| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,337,112 | 339,985,000 | 14.91% | ||
| 2 | MORGAN STANLEY | 1,540,453 | 156,942,000 | 6.88% | ||
| 3 | Betterment LLC | 1,242,630 | 126,599,000 | 5.55% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,131,376 | 115,264,000 | 5.06% | ||
| 5 | LPL Financial LLC | 959,995 | 95,897,000 | 4.21% | ||
| 6 | FMR LLC | 922,780 | 93,902,000 | 4.12% | ||
| 7 | UBS Group AG | 880,482 | 89,704,000 | 3.93% | ||
| 8 | WELLS FARGO & COMPANY/MN | 797,664 | 81,266,000 | 3.56% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 534,236 | 54,428,000 | 2.39% | ||
| 10 | Lourd Capital, LLC | 507,514 | 51,706,000 | 2.27% | ||
| 11 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 462,134 | 47,082,000 | 2.07% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 447,353 | 45,577,000 | 2.00% | ||
| 13 | ASSETMARK, INC | 337,178 | 34,352,000 | 1.51% | ||
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 334,476 | 34,076,000 | 1.49% | ||
| 15 | Efficient Advisors, LLC | 318,769 | 32,476,000 | 1.42% | ||
| 16 | QS Investors, LLC | 282,310 | 28,762,000 | 1.26% | ||
| 17 | Wharton Business Group, LLC | 243,810 | 24,839,000 | 1.09% | ||
| 18 | Commonwealth Equity Services, Inc | 225,797 | 23,004,000 | 1.01% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 222,034 | 22,621,000 | 0.99% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 200,321 | 20,409,000 | 0.90% | ||
| 21 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 191,526 | 19,513,000 | 0.86% | ||
| 22 | Modera Wealth Management, LLC | 184,315 | 18,778,000 | 0.82% | ||
| 23 | GOLDMAN SACHS GROUP INC | 174,222 | 17,750,000 | 0.78% | ||
| 24 | Financial Planning & Information Services, Inc. | 166,161 | 16,929,000 | 0.74% | ||
| 25 | Creative Planning | 165,585 | 16,870,000 | 0.74% | ||
| 26 | Zhang Financial LLC | 157,871 | 16,084,000 | 0.71% | ||
| 27 | Wealth Architects, LLC | 155,728 | 15,866,000 | 0.70% | ||
| 28 | Timber Hill LLC | 138,533 | 14,114,000 | 0.62% | ||
| 29 | Summit Equities Inc | 138,274 | 14,087,000 | 0.62% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 131,693 | 13,416,000 | 0.59% | ||
| 31 | SEI INVESTMENTS CO | 130,953 | 13,342,000 | 0.59% | ||
| 32 | Cerity Partners OCIO LLC | 127,371 | 12,977,000 | 0.57% | ||
| 33 | LODESTAR INVESTMENT COUNSEL LLC/IL | 126,335 | 12,871,000 | 0.56% | ||
| 34 | FIFTH THIRD BANCORP | 124,828 | 12,717,000 | 0.56% | ||
| 35 | LINCOLN NATIONAL CORP | 122,144 | 12,444,000 | 0.55% | ||
| 36 | ROYAL BANK OF CANADA | 113,328 | 11,545,000 | 0.51% | ||
| 37 | NewFocus Financial Group, LLC | 99,398 | 11,191,000 | 0.49% | ||
| 38 | Carlson Capital Management | 107,848 | 10,988,000 | 0.48% | ||
| 39 | Gerstein Fisher | 100,307 | 10,219,000 | 0.45% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 99,490 | 10,136,000 | 0.44% | ||
| 41 | JONES FINANCIAL COMPANIES LLLP | 98,539 | 10,039,000 | 0.44% | ||
| 42 | Texas Yale Capital Corp. | 96,281 | 9,809,000 | 0.43% | ||
| 43 | AMERIPRISE FINANCIAL INC | 96,207 | 9,781,000 | 0.43% | ||
| 44 | RAYMOND JAMES & ASSOCIATES | 86,660 | 8,829,000 | 0.39% | ||
| 45 | QUEST INVESTMENT MANAGEMENT LLC | 86,445 | 8,807,000 | 0.39% | ||
| 46 | First Horizon Advisors, Inc. | 84,003 | 8,590,000 | 0.38% | ||
| 47 | Roof Eidam Maycock Peralta, LLC | 82,980 | 8,454,000 | 0.37% | ||
| 48 | OLD NATIONAL BANCORP /IN/ | 78,242 | 7,971,000 | 0.35% | ||
| 49 | STIFEL FINANCIAL CORP | 76,642 | 7,807,000 | 0.34% | ||
| 50 | JANE STREET GROUP, LLC | 75,600 | 7,702,000 | 0.34% | Put |
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.
