| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 23,046,738 | 674,579,000 | 27.12% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 22,313,673 | 653,122,000 | 26.25% | ||
| 3 | AMERIPRISE FINANCIAL INC | 5,736,320 | 167,624,000 | 6.74% | ||
| 4 | BlackRock Finance, Inc. | 4,747,762 | 138,967,000 | 5.59% | ||
| 5 | Invesco Ltd. | 3,110,036 | 91,030,000 | 3.66% | ||
| 6 | UBS Group AG | 2,307,749 | 67,548,000 | 2.72% | ||
| 7 | Orion Porfolio Solutions, LLC | 1,865,715 | 54,609,000 | 2.20% | ||
| 8 | MORGAN STANLEY | 1,683,605 | 49,279,000 | 1.98% | ||
| 9 | CITIGROUP INC | 1,045,023 | 30,587,000 | 1.23% | ||
| 10 | VestGen Investment Management | 1,031,081 | 30,180,000 | 1.21% | ||
| 11 | FIFTH THIRD BANCORP | 841,567 | 24,633,000 | 0.99% | ||
| 12 | Cerity Partners OCIO LLC | 840,183 | 24,593,000 | 0.99% | ||
| 13 | Freedom Investment Management, Inc. | 766,386 | 22,432,000 | 0.90% | ||
| 14 | D. E. Shaw & Co., Inc. | 698,000 | 20,430,000 | 0.82% | ||
| 15 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 593,189 | 17,363,000 | 0.70% | ||
| 16 | LPL Financial LLC | 575,060 | 16,832,000 | 0.68% | ||
| 17 | GOLDMAN SACHS GROUP INC | 522,131 | 15,283,000 | 0.61% | ||
| 18 | Neuberger Berman Group LLC | 519,350 | 15,201,000 | 0.61% | ||
| 19 | MML INVESTORS SERVICES, INC. | 436,694 | 12,782,000 | 0.51% | ||
| 20 | IndexIQ Advisors LLC | 415,880 | 12,174,000 | 0.49% | ||
| 21 | Private Ocean, LLC | 405,642 | 11,873,000 | 0.48% | ||
| 22 | BB&T SECURITIES, LLC | 379,627 | 11,111,000 | 0.45% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 376,361 | 11,016,000 | 0.44% | ||
| 24 | Simplicity Solutions, LLC | 375,094 | 10,979,000 | 0.44% | ||
| 25 | PIERSHALE FINANCIAL GROUP, INC. | 375,375 | 10,908,000 | 0.44% | ||
| 26 | AE WEALTH MANAGEMENT LLC | 370,930 | 10,857,000 | 0.44% | ||
| 27 | Mirae Asset Global Investments Co., Ltd. | 342,800 | 10,034,000 | 0.40% | ||
| 28 | Advisory Alpha, LLC | 322,647 | 9,532,000 | 0.38% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 325,503 | 9,527,000 | 0.38% | ||
| 30 | AHL Partners LLP | 306,030 | 8,957,000 | 0.36% | ||
| 31 | FOSTER & MOTLEY INC | 288,264 | 8,437,000 | 0.34% | ||
| 32 | ENVESTNET ASSET MANAGEMENT INC | 282,727 | 8,274,000 | 0.33% | ||
| 33 | FINANCIAL ENHANCEMENT GROUP LLC | 278,468 | 8,151,000 | 0.33% | ||
| 34 | BLUESKY WEALTH ADVISORS, LLC | 266,324 | 7,795,000 | 0.31% | ||
| 35 | Legacy Private Trust Co. | 265,354 | 7,767,000 | 0.31% | ||
| 36 | Bernicke Wealth Management, Ltd. | 263,775 | 7,721,000 | 0.31% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 233,534 | 6,836,000 | 0.27% | ||
| 38 | JPMORGAN CHASE & CO | 229,846 | 6,727,000 | 0.27% | ||
| 39 | SIGFIG WEALTH MANAGEMENT, LLC | 235,694 | 6,686,000 | 0.27% | ||
| 40 | FIRST TRUST ADVISORS LP | 202,416 | 5,925,000 | 0.24% | ||
| 41 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 190,999 | 5,591,000 | 0.22% | ||
| 42 | Archford Capital Strategies, LLC | 117,282 | 5,369,000 | 0.22% | ||
| 43 | NEWFOUND RESEARCH LLC | 170,607 | 4,994,000 | 0.20% | ||
| 44 | STRATEGIC FINANCIAL GROUP, LLC | 168,105 | 4,920,000 | 0.20% | ||
| 45 | Occidental Asset Management, LLC | 166,491 | 4,873,000 | 0.20% | ||
| 46 | ADVISOR GROUP, INC. | 150,556 | 4,407,000 | 0.18% | ||
| 47 | Kepos Capital LP | 143,600 | 4,203,000 | 0.17% | ||
| 48 | ROYAL BANK OF CANADA | 141,877 | 4,152,000 | 0.17% | ||
| 49 | KRILOGY FINANCIAL LLC | 140,804 | 4,121,000 | 0.17% | ||
| 50 | Windsor Capital Management, LLC | 139,960 | 4,096,000 | 0.16% |
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.
