| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 36,806,635 | 1,127,387,000 | 40.27% | ||
| 2 | WELLS FARGO & COMPANY/MN | 18,870,907 | 578,015,000 | 20.64% | ||
| 3 | BlackRock Group LTD | 5,613,865 | 171,953,000 | 6.14% | ||
| 4 | AMERIPRISE FINANCIAL INC | 2,905,720 | 84,978,000 | 3.04% | ||
| 5 | Invesco Ltd. | 2,754,848 | 84,382,000 | 3.01% | ||
| 6 | Orion Porfolio Solutions, LLC | 1,996,502 | 61,153,000 | 2.18% | ||
| 7 | SG Americas Securities, LLC | 1,811,179 | 55,476,000 | 1.98% | ||
| 8 | UBS Group AG | 1,562,832 | 47,870,000 | 1.71% | ||
| 9 | MORGAN STANLEY | 1,482,346 | 45,404,000 | 1.62% | ||
| 10 | VestGen Investment Management | 1,353,762 | 41,466,000 | 1.48% | ||
| 11 | FIFTH THIRD BANCORP | 984,751 | 30,163,000 | 1.08% | ||
| 12 | LPL Financial LLC | 788,067 | 24,091,000 | 0.86% | ||
| 13 | Cerity Partners OCIO LLC | 735,533 | 22,529,000 | 0.80% | ||
| 14 | ROYAL BANK OF CANADA | 725,925 | 22,235,000 | 0.79% | ||
| 15 | Sage Advisory Services, Ltd.Co. | 613,793 | 18,788,000 | 0.67% | ||
| 16 | Freedom Investment Management, Inc. | 585,824 | 17,944,000 | 0.64% | ||
| 17 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 568,007 | 17,398,000 | 0.62% | ||
| 18 | CWM, LLC | 546,041 | 16,725,000 | 0.60% | ||
| 19 | Legacy Private Trust Co. | 451,297 | 13,823,000 | 0.49% | ||
| 20 | D. E. Shaw & Co., Inc. | 430,000 | 13,171,000 | 0.47% | ||
| 21 | Private Ocean, LLC | 384,026 | 11,763,000 | 0.42% | ||
| 22 | FDx Advisors, Inc. | 354,963 | 10,873,000 | 0.39% | ||
| 23 | Mirae Asset Global Investments Co., Ltd. | 305,920 | 9,370,000 | 0.33% | ||
| 24 | BlackRock Finance, Inc. | 298,942 | 9,156,000 | 0.33% | ||
| 25 | FOSTER & MOTLEY INC | 286,485 | 8,775,000 | 0.31% | ||
| 26 | JPMORGAN CHASE & CO | 272,077 | 8,334,000 | 0.30% | ||
| 27 | Advisory Alpha, LLC | 264,256 | 8,094,000 | 0.29% | ||
| 28 | RAYMOND JAMES & ASSOCIATES | 254,384 | 7,792,000 | 0.28% | ||
| 29 | ENVESTNET ASSET MANAGEMENT INC | 250,148 | 7,662,000 | 0.27% | ||
| 30 | Bernicke Wealth Management, Ltd. | 231,397 | 7,088,000 | 0.25% | ||
| 31 | Sterling Global Strategies LLC | 211,288 | 6,885,000 | 0.25% | ||
| 32 | Advisors Preferred, LLC | 224,673 | 6,882,000 | 0.25% | ||
| 33 | BEACON TRUST CO | 207,890 | 6,368,000 | 0.23% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 202,523 | 6,203,000 | 0.22% | ||
| 35 | CORNERSTONE FINANCIAL PARTNERS, LLC | 200,121 | 6,124,000 | 0.22% | ||
| 36 | Polaris Wealth Advisory Group, LLC | 189,017 | 5,790,000 | 0.21% | ||
| 37 | EisnerAmper Wealth Management Corporate Benefits, LLC | 184,040 | 5,661,000 | 0.20% | ||
| 38 | GOLDMAN SACHS GROUP INC | 176,970 | 5,420,000 | 0.19% | ||
| 39 | STRATEGIC FINANCIAL GROUP, LLC | 155,383 | 4,759,000 | 0.17% | ||
| 40 | FIRST TRUST ADVISORS LP | 147,076 | 4,505,000 | 0.16% | ||
| 41 | AHL Partners LLP | 144,493 | 4,426,000 | 0.16% | ||
| 42 | WRAPMANAGER INC | 141,933 | 4,347,000 | 0.16% | ||
| 43 | KRILOGY FINANCIAL LLC | 140,965 | 4,318,000 | 0.15% | ||
| 44 | Windsor Capital Management, LLC | 139,459 | 4,271,000 | 0.15% | ||
| 45 | NEWFOUND RESEARCH LLC | 136,298 | 4,175,000 | 0.15% | ||
| 46 | ALLEGIS INVESTMENT ADVISORS, LLC | 133,801 | 4,098,000 | 0.15% | ||
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 132,837 | 4,068,000 | 0.15% | ||
| 48 | SCOTIA CAPITAL INC. | 131,147 | 4,016,000 | 0.14% | ||
| 49 | Transamerica Financial Advisors, LLC | 127,363 | 3,902,000 | 0.14% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 127,000 | 3,888,000 | 0.14% |
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.
