| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BlackRock Finance, Inc. | 6,091,052 | 615,927,000 | 29.85% | ||
| 2 | JPMORGAN CHASE & CO | 2,161,168 | 218,537,000 | 10.59% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,697,579 | 171,659,000 | 8.32% | ||
| 4 | M&T BANK CORP | 750,719 | 75,913,000 | 3.68% | ||
| 5 | AMG National Trust Bank | 511,432 | 51,716,000 | 2.51% | ||
| 6 | WELLS FARGO & COMPANY/MN | 501,527 | 50,714,000 | 2.46% | ||
| 7 | MORGAN STANLEY | 494,479 | 50,001,000 | 2.42% | ||
| 8 | TIAA, FSB | 455,714 | 46,082,000 | 2.23% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 416,512 | 42,118,000 | 2.04% | ||
| 10 | CULLEN/FROST BANKERS, INC. | 415,281 | 41,993,000 | 2.03% | ||
| 11 | SENTRY INVESTMENT MANAGEMENT LLC | 411,533 | 41,614,000 | 2.02% | ||
| 12 | FIFTH THIRD BANCORP | 399,928 | 40,441,000 | 1.96% | ||
| 13 | Creative Planning | 382,200 | 38,647,000 | 1.87% | ||
| 14 | LBMC INVESTMENT ADVISORS, LLC | 251,171 | 25,398,000 | 1.23% | ||
| 15 | UBS Group AG | 224,981 | 22,750,000 | 1.10% | ||
| 16 | KEYBANK NATIONAL ASSOCIATION/OH | 221,052 | 22,353,000 | 1.08% | ||
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 207,100 | 20,942,000 | 1.01% | ||
| 18 | DT Investment Partners, LLC | 177,219 | 17,920,000 | 0.87% | ||
| 19 | Ballentine Partners, LLC | 164,101 | 16,637,000 | 0.81% | ||
| 20 | Gunma Bank,Ltd. | 160,000 | 16,179,000 | 0.78% | ||
| 21 | LPL Financial LLC | 152,723 | 15,443,000 | 0.75% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 151,231 | 15,292,000 | 0.74% | ||
| 23 | MUFG Americas Holdings Corp | 130,125 | 13,158,000 | 0.64% | ||
| 24 | CITIGROUP INC | 126,103 | 12,751,000 | 0.62% | ||
| 25 | GOLDMAN SACHS GROUP INC | 126,099 | 12,751,000 | 0.62% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 125,287 | 12,669,000 | 0.61% | ||
| 27 | COMERICA BANK | 123,395 | 12,514,000 | 0.61% | ||
| 28 | FIDUCIARY TRUST CO | 117,487 | 11,880,000 | 0.58% | ||
| 29 | PREMISE CAPITAL, LLC | 109,391 | 11,062,000 | 0.54% | ||
| 30 | EATON VANCE MANAGEMENT | 101,939 | 10,308,000 | 0.50% | ||
| 31 | ROYAL BANK OF CANADA | 92,494 | 9,354,000 | 0.45% | ||
| 32 | FUKOKU MUTUAL LIFE INSURANCE CO | 87,000 | 8,797,000 | 0.43% | ||
| 33 | Commonwealth Equity Services, Inc | 84,851 | 8,580,000 | 0.42% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 83,617 | 8,455,000 | 0.41% | ||
| 35 | Veritable, L.P. | 74,409 | 7,524,000 | 0.36% | ||
| 36 | BBVA USA Bancshares, Inc. | 74,111 | 7,495,000 | 0.36% | ||
| 37 | TWO SIGMA SECURITIES, LLC | 70,561 | 7,135,000 | 0.35% | ||
| 38 | FULTON BREAKEFIELD BROENNIMAN LLC | 68,734 | 6,950,000 | 0.34% | ||
| 39 | AMERIPRISE FINANCIAL INC | 66,888 | 6,764,000 | 0.33% | ||
| 40 | 1st Global Advisors, Inc. | 66,693 | 6,744,000 | 0.33% | ||
| 41 | Mariner, LLC | 62,847 | 6,355,000 | 0.31% | ||
| 42 | Twele Capital Management, Inc. | 62,212 | 6,291,000 | 0.30% | ||
| 43 | Goldstein Munger & Associates | 59,219 | 5,988,000 | 0.29% | ||
| 44 | Asset Management Group, Inc. | 52,767 | 5,336,000 | 0.26% | ||
| 45 | HSBC HOLDINGS PLC | 52,406 | 5,299,000 | 0.26% | ||
| 46 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 51,670 | 5,225,000 | 0.25% | ||
| 47 | BANK OF STOCKTON | 51,059 | 5,162,000 | 0.25% | ||
| 48 | SII INVESTMENTS INC/WI | 48,868 | 4,957,000 | 0.24% | ||
| 49 | Merriman Wealth Management, LLC | 45,193 | 4,570,000 | 0.22% | ||
| 50 | Dakota Wealth Management | 43,451 | 4,394,000 | 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.
