| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windhaven Investment Management, Inc. | 9,003,904 | 962,337,000 | 29.94% | ||
| 2 | Allianz Asset Management GmbH | 2,065,079 | 220,158,000 | 6.85% | ||
| 3 | RiverFront Investment Group, LLC | 1,773,799 | 189,104,000 | 5.88% | ||
| 4 | Charles Schwab Investment Advisory, Inc. | 1,135,565 | 121,063,000 | 3.77% | ||
| 5 | MORGAN STANLEY | 1,119,101 | 119,307,000 | 3.71% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1,111,360 | 118,482,000 | 3.69% | ||
| 7 | CURIAN CAPITAL LLC | 977,624 | 104,000,000 | 3.24% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 823,157 | 87,757,000 | 2.73% | ||
| 9 | BB&T SECURITIES, LLC | 81,274 | 86,646,000 | 2.70% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 792,405 | 84,478,000 | 2.63% | ||
| 11 | AMERIPRISE FINANCIAL INC | 707,093 | 75,390,000 | 2.35% | ||
| 12 | Sage Advisory Services, Ltd.Co. | 628,197 | 66,966,000 | 2.08% | ||
| 13 | F-Squared Investment Management, LLC | 620,633 | 66,166,000 | 2.06% | ||
| 14 | Bank of New York Mellon Corp | 544,756 | 58,076,000 | 1.81% | ||
| 15 | ROYAL BANK OF CANADA | 526,288 | 56,108,000 | 1.75% | ||
| 16 | LPL Financial LLC | 523,110 | 55,769,000 | 1.73% | ||
| 17 | UBS AG | 477,030 | 50,856,000 | 1.58% | ||
| 18 | Weatherstone Capital Management | 359,371 | 38,331,000 | 1.19% | ||
| 19 | Robert W. Baird & Co. Inc | 353,297 | 37,665,000 | 1.17% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 341,272 | 36,383,000 | 1.13% | ||
| 21 | CREDIT SUISSE AG/ | 333,949 | 35,603,000 | 1.11% | ||
| 22 | Orion Porfolio Solutions, LLC | 291,913 | 31,121,000 | 0.97% | ||
| 23 | Commonwealth Equity Services, Inc | 255,063 | 27,192,000 | 0.85% | ||
| 24 | WELLS FARGO & COMPANY/MN | 241,948 | 25,795,000 | 0.80% | ||
| 25 | FDx Advisors, Inc. | 207,794 | 22,153,000 | 0.69% | ||
| 26 | Yorktown Management & Research Co Inc | 207,300 | 22,100,000 | 0.69% | ||
| 27 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 168,266 | 17,939,000 | 0.56% | ||
| 28 | Quantitative Advantage, LLC | 162,804 | 17,357,000 | 0.54% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 159,406 | 16,995,000 | 0.53% | ||
| 30 | ETRADE Capital Management LLC | 154,940 | 16,518,000 | 0.51% | ||
| 31 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 153,753 | 16,392,000 | 0.51% | ||
| 32 | AFAM CAPITAL, INC. | 147,327 | 15,707,000 | 0.49% | ||
| 33 | Mirae Asset Global Investments Co., Ltd. | 142,250 | 15,165,000 | 0.47% | ||
| 34 | JPMORGAN CHASE & CO | 137,653 | 14,675,000 | 0.46% | ||
| 35 | Capital Advantage, Inc. | 135,758 | 14,473,000 | 0.45% | ||
| 36 | Parasol Investment Management, LLC | 107,086 | 11,416,000 | 0.36% | ||
| 37 | Bluefin Trading, LLC | 100,702 | 10,700,000 | 0.33% | ||
| 38 | Placemark Investments, Inc. | 99,992 | 10,658,000 | 0.33% | ||
| 39 | Estate Counselors, LLC | 99,755 | 10,635,000 | 0.33% | ||
| 40 | VestGen Investment Management | 95,370 | 10,168,000 | 0.32% | ||
| 41 | Live Your Vision, LLC | 92,639 | 9,876,000 | 0.31% | ||
| 42 | CEDAR HILL ASSOCIATES, LLC | 91,765 | 9,783,000 | 0.30% | ||
| 43 | SUNTRUST BANKS INC | 77,783 | 8,291,000 | 0.26% | ||
| 44 | 3D ASSET MANAGEMENT, INC | 74,735 | 7,967,000 | 0.25% | ||
| 45 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,254 | 7,170,000 | 0.22% | ||
| 46 | CAPE ANN SAVINGS BANK | 65,661 | 7,000,000 | 0.22% | ||
| 47 | HUNTINGTON NATIONAL BANK | 63,776 | 6,799,000 | 0.21% | PRN | |
| 48 | CIBC Private Wealth Group LLC | 55,050 | 5,871,000 | 0.18% | ||
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46,683 | 4,977,000 | 0.15% | ||
| 50 | Curbstone Financial Management Corp | 43,977 | 4,688,000 | 0.15% |
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.
