| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 79,646,402 | 3,158,012,000 | 16.70% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 45,564,078 | 1,806,617,000 | 9.55% | ||
| 3 | Creative Planning | 17,821,332 | 706,616,000 | 3.74% | ||
| 4 | Windhaven Investment Management, Inc. | 16,799,690 | 666,108,000 | 3.52% | ||
| 5 | Betterment LLC | 16,015,264 | 635,005,000 | 3.36% | ||
| 6 | MORGAN STANLEY | 14,808,092 | 587,140,000 | 3.11% | ||
| 7 | SCS Capital Management LLC | 13,774,994 | 546,179,000 | 2.89% | ||
| 8 | VANGUARD GROUP INC | 11,854,736 | 470,040,000 | 2.49% | ||
| 9 | M&T BANK CORP | 11,472,965 | 454,903,000 | 2.41% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 10,441,043 | 413,987,000 | 2.19% | ||
| 11 | GOLDMAN SACHS GROUP INC | 9,594,221 | 380,411,000 | 2.01% | ||
| 12 | UBS Group AG | 9,332,481 | 370,033,000 | 1.96% | ||
| 13 | Charles Schwab Investment Advisory, Inc. | 9,256,265 | 367,011,000 | 1.94% | ||
| 14 | WEALTHFRONT CORP | 8,538,602 | 338,556,000 | 1.79% | ||
| 15 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7,699,330 | 305,278,000 | 1.61% | ||
| 16 | Windham Capital Management, LLC | 5,992,002 | 237,583,000 | 1.26% | ||
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 5,413,806 | 214,657,000 | 1.14% | ||
| 18 | Commonwealth Equity Services, Inc | 4,986,727 | 197,724,000 | 1.05% | ||
| 19 | Choate Investment Advisors | 4,716,837 | 187,022,586 | 0.99% | ||
| 20 | ROYAL BANK OF CANADA | 4,710,877 | 186,788,000 | 0.99% | ||
| 21 | JPMORGAN CHASE & CO | 4,275,966 | 169,542,000 | 0.90% | ||
| 22 | THRIVENT FINANCIAL FOR LUTHERANS | 4,183,911 | 164,684,000 | 0.87% | ||
| 23 | BAIRD FINANCIAL GROUP, INC. | 3,784,330 | 150,049,000 | 0.79% | ||
| 24 | CITIGROUP INC | 3,693,405 | 146,444,000 | 0.77% | ||
| 25 | Truepoint, Inc. | 3,651,049 | 144,764,000 | 0.77% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,600,111 | 142,744,000 | 0.75% | ||
| 27 | TIFF ADVISORY SERVICES, LLC | 3,573,504 | 141,690,000 | 0.75% | ||
| 28 | ASSETMARK, INC | 3,270,770 | 129,689,000 | 0.69% | ||
| 29 | BINGHAM OSBORN & SCARBOROUGH LLC | 3,201,222 | 126,928,000 | 0.67% | ||
| 30 | D.A. DAVIDSON & CO. | 2,791,922 | 110,699,000 | 0.59% | ||
| 31 | CITY NATIONAL BANK | 2,610,891 | 103,522,000 | 0.55% | ||
| 32 | Haverford Trust Co | 2,548,807 | 101,060,000 | 0.53% | ||
| 33 | COMERICA BANK | 2,485,706 | 98,558,000 | 0.52% | ||
| 34 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,416,800 | 95,826,000 | 0.51% | ||
| 35 | SEI INVESTMENTS CO | 2,224,798 | 88,214,000 | 0.47% | ||
| 36 | TIAA CREF TRUST CO FSB/MO | 2,104,000 | 83,424,000 | 0.44% | ||
| 37 | CREDIT SUISSE AG/ | 2,094,903 | 83,063,000 | 0.44% | ||
| 38 | State of New Jersey Common Pension Fund D | 2,000,000 | 79,300,000 | 0.42% | ||
| 39 | Morningstar Investment Services LLC | 1,972,038 | 78,191,000 | 0.41% | ||
| 40 | LPL Financial LLC | 1,986,921 | 77,917,000 | 0.41% | ||
| 41 | ALPS ADVISORS INC | 1,958,516 | 77,655,000 | 0.41% | ||
| 42 | RAYMOND JAMES & ASSOCIATES | 1,875,710 | 74,372,000 | 0.39% | ||
| 43 | REGIONS FINANCIAL CORP | 1,838,695 | 72,904,000 | 0.39% | ||
| 44 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1,830,341 | 72,573,000 | 0.38% | ||
| 45 | COMMERCE BANK | 1,810,612 | 71,791,000 | 0.38% | ||
| 46 | MANAGED ACCOUNT ADVISORS LLC | 1,773,313 | 70,312,000 | 0.37% | ||
| 47 | OPUS INVESTMENT MANAGEMENT INC | 1,732,300 | 68,686,000 | 0.36% | ||
| 48 | Linscomb Wealth, Inc. | 1,681,173 | 66,658,000 | 0.35% | ||
| 49 | Ballentine Partners, LLC | 1,516,289 | 60,121,000 | 0.32% | ||
| 50 | Alaska Permanent Capital Management, LLC | 1,502,697 | 59,581,000 | 0.32% |
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.
