| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 5,372,373 | 843,893,000 | 32.31% | ||
| 2 | MORGAN STANLEY | 1,593,851 | 250,361,000 | 9.58% | ||
| 3 | GOLDMAN SACHS GROUP INC | 1,114,453 | 175,058,000 | 6.70% | ||
| 4 | UBS AG | 578,880 | 90,930,000 | 3.48% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 572,797 | 89,975,000 | 3.44% | ||
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | 414,163 | 65,056,000 | 2.49% | ||
| 7 | Edelman Financial Services, LLC | 389,295 | 61,151,000 | 2.34% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 372,441 | 58,503,000 | 2.24% | ||
| 9 | BOKF, NA | 311,392 | 48,914,000 | 1.87% | ||
| 10 | BANK OF MONTREAL /CAN/ | 279,334 | 43,877,000 | 1.68% | ||
| 11 | Capital Directions Investment Advisors, LLC | 229,003 | 35,972,000 | 1.38% | ||
| 12 | Cobble Hill Financial Services, INC | 213,000 | 33,458,000 | 1.28% | ||
| 13 | FIRST HAWAIIAN BANK | 192,955 | 30,309,000 | 1.16% | ||
| 14 | LPL Financial LLC | 181,747 | 28,549,000 | 1.09% | ||
| 15 | STIFEL FINANCIAL CORP | 151,473 | 23,793,000 | 0.91% | ||
| 16 | WealthTrust Fairport, LLC | 143,630 | 22,561,000 | 0.86% | ||
| 17 | DEUTSCHE BANK AG\ | 136,421 | 21,429,000 | 0.82% | ||
| 18 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 130,611 | 20,516,000 | 0.79% | ||
| 19 | BENJAMIN F. EDWARDS & COMPANY, INC. | 120,697 | 18,959,000 | 0.73% | ||
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 108,604 | 17,059,000 | 0.65% | ||
| 21 | FIRST MERCHANTS CORP | 105,248 | 16,532,000 | 0.63% | ||
| 22 | Commonwealth Equity Services, Inc | 98,580 | 15,485,000 | 0.59% | ||
| 23 | Main Management LLC | 96,249 | 15,119,000 | 0.58% | ||
| 24 | RAYMOND JAMES & ASSOCIATES | 91,384 | 14,355,000 | 0.55% | ||
| 25 | 1834 INVESTMENT ADVISORS CO | 89,529 | 14,063,000 | 0.54% | ||
| 26 | AFFINITY WEALTH MANAGEMENT LLC | 88,756 | 13,942,000 | 0.53% | ||
| 27 | TRUIST FINANCIAL CORP | 88,571 | 13,913,000 | 0.53% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 86,536 | 13,593,000 | 0.52% | ||
| 29 | NORTHERN TRUST CORP | 81,589 | 12,816,000 | 0.49% | ||
| 30 | WILMINGTON TRUST CO | 81,441 | 12,793,000 | 0.49% | ||
| 31 | SMITH CHAS P & ASSOCIATES PA CPAS | 80,386 | 12,627,000 | 0.48% | ||
| 32 | JPMORGAN CHASE & CO | 79,193 | 12,440,000 | 0.48% | ||
| 33 | FIFTH THIRD BANCORP | 76,647 | 12,040,000 | 0.46% | ||
| 34 | Texas Yale Capital Corp. | 75,864 | 11,917,000 | 0.46% | ||
| 35 | ENVESTNET ASSET MANAGEMENT INC | 70,376 | 11,055,000 | 0.42% | ||
| 36 | COURIER CAPITAL LLC | 68,623 | 10,779,000 | 0.41% | ||
| 37 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 66,499 | 10,446,000 | 0.40% | ||
| 38 | GHP Investment Advisors, Inc. | 65,473 | 10,285,000 | 0.39% | ||
| 39 | SG Americas Securities, LLC | 61,643 | 9,683,000 | 0.37% | ||
| 40 | LVZ, Inc. | 60,354 | 9,480,000 | 0.36% | ||
| 41 | HSBC HOLDINGS PLC | 58,725 | 9,225,000 | 0.35% | ||
| 42 | J.P. Morgan Private Wealth Advisors LLC | 57,909 | 9,096,000 | 0.35% | ||
| 43 | M&T BANK CORP | 57,525 | 9,036,000 | 0.35% | ||
| 44 | SPC Financial, Inc. | 56,571 | 8,886,000 | 0.34% | ||
| 45 | MUFG Americas Holdings Corp | 53,409 | 8,390,000 | 0.32% | ||
| 46 | Wilmington Trust, National Association | 52,827 | 8,299,000 | 0.32% | ||
| 47 | D.A. DAVIDSON & CO. | 49,444 | 7,766,000 | 0.30% | ||
| 48 | CWM, LLC | 49,426 | 7,764,000 | 0.30% | ||
| 49 | Capital Advisors, Ltd. LLC | 47,980 | 7,537,000 | 0.29% | ||
| 50 | Tower Research Capital LLC (TRC) | 47,600 | 7,477,000 | 0.29% |
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.
