| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,706,591 | 819,409,000 | 12.60% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 4,957,414 | 605,697,000 | 9.31% | ||
| 3 | MORGAN STANLEY | 3,636,147 | 444,264,000 | 6.83% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,329,323 | 406,777,000 | 6.25% | ||
| 5 | UBS Group AG | 2,785,588 | 340,344,000 | 5.23% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,682,691 | 205,593,000 | 3.16% | ||
| 7 | GOLDMAN SACHS GROUP INC | 1,397,261 | 170,717,000 | 2.62% | ||
| 8 | TIAA CREF TRUST CO FSB/MO | 1,324,104 | 161,779,000 | 2.49% | ||
| 9 | ROYAL BANK OF CANADA | 1,112,647 | 135,944,000 | 2.09% | ||
| 10 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 1,075,640 | 131,421,000 | 2.02% | ||
| 11 | Creative Planning | 1,034,275 | 126,368,000 | 1.94% | ||
| 12 | AMERIPRISE FINANCIAL INC | 965,445 | 118,573,000 | 1.82% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 969,113 | 118,406,000 | 1.82% | ||
| 14 | QS Investors, LLC | 905,697 | 110,658,000 | 1.70% | ||
| 15 | FMR LLC | 666,470 | 81,429,000 | 1.25% | ||
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 665,245 | 81,280,000 | 1.25% | ||
| 17 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 640,352 | 78,238,000 | 1.20% | ||
| 18 | ALLIANCEBERNSTEIN L.P. | 598,621 | 73,140,000 | 1.12% | ||
| 19 | M&T BANK CORP | 572,200 | 69,912,000 | 1.07% | ||
| 20 | BESSEMER GROUP INC | 520,678 | 63,616,000 | 0.98% | ||
| 21 | Commonwealth Equity Services, Inc | 468,363 | 57,225,000 | 0.88% | ||
| 22 | Karpus Management, Inc. | 454,545 | 55,536,000 | 0.85% | ||
| 23 | Catalyst Capital Advisors LLC | 452,862 | 55,331,000 | 0.85% | ||
| 24 | WEALTHFRONT CORP | 382,165 | 46,693,000 | 0.72% | ||
| 25 | VISTA CAPITAL PARTNERS, INC. | 365,092 | 44,607,000 | 0.69% | SH | |
| 26 | FIFTH THIRD BANCORP | 350,083 | 42,773,000 | 0.66% | ||
| 27 | Charles Schwab Investment Advisory, Inc. | 310,047 | 37,882,000 | 0.58% | ||
| 28 | PICTET ASSET MANAGEMENT LTD | 307,500 | 37,570,000 | 0.58% | ||
| 29 | SALEM INVESTMENT COUNSELORS INC | 28,605 | 34,950,000 | 0.54% | ||
| 30 | INR ADVISORY SERVICES LLC | 269,370 | 32,912,000 | 0.51% | ||
| 31 | GLENMEDE TRUST CO NA | 265,014 | 32,378,000 | 0.50% | ||
| 32 | MOLLER WEALTH PARTNERS | 261,271 | 31,922,000 | 0.49% | ||
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 255,914 | 31,268,000 | 0.48% | ||
| 34 | PINNACLE ASSOCIATES LTD | 250,824 | 30,646,000 | 0.47% | ||
| 35 | Allianz Asset Management GmbH | 250,419 | 30,596,000 | 0.47% | ||
| 36 | SII INVESTMENTS INC/WI | 238,793 | 29,192,000 | 0.45% | ||
| 37 | STIFEL FINANCIAL CORP | 231,255 | 28,246,000 | 0.43% | ||
| 38 | BADGLEY PHELPS & BELL INC | 215,617 | 26,344,000 | 0.40% | ||
| 39 | Efficient Advisors, LLC | 213,020 | 26,027,000 | 0.40% | ||
| 40 | CITIGROUP INC | 199,819 | 24,414,000 | 0.38% | ||
| 41 | PEAPACK GLADSTONE FINANCIAL CORP | 199,468 | 24,371,000 | 0.37% | ||
| 42 | Raymond James Financial Services Advisors, Inc. | 193,934 | 23,695,000 | 0.36% | ||
| 43 | TCV Trust & Wealth Management, Inc. | 192,594 | 23,531,000 | 0.36% | ||
| 44 | NATIXIS ADVISORS, LLC | 188,495 | 23,030,000 | 0.35% | ||
| 45 | ALPS ADVISORS INC | 188,038 | 22,974,000 | 0.35% | ||
| 46 | HERITAGE INVESTORS MANAGEMENT CORP | 187,523 | 22,912,000 | 0.35% | ||
| 47 | Cambridge Investment Research Advisors, Inc. | 180,422 | 22,044,000 | 0.34% | ||
| 48 | Bank of New York Mellon Corp | 178,134 | 21,764,000 | 0.33% | ||
| 49 | Autus Asset Management, LLC | 176,588 | 21,576,000 | 0.33% | ||
| 50 | JPMORGAN CHASE & CO | 157,032 | 19,186,000 | 0.29% |
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.
