| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AEGON USA Investment Management, LLC | 58,608,235 | 4,801,773,000 | 27.83% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 37,937,504 | 3,108,220,000 | 18.02% | ||
| 3 | Windhaven Investment Management, Inc. | 16,154,436 | 1,323,856,000 | 7.67% | ||
| 4 | WELLS FARGO & COMPANY/MN | 12,173,635 | 999,333,000 | 5.79% | ||
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8,821,506 | 722,746,000 | 4.19% | ||
| 6 | UBS AG | 7,077,722 | 579,878,000 | 3.36% | ||
| 7 | BlackRock Finance, Inc. | 5,264,314 | 431,305,000 | 2.50% | ||
| 8 | STATE STREET CORP | 4,922,145 | 403,271,000 | 2.34% | ||
| 9 | MORGAN STANLEY | 4,707,384 | 385,677,000 | 2.24% | ||
| 10 | QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 3,210,192 | 263,012,000 | 1.52% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 2,693,580 | 220,685,000 | 1.28% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 2,481,068 | 203,273,000 | 1.18% | ||
| 13 | LPL Financial LLC | 2,315,649 | 190,161,000 | 1.10% | ||
| 14 | IndexIQ Advisors LLC | 2,118,200 | 173,544,000 | 1.01% | ||
| 15 | Bank of New York Mellon Corp | 2,106,968 | 172,625,000 | 1.00% | ||
| 16 | Morningstar Investment Services LLC | 1,674,923 | 137,226,000 | 0.80% | ||
| 17 | LINCOLN NATIONAL CORP | 1,406,278 | 115,216,000 | 0.67% | ||
| 18 | CITIGROUP INC | 1,395,160 | 114,306,000 | 0.66% | ||
| 19 | SUNTRUST BANKS INC | 1,386,049 | 113,558,000 | 0.66% | ||
| 20 | NATIXIS ADVISORS, LLC | 1,281,351 | 104,981,000 | 0.61% | ||
| 21 | BANK OF HAWAII | 1,248,053 | 102,253,000 | 0.59% | ||
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 1,168,857 | 95,766,000 | 0.56% | ||
| 23 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,157,114 | 94,802,000 | 0.55% | ||
| 24 | ALPS ADVISORS INC | 1,111,239 | 91,044,000 | 0.53% | ||
| 25 | Transamerica Financial Advisors, LLC | 899,819 | 73,723,000 | 0.43% | ||
| 26 | INR ADVISORY SERVICES LLC | 861,081 | 70,548,000 | 0.41% | ||
| 27 | Retirement Systems of Alabama | 854,908 | 70,043,000 | 0.41% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 771,292 | 63,192,000 | 0.37% | ||
| 29 | BAILARD, INC. | 718,983 | 58,906,000 | 0.34% | ||
| 30 | SECURIAN ASSET MANAGEMENT, INC | 710,140 | 58,181,917 | 0.34% | ||
| 31 | GOLDMAN SACHS GROUP INC | 689,865 | 56,521,000 | 0.33% | ||
| 32 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 640,476 | 52,474,000 | 0.30% | ||
| 33 | Acropolis Investment Management, LLC | 620,853 | 50,867,000 | 0.29% | ||
| 34 | Baker Avenue Asset Management, LP | 585,681 | 47,985,000 | 0.28% | ||
| 35 | ASSETMARK, INC | 578,675 | 47,411,000 | 0.27% | ||
| 36 | Twele Capital Management, Inc. | 560,126 | 45,891,000 | 0.27% | ||
| 37 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 545,049 | 44,656,000 | 0.26% | ||
| 38 | Atria Investments, Inc | 533,817 | 43,736,000 | 0.25% | ||
| 39 | Alaska Permanent Capital Management, LLC | 532,733 | 43,646,000 | 0.25% | ||
| 40 | Edelman Financial Services, LLC | 520,412 | 42,637,000 | 0.25% | ||
| 41 | SENTRY INVESTMENT MANAGEMENT LLC | 514,500 | 42,153,000 | 0.24% | ||
| 42 | Cambridge Investment Research Advisors, Inc. | 498,959 | 40,880,000 | 0.24% | ||
| 43 | RELIANCE TRUST CO OF DELAWARE | 471,530 | 38,632,000 | 0.22% | ||
| 44 | DEUTSCHE BANK AG\ | 469,192 | 38,439,000 | 0.22% | ||
| 45 | M&T BANK CORP | 426,360 | 34,931,000 | 0.20% | ||
| 46 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 414,760 | 33,981,000 | 0.20% | ||
| 47 | Verus Financial Partners, Inc. | 408,173 | 33,442,000 | 0.19% | SH | |
| 48 | Horizon Investments, LLC | 404,581 | 33,147,000 | 0.19% | ||
| 49 | Gradient Investments LLC | 399,174 | 32,704,000 | 0.19% | ||
| 50 | ALESCO ADVISORS LLC | 382,273 | 31,320,000 | 0.18% |
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.
