| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 18,968,303 | 756,645,000 | 14.10% | ||
| 2 | Creative Planning | 12,155,891 | 484,898,000 | 9.04% | ||
| 3 | UBS Group AG | 6,060,809 | 241,766,000 | 4.51% | ||
| 4 | Mizuho Trust & Banking Co., Ltd. | 5,407,048 | 215,687,000 | 4.02% | ||
| 5 | MORGAN STANLEY | 4,112,736 | 164,057,000 | 3.06% | ||
| 6 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 3,972,764 | 158,474,000 | 2.95% | ||
| 7 | State of New Jersey Common Pension Fund D | 3,805,000 | 151,781,000 | 2.83% | ||
| 8 | WEALTHFRONT CORP | 3,789,223 | 151,152,000 | 2.82% | ||
| 9 | FMR LLC | 3,486,198 | 139,064,000 | 2.59% | ||
| 10 | BlackRock Investment Management, LLC | 3,383,323 | 134,961,000 | 2.52% | ||
| 11 | Board of Trustees of The Leland Stanford Junior University | 3,250,679 | 129,670,000 | 2.42% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 3,151,332 | 125,707,000 | 2.34% | ||
| 13 | ALLIANCEBERNSTEIN L.P. | 2,975,927 | 118,710,000 | 2.21% | ||
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,261,939 | 90,229,000 | 1.68% | ||
| 15 | BlackRock Finance, Inc. | 2,192,466 | 87,457,000 | 1.63% | ||
| 16 | Haverford Trust Co | 2,169,239 | 84,270,000 | 1.57% | ||
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,928,277 | 76,919,000 | 1.43% | ||
| 18 | BlackRock Institutional Trust Company, N.A. | 1,884,325 | 75,166,000 | 1.40% | ||
| 19 | STATE STREET CORP | 1,822,281 | 72,691,000 | 1.35% | ||
| 20 | BlackRock Fund Advisors | 1,769,193 | 70,573,000 | 1.32% | ||
| 21 | US BANCORP \DE\ | 1,751,617 | 69,872,000 | 1.30% | ||
| 22 | BlackRock Japan Co. Ltd | 1,707,652 | 68,118,000 | 1.27% | ||
| 23 | ASPIRIANT, LLC | 1,657,617 | 66,122,000 | 1.23% | ||
| 24 | Atria Investments, Inc | 2,599 | 65,145,000 | 1.21% | ||
| 25 | PNC FINANCIAL SERVICES GROUP, INC. | 1,522,029 | 60,712,000 | 1.13% | ||
| 26 | Choate Investment Advisors | 1,464,985 | 58,438,251 | 1.09% | ||
| 27 | Ballentine Partners, LLC | 1,438,133 | 57,367,000 | 1.07% | ||
| 28 | FRANKLIN RESOURCES INC | 1,407,760 | 56,155,000 | 1.05% | ||
| 29 | WELLS FARGO & COMPANY/MN | 1,327,497 | 52,954,000 | 0.99% | ||
| 30 | FutureAdvisor, Inc. | 1,307,617 | 52,161,000 | 0.97% | ||
| 31 | Charles Schwab Investment Advisory, Inc. | 1,157,716 | 46,181,000 | 0.86% | ||
| 32 | LINCOLN NATIONAL CORP | 1,114,929 | 44,476,000 | 0.83% | ||
| 33 | Alaska Permanent Capital Management, LLC | 540,204 | 40,806,000 | 0.76% | ||
| 34 | JANE STREET GROUP, LLC | 967,999 | 38,613,000 | 0.72% | ||
| 35 | Savant Capital, LLC | 923,503 | 36,839,000 | 0.69% | ||
| 36 | Stairway Partners, LLC | 890,623 | 35,527,000 | 0.66% | ||
| 37 | Accredited Investors Inc. | 851,705 | 33,975,000 | 0.63% | ||
| 38 | Betterment LLC | 849,081 | 33,870,000 | 0.63% | ||
| 39 | ASSETMARK, INC | 822,849 | 32,823,000 | 0.61% | ||
| 40 | Destination Wealth Management | 808,740 | 32,261,000 | 0.60% | ||
| 41 | Modera Wealth Management, LLC | 753,602 | 30,061,000 | 0.56% | ||
| 42 | CEDAR HILL ASSOCIATES, LLC | 711,740 | 28,391,000 | 0.53% | ||
| 43 | CITIGROUP INC | 694,591 | 27,708,000 | 0.52% | ||
| 44 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 691,000 | 27,564,000 | 0.51% | ||
| 45 | FEDERATED HERMES, INC. | 689,243 | 27,494,000 | 0.51% | ||
| 46 | STIFEL FINANCIAL CORP | 664,457 | 26,505,000 | 0.49% | ||
| 47 | ALESCO ADVISORS LLC | 628,176 | 25,058,000 | 0.47% | ||
| 48 | WELLINGTON MANAGEMENT GROUP LLP | 574,532 | 22,918,000 | 0.43% | ||
| 49 | TEACHERS ADVISORS, LLC | 530,800 | 21,174,000 | 0.39% | ||
| 50 | BOK Financial Private Wealth, Inc. | 508,822 | 20,297,000 | 0.38% |
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.
