| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 44,018,268 | 3,858,641,000 | 49.45% | ||
| 2 | WELLS FARGO & COMPANY/MN | 8,891,106 | 779,394,000 | 9.99% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 7,072,418 | 619,968,000 | 7.94% | ||
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3,457,693 | 303,101,000 | 3.88% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 2,761,236 | 242,050,000 | 3.10% | ||
| 6 | MORGAN STANLEY | 1,966,052 | 172,344,000 | 2.21% | ||
| 7 | UBS Group AG | 1,447,121 | 126,855,000 | 1.63% | ||
| 8 | Beacon Capital Management, Inc. | 1,255,292 | 110,039,000 | 1.41% | ||
| 9 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 1,245,085 | 109,144,000 | 1.40% | ||
| 10 | Diana Davis Spencer Foundation | 1,240,000 | 108,698,000 | 1.39% | ||
| 11 | AMERIPRISE FINANCIAL INC | 1,081,059 | 94,774,000 | 1.21% | ||
| 12 | FIFTH THIRD BANCORP | 672,019 | 58,909,000 | 0.75% | ||
| 13 | Willow Creek Wealth Management Inc. | 595,681 | 52,217,000 | 0.67% | ||
| 14 | SUNTRUST BANKS INC | 579,281 | 50,778,000 | 0.65% | ||
| 15 | LPL Financial LLC | 542,749 | 47,279,000 | 0.61% | ||
| 16 | Cambridge Investment Research Advisors, Inc. | 529,862 | 46,448,000 | 0.60% | ||
| 17 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 357,911 | 31,370,000 | 0.40% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 337,559 | 29,590,000 | 0.38% | ||
| 19 | Polaris Wealth Advisory Group, LLC | 326,079 | 28,584,000 | 0.37% | ||
| 20 | ROYAL BANK OF CANADA | 301,150 | 26,399,000 | 0.34% | ||
| 21 | NATIONAL PLANNING CORP | 301,267 | 26,063,000 | 0.33% | ||
| 22 | STIFEL FINANCIAL CORP | 281,470 | 24,693,000 | 0.32% | ||
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 274,340 | 24,049,000 | 0.31% | ||
| 24 | COMERICA BANK | 276,228 | 23,987,000 | 0.31% | ||
| 25 | SII INVESTMENTS INC/WI | 270,045 | 23,689,000 | 0.30% | ||
| 26 | JANE STREET GROUP, LLC | 264,568 | 23,192,000 | 0.30% | ||
| 27 | IFC Holdings Incorporated/FL | 254,363 | 22,307,000 | 0.29% | ||
| 28 | Franklin, Parlapiano, Turner & Welch, LLC | 237,888 | 20,853,000 | 0.27% | ||
| 29 | NATIXIS ADVISORS, LLC | 236,436 | 20,726,000 | 0.27% | ||
| 30 | SARGENT BICKHAM LAGUDIS LLC | 7,080 | 20,416,000 | 0.26% | ||
| 31 | INDEPENDENCE ADVISORS, LLC | 232,592 | 20,389,000 | 0.26% | ||
| 32 | BANK OF MONTREAL /CAN/ | 214,446 | 18,798,000 | 0.24% | ||
| 33 | Diversified Portfolios, Inc. | 210,205 | 18,427,000 | 0.24% | ||
| 34 | ADVISOR GROUP, INC. | 192,080 | 16,837,000 | 0.22% | ||
| 35 | Ken Stern & Associates, Inc. | 178,136 | 15,615,000 | 0.20% | ||
| 36 | Commonwealth Equity Services, Inc | 173,496 | 15,209,000 | 0.19% | ||
| 37 | Stadion Money Management, LLC | 167,636 | 14,695,000 | 0.19% | ||
| 38 | MONROE BANK & TRUST/MI | 169,554 | 14,692,000 | 0.19% | ||
| 39 | Freedom Investment Management, Inc. | 167,214 | 14,658,000 | 0.19% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 156,288 | 13,695,000 | 0.18% | ||
| 41 | OLD NATIONAL BANCORP /IN/ | 137,842 | 12,083,000 | 0.15% | ||
| 42 | Avidian Wealth Enterprises, LLC | 134,898 | 11,825,000 | 0.15% | ||
| 43 | PEAPACK GLADSTONE FINANCIAL CORP | 134,403 | 11,781,767 | 0.15% | ||
| 44 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 132,634 | 11,627,000 | 0.15% | ||
| 45 | Virtu KCG Holdings LLC | 132,179 | 11,587,000 | 0.15% | ||
| 46 | NORTHSTAR INVESTMENT ADVISORS LLC | 132,344 | 11,489,000 | 0.15% | ||
| 47 | FC ADVISORY LLC | 124,208 | 10,888,000 | 0.14% | ||
| 48 | WELCH & FORBES LLC | 120,947 | 10,602,000 | 0.14% | ||
| 49 | Cranbrook Wealth Management, LLC | 117,907 | 10,336,000 | 0.13% | ||
| 50 | DAY & ENNIS, LLC | 109,810 | 9,626,000 | 0.12% |
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.
