| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AEGON USA Investment Management, LLC | 61,855,302 | 5,156,877,000 | 26.22% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 40,984,108 | 3,416,845,000 | 17.37% | ||
| 3 | Windhaven Investment Management, Inc. | 14,992,269 | 1,249,905,000 | 6.36% | ||
| 4 | WELLS FARGO & COMPANY/MN | 11,062,750 | 922,302,000 | 4.69% | ||
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9,937,314 | 828,225,000 | 4.21% | ||
| 6 | UBS Group AG | 8,318,348 | 693,501,000 | 3.53% | ||
| 7 | MORGAN STANLEY | 5,576,712 | 464,930,000 | 2.36% | ||
| 8 | BlackRock Finance, Inc. | 5,264,314 | 438,886,000 | 2.23% | ||
| 9 | STATE STREET CORP | 4,752,113 | 396,183,000 | 2.01% | ||
| 10 | QS Investors, LLC | 4,650,283 | 387,694,000 | 1.97% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 4,278,009 | 356,658,000 | 1.81% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 3,270,123 | 272,630,000 | 1.39% | ||
| 13 | IndexIQ Advisors LLC | 2,802,275 | 233,626,000 | 1.19% | ||
| 14 | LPL Financial LLC | 2,706,789 | 226,044,000 | 1.15% | ||
| 15 | Bank of New York Mellon Corp | 2,662,449 | 221,968,000 | 1.13% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 2,183,356 | 182,027,000 | 0.93% | ||
| 17 | ASSETMARK, INC | 1,753,117 | 146,157,000 | 0.74% | ||
| 18 | Morningstar Investment Services LLC | 1,749,452 | 145,852,000 | 0.74% | ||
| 19 | LINCOLN NATIONAL CORP | 1,688,339 | 140,756,000 | 0.72% | ||
| 20 | Diana Davis Spencer Foundation | 1,608,100 | 134,067,000 | 0.68% | ||
| 21 | SUNTRUST BANKS INC | 1,497,616 | 124,854,000 | 0.63% | ||
| 22 | CITIGROUP INC | 1,461,056 | 121,808,000 | 0.62% | ||
| 23 | NATIXIS ADVISORS, LLC | 1,399,796 | 116,701,000 | 0.59% | ||
| 24 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,210,866 | 100,950,000 | 0.51% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,091,888 | 91,030,000 | 0.46% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 1,060,363 | 88,402,000 | 0.45% | ||
| 27 | INR ADVISORY SERVICES LLC | 983,008 | 81,953,000 | 0.42% | ||
| 28 | ALPS ADVISORS INC | 972,649 | 81,090,000 | 0.41% | ||
| 29 | MADISON INVESTMENT HOLDINGS INC | 939,127 | 78,295,000 | 0.40% | ||
| 30 | Transamerica Financial Advisors, LLC | 928,837 | 77,438,000 | 0.39% | ||
| 31 | SEI INVESTMENTS CO | 877,885 | 73,193,000 | 0.37% | ||
| 32 | Retirement Systems of Alabama | 854,908 | 71,274,000 | 0.36% | ||
| 33 | BANK OF HAWAII | 843,211 | 70,299,000 | 0.36% | ||
| 34 | ROYAL BANK OF CANADA | 822,798 | 68,597,000 | 0.35% | ||
| 35 | GOLDMAN SACHS GROUP INC | 821,517 | 68,490,000 | 0.35% | ||
| 36 | Acropolis Investment Management, LLC | 665,635 | 55,494,000 | 0.28% | ||
| 37 | SECURIAN ASSET MANAGEMENT, INC | 648,548 | 54,069,755 | 0.27% | ||
| 38 | Baker Avenue Asset Management, LP | 638,664 | 53,245,000 | 0.27% | ||
| 39 | State of Tennessee, Department of Treasury | 607,190 | 50,621,000 | 0.26% | ||
| 40 | Verus Financial Partners, Inc. | 570,037 | 47,524,000 | 0.24% | SH | |
| 41 | Atria Investments, Inc | 568,447 | 47,391,000 | 0.24% | ||
| 42 | DRW Securities, LLC | 557,477 | 46,477,000 | 0.24% | ||
| 43 | M&T BANK CORP | 552,210 | 46,038,000 | 0.23% | ||
| 44 | RETIREMENT CAPITAL STRATEGIES | 547,754 | 45,666,000 | 0.23% | ||
| 45 | Edelman Financial Services, LLC | 540,428 | 45,055,000 | 0.23% | ||
| 46 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 526,019 | 43,854,000 | 0.22% | ||
| 47 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 521,162 | 43,449,000 | 0.22% | ||
| 48 | Twele Capital Management, Inc. | 516,912 | 43,095,000 | 0.22% | ||
| 49 | SENTRY INVESTMENT MANAGEMENT LLC | 510,600 | 42,569,000 | 0.22% | ||
| 50 | Gradient Investments LLC | 455,668 | 37,989,000 | 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.
