| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AEGON USA Investment Management, LLC | 42,986,053 | 3,534,313,000 | 23.31% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 35,470,582 | 2,916,391,000 | 19.24% | ||
| 3 | Windhaven Investment Management, Inc. | 16,685,753 | 1,370,735,000 | 9.04% | ||
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8,575,463 | 705,075,000 | 4.65% | ||
| 5 | WELLS FARGO & COMPANY/MN | 8,047,415 | 661,659,000 | 4.36% | ||
| 6 | UBS AG | 5,850,730 | 481,047,000 | 3.17% | ||
| 7 | BlackRock Finance, Inc. | 5,264,314 | 432,832,000 | 2.85% | ||
| 8 | STATE STREET CORP | 4,852,858 | 399,002,000 | 2.63% | ||
| 9 | MORGAN STANLEY | 4,588,899 | 377,301,000 | 2.49% | ||
| 10 | QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 2,893,004 | 237,863,000 | 1.57% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 2,694,030 | 221,503,000 | 1.46% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 2,605,769 | 214,246,000 | 1.41% | ||
| 13 | Bank of New York Mellon Corp | 2,540,275 | 208,861,000 | 1.38% | ||
| 14 | IndexIQ Advisors LLC | 2,175,965 | 178,908,000 | 1.18% | ||
| 15 | LPL Financial LLC | 2,111,413 | 173,600,000 | 1.15% | ||
| 16 | CITIGROUP INC | 1,417,502 | 116,548,000 | 0.77% | ||
| 17 | Morningstar Investment Services LLC | 1,397,693 | 114,918,000 | 0.76% | ||
| 18 | LINCOLN NATIONAL CORP | 1,317,405 | 108,318,000 | 0.71% | ||
| 19 | BANK OF HAWAII | 1,245,652 | 102,417,000 | 0.68% | ||
| 20 | NATIXIS ADVISORS, LLC | 1,185,472 | 97,470,000 | 0.64% | ||
| 21 | ALPS ADVISORS INC | 1,171,459 | 96,317,000 | 0.64% | ||
| 22 | Saba Capital Management, L.P. | 1,140,580 | 93,778,000 | 0.62% | ||
| 23 | SUNTRUST BANKS INC | 1,101,523 | 90,566,000 | 0.60% | ||
| 24 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,002,306 | 82,410,000 | 0.54% | ||
| 25 | PNC FINANCIAL SERVICES GROUP, INC. | 1,001,020 | 82,305,000 | 0.54% | ||
| 26 | Retirement Systems of Alabama | 854,908 | 70,291,000 | 0.46% | ||
| 27 | INR ADVISORY SERVICES LLC | 835,423 | 68,688,000 | 0.45% | ||
| 28 | Transamerica Financial Advisors, LLC | 818,982 | 67,337,000 | 0.44% | ||
| 29 | DRW Securities, LLC | 800,492 | 65,816,000 | 0.43% | ||
| 30 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 680,200 | 55,926,000 | 0.37% | ||
| 31 | Atria Investments, Inc | 676,428 | 55,616,000 | 0.37% | ||
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 651,439 | 53,561,000 | 0.35% | ||
| 33 | ASSETMARK, INC | 622,050 | 51,145,000 | 0.34% | ||
| 34 | GOLDMAN SACHS GROUP INC | 595,170 | 48,935,000 | 0.32% | ||
| 35 | Acropolis Investment Management, LLC | 571,090 | 46,955,000 | 0.31% | ||
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 554,737 | 45,610,000 | 0.30% | ||
| 37 | Alaska Permanent Capital Management, LLC | 542,556 | 44,609,000 | 0.29% | ||
| 38 | SENTRY INVESTMENT MANAGEMENT LLC | 516,200 | 42,442,000 | 0.28% | ||
| 39 | Edelman Financial Services, LLC | 513,802 | 42,245,000 | 0.28% | ||
| 40 | Twele Capital Management, Inc. | 496,647 | 40,834,000 | 0.27% | ||
| 41 | RELIANCE TRUST CO OF DELAWARE | 488,428 | 40,159,000 | 0.26% | ||
| 42 | Cambridge Investment Research Advisors, Inc. | 445,333 | 36,615,000 | 0.24% | ||
| 43 | DEUTSCHE BANK AG\ | 419,720 | 34,508,000 | 0.23% | ||
| 44 | Verus Financial Partners, Inc. | 413,321 | 33,983,000 | 0.22% | SH | |
| 45 | ALESCO ADVISORS LLC | 377,293 | 31,021,000 | 0.20% | ||
| 46 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 370,357 | 30,451,000 | 0.20% | ||
| 47 | Relative Value Partners, LLC | 358,305 | 29,460,000 | 0.19% | ||
| 48 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 358,286 | 29,440,000 | 0.19% | ||
| 49 | SECURIAN ASSET MANAGEMENT, INC | 352,819 | 29,009,000 | 0.19% | ||
| 50 | Gradient Investments LLC | 350,768 | 28,840,000 | 0.19% |
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.
