| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 79,969,126 | 2,850,099,000 | 15.63% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 49,392,735 | 1,760,358,000 | 9.65% | ||
| 3 | ALPS ADVISORS INC | 2,244,333 | 799,880,000 | 4.39% | ||
| 4 | Creative Planning | 21,472,320 | 765,274,000 | 4.20% | ||
| 5 | Betterment LLC | 19,003,931 | 677,300,000 | 3.71% | ||
| 6 | MORGAN STANLEY | 15,834,461 | 564,340,000 | 3.09% | ||
| 7 | Windhaven Investment Management, Inc. | 15,509,372 | 552,754,000 | 3.03% | ||
| 8 | SCS Capital Management LLC | 15,267,925 | 544,149,000 | 2.98% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 13,472,845 | 480,172,000 | 2.63% | ||
| 10 | VANGUARD GROUP INC | 12,542,052 | 446,998,000 | 2.45% | ||
| 11 | M&T BANK CORP | 11,300,177 | 402,739,000 | 2.21% | ||
| 12 | WEALTHFRONT CORP | 1,061,435 | 378,295,000 | 2.07% | ||
| 13 | Charles Schwab Investment Advisory, Inc. | 10,603,336 | 377,903,000 | 2.07% | ||
| 14 | UBS Group AG | 10,067,954 | 358,822,000 | 1.97% | ||
| 15 | GOLDMAN SACHS GROUP INC | 8,813,923 | 314,127,000 | 1.72% | ||
| 16 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7,909,828 | 281,906,000 | 1.55% | ||
| 17 | Commonwealth Equity Services, Inc | 5,557,754 | 198,078,000 | 1.09% | ||
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 5,446,333 | 194,108,000 | 1.06% | ||
| 19 | ROYAL BANK OF CANADA | 5,294,631 | 188,702,000 | 1.03% | ||
| 20 | TIFF ADVISORY SERVICES, LLC | 4,655,504 | 165,922,000 | 0.91% | ||
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,605,302 | 164,132,000 | 0.90% | ||
| 22 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 4,345,500 | 154,874,000 | 0.85% | ||
| 23 | BAIRD FINANCIAL GROUP, INC. | 4,036,332 | 143,855,000 | 0.79% | ||
| 24 | Choate Investment Advisors | 3,772,549 | 134,453,647 | 0.74% | ||
| 25 | Truepoint, Inc. | 3,522,471 | 125,541,000 | 0.69% | ||
| 26 | BINGHAM OSBORN & SCARBOROUGH LLC | 3,253,639 | 115,960,000 | 0.64% | ||
| 27 | JPMORGAN CHASE & CO | 3,041,874 | 108,412,000 | 0.59% | ||
| 28 | D.A. DAVIDSON & CO. | 2,968,514 | 105,797,000 | 0.58% | ||
| 29 | Haverford Trust Co | 2,702,486 | 96,317,000 | 0.53% | ||
| 30 | SEI INVESTMENTS CO | 2,488,346 | 88,685,000 | 0.49% | ||
| 31 | CITY NATIONAL BANK | 2,443,573 | 87,089,000 | 0.48% | ||
| 32 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,416,800 | 86,135,000 | 0.47% | ||
| 33 | TIAA CREF TRUST CO FSB/MO | 2,238,461 | 79,779,000 | 0.44% | ||
| 34 | CITIGROUP INC | 2,164,988 | 77,160,000 | 0.42% | ||
| 35 | REGIONS FINANCIAL CORP | 2,145,085 | 76,451,000 | 0.42% | ||
| 36 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2,077,099 | 74,028,000 | 0.41% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 2,068,764 | 73,731,000 | 0.40% | ||
| 38 | CREDIT SUISSE AG/ | 2,064,644 | 73,584,000 | 0.40% | ||
| 39 | State of New Jersey Common Pension Fund D | 2,000,000 | 71,280,000 | 0.39% | ||
| 40 | LPL Financial LLC | 1,920,765 | 71,084,000 | 0.39% | ||
| 41 | OPUS INVESTMENT MANAGEMENT INC | 1,892,300 | 67,442,000 | 0.37% | ||
| 42 | Morningstar Investment Services LLC | 1,820,809 | 64,894,000 | 0.36% | ||
| 43 | Linscomb Wealth, Inc. | 1,795,502 | 63,992,000 | 0.35% | ||
| 44 | COMMERCE BANK | 1,774,444 | 63,242,000 | 0.35% | ||
| 45 | PALLADIUM PARTNERS LLC | 1,720,427 | 61,316,000 | 0.34% | ||
| 46 | Windham Capital Management, LLC | 1,628,142 | 58,027,000 | 0.32% | ||
| 47 | FIFTH THIRD BANCORP | 1,590,784 | 56,696,000 | 0.31% | ||
| 48 | Ballentine Partners, LLC | 1,558,435 | 55,543,000 | 0.30% | ||
| 49 | Emery Howard Portfolio Management, Inc. | 1,466,323 | 52,260,000 | 0.29% | ||
| 50 | Bank of New York Mellon Corp | 1,444,683 | 51,488,000 | 0.28% |
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.
