| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7,479,435 | 964,548,000 | 12.08% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 5,711,716 | 736,582,000 | 9.22% | ||
| 3 | MORGAN STANLEY | 3,948,002 | 509,134,000 | 6.37% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,722,733 | 480,084,000 | 6.01% | ||
| 5 | UBS Group AG | 2,877,961 | 371,142,000 | 4.65% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,683,584 | 217,114,000 | 2.72% | ||
| 7 | GOLDMAN SACHS GROUP INC | 1,504,663 | 194,041,000 | 2.43% | ||
| 8 | JPMORGAN CHASE & CO | 1,442,393 | 186,011,000 | 2.33% | ||
| 9 | TIAA CREF TRUST CO FSB/MO | 1,282,995 | 165,456,000 | 2.07% | ||
| 10 | AMERIPRISE FINANCIAL INC | 1,230,439 | 158,916,000 | 1.99% | ||
| 11 | ROYAL BANK OF CANADA | 1,208,287 | 155,821,000 | 1.95% | ||
| 12 | QS Investors, LLC | 1,166,130 | 150,384,000 | 1.88% | ||
| 13 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 1,149,640 | 148,257,000 | 1.86% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1,078,808 | 139,124,000 | 1.74% | ||
| 15 | Creative Planning | 953,548 | 122,970,000 | 1.54% | ||
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 909,879 | 117,338,000 | 1.47% | ||
| 17 | MILLBURN RIDGEFIELD LLC /DE/ | 695,947 | 89,749,000 | 1.12% | ||
| 18 | Catalyst Capital Advisors LLC | 692,199 | 89,266,000 | 1.12% | ||
| 19 | FMR LLC | 661,972 | 85,368,000 | 1.07% | ||
| 20 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 646,808 | 83,412,000 | 1.04% | ||
| 21 | M&T BANK CORP | 618,287 | 79,734,000 | 1.00% | ||
| 22 | BESSEMER GROUP INC | 520,678 | 67,147,000 | 0.84% | ||
| 23 | Commonwealth Equity Services, Inc | 514,023 | 66,288,000 | 0.83% | ||
| 24 | ACORNS ADVISERS, LLC | 476,536 | 61,458,000 | 0.77% | ||
| 25 | Karpus Management, Inc. | 473,422 | 61,053,000 | 0.76% | ||
| 26 | WEALTHFRONT CORP | 436,711 | 56,318,000 | 0.71% | ||
| 27 | NATIXIS ADVISORS, LLC | 400,753 | 51,681,000 | 0.65% | ||
| 28 | FIFTH THIRD BANCORP | 386,459 | 49,838,000 | 0.62% | ||
| 29 | Pension Partners, LLC | 385,653 | 49,734,000 | 0.62% | ||
| 30 | VISTA CAPITAL PARTNERS, INC. | 360,924 | 46,545,000 | 0.58% | SH | |
| 31 | PICTET ASSET MANAGEMENT LTD | 309,500 | 39,913,000 | 0.50% | ||
| 32 | Charles Schwab Investment Advisory, Inc. | 304,716 | 39,296,000 | 0.49% | ||
| 33 | GLENMEDE TRUST CO NA | 296,078 | 38,181,000 | 0.48% | ||
| 34 | STIFEL FINANCIAL CORP | 294,716 | 38,019,000 | 0.48% | ||
| 35 | INR ADVISORY SERVICES LLC | 283,365 | 36,543,000 | 0.46% | ||
| 36 | Bank of New York Mellon Corp | 273,527 | 35,273,000 | 0.44% | ||
| 37 | PINNACLE ASSOCIATES LTD | 266,575 | 34,378,000 | 0.43% | ||
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 257,951 | 33,266,000 | 0.42% | ||
| 39 | Allianz Asset Management GmbH | 250,419 | 32,294,000 | 0.40% | ||
| 40 | MOLLER WEALTH PARTNERS | 246,891 | 31,839,000 | 0.40% | ||
| 41 | SII INVESTMENTS INC/WI | 230,016 | 29,687,000 | 0.37% | ||
| 42 | VANGUARD GROUP INC | 226,450 | 29,203,000 | 0.37% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 220,161 | 28,392,000 | 0.36% | ||
| 44 | BADGLEY PHELPS & BELL INC | 219,063 | 28,250,000 | 0.35% | ||
| 45 | Efficient Advisors, LLC | 219,023 | 28,245,000 | 0.35% | ||
| 46 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 204,457 | 26,367,000 | 0.33% | ||
| 47 | PEAPACK GLADSTONE FINANCIAL CORP | 203,300 | 26,217,568 | 0.33% | ||
| 48 | CITIGROUP INC | 195,056 | 25,155,000 | 0.31% | ||
| 49 | TCV Trust & Wealth Management, Inc. | 193,068 | 24,898,000 | 0.31% | ||
| 50 | Raymond James Financial Services Advisors, Inc. | 190,814 | 24,607,000 | 0.31% |
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.
