| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 52,133,336 | 2,151,532,000 | 16.98% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 33,949,657 | 1,401,102,000 | 11.06% | ||
| 3 | Windhaven Investment Management, Inc. | 16,508,131 | 677,494,000 | 5.35% | ||
| 4 | GOLDMAN SACHS GROUP INC | 13,181,076 | 543,983,000 | 4.29% | ||
| 5 | Creative Planning | 10,920,131 | 450,674,000 | 3.56% | ||
| 6 | MORGAN STANLEY | 10,371,427 | 428,027,000 | 3.38% | ||
| 7 | WILMINGTON TRUST CO | 7,171,906 | 295,984,000 | 2.34% | ||
| 8 | VANGUARD GROUP INC | 6,816,379 | 281,312,000 | 2.22% | ||
| 9 | Choate Investment Advisors | 5,526,119 | 227,433,461 | 1.80% | ||
| 10 | Windham Capital Management, LLC | 5,338,195 | 220,307,000 | 1.74% | ||
| 11 | UBS AG | 5,161,127 | 213,000,000 | 1.68% | ||
| 12 | CITIGROUP INC | 5,030,538 | 207,610,000 | 1.64% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 4,876,869 | 201,268,000 | 1.59% | ||
| 14 | CITY NATIONAL BANK | 4,255,011 | 175,604,000 | 1.39% | ||
| 15 | WEALTHFRONT CORP | 3,744,207 | 155,647,000 | 1.23% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 3,642,230 | 150,315,000 | 1.19% | ||
| 17 | AEGON USA Investment Management, LLC | 3,250,988 | 134,168,000 | 1.06% | ||
| 18 | Commonwealth Equity Services, Inc | 2,948,570 | 121,687,000 | 0.96% | ||
| 19 | THRIVENT FINANCIAL FOR LUTHERANS | 2,943,795 | 121,490,000 | 0.96% | ||
| 20 | Truepoint, Inc. | 2,849,075 | 117,581,000 | 0.93% | ||
| 21 | BINGHAM OSBORN & SCARBOROUGH LLC | 2,261,649 | 93,338,000 | 0.74% | ||
| 22 | D.A. DAVIDSON & CO. | 2,151,008 | 88,771,000 | 0.70% | ||
| 23 | ROYAL BANK OF CANADA | 2,132,898 | 88,023,000 | 0.69% | ||
| 24 | BOK Financial Private Wealth, Inc. | 2,113,565 | 87,227,000 | 0.69% | ||
| 25 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,100,000 | 86,667,000 | 0.68% | ||
| 26 | State of New Jersey Common Pension Fund D | 2,000,000 | 82,540,000 | 0.65% | ||
| 27 | ALPS ADVISORS INC | 1,972,460 | 81,403,000 | 0.64% | ||
| 28 | LPL Financial LLC | 1,956,176 | 80,731,000 | 0.64% | ||
| 29 | COMMERCE BANK | 1,936,524 | 79,921,000 | 0.63% | ||
| 30 | Wilmington Trust, National Association | 1,866,876 | 77,046,000 | 0.61% | ||
| 31 | Robert W. Baird & Co. Inc | 1,788,527 | 73,813,000 | 0.58% | ||
| 32 | JANE STREET GROUP, LLC | 1,771,923 | 73,127,000 | 0.58% | ||
| 33 | Alaska Permanent Capital Management, LLC | 1,646,975 | 67,970,000 | 0.54% | ||
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,624,274 | 67,034,000 | 0.53% | ||
| 35 | GLENMEDE TRUST CO NA | 1,623,747 | 67,010,000 | 0.53% | ||
| 36 | TIAA CREF TRUST CO FSB/MO | 1,550,024 | 63,970,000 | 0.50% | ||
| 37 | Morningstar Investment Services LLC | 1,544,911 | 63,758,000 | 0.50% | ||
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,490,489 | 61,512,000 | 0.49% | ||
| 39 | TIFF ADVISORY SERVICES, LLC | 1,450,000 | 59,842,000 | 0.47% | ||
| 40 | Haverford Trust Co | 1,424,917 | 58,806,000 | 0.46% | ||
| 41 | COMERICA BANK | 1,399,756 | 57,768,000 | 0.46% | ||
| 42 | REGIONS FINANCIAL CORP | 1,301,336 | 53,706,000 | 0.42% | ||
| 43 | Karpus Management, Inc. | 1,282,369 | 52,923,000 | 0.42% | ||
| 44 | SIGMA INVESTMENT COUNSELORS INC | 1,273,205 | 52,545,000 | 0.41% | ||
| 45 | Emery Howard Portfolio Management, Inc. | 1,272,965 | 52,535,000 | 0.41% | ||
| 46 | MANAGED ACCOUNT ADVISORS LLC | 1,185,866 | 48,941,000 | 0.39% | ||
| 47 | Ballentine Partners, LLC | 1,175,117 | 48,497,000 | 0.38% | ||
| 48 | Wind River Trust Co | 1,128,751 | 46,580,000 | 0.37% | ||
| 49 | RELIANCE TRUST CO OF DELAWARE | 1,124,137 | 46,393,000 | 0.37% | ||
| 50 | RiverFront Investment Group, LLC | 1,094,835 | 45,184,000 | 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.
