| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 3,960,085 | 401,592,000 | 18.05% | ||
| 2 | MORGAN STANLEY | 2,874,699 | 291,524,000 | 13.11% | ||
| 3 | UBS Group AG | 1,567,675 | 158,978,000 | 7.15% | ||
| 4 | Windhaven Investment Management, Inc. | 944,019 | 95,733,000 | 4.30% | ||
| 5 | Pinnacle Advisory Group, Inc. | 781,931 | 79,248,000 | 3.56% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 770,822 | 78,169,000 | 3.51% | ||
| 7 | WELLS FARGO & COMPANY/MN | 762,585 | 77,334,000 | 3.48% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 457,645 | 46,410,000 | 2.09% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 442,918 | 44,916,000 | 2.02% | ||
| 10 | ROYAL BANK OF CANADA | 399,497 | 40,514,000 | 1.82% | ||
| 11 | TD Capital Management LLC | 367,360 | 37,254,000 | 1.67% | ||
| 12 | CITIGROUP INC | 358,453 | 36,351,000 | 1.63% | ||
| 13 | HOWLAND CAPITAL MANAGEMENT LLC | 337,521 | 34,228,000 | 1.54% | ||
| 14 | Stadion Money Management, LLC | 329,976 | 33,463,000 | 1.50% | ||
| 15 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 328,000 | 33,262,000 | 1.50% | ||
| 16 | FIDUCIARY TRUST CO | 323,161 | 32,772,000 | 1.47% | ||
| 17 | Orion Porfolio Solutions, LLC | 284,844 | 28,886,000 | 1.30% | ||
| 18 | Chevy Chase Trust Holdings, LLC | 263,669 | 26,739,000 | 1.20% | ||
| 19 | EVERGREEN CAPITAL MANAGEMENT LLC | 242,420 | 24,584,000 | 1.11% | ||
| 20 | LPL Financial LLC | 242,409 | 24,563,000 | 1.10% | ||
| 21 | Raymond James Financial Services Advisors, Inc. | 233,412 | 23,670,000 | 1.06% | ||
| 22 | Cornerstone Advisors, Inc. | 200,147 | 20,297,000 | 0.91% | ||
| 23 | BRINKER CAPITAL INC | 172,628 | 17,506,000 | 0.79% | ||
| 24 | Steinberg Global Asset Management | 161,752 | 16,403,000 | 0.74% | ||
| 25 | Main Management LLC | 157,318 | 15,954,000 | 0.72% | ||
| 26 | SEI INVESTMENTS CO | 156,979 | 15,919,000 | 0.72% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 153,339 | 15,550,000 | 0.70% | ||
| 28 | JOHNSON INVESTMENT COUNSEL INC | 148,181 | 15,027,000 | 0.68% | ||
| 29 | Transamerica Financial Advisors, LLC | 142,035 | 14,404,000 | 0.65% | ||
| 30 | COMPASS FINANCIAL GROUP, INC. | 137,341 | 13,928,000 | 0.63% | ||
| 31 | Quantitative Advantage, LLC | 123,174 | 12,491,000 | 0.56% | ||
| 32 | WHITTIER TRUST CO | 120,664 | 12,236,000 | 0.55% | ||
| 33 | GOLDMAN SACHS GROUP INC | 118,584 | 12,026,000 | 0.54% | ||
| 34 | Creative Planning | 115,548 | 11,718,000 | 0.53% | ||
| 35 | JPMORGAN CHASE & CO | 111,977 | 11,356,000 | 0.51% | ||
| 36 | Richard Bernstein Advisors LLC | 108,947 | 11,048,000 | 0.50% | ||
| 37 | Peak Asset Management, LLC | 104,037 | 10,550,000 | 0.47% | ||
| 38 | HighTower Advisors, LLC | 103,562 | 10,495,000 | 0.47% | ||
| 39 | JANE STREET GROUP, LLC | 95,630 | 9,698,000 | 0.44% | ||
| 40 | REILLY FINANCIAL ADVISORS, LLC | 95,264 | 9,661,000 | 0.43% | ||
| 41 | Commonwealth Equity Services, Inc | 84,611 | 8,580,000 | 0.39% | ||
| 42 | Verity Asset Management, Inc. | 81,831 | 8,298,000 | 0.37% | ||
| 43 | STIFEL FINANCIAL CORP | 76,877 | 7,797,000 | 0.35% | ||
| 44 | EVERMAY WEALTH MANAGEMENT LLC | 71,518 | 7,253,000 | 0.33% | ||
| 45 | First Heartland Consultants, Inc. | 70,107 | 7,110,000 | 0.32% | ||
| 46 | Lowe Wealth Advisors, LLC | 70,038 | 7,103,000 | 0.32% | ||
| 47 | WealthTrust Fairport, LLC | 67,167 | 6,811,000 | 0.31% | ||
| 48 | PARSONS CAPITAL MANAGEMENT INC/RI | 66,590 | 6,753,000 | 0.30% | ||
| 49 | Smithfield Trust Co | 66,043 | 6,697,000 | 0.30% | ||
| 50 | FRG FAMILY WEALTH ADVISORS LLC | 65,250 | 6,617,000 | 0.30% |
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.
