| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 60,979,004 | 2,597,132,000 | 17.21% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 37,562,230 | 1,599,775,000 | 10.60% | ||
| 3 | Windhaven Investment Management, Inc. | 16,481,386 | 701,118,000 | 4.65% | ||
| 4 | GOLDMAN SACHS GROUP INC | 13,941,205 | 593,756,000 | 3.94% | ||
| 5 | Creative Planning | 12,471,047 | 531,142,000 | 3.52% | ||
| 6 | MORGAN STANLEY | 10,860,387 | 462,544,000 | 3.07% | ||
| 7 | CITY NATIONAL BANK | 8,505,083 | 362,232,000 | 2.40% | ||
| 8 | VANGUARD GROUP INC | 7,795,585 | 332,014,000 | 2.20% | ||
| 9 | WILMINGTON TRUST CO | 7,478,425 | 318,506,000 | 2.11% | ||
| 10 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6,452,516 | 274,813,000 | 1.82% | ||
| 11 | Choate Investment Advisors | 5,970,796 | 254,296,211 | 1.69% | ||
| 12 | UBS AG | 5,806,577 | 247,302,000 | 1.64% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 5,226,960 | 222,616,000 | 1.48% | ||
| 14 | Windham Capital Management, LLC | 5,222,480 | 222,425,000 | 1.47% | ||
| 15 | CITIGROUP INC | 5,157,956 | 219,677,000 | 1.46% | ||
| 16 | WEALTHFRONT CORP | 5,092,678 | 219,443,000 | 1.45% | ||
| 17 | TIFF ADVISORY SERVICES, LLC | 4,332,300 | 184,513,000 | 1.22% | ||
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 3,656,077 | 155,711,000 | 1.03% | ||
| 19 | Commonwealth Equity Services, Inc | 3,184,749 | 135,638,000 | 0.90% | ||
| 20 | THRIVENT FINANCIAL FOR LUTHERANS | 3,117,342 | 132,767,000 | 0.88% | ||
| 21 | Truepoint, Inc. | 2,964,450 | 126,256,000 | 0.84% | ||
| 22 | Kiwi Wealth Investments Limited Partnership | 2,675,685 | 113,957,000 | 0.76% | ||
| 23 | BINGHAM OSBORN & SCARBOROUGH LLC | 2,423,964 | 103,237,000 | 0.68% | ||
| 24 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,416,800 | 102,932,000 | 0.68% | ||
| 25 | D.A. DAVIDSON & CO. | 2,268,342 | 96,607,000 | 0.64% | ||
| 26 | ROYAL BANK OF CANADA | 2,234,042 | 95,146,000 | 0.63% | ||
| 27 | BOK Financial Private Wealth, Inc. | 2,142,939 | 91,268,000 | 0.60% | ||
| 28 | AEGON USA Investment Management, LLC | 2,098,682 | 89,383,000 | 0.59% | ||
| 29 | LPL Financial LLC | 2,037,266 | 86,767,000 | 0.58% | ||
| 30 | State of New Jersey Common Pension Fund D | 2,000,000 | 85,180,000 | 0.56% | ||
| 31 | ALPS ADVISORS INC | 1,972,910 | 84,026,000 | 0.56% | ||
| 32 | COMMERCE BANK | 1,944,474 | 82,815,000 | 0.55% | ||
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,902,165 | 81,013,000 | 0.54% | ||
| 34 | Wilmington Trust, National Association | 1,889,605 | 80,478,000 | 0.53% | ||
| 35 | Robert W. Baird & Co. Inc | 1,864,876 | 79,425,000 | 0.53% | ||
| 36 | Morningstar Investment Services LLC | 1,699,733 | 72,392,000 | 0.48% | ||
| 37 | BlackRock Institutional Trust Company, N.A. | 1,691,800 | 72,054,000 | 0.48% | ||
| 38 | Hall Kathryn A. | 1,691,800 | 72,054,000 | 0.48% | ||
| 39 | Fiera Capital Corp | 1,683,879 | 71,716,000 | 0.48% | ||
| 40 | Alaska Permanent Capital Management, LLC | 1,672,892 | 71,248,000 | 0.47% | ||
| 41 | TIAA CREF TRUST CO FSB/MO | 1,666,842 | 70,991,000 | 0.47% | ||
| 42 | GLENMEDE TRUST CO NA | 1,622,491 | 69,100,000 | 0.46% | ||
| 43 | REGIONS FINANCIAL CORP | 1,620,007 | 68,996,000 | 0.46% | ||
| 44 | Haverford Trust Co | 1,454,100 | 61,930,000 | 0.41% | ||
| 45 | COMERICA BANK | 1,423,988 | 60,649,000 | 0.40% | ||
| 46 | MANAGED ACCOUNT ADVISORS LLC | 1,393,532 | 59,351,000 | 0.39% | ||
| 47 | Emery Howard Portfolio Management, Inc. | 1,302,914 | 55,491,000 | 0.37% | ||
| 48 | MONTPELIER RE HOLDINGS LTD | 1,277,100 | 54,392,000 | 0.36% | ||
| 49 | SIGMA INVESTMENT COUNSELORS INC | 1,261,799 | 53,740,000 | 0.36% | ||
| 50 | Karpus Management, Inc. | 1,256,148 | 53,499,000 | 0.35% |
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.
