| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AEGON USA Investment Management, LLC | 56,572,849 | 4,658,208,000 | 24.64% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 42,990,170 | 3,493,381,000 | 18.48% | ||
| 3 | Windhaven Investment Management, Inc. | 14,604,151 | 1,186,733,000 | 6.28% | ||
| 4 | WELLS FARGO & COMPANY/MN | 10,856,529 | 882,202,000 | 4.67% | ||
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10,443,356 | 848,627,000 | 4.49% | ||
| 6 | UBS Group AG | 8,170,534 | 663,938,000 | 3.51% | ||
| 7 | MORGAN STANLEY | 5,584,039 | 453,760,000 | 2.40% | ||
| 8 | BlackRock Finance, Inc. | 5,264,314 | 427,778,000 | 2.26% | ||
| 9 | STATE STREET CORP | 5,104,785 | 414,814,000 | 2.19% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 3,961,884 | 321,943,000 | 1.70% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 3,765,033 | 305,948,000 | 1.62% | ||
| 12 | LPL Financial LLC | 2,881,830 | 234,523,000 | 1.24% | ||
| 13 | IndexIQ Advisors LLC | 2,826,627 | 229,692,000 | 1.21% | ||
| 14 | Bank of New York Mellon Corp | 2,386,019 | 193,888,000 | 1.03% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 2,352,920 | 191,199,000 | 1.01% | ||
| 16 | LINCOLN NATIONAL CORP | 1,821,682 | 148,030,000 | 0.78% | ||
| 17 | Morningstar Investment Services LLC | 1,758,455 | 142,892,000 | 0.76% | ||
| 18 | Diana Davis Spencer Foundation | 1,608,100 | 130,674,000 | 0.69% | ||
| 19 | NATIXIS ADVISORS, LLC | 1,525,350 | 123,950,000 | 0.66% | ||
| 20 | SUNTRUST BANKS INC | 1,425,606 | 115,844,000 | 0.61% | ||
| 21 | CITIGROUP INC | 1,389,730 | 112,930,000 | 0.60% | ||
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,331,924 | 108,232,000 | 0.57% | ||
| 23 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,295,410 | 105,265,000 | 0.56% | ||
| 24 | ASSETMARK, INC | 1,251,254 | 101,677,000 | 0.54% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 1,144,752 | 93,023,000 | 0.49% | ||
| 26 | AMERIPRISE FINANCIAL INC | 1,083,315 | 88,064,000 | 0.47% | ||
| 27 | SEI INVESTMENTS CO | 1,077,023 | 87,519,000 | 0.46% | ||
| 28 | ALPS ADVISORS INC | 1,001,404 | 81,374,000 | 0.43% | ||
| 29 | ROYAL BANK OF CANADA | 960,730 | 78,069,000 | 0.41% | ||
| 30 | INR ADVISORY SERVICES LLC | 936,022 | 76,061,000 | 0.40% | ||
| 31 | Transamerica Financial Advisors, LLC | 922,971 | 75,001,000 | 0.40% | ||
| 32 | MADISON INVESTMENT HOLDINGS INC | 891,141 | 72,414,000 | 0.38% | ||
| 33 | Retirement Systems of Alabama | 854,908 | 69,470,000 | 0.37% | ||
| 34 | GOLDMAN SACHS GROUP INC | 785,065 | 63,794,000 | 0.34% | ||
| 35 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 728,874 | 59,228,000 | 0.31% | ||
| 36 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 696,546 | 56,601,000 | 0.30% | ||
| 37 | Acropolis Investment Management, LLC | 681,769 | 55,401,000 | 0.29% | ||
| 38 | RAYMOND JAMES & ASSOCIATES | 675,806 | 54,916,000 | 0.29% | ||
| 39 | Atria Investments, Inc | 654,085 | 53,151,000 | 0.28% | ||
| 40 | SECURIAN ASSET MANAGEMENT, INC | 652,612 | 53,031,657 | 0.28% | ||
| 41 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 619,428 | 50,335,000 | 0.27% | ||
| 42 | Baker Avenue Asset Management, LP | 608,826 | 49,473,000 | 0.26% | ||
| 43 | State of Tennessee, Department of Treasury | 601,190 | 48,853,000 | 0.26% | ||
| 44 | Verus Financial Partners, Inc. | 596,863 | 48,501,000 | 0.26% | SH | |
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 591,436 | 48,060,000 | 0.25% | ||
| 46 | RETIREMENT CAPITAL STRATEGIES | 560,149 | 46,604,000 | 0.25% | ||
| 47 | Edelman Financial Services, LLC | 550,946 | 44,770,000 | 0.24% | ||
| 48 | Twele Capital Management, Inc. | 526,081 | 42,749,000 | 0.23% | ||
| 49 | M&T BANK CORP | 510,988 | 41,523,000 | 0.22% | ||
| 50 | SENTRY INVESTMENT MANAGEMENT LLC | 508,100 | 41,288,000 | 0.22% |
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.
