| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CURIAN CAPITAL LLC | 3,161,399 | 320,000,000 | 14.59% | ||
| 2 | F-Squared Investment Management, LLC | 2,017,799 | 204,544,000 | 9.33% | ||
| 3 | MORGAN STANLEY | 1,836,725 | 186,189,000 | 8.49% | ||
| 4 | Windhaven Investment Management, Inc. | 1,354,810 | 137,405,000 | 6.27% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,008,296 | 102,211,000 | 4.66% | ||
| 6 | COMMERZBANK AKTIENGESELLSCHAFT /FI | 860,000 | 87,178,000 | 3.98% | ||
| 7 | FIDUCIARY TRUST CO | 820,748 | 83,199,000 | 3.79% | ||
| 8 | TD Capital Management LLC | 771,217 | 78,178,000 | 3.56% | ||
| 9 | LPL Financial LLC | 698,163 | 70,773,000 | 3.23% | ||
| 10 | Allianz Asset Management GmbH | 695,700 | 70,523,000 | 3.22% | ||
| 11 | WELLS FARGO & COMPANY/MN | 570,406 | 57,822,000 | 2.64% | ||
| 12 | UBS AG | 524,018 | 53,120,000 | 2.42% | ||
| 13 | Orion Porfolio Solutions, LLC | 521,082 | 52,822,000 | 2.41% | ||
| 14 | ROYAL BANK OF CANADA | 331,138 | 33,568,000 | 1.53% | ||
| 15 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 301,000 | 30,512,000 | 1.39% | ||
| 16 | Bank of New York Mellon Corp | 293,594 | 29,761,000 | 1.36% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 287,439 | 29,138,000 | 1.33% | ||
| 18 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 287,114 | 29,105,000 | 1.33% | ||
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 274,624 | 27,839,000 | 1.27% | ||
| 20 | LEVITT CAPITAL MANAGEMENT LLC | 260,753 | 26,433,000 | 1.21% | ||
| 21 | HOWLAND CAPITAL MANAGEMENT LLC | 251,131 | 25,457,000 | 1.16% | ||
| 22 | Cornerstone Advisors, Inc. | 244,471 | 24,782,000 | 1.13% | ||
| 23 | Chevy Chase Trust Holdings, LLC | 232,949 | 23,614,000 | 1.08% | ||
| 24 | Steinberg Global Asset Management | 224,677 | 22,776,000 | 1.04% | ||
| 25 | Eagle Capital Management, LLC | 206,677 | 20,951,000 | 0.96% | ||
| 26 | Transamerica Financial Advisors, LLC | 205,876 | 20,870,000 | 0.95% | ||
| 27 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 172,878 | 17,525,000 | 0.80% | ||
| 28 | Quantitative Advantage, LLC | 170,884 | 17,323,000 | 0.79% | ||
| 29 | WHITTIER TRUST CO | 114,046 | 11,561,000 | 0.53% | ||
| 30 | STIFEL FINANCIAL CORP | 110,235 | 11,175,000 | 0.51% | ||
| 31 | Evensky & Katz LLC | 107,784 | 10,926,000 | 0.50% | ||
| 32 | CITIGROUP INC | 98,336 | 9,968,000 | 0.45% | ||
| 33 | Buckingham Capital Management, Inc. | 92,706 | 9,398,000 | 0.43% | ||
| 34 | Creative Planning | 92,136 | 9,340,000 | 0.43% | ||
| 35 | ALPS ADVISORS INC | 90,410 | 9,165,000 | 0.42% | ||
| 36 | Capital Advantage, Inc. | 69,579 | 7,053,000 | 0.32% | ||
| 37 | AMERICAN INTERNATIONAL GROUP, INC. | 69,336 | 7,028,610 | 0.32% | ||
| 38 | LaFleur & Godfrey LLC | 68,480 | 6,942,000 | 0.32% | ||
| 39 | New England Private Wealth Advisors LLC | 68,055 | 6,900,000 | 0.31% | ||
| 40 | FIRSTMERIT BANK N A TRUSTEE | 62,820 | 6,368,000 | 0.29% | ||
| 41 | FOUNDERS BANK & TRUST | 60,298 | 6,113,000 | 0.28% | ||
| 42 | Salient Capital Advisors, LLC | 59,027 | 5,984,000 | 0.27% | ||
| 43 | SouthState Bank Corp | 56,283 | 5,705,000 | 0.26% | ||
| 44 | Composition Wealth, LLC | 55,503 | 5,627,000 | 0.26% | ||
| 45 | Raymond James Financial Services Advisors, Inc. | 53,161 | 5,389,000 | 0.25% | ||
| 46 | KMS FINANCIAL SERVICES, INC | 52,899 | 5,362,000 | 0.24% | ||
| 47 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 49,355 | 5,003,000 | 0.23% | ||
| 48 | Commonwealth Equity Services, Inc | 46,153 | 4,678,000 | 0.21% | ||
| 49 | Smithfield Trust Co | 45,448 | 4,607,000 | 0.21% | ||
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,927 | 4,554,000 | 0.21% |
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.
