| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 75,579,980 | 3,010,374,000 | 17.28% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 42,502,882 | 1,692,890,000 | 9.72% | ||
| 3 | Windhaven Investment Management, Inc. | 17,526,779 | 698,092,000 | 4.01% | ||
| 4 | Creative Planning | 16,343,422 | 650,959,000 | 3.74% | ||
| 5 | SCS Capital Management LLC | 15,930,228 | 634,501,000 | 3.64% | ||
| 6 | MORGAN STANLEY | 12,887,007 | 513,290,000 | 2.95% | ||
| 7 | Betterment LLC | 12,320,025 | 490,707,000 | 2.82% | ||
| 8 | M&T BANK CORP | 11,271,361 | 448,938,000 | 2.58% | ||
| 9 | VANGUARD GROUP INC | 10,152,958 | 404,392,000 | 2.32% | ||
| 10 | GOLDMAN SACHS GROUP INC | 9,395,725 | 374,232,000 | 2.15% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 9,282,280 | 369,713,000 | 2.12% | ||
| 12 | UBS Group AG | 8,084,525 | 322,007,000 | 1.85% | ||
| 13 | WEALTHFRONT CORP | 7,943,207 | 316,378,000 | 1.82% | ||
| 14 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7,769,325 | 309,452,000 | 1.78% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 5,462,177 | 217,560,000 | 1.25% | ||
| 16 | TIFF ADVISORY SERVICES, LLC | 5,393,504 | 214,823,000 | 1.23% | ||
| 17 | Choate Investment Advisors | 5,288,031 | 210,622,274 | 1.21% | ||
| 18 | Commonwealth Equity Services, Inc | 4,607,833 | 183,530,000 | 1.05% | ||
| 19 | ROYAL BANK OF CANADA | 4,083,319 | 162,638,000 | 0.93% | ||
| 20 | THRIVENT FINANCIAL FOR LUTHERANS | 3,994,463 | 160,049,000 | 0.92% | ||
| 21 | CITIGROUP INC | 3,692,082 | 147,056,000 | 0.84% | ||
| 22 | Robert W. Baird & Co. Inc | 3,662,931 | 145,895,000 | 0.84% | ||
| 23 | JPMORGAN CHASE & CO | 3,575,881 | 142,428,000 | 0.82% | ||
| 24 | Truepoint, Inc. | 3,481,563 | 138,671,000 | 0.80% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,122,217 | 124,357,000 | 0.71% | ||
| 26 | BINGHAM OSBORN & SCARBOROUGH LLC | 3,102,154 | 123,559,000 | 0.71% | ||
| 27 | Windham Capital Management, LLC | 2,900,154 | 115,513,000 | 0.66% | ||
| 28 | CITY NATIONAL BANK | 2,752,618 | 109,637,000 | 0.63% | ||
| 29 | D.A. DAVIDSON & CO. | 2,684,138 | 106,907,000 | 0.61% | ||
| 30 | AEGON USA Investment Management, LLC | 2,542,297 | 101,260,000 | 0.58% | ||
| 31 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,416,800 | 96,261,000 | 0.55% | ||
| 32 | Haverford Trust Co | 2,361,695 | 94,066,000 | 0.54% | ||
| 33 | Morningstar Investment Services LLC | 2,013,170 | 80,185,000 | 0.46% | ||
| 34 | State of New Jersey Common Pension Fund D | 2,000,000 | 79,660,000 | 0.46% | ||
| 35 | TIAA CREF TRUST CO FSB/MO | 1,974,365 | 78,639,000 | 0.45% | ||
| 36 | ALPS ADVISORS INC | 1,972,112 | 78,549,000 | 0.45% | ||
| 37 | LPL Financial LLC | 1,939,319 | 77,775,000 | 0.45% | ||
| 38 | COMMERCE BANK | 1,832,849 | 73,002,000 | 0.42% | ||
| 39 | REGIONS FINANCIAL CORP | 1,800,535 | 71,715,000 | 0.41% | ||
| 40 | MONTPELIER RE HOLDINGS LTD | 1,387,700 | 67,623,000 | 0.39% | ||
| 41 | MANAGED ACCOUNT ADVISORS LLC | 1,676,799 | 66,787,000 | 0.38% | ||
| 42 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1,585,969 | 63,169,000 | 0.36% | ||
| 43 | BB&T SECURITIES, LLC | 155,854 | 62,076,000 | 0.36% | ||
| 44 | Ballentine Partners, LLC | 1,551,791 | 61,808,000 | 0.35% | ||
| 45 | OPUS INVESTMENT MANAGEMENT INC | 1,492,300 | 59,438,000 | 0.34% | ||
| 46 | SEI INVESTMENTS CO | 1,489,314 | 59,318,000 | 0.34% | ||
| 47 | Alaska Permanent Capital Management, LLC | 1,478,603 | 58,892,000 | 0.34% | ||
| 48 | CREDIT SUISSE AG/ | 1,447,618 | 57,659,000 | 0.33% | ||
| 49 | Linscomb Wealth, Inc. | 1,443,049 | 57,477,000 | 0.33% | ||
| 50 | Emery Howard Portfolio Management, Inc. | 1,432,550 | 57,058,000 | 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.
