| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 28,067,434 | 1,168,166,000 | 14.88% | ||
| 2 | Creative Planning | 15,775,428 | 656,573,000 | 8.37% | ||
| 3 | BlackRock Fund Advisors | 10,530,567 | 438,282,000 | 5.58% | ||
| 4 | UBS Group AG | 7,959,798 | 331,287,000 | 4.22% | ||
| 5 | Mizuho Trust & Banking Co., Ltd. | 6,418,410 | 267,134,000 | 3.40% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 5,168,673 | 215,120,000 | 2.74% | ||
| 7 | MORGAN STANLEY | 5,097,937 | 212,177,000 | 2.70% | ||
| 8 | BlackRock Institutional Trust Company, N.A. | 4,664,584 | 194,140,000 | 2.47% | ||
| 9 | Board of Trustees of The Leland Stanford Junior University | 4,604,269 | 191,630,000 | 2.44% | ||
| 10 | FRANKLIN RESOURCES INC | 4,468,569 | 185,982,000 | 2.37% | ||
| 11 | BlackRock Finance, Inc. | 4,256,083 | 177,138,000 | 2.26% | ||
| 12 | State of New Jersey Common Pension Fund D | 3,955,550 | 164,630,000 | 2.10% | ||
| 13 | WELLS FARGO & COMPANY/MN | 3,843,253 | 159,957,000 | 2.04% | ||
| 14 | BlackRock Investment Management, LLC | 3,816,199 | 158,830,000 | 2.02% | ||
| 15 | CITIGROUP INC | 3,692,002 | 153,660,000 | 1.96% | ||
| 16 | Charles Schwab Investment Advisory, Inc. | 3,672,726 | 152,859,000 | 1.95% | ||
| 17 | LPL Financial LLC | 3,348,634 | 135,053,000 | 1.72% | ||
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,052,447 | 127,043,000 | 1.62% | ||
| 19 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,965,524 | 123,425,000 | 1.57% | ||
| 20 | FMR LLC | 2,870,976 | 119,490,000 | 1.52% | ||
| 21 | ALLIANCEBERNSTEIN L.P. | 2,698,403 | 112,308,000 | 1.43% | ||
| 22 | WEALTHFRONT CORP | 2,599,754 | 108,202,000 | 1.38% | ||
| 23 | Haverford Trust Co | 2,452,822 | 102,086,000 | 1.30% | ||
| 24 | US BANCORP \DE\ | 2,293,170 | 95,442,000 | 1.22% | ||
| 25 | BlackRock Japan Co. Ltd | 2,111,011 | 87,860,000 | 1.12% | ||
| 26 | GOLDMAN SACHS GROUP INC | 1,563,549 | 65,075,000 | 0.83% | ||
| 27 | ASSETMARK, INC | 1,558,592 | 64,869,000 | 0.83% | ||
| 28 | Ballentine Partners, LLC | 1,535,300 | 63,900,000 | 0.81% | ||
| 29 | ROYAL BANK OF CANADA | 1,460,919 | 60,803,000 | 0.77% | ||
| 30 | PNC FINANCIAL SERVICES GROUP, INC. | 1,377,898 | 57,348,000 | 0.73% | ||
| 31 | KEYBANK NATIONAL ASSOCIATION/OH | 1,353,289 | 56,324,000 | 0.72% | ||
| 32 | M&T BANK CORP | 1,310,678 | 54,550,000 | 0.70% | ||
| 33 | RiverFront Investment Group, LLC | 1,305,607 | 54,339,000 | 0.69% | ||
| 34 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1,278,718 | 53,220,000 | 0.68% | ||
| 35 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,191,776 | 49,602,000 | 0.63% | ||
| 36 | Betterment LLC | 1,178,858 | 49,064,000 | 0.63% | ||
| 37 | Choate Investment Advisors | 1,164,522 | 48,467,406 | 0.62% | ||
| 38 | LINCOLN NATIONAL CORP | 1,136,774 | 47,313,000 | 0.60% | ||
| 39 | Savant Capital, LLC | 1,116,436 | 46,466,000 | 0.59% | ||
| 40 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,063,418 | 44,259,000 | 0.56% | ||
| 41 | BOK Financial Private Wealth, Inc. | 896,459 | 37,311,000 | 0.48% | ||
| 42 | Modera Wealth Management, LLC | 885,287 | 36,846,000 | 0.47% | ||
| 43 | Stairway Partners, LLC | 856,940 | 35,666,000 | 0.45% | ||
| 44 | ALESCO ADVISORS LLC | 813,295 | 33,849,000 | 0.43% | ||
| 45 | Stadion Money Management, LLC | 804,405 | 33,479,000 | 0.43% | ||
| 46 | STIFEL FINANCIAL CORP | 762,969 | 31,753,000 | 0.40% | ||
| 47 | ASPIRIANT, LLC | 710,387 | 29,566,000 | 0.38% | ||
| 48 | Alaska Permanent Capital Management, LLC | 694,330 | 28,898,000 | 0.37% | ||
| 49 | Strategic Financial Services, Inc. | 690,577 | 28,742,000 | 0.37% | ||
| 50 | FEDERATED HERMES, INC. | 677,873 | 28,213,000 | 0.36% |
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.
