP INC | 860,554 | 33,588,000 | 0.65% | ||
| 28 | QVT Financial LP | 820,000 | 32,005,000 | 0.62% | Put | |
| 29 | Manchester Capital Management LLC | 819,764 | 31,995,000 | 0.62% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 675,702 | 26,373,000 | 0.51% | ||
| 31 | BAIRD FINANCIAL GROUP, INC. | 659,206 | 25,729,000 | 0.50% | ||
| 32 | Simply Money Advisors | 627,798 | 24,503,000 | 0.48% | ||
| 33 | BANK OF MONTREAL /CAN/ | 618,446 | 24,137,000 | 0.47% | ||
| 34 | Berkshire Money Management, Inc. | 568,005 | 22,169,000 | 0.43% | ||
| 35 | BlackRock Fund Advisors | 558,913 | 21,814,000 | 0.42% | ||
| 36 | UNIPLAN INVESTMENT COUNSEL, INC. | 530,270 | 20,696,000 | 0.40% | ||
| 37 | Bank of New York Mellon Corp | 525,256 | 20,501,000 | 0.40% | ||
| 38 | Avalon Investment & Advisory | 518,065 | 20,220,000 | 0.39% | ||
| 39 | Friedenthal Financial | 515,474 | 20,026,000 | 0.39% | ||
| 40 | TRUSTMARK BANK TRUST DEPARTMENT | 512,477 | 20,001,000 | 0.39% | ||
| 41 | STIFEL FINANCIAL CORP | 511,201 | 19,950,000 | 0.39% | ||
| 42 | First Allied Advisory Services, Inc. | 509,269 | 19,854,000 | 0.39% | ||
| 43 | Stratos Wealth Partners, LTD. | 487,985 | 19,046,000 | 0.37% | ||
| 44 | SUNTRUST BANKS INC | 482,785 | 18,842,000 | 0.37% | ||
| 45 | MUFG Americas Holdings Corp | 464,229 | 18,119,000 | 0.35% | ||
| 46 | Jaffetilchin Investment Partners, LLC | 460,593 | 17,977,000 | 0.35% | ||
| 47 | BEACON FINANCIAL GROUP | 438,959 | 17,796,000 | 0.35% | ||
| 48 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 451,429 | 17,619,000 | 0.34% | ||
| 49 | Intersect Capital LLC | 428,979 | 16,743,000 | 0.33% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 415,898 | 16,213,000 | 0.32% |
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.
