| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AEGON USA Investment Management, LLC | 65,074,424 | 5,360,180,000 | 27.06% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 39,466,081 | 3,250,822,000 | 16.41% | ||
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19,360,734 | 1,594,744,000 | 8.05% | ||
| 4 | Windhaven Investment Management, Inc. | 13,771,783 | 1,134,382,000 | 5.73% | ||
| 5 | WELLS FARGO & COMPANY/MN | 12,651,431 | 1,042,114,000 | 5.26% | ||
| 6 | UBS Group AG | 7,407,733 | 610,175,000 | 3.08% | ||
| 7 | MORGAN STANLEY | 5,418,173 | 446,297,000 | 2.25% | ||
| 8 | BlackRock Finance, Inc. | 5,264,314 | 433,622,000 | 2.19% | ||
| 9 | STATE STREET CORP | 4,791,327 | 394,662,000 | 1.99% | ||
| 10 | QS Investors, LLC | 4,082,184 | 336,250,000 | 1.70% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 3,192,188 | 262,940,000 | 1.33% | ||
| 12 | IndexIQ Advisors LLC | 2,734,960 | 225,279,000 | 1.14% | ||
| 13 | LPL Financial LLC | 2,640,410 | 217,491,000 | 1.10% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 2,274,033 | 187,312,000 | 0.95% | ||
| 15 | Bank of New York Mellon Corp | 2,207,964 | 181,870,000 | 0.92% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 2,064,891 | 170,085,000 | 0.86% | ||
| 17 | ALPS ADVISORS INC | 2,035,093 | 165,362,000 | 0.83% | ||
| 18 | Morningstar Investment Services LLC | 1,820,308 | 149,939,000 | 0.76% | ||
| 19 | Diana Davis Spencer Foundation | 1,608,100 | 132,459,000 | 0.67% | ||
| 20 | LINCOLN NATIONAL CORP | 1,560,935 | 128,574,000 | 0.65% | ||
| 21 | CITIGROUP INC | 1,516,887 | 124,945,000 | 0.63% | ||
| 22 | SUNTRUST BANKS INC | 1,472,551 | 121,293,000 | 0.61% | ||
| 23 | NATIXIS ADVISORS, LLC | 1,347,552 | 110,998,000 | 0.56% | ||
| 24 | BANK OF HAWAII | 1,215,826 | 100,148,000 | 0.51% | ||
| 25 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,001,919 | 82,528,000 | 0.42% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 970,102 | 79,907,000 | 0.40% | ||
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 951,848 | 78,404,000 | 0.40% | ||
| 28 | ASSETMARK, INC | 931,872 | 76,758,000 | 0.39% | ||
| 29 | INR ADVISORY SERVICES LLC | 915,956 | 75,447,000 | 0.38% | ||
| 30 | Transamerica Financial Advisors, LLC | 900,642 | 74,186,000 | 0.37% | ||
| 31 | Retirement Systems of Alabama | 854,908 | 70,419,000 | 0.36% | ||
| 32 | SECURIAN ASSET MANAGEMENT, INC | 714,460 | 58,850,067 | 0.30% | ||
| 33 | SEI INVESTMENTS CO | 709,109 | 58,410,000 | 0.29% | ||
| 34 | GOLDMAN SACHS GROUP INC | 708,360 | 58,348,000 | 0.29% | ||
| 35 | ROYAL BANK OF CANADA | 672,046 | 55,357,000 | 0.28% | ||
| 36 | Acropolis Investment Management, LLC | 645,684 | 53,184,954 | 0.27% | ||
| 37 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 631,178 | 51,990,000 | 0.26% | ||
| 38 | DEUTSCHE BANK AG\ | 616,217 | 50,755,000 | 0.26% | ||
| 39 | Baker Avenue Asset Management, LP | 605,283 | 49,857,000 | 0.25% | ||
| 40 | Atria Investments, Inc | 603,729 | 49,729,000 | 0.25% | ||
| 41 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 534,204 | 44,002,000 | 0.22% | ||
| 42 | Edelman Financial Services, LLC | 528,699 | 43,549,000 | 0.22% | ||
| 43 | RETIREMENT CAPITAL STRATEGIES | 525,211 | 43,262,000 | 0.22% | ||
| 44 | Twele Capital Management, Inc. | 517,372 | 42,616,000 | 0.22% | ||
| 45 | SENTRY INVESTMENT MANAGEMENT LLC | 510,600 | 42,058,000 | 0.21% | ||
| 46 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 472,627 | 38,930,000 | 0.20% | ||
| 47 | M&T BANK CORP | 468,784 | 38,614,000 | 0.19% | ||
| 48 | DRW Securities, LLC | 457,462 | 37,681,000 | 0.19% | ||
| 49 | Horizon Investments, LLC | 442,136 | 36,418,000 | 0.18% | ||
| 50 | Gradient Investments LLC | 437,159 | 36,009,000 | 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.
