| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 50,224,195 | 2,132,017,000 | 15.90% | ||
| 2 | FMR LLC | 26,082,803 | 1,107,215,000 | 8.26% | ||
| 3 | UBS Group AG | 20,929,719 | 888,467,000 | 6.63% | ||
| 4 | Creative Planning | 19,637,785 | 833,624,000 | 6.22% | ||
| 5 | BlackRock Fund Advisors | 11,790,956 | 500,526,000 | 3.73% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 7,906,304 | 335,622,000 | 2.50% | ||
| 7 | MORGAN STANLEY | 7,600,309 | 322,634,000 | 2.41% | ||
| 8 | Asset Management One Co., Ltd. | 6,981,385 | 296,360,000 | 2.21% | ||
| 9 | STATE STREET CORP | 6,346,637 | 269,412,000 | 2.01% | ||
| 10 | BlackRock Finance, Inc. | 6,234,727 | 264,664,000 | 1.97% | ||
| 11 | WELLS FARGO & COMPANY/MN | 6,112,298 | 259,467,000 | 1.94% | ||
| 12 | Bridgewater Associates, LP | 5,713,056 | 242,519,000 | 1.81% | ||
| 13 | ALLIANCEBERNSTEIN L.P. | 5,462,248 | 231,872,000 | 1.73% | ||
| 14 | WEALTHFRONT CORP | 5,341,369 | 226,741,000 | 1.69% | ||
| 15 | BlackRock Institutional Trust Company, N.A. | 5,197,636 | 220,640,000 | 1.65% | ||
| 16 | M&T BANK CORP | 5,041,782 | 214,025,000 | 1.60% | ||
| 17 | BALENTINE LLC | 4,651,043 | 197,437,000 | 1.47% | ||
| 18 | Board of Trustees of The Leland Stanford Junior University | 4,604,269 | 195,451,000 | 1.46% | ||
| 19 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4,142,597 | 175,853,000 | 1.31% | ||
| 20 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 4,057,996 | 172,261,000 | 1.28% | ||
| 21 | GOLDMAN SACHS GROUP INC | 3,607,429 | 153,135,000 | 1.14% | ||
| 22 | Charles Schwab Investment Advisory, Inc. | 3,367,471 | 142,949,000 | 1.07% | ||
| 23 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 3,359,301 | 142,602,000 | 1.06% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,291,812 | 139,737,000 | 1.04% | ||
| 25 | BlackRock Investment Management, LLC | 3,265,594 | 138,624,000 | 1.03% | ||
| 26 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 3,210,965 | 136,305,000 | 1.02% | ||
| 27 | CITIGROUP INC | 3,152,001 | 133,802,000 | 1.00% | ||
| 28 | US BANCORP \DE\ | 3,059,356 | 129,869,000 | 0.97% | ||
| 29 | BlackRock Japan Co. Ltd | 2,789,121 | 118,398,000 | 0.88% | ||
| 30 | Haverford Trust Co | 2,560,097 | 108,676,000 | 0.81% | ||
| 31 | ASSETMARK, INC | 2,447,221 | 103,885,000 | 0.77% | ||
| 32 | ORGEL WEALTH MANAGEMENT, LLC | 1,910,675 | 81,108,000 | 0.61% | ||
| 33 | Clal Insurance Enterprises Holdings Ltd | 1,791,224 | 76,037,000 | 0.57% | ||
| 34 | FRANKLIN RESOURCES INC | 1,749,329 | 74,258,000 | 0.55% | ||
| 35 | KEYBANK NATIONAL ASSOCIATION/OH | 1,716,022 | 72,846,000 | 0.54% | ||
| 36 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1,676,352 | 71,161,000 | 0.53% | ||
| 37 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,671,188 | 70,942,000 | 0.53% | ||
| 38 | Betterment LLC | 1,622,033 | 68,855,000 | 0.51% | ||
| 39 | Ballentine Partners, LLC | 1,604,440 | 68,097,000 | 0.51% | ||
| 40 | RiverFront Investment Group, LLC | 1,522,442 | 64,627,000 | 0.48% | ||
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 1,418,169 | 60,202,000 | 0.45% | ||
| 42 | Savant Capital, LLC | 1,324,740 | 56,235,000 | 0.42% | ||
| 43 | Stairway Partners, LLC | 1,289,921 | 54,757,000 | 0.41% | ||
| 44 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1,265,851 | 53,735,000 | 0.40% | ||
| 45 | LINCOLN NATIONAL CORP | 1,259,961 | 53,485,000 | 0.40% | ||
| 46 | JPMORGAN CHASE & CO | 1,212,194 | 51,457,000 | 0.38% | ||
| 47 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,179,114 | 50,053,000 | 0.37% | ||
| 48 | RECTOR, CHURCH-WARDENS & VESTRYMEN OF TRINITY CHURCH IN THE CITY OF NEW-YORK | 1,162,377 | 49,343,000 | 0.37% | ||
| 49 | ALESCO ADVISORS LLC | 1,098,763 | 46,642,000 | 0.35% | ||
| 50 | Wharton Business Group, LLC | 941,150 | 39,952,000 | 0.30% | SH |
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.
