| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 53,588,240 | 2,444,161,000 | 19.10% | ||
| 2 | Creative Planning | 18,481,668 | 842,949,000 | 6.59% | ||
| 3 | UBS Group AG | 16,945,489 | 772,884,000 | 6.04% | ||
| 4 | FMR LLC | 16,494,984 | 752,336,000 | 5.88% | ||
| 5 | BlackRock Fund Advisors | 10,993,165 | 501,398,000 | 3.92% | ||
| 6 | FRANKLIN RESOURCES INC | 8,164,221 | 372,370,000 | 2.91% | ||
| 7 | Mizuho Trust & Banking Co., Ltd. | 6,784,546 | 309,443,000 | 2.42% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 6,719,734 | 306,487,000 | 2.40% | ||
| 9 | MORGAN STANLEY | 6,330,555 | 288,736,000 | 2.26% | ||
| 10 | RiverFront Investment Group, LLC | 6,081,969 | 277,398,000 | 2.17% | ||
| 11 | Clal Insurance Enterprises Holdings Ltd | 5,710,709 | 260,465,000 | 2.04% | ||
| 12 | BlackRock Institutional Trust Company, N.A. | 5,103,153 | 232,755,000 | 1.82% | ||
| 13 | STATE STREET CORP | 4,958,071 | 226,137,000 | 1.77% | ||
| 14 | BlackRock Finance, Inc. | 4,880,191 | 222,585,000 | 1.74% | ||
| 15 | Board of Trustees of The Leland Stanford Junior University | 4,604,269 | 210,001,000 | 1.64% | ||
| 16 | WELLS FARGO & COMPANY/MN | 4,571,883 | 208,522,000 | 1.63% | ||
| 17 | WEALTHFRONT CORP | 3,944,889 | 179,926,000 | 1.41% | ||
| 18 | GOLDMAN SACHS GROUP INC | 3,935,044 | 179,478,000 | 1.40% | ||
| 19 | Charles Schwab Investment Advisory, Inc. | 3,490,706 | 159,211,000 | 1.24% | ||
| 20 | BlackRock Investment Management, LLC | 3,457,982 | 157,719,000 | 1.23% | ||
| 21 | M&T BANK CORP | 3,374,870 | 153,927,000 | 1.20% | ||
| 22 | BALENTINE LLC | 3,211,084 | 146,458,000 | 1.14% | ||
| 23 | ALLIANCEBERNSTEIN L.P. | 3,143,080 | 143,356,000 | 1.12% | ||
| 24 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 3,108,176 | 141,764,000 | 1.11% | ||
| 25 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2,928,035 | 133,548,000 | 1.04% | ||
| 26 | CITIGROUP INC | 2,828,304 | 128,999,000 | 1.01% | ||
| 27 | US BANCORP \DE\ | 2,753,531 | 125,589,000 | 0.98% | ||
| 28 | Haverford Trust Co | 2,535,920 | 115,663,000 | 0.90% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 2,317,300 | 105,692,000 | 0.83% | ||
| 30 | BlackRock Japan Co. Ltd | 2,284,432 | 104,193,000 | 0.81% | ||
| 31 | ASSETMARK, INC | 2,003,168 | 91,364,000 | 0.71% | ||
| 32 | MEMBERS TRUST CO | 1,787,713 | 81,538,000 | 0.64% | ||
| 33 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,782,112 | 81,282,000 | 0.64% | ||
| 34 | ORGEL WEALTH MANAGEMENT, LLC | 1,776,832 | 81,041,000 | 0.63% | ||
| 35 | KEYBANK NATIONAL ASSOCIATION/OH | 1,621,851 | 73,972,000 | 0.58% | ||
| 36 | Ballentine Partners, LLC | 1,552,231 | 70,799,000 | 0.55% | ||
| 37 | Betterment LLC | 1,422,661 | 64,888,000 | 0.51% | ||
| 38 | Bridgewater Associates, LP | 1,319,320 | 60,174,000 | 0.47% | ||
| 39 | PNC FINANCIAL SERVICES GROUP, INC. | 1,288,143 | 58,752,000 | 0.46% | ||
| 40 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1,268,593 | 57,861,000 | 0.45% | ||
| 41 | Mirae Asset Global Investments Co., Ltd. | 1,229,235 | 56,065,000 | 0.44% | ||
| 42 | Savant Capital, LLC | 1,153,094 | 52,593,000 | 0.41% | ||
| 43 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,151,022 | 52,498,000 | 0.41% | ||
| 44 | Stairway Partners, LLC | 1,132,164 | 51,638,000 | 0.40% | ||
| 45 | LINCOLN NATIONAL CORP | 1,115,264 | 50,867,000 | 0.40% | ||
| 46 | ROYAL BANK OF CANADA | 977,564 | 44,586,000 | 0.35% | ||
| 47 | JPMORGAN CHASE & CO | 951,445 | 43,395,000 | 0.34% | ||
| 48 | BOK Financial Private Wealth, Inc. | 880,277 | 40,149,000 | 0.31% | ||
| 49 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 867,052 | 39,546,000 | 0.31% | ||
| 50 | ALESCO ADVISORS LLC | 861,538 | 39,295,000 | 0.31% |
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.
