| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,575,308 | 259,540,000 | 13.84% | ||
| 2 | UBS Group AG | 1,677,356 | 169,044,000 | 9.02% | ||
| 3 | FMR LLC | 1,243,460 | 125,316,000 | 6.68% | ||
| 4 | Windhaven Investment Management, Inc. | 1,022,614 | 103,059,000 | 5.50% | ||
| 5 | WELLS FARGO & COMPANY/MN | 948,525 | 95,592,000 | 5.10% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 927,766 | 93,500,000 | 4.99% | ||
| 7 | LPL Financial LLC | 421,353 | 42,458,000 | 2.26% | ||
| 8 | Orion Porfolio Solutions, LLC | 400,343 | 40,346,000 | 2.15% | ||
| 9 | TD Capital Management LLC | 394,695 | 39,777,000 | 2.12% | ||
| 10 | ROYAL BANK OF CANADA | 384,787 | 38,779,000 | 2.07% | ||
| 11 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 327,500 | 33,005,000 | 1.76% | ||
| 12 | COLONY GROUP LLC | 322,842 | 32,536,000 | 1.74% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 317,470 | 31,995,000 | 1.71% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 302,724 | 30,509,000 | 1.63% | ||
| 15 | FIDUCIARY TRUST CO | 294,666 | 29,696,000 | 1.58% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 264,189 | 26,625,000 | 1.42% | ||
| 17 | Cornerstone Advisors, Inc. | 246,310 | 24,823,000 | 1.32% | ||
| 18 | Quantitative Advantage, LLC | 224,561 | 22,631,000 | 1.21% | ||
| 19 | Shamrock Asset Management LLC | 216,496 | 21,818,000 | 1.16% | ||
| 20 | BRINKER CAPITAL INC | 209,196 | 21,082,000 | 1.12% | ||
| 21 | Chevy Chase Trust Holdings, LLC | 178,404 | 17,980,000 | 0.96% | ||
| 22 | Transamerica Financial Advisors, LLC | 175,269 | 17,664,000 | 0.94% | ||
| 23 | GOLDMAN SACHS GROUP INC | 166,254 | 16,755,000 | 0.89% | ||
| 24 | CITIGROUP INC | 154,566 | 15,578,000 | 0.83% | ||
| 25 | Stadion Money Management, LLC | 154,396 | 15,560,000 | 0.83% | ||
| 26 | COMPASS FINANCIAL GROUP, INC. | 153,822 | 15,502,000 | 0.83% | ||
| 27 | Steinberg Global Asset Management | 148,188 | 14,934,000 | 0.80% | ||
| 28 | Main Management LLC | 146,874 | 14,802,000 | 0.79% | ||
| 29 | HARVEST CAPITAL MANAGEMENT INC | 140,359 | 14,145,000 | 0.75% | ||
| 30 | MSI Financial Services Inc | 138,124 | 13,920,000 | 0.74% | ||
| 31 | HOWLAND CAPITAL MANAGEMENT LLC | 131,384 | 13,241,000 | 0.71% | ||
| 32 | Virtu KCG Holdings LLC | 128,080 | 12,908,000 | 0.69% | ||
| 33 | JOHNSON INVESTMENT COUNSEL INC | 127,015 | 12,800,000 | 0.68% | ||
| 34 | Composition Wealth, LLC | 120,961 | 12,190,000 | 0.65% | ||
| 35 | Commonwealth Equity Services, Inc | 120,421 | 12,136,000 | 0.65% | ||
| 36 | Stratos Wealth Partners, LTD. | 118,943 | 11,987,000 | 0.64% | ||
| 37 | Atria Investments, Inc | 115,701 | 11,660,000 | 0.62% | ||
| 38 | RAYMOND JAMES & ASSOCIATES | 115,064 | 11,596,000 | 0.62% | ||
| 39 | Jaffetilchin Investment Partners, LLC | 114,317 | 11,521,000 | 0.61% | ||
| 40 | Richard Bernstein Advisors LLC | 108,947 | 10,980,000 | 0.59% | ||
| 41 | Peak Asset Management, LLC | 108,578 | 10,942,000 | 0.58% | ||
| 42 | SEI INVESTMENTS CO | 97,615 | 9,838,000 | 0.52% | ||
| 43 | FIRST TRUST ADVISORS LP | 88,247 | 8,893,000 | 0.47% | ||
| 44 | BAIRD FINANCIAL GROUP, INC. | 87,847 | 8,853,000 | 0.47% | ||
| 45 | Smithfield Trust Co | 87,488 | 8,817,000 | 0.47% | ||
| 46 | REILLY FINANCIAL ADVISORS, LLC | 80,859 | 8,149,000 | 0.43% | ||
| 47 | JANE STREET GROUP, LLC | 79,598 | 8,022,000 | 0.43% | ||
| 48 | WHITTIER TRUST CO | 79,511 | 8,013,000 | 0.43% | ||
| 49 | Creative Planning | 78,306 | 7,892,000 | 0.42% | ||
| 50 | Salient Capital Advisors, LLC | 74,847 | 7,543,000 | 0.40% |
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.
