| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 12,370,521 | 1,565,367,000 | 34.46% | ||
| 2 | Freedom Investment Management, Inc. | 2,262,030 | 286,237,000 | 6.30% | ||
| 3 | ROYAL BANK OF CANADA | 2,138,631 | 270,624,000 | 5.96% | ||
| 4 | UBS Group AG | 1,576,143 | 199,445,000 | 4.39% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,334,914 | 168,921,000 | 3.72% | ||
| 6 | Edelman Financial Services, LLC | 1,315,072 | 166,409,000 | 3.66% | ||
| 7 | FIL Ltd | 1,156,386 | 146,329,000 | 3.22% | ||
| 8 | Valmark Advisers, Inc. | 1,091,431 | 138,110,000 | 3.04% | ||
| 9 | MORGAN STANLEY | 978,535 | 123,824,000 | 2.73% | ||
| 10 | STIFEL FINANCIAL CORP | 750,470 | 94,974,000 | 2.09% | ||
| 11 | Charles Schwab Investment Advisory, Inc. | 684,177 | 86,576,000 | 1.91% | ||
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | 528,818 | 66,917,000 | 1.47% | ||
| 13 | JAMES INVESTMENT RESEARCH, INC. | 506,220 | 64,057,000 | 1.41% | ||
| 14 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 466,063 | 58,976,000 | 1.30% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 447,147 | 56,582,000 | 1.25% | ||
| 16 | Personal Capital Advisors Corp | 405,304 | 51,356,000 | 1.13% | ||
| 17 | MADISON INVESTMENT HOLDINGS INC | 382,120 | 48,353,000 | 1.06% | ||
| 18 | CEDAR CAPITAL, LLC | 327,454 | 41,436,000 | 0.91% | ||
| 19 | COLONY GROUP LLC | 284,837 | 36,043,000 | 0.79% | ||
| 20 | Cerity Partners OCIO LLC | 260,217 | 32,928,000 | 0.72% | ||
| 21 | FMR LLC | 246,861 | 31,238,000 | 0.69% | ||
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 231,118 | 29,246,000 | 0.64% | ||
| 23 | Gunma Bank,Ltd. | 201,000 | 25,435,000 | 0.56% | ||
| 24 | SUNTRUST BANKS INC | 197,981 | 25,051,000 | 0.55% | ||
| 25 | AMERIPRISE FINANCIAL INC | 186,454 | 23,589,000 | 0.52% | ||
| 26 | Pension Partners, LLC | 159,641 | 20,201,000 | 0.44% | ||
| 27 | Tanglewood Wealth Management, Inc. | 158,812 | 20,096,000 | 0.44% | ||
| 28 | Visionary Asset Management, Inc. | 157,752 | 19,962,000 | 0.44% | ||
| 29 | Virtu KCG Holdings LLC | 151,591 | 19,182,000 | 0.42% | ||
| 30 | HUNTINGTON NATIONAL BANK | 146,743 | 18,569,000 | 0.41% | ||
| 31 | Fund Evaluation Group, LLC | 144,875 | 18,332,000 | 0.40% | ||
| 32 | SFMG, LLC | 144,155 | 18,241,000 | 0.40% | ||
| 33 | LPL Financial LLC | 143,123 | 18,031,000 | 0.40% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 139,132 | 17,606,000 | 0.39% | ||
| 35 | MEEDER ASSET MANAGEMENT INC | 137,909 | 17,451,000 | 0.38% | ||
| 36 | BADGLEY PHELPS & BELL INC | 134,084 | 16,967,000 | 0.37% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 131,567 | 16,649,000 | 0.37% | ||
| 38 | EASTERN BANK | 124,838 | 15,797,000 | 0.35% | ||
| 39 | SG Americas Securities, LLC | 120,485 | 15,246,000 | 0.34% | ||
| 40 | THOMASPARTNERS, INC. | 120,467 | 15,244,000 | 0.34% | ||
| 41 | US BANCORP \DE\ | 119,460 | 15,117,000 | 0.33% | ||
| 42 | WealthTrust Fairport, LLC | 117,909 | 14,920,000 | 0.33% | ||
| 43 | Stadion Money Management, LLC | 115,390 | 14,601,000 | 0.32% | ||
| 44 | Bangor Savings Bank | 107,717 | 13,631,000 | 0.30% | ||
| 45 | ASSETMARK, INC | 91,667 | 11,600,000 | 0.26% | ||
| 46 | New Harbor Financial Group, LLC | 86,445 | 10,938,000 | 0.24% | ||
| 47 | Atria Investments, Inc | 85,960 | 10,877,000 | 0.24% | ||
| 48 | WEALTHCARE CAPITAL MANAGEMENT LLC | 71,605 | 9,061,000 | 0.20% | ||
| 49 | TD Ameritrade Trust Co | 69,811 | 8,834,000 | 0.19% | ||
| 50 | WOLVERINE TRADING LP /BD | 62,937 | 7,975,000 | 0.18% |
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.
