| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 25,759,552 | 2,810,625,000 | 23.17% | ||
| 2 | BlackRock Finance, Inc. | 8,080,124 | 881,622,000 | 7.27% | ||
| 3 | BlackRock Institutional Trust Company, N.A. | 3,911,887 | 426,826,000 | 3.52% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 3,819,285 | 416,721,000 | 3.44% | ||
| 5 | Creative Planning | 3,426,966 | 373,916,000 | 3.08% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 3,025,284 | 330,089,000 | 2.72% | ||
| 7 | MORGAN STANLEY | 2,748,364 | 299,874,000 | 2.47% | ||
| 8 | BlackRock Fund Advisors | 2,706,479 | 295,304,000 | 2.43% | ||
| 9 | US BANCORP \DE\ | 2,111,090 | 230,341,000 | 1.90% | ||
| 10 | UBS AG | 2,003,600 | 218,613,000 | 1.80% | ||
| 11 | TIAA CREF TRUST CO FSB/MO | 1,869,885 | 204,024,000 | 1.68% | ||
| 12 | WELLS FARGO & COMPANY/MN | 1,826,037 | 199,240,000 | 1.64% | ||
| 13 | ING GROEP NV | 1,764,076 | 192,461,000 | 1.59% | ||
| 14 | PRUDENTIAL FINANCIAL INC | 1,619,387 | 176,692,000 | 1.46% | ||
| 15 | ETRADE Capital Management LLC | 1,606,634 | 175,300,000 | 1.45% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1,567,824 | 171,065,000 | 1.41% | ||
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 1,419,717 | 154,905,000 | 1.28% | ||
| 18 | JPMORGAN CHASE & CO | 1,348,589 | 147,146,000 | 1.21% | ||
| 19 | BB&T SECURITIES, LLC | 128,104 | 139,774,000 | 1.15% | ||
| 20 | LPL Financial LLC | 1,271,012 | 139,214,000 | 1.15% | ||
| 21 | METROPOLITAN LIFE INSURANCE CO/NY | 1,243,193 | 135,645,000 | 1.12% | ||
| 22 | SCS Capital Management LLC | 1,220,294 | 133,146,000 | 1.10% | ||
| 23 | KEYBANK NATIONAL ASSOCIATION/OH | 1,212,125 | 132,255,000 | 1.09% | ||
| 24 | EP Wealth Advisors, LLC | 1,091,740 | 119,120,000 | 0.98% | ||
| 25 | IndexIQ Advisors LLC | 963,345 | 105,101,000 | 0.87% | ||
| 26 | CURIAN CAPITAL LLC | 911,979 | 99,506,000 | 0.82% | ||
| 27 | BARCLAYS PLC | 819,133 | 89,284,000 | 0.74% | ||
| 28 | Efficient Advisors, LLC | 772,058 | 84,239,000 | 0.69% | ||
| 29 | SUNTRUST BANKS INC | 732,403 | 79,911,000 | 0.66% | ||
| 30 | CITIGROUP INC | 725,755 | 79,187,000 | 0.65% | ||
| 31 | GOLDMAN SACHS GROUP INC | 673,254 | 73,457,000 | 0.61% | ||
| 32 | Stadion Money Management, LLC | 628,211 | 68,544,000 | 0.57% | ||
| 33 | QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 626,970 | 68,409,000 | 0.56% | ||
| 34 | 1st Global Advisors, Inc. | 613,037 | 66,888,000 | 0.55% | ||
| 35 | MAKENA CAPITAL MANAGEMENT LLC | 592,748 | 64,675,000 | 0.53% | ||
| 36 | Alerus Investment Advisors Corp | 548,371 | 59,833,000 | 0.49% | ||
| 37 | FMR LLC | 531,627 | 58,006,000 | 0.48% | ||
| 38 | BlackRock Investment Management, LLC | 531,422 | 57,983,000 | 0.48% | ||
| 39 | PEAVINE CAPITAL, LLC | 496,255 | 54,146,000 | 0.45% | ||
| 40 | ZACKS INVESTMENT MANAGEMENT | 431,134 | 47,041,000 | 0.39% | ||
| 41 | Horizon Investments, LLC | 401,609 | 43,820,000 | 0.36% | ||
| 42 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 396,113 | 43,220,000 | 0.36% | ||
| 43 | TOMPKINS FINANCIAL CORP | 385,518 | 42,063,000 | 0.35% | ||
| 44 | HSBC HOLDINGS PLC | 385,314 | 42,041,000 | 0.35% | ||
| 45 | MONROE BANK & TRUST/MI | 384,689 | 41,973,000 | 0.35% | ||
| 46 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 358,711 | 39,139,000 | 0.32% | ||
| 47 | Ameritas Investment Partners, Inc. | 357,573 | 39,014,000 | 0.32% | ||
| 48 | LAZARD ASSET MANAGEMENT LLC | 355,590 | 38,798,000 | 0.32% | PRN | |
| 49 | ROYAL BANK OF CANADA | 350,257 | 38,217,000 | 0.32% | ||
| 50 | SCHRODER INVESTMENT MANAGEMENT GROUP | 349,701 | 38,155,877 | 0.31% |
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.
