| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 32,411,431 | 2,732,604,000 | 16.49% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 31,699,504 | 2,672,585,000 | 16.13% | ||
| 3 | Windhaven Investment Management, Inc. | 9,420,056 | 794,205,000 | 4.79% | ||
| 4 | MORGAN STANLEY | 8,576,608 | 723,095,000 | 4.36% | ||
| 5 | Edelman Financial Services, LLC | 7,550,634 | 636,594,000 | 3.84% | ||
| 6 | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 6,262,424 | 527,985,000 | 3.19% | ||
| 7 | CITIGROUP INC | 6,050,000 | 508,624,000 | 3.07% | Put | |
| 8 | Creative Planning | 4,448,982 | 375,094,000 | 2.26% | ||
| 9 | FIFTH THIRD BANCORP | 4,374,832 | 368,842,000 | 2.23% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 3,935,183 | 331,775,000 | 2.00% | ||
| 11 | STATE STREET CORP | 3,072,915 | 258,340,000 | 1.56% | ||
| 12 | UBS Group AG | 2,367,595 | 199,612,000 | 1.20% | ||
| 13 | JPMORGAN CHASE & CO | 2,152,092 | 181,444,000 | 1.09% | ||
| 14 | AMERIPRISE FINANCIAL INC | 1,680,067 | 141,481,000 | 0.85% | ||
| 15 | VANGUARD GROUP INC | 1,642,756 | 138,106,000 | 0.83% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1,583,289 | 133,487,000 | 0.81% | ||
| 17 | GOLDMAN SACHS GROUP INC | 1,506,630 | 127,024,000 | 0.77% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,355,012 | 114,241,000 | 0.69% | ||
| 19 | LPL Financial LLC | 1,312,150 | 110,474,000 | 0.67% | ||
| 20 | BANK OF MONTREAL /CAN/ | 1,127,131 | 95,029,000 | 0.57% | ||
| 21 | SUN LIFE FINANCIAL INC | 1,095,555 | 92,104,000 | 0.56% | ||
| 22 | BB&T SECURITIES, LLC | 107,105 | 90,299,000 | 0.54% | ||
| 23 | Mariner, LLC | 994,390 | 83,836,000 | 0.51% | ||
| 24 | Beacon Capital Management, Inc. | 990,329 | 83,495,000 | 0.50% | ||
| 25 | SFMG, LLC | 982,593 | 82,842,000 | 0.50% | ||
| 26 | TIAA CREF TRUST CO FSB/MO | 973,226 | 82,053,000 | 0.50% | ||
| 27 | US BANCORP \DE\ | 948,900 | 80,002,000 | 0.48% | ||
| 28 | Commonwealth Equity Services, Inc | 901,039 | 75,967,000 | 0.46% | ||
| 29 | CURIAN CAPITAL LLC | 858,783 | 72,404,000 | 0.44% | ||
| 30 | Gibson Capital, LLC | 822,476 | 69,200,000 | 0.42% | ||
| 31 | M&T BANK CORP | 755,602 | 63,698,000 | 0.38% | ||
| 32 | Truepoint, Inc. | 747,887 | 63,054,000 | 0.38% | ||
| 33 | Allianz Asset Management GmbH | 733,596 | 61,755,000 | 0.37% | ||
| 34 | TORONTO DOMINION BANK | 730,000 | 61,546,000 | 0.37% | ||
| 35 | Lourd Capital, LLC | 713,396 | 60,146,000 | 0.36% | ||
| 36 | QS Investors, LLC | 680,286 | 57,191,000 | 0.35% | ||
| 37 | WEALTHFRONT CORP | 675,654 | 56,964,000 | 0.34% | ||
| 38 | Personal Capital Advisors Corp | 662,346 | 56,357,000 | 0.34% | ||
| 39 | Freedom Investment Management, Inc. | 654,949 | 55,219,000 | 0.33% | ||
| 40 | BlackRock Institutional Trust Company, N.A. | 634,109 | 53,462,000 | 0.32% | ||
| 41 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 661,507 | 52,510,000 | 0.32% | ||
| 42 | FIDUCIARY TRUST CO | 573,978 | 48,392,000 | 0.29% | ||
| 43 | CREDIT SUISSE AG/ | 561,454 | 47,336,000 | 0.29% | ||
| 44 | MANAGED ACCOUNT ADVISORS LLC | 545,218 | 45,967,000 | 0.28% | ||
| 45 | GOLDMAN SACHS GROUP INC | 530,000 | 44,684,000 | 0.27% | Put | |
| 46 | Portfolio Solutions, LLC | 517,162 | 43,602,000 | 0.26% | ||
| 47 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 514,292 | 43,360,000 | 0.26% | ||
| 48 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 512,808 | 43,235,000 | 0.26% | ||
| 49 | BOK Financial Private Wealth, Inc. | 510,597 | 43,048,000 | 0.26% | ||
| 50 | D. E. Shaw & Co., Inc. | 508,000 | 42,708,000 | 0.26% |
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.
