| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,645,620 | 88,847,000 | 18.61% | ||
| 2 | MORGAN STANLEY | 1,006,884 | 54,361,000 | 11.39% | ||
| 3 | Kiwi Wealth Investments Limited Partnership | 939,286 | 50,712,000 | 10.62% | ||
| 4 | LPL Financial LLC | 628,885 | 33,928,000 | 7.11% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 575,570 | 31,075,000 | 6.51% | ||
| 6 | UBS Group AG | 374,878 | 20,240,000 | 4.24% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 329,324 | 17,780,000 | 3.72% | ||
| 8 | Astor Investment Management LLC | 321,293 | 17,347,000 | 3.63% | ||
| 9 | BANK OF STOCKTON | 266,816 | 14,405,000 | 3.02% | ||
| 10 | Financial Architects, Inc | 215,263 | 11,622,000 | 2.43% | ||
| 11 | SII INVESTMENTS INC/WI | 152,561 | 8,227,000 | 1.72% | ||
| 12 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 149,944 | 8,095,000 | 1.70% | ||
| 13 | CREDIT SUISSE AG/ | 149,051 | 8,047,000 | 1.69% | ||
| 14 | PARK AVENUE SECURITIES LLC | 133,691 | 7,218,000 | 1.51% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 129,481 | 6,991,000 | 1.46% | ||
| 16 | Commonwealth Equity Services, Inc | 128,890 | 6,959,000 | 1.46% | ||
| 17 | GOLDMAN SACHS GROUP INC | 122,917 | 6,636,000 | 1.39% | ||
| 18 | BB&T SECURITIES, LLC | 10,785 | 5,822,000 | 1.22% | ||
| 19 | AMERIPRISE FINANCIAL INC | 94,488 | 5,101,000 | 1.07% | ||
| 20 | Legacy Private Trust Co. | 92,872 | 5,014,000 | 1.05% | ||
| 21 | ROYAL BANK OF CANADA | 86,936 | 4,694,000 | 0.98% | ||
| 22 | SIGNATUREFD, LLC | 85,510 | 4,617,000 | 0.97% | ||
| 23 | AVIANCE CAPITAL MANAGEMENT, LLC | 84,096 | 4,540,000 | 0.95% | ||
| 24 | Tuttle Capital Management, LLC | 74,619 | 4,027,000 | 0.84% | ||
| 25 | HT Partners LLC | 68,806 | 3,714,000 | 0.78% | ||
| 26 | Avidian Wealth Enterprises, LLC | 61,011 | 3,294,000 | 0.69% | ||
| 27 | SHINE INVESTMENT ADVISORY SERVICES INC | 59,351 | 3,204,000 | 0.67% | ||
| 28 | RAYMOND JAMES & ASSOCIATES | 50,820 | 2,744,000 | 0.57% | ||
| 29 | Transamerica Financial Advisors, LLC | 47,664 | 2,574,000 | 0.54% | ||
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,803 | 2,473,000 | 0.52% | ||
| 31 | MILLENNIUM MANAGEMENT LLC | 45,567 | 2,460,000 | 0.52% | ||
| 32 | VICUS CAPITAL | 38,203 | 2,063,000 | 0.43% | ||
| 33 | BLAIR WILLIAM & CO/IL | 36,750 | 1,984,000 | 0.42% | ||
| 34 | CITIGROUP INC | 31,125 | 1,680,000 | 0.35% | ||
| 35 | AMERICAN INTERNATIONAL GROUP, INC. | 30,691 | 1,656,985 | 0.35% | ||
| 36 | First Allied Advisory Services, Inc. | 30,246 | 1,634,000 | 0.34% | ||
| 37 | VSR Financial Services, Inc. | 26,430 | 1,427,000 | 0.30% | ||
| 38 | Virtu Financial LLC | 25,211 | 1,361,000 | 0.29% | ||
| 39 | Tower Research Capital LLC (TRC) | 21,970 | 1,186,000 | 0.25% | ||
| 40 | JANE STREET GROUP, LLC | 21,292 | 1,150,000 | 0.24% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 19,615 | 1,059,000 | 0.22% | ||
| 42 | Virtu KCG Holdings LLC | 18,489 | 998,000 | 0.21% | ||
| 43 | Sigma Planning Corp | 17,215 | 929,000 | 0.19% | ||
| 44 | MSI Financial Services Inc | 15,636 | 844,000 | 0.18% | ||
| 45 | GREENLEAF TRUST | 15,600 | 842,000 | 0.18% | ||
| 46 | OPPENHEIMER & CO INC | 15,382 | 830,000 | 0.17% | ||
| 47 | ALESCO ADVISORS LLC | 15,274 | 825,000 | 0.17% | ||
| 48 | MID CONTINENT CAPITAL LLC/IL | 15,135 | 817,000 | 0.17% | ||
| 49 | Orion Porfolio Solutions, LLC | 15,000 | 810,000 | 0.17% | ||
| 50 | HighTower Advisors, LLC | 14,835 | 801,000 | 0.17% |
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.
