| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 48,172,286 | 2,015,529,000 | 20.91% | ||
| 2 | Creative Planning | 17,152,545 | 717,663,000 | 7.45% | ||
| 3 | BlackRock Fund Advisors | 10,901,499 | 456,119,000 | 4.73% | ||
| 4 | UBS Group AG | 10,492,783 | 439,018,000 | 4.56% | ||
| 5 | FMR LLC | 10,069,976 | 421,227,000 | 4.37% | ||
| 6 | Mizuho Trust & Banking Co., Ltd. | 6,642,429 | 277,853,000 | 2.88% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 5,604,246 | 234,482,000 | 2.43% | ||
| 8 | MORGAN STANLEY | 5,280,543 | 220,937,000 | 2.29% | ||
| 9 | BlackRock Finance, Inc. | 4,637,510 | 194,034,000 | 2.01% | ||
| 10 | Board of Trustees of The Leland Stanford Junior University | 4,604,269 | 192,597,000 | 2.00% | ||
| 11 | BlackRock Institutional Trust Company, N.A. | 4,536,000 | 189,786,000 | 1.97% | ||
| 12 | WELLS FARGO & COMPANY/MN | 4,286,497 | 179,348,000 | 1.86% | ||
| 13 | BlackRock Investment Management, LLC | 4,028,302 | 168,544,000 | 1.75% | ||
| 14 | State of New Jersey Common Pension Fund D | 3,955,550 | 165,461,000 | 1.72% | ||
| 15 | Charles Schwab Investment Advisory, Inc. | 3,629,795 | 151,871,000 | 1.58% | ||
| 16 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 3,490,174 | 145,994,000 | 1.51% | ||
| 17 | WEALTHFRONT CORP | 3,352,260 | 140,259,000 | 1.46% | ||
| 18 | STATE STREET CORP | 3,335,731 | 139,533,000 | 1.45% | ||
| 19 | FRANKLIN RESOURCES INC | 3,228,310 | 135,040,000 | 1.40% | ||
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,115,027 | 130,831,000 | 1.36% | ||
| 21 | CITIGROUP INC | 2,723,007 | 113,904,000 | 1.18% | ||
| 22 | US BANCORP \DE\ | 2,553,585 | 106,842,000 | 1.11% | ||
| 23 | Haverford Trust Co | 2,516,508 | 105,291,000 | 1.09% | ||
| 24 | BlackRock Japan Co. Ltd | 2,251,091 | 94,186,000 | 0.98% | ||
| 25 | ALLIANCEBERNSTEIN L.P. | 2,170,615 | 90,819,000 | 0.94% | ||
| 26 | RiverFront Investment Group, LLC | 2,082,917 | 87,149,000 | 0.90% | ||
| 27 | ASSETMARK, INC | 2,019,990 | 84,517,000 | 0.88% | ||
| 28 | LPL Financial LLC | 1,920,293 | 79,097,000 | 0.82% | ||
| 29 | M&T BANK CORP | 1,787,451 | 74,786,000 | 0.78% | ||
| 30 | MEMBERS TRUST CO | 1,774,430 | 74,242,000 | 0.77% | ||
| 31 | Ballentine Partners, LLC | 1,537,937 | 64,347,000 | 0.67% | ||
| 32 | ORGEL WEALTH MANAGEMENT, LLC | 1,525,275 | 63,818,000 | 0.66% | ||
| 33 | GOLDMAN SACHS GROUP INC | 1,502,606 | 62,870,000 | 0.65% | ||
| 34 | KEYBANK NATIONAL ASSOCIATION/OH | 1,464,180 | 61,261,000 | 0.64% | ||
| 35 | Betterment LLC | 1,392,151 | 58,248,000 | 0.60% | ||
| 36 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1,271,472 | 53,198,000 | 0.55% | ||
| 37 | PNC FINANCIAL SERVICES GROUP, INC. | 1,222,234 | 51,139,000 | 0.53% | ||
| 38 | ROYAL BANK OF CANADA | 1,204,717 | 50,405,000 | 0.52% | ||
| 39 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,160,221 | 48,544,000 | 0.50% | ||
| 40 | Savant Capital, LLC | 1,146,670 | 47,977,000 | 0.50% | ||
| 41 | LINCOLN NATIONAL CORP | 1,140,487 | 47,707,000 | 0.50% | ||
| 42 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,090,666 | 45,633,000 | 0.47% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 947,919 | 39,661,000 | 0.41% | ||
| 44 | BOK Financial Private Wealth, Inc. | 880,394 | 36,836,000 | 0.38% | ||
| 45 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 867,052 | 36,277,000 | 0.38% | ||
| 46 | Stadion Money Management, LLC | 866,220 | 36,243,000 | 0.38% | ||
| 47 | Stairway Partners, LLC | 857,732 | 35,888,000 | 0.37% | ||
| 48 | Modera Wealth Management, LLC | 822,741 | 34,424,000 | 0.36% | ||
| 49 | ALESCO ADVISORS LLC | 798,376 | 33,404,000 | 0.35% | ||
| 50 | STIFEL FINANCIAL CORP | 768,405 | 32,151,000 | 0.33% |
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.
