| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,755,695 | 140,239,000 | 19.72% | ||
| 2 | MORGAN STANLEY | 2,408,251 | 89,925,000 | 12.64% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,622,198 | 60,572,000 | 8.52% | ||
| 4 | UBS Group AG | 1,341,570 | 50,094,000 | 7.04% | ||
| 5 | Creative Planning | 775,396 | 28,954,000 | 4.07% | ||
| 6 | Accredited Investors Inc. | 650,773 | 24,300,000 | 3.42% | ||
| 7 | AMERIPRISE FINANCIAL INC | 491,346 | 18,348,000 | 2.58% | ||
| 8 | FINANCIAL STRATEGY NETWORK, LLC | 433,019 | 17,111,000 | 2.41% | ||
| 9 | M&T BANK CORP | 423,102 | 15,799,000 | 2.22% | ||
| 10 | XPONANCE LLC | 337,637 | 13,088,000 | 1.84% | ||
| 11 | ASSETMARK, INC | 272,241 | 10,165,000 | 1.43% | ||
| 12 | OLD MISSION CAPITAL, LLC | 270,914 | 10,116,000 | 1.42% | ||
| 13 | Cornerstone Capital, Inc. | 269,557 | 10,065,000 | 1.42% | ||
| 14 | FUKOKU MUTUAL LIFE INSURANCE CO | 253,000 | 9,447,000 | 1.33% | ||
| 15 | ROYAL BANK OF CANADA | 239,266 | 8,935,000 | 1.26% | ||
| 16 | EisnerAmper Wealth Management Corporate Benefits, LLC | 236,360 | 8,826,000 | 1.24% | ||
| 17 | JANE STREET GROUP, LLC | 233,321 | 8,712,000 | 1.22% | ||
| 18 | Orion Porfolio Solutions, LLC | 229,101 | 8,555,000 | 1.20% | ||
| 19 | BAIRD FINANCIAL GROUP, INC. | 196,403 | 7,334,000 | 1.03% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 196,206 | 7,326,000 | 1.03% | ||
| 21 | Raymond James Financial Services Advisors, Inc. | 181,288 | 6,769,000 | 0.95% | ||
| 22 | GM Advisory Group, LLC | 177,755 | 6,637,000 | 0.93% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 173,620 | 6,483,000 | 0.91% | ||
| 24 | Linscomb Wealth, Inc. | 169,008 | 6,311,000 | 0.89% | ||
| 25 | HUNTINGTON NATIONAL BANK | 168,631 | 6,296,000 | 0.89% | PRN | |
| 26 | McNamara Financial Services, Inc. | 138,428 | 5,169,000 | 0.73% | ||
| 27 | FUSION FAMILY WEALTH, LLC | 130,522 | 5,077,000 | 0.71% | SH | |
| 28 | Commonwealth Equity Services, Inc | 117,044 | 4,370,000 | 0.61% | ||
| 29 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 116,537 | 4,351,000 | 0.61% | ||
| 30 | BEACON FINANCIAL GROUP | 105,341 | 3,933,000 | 0.55% | ||
| 31 | LPL Financial LLC | 100,359 | 3,792,000 | 0.53% | ||
| 32 | CAPITAL ADVISORS INC/OK | 93,948 | 3,508,000 | 0.49% | ||
| 33 | CITADEL ADVISORS LLC | 92,189 | 3,442,000 | 0.48% | ||
| 34 | GENTRUST, LLC | 84,542 | 3,157,000 | 0.44% | ||
| 35 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 82,058 | 3,100,000 | 0.44% | ||
| 36 | Camelot Portfolios, LLC | 82,584 | 3,084,000 | 0.43% | ||
| 37 | Montecito Bank & Trust | 80,146 | 2,993,000 | 0.42% | ||
| 38 | Evanson Asset Management, LLC | 79,497 | 2,969,000 | 0.42% | ||
| 39 | HOWE & RUSLING INC | 77,800 | 2,905,000 | 0.41% | ||
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75,158 | 2,807,000 | 0.39% | ||
| 41 | ENVESTNET ASSET MANAGEMENT INC | 73,030 | 2,727,000 | 0.38% | ||
| 42 | Parkside Advisors LLC | 66,530 | 2,484,000 | 0.35% | ||
| 43 | CORNERSTONE FINANCIAL PARTNERS, LLC | 54,922 | 2,054,000 | 0.29% | ||
| 44 | KWMG, LLC | 54,452 | 2,033,000 | 0.29% | ||
| 45 | BANK OF MONTREAL /CAN/ | 53,713 | 1,987,000 | 0.28% | ||
| 46 | GOLDMAN SACHS GROUP INC | 52,466 | 1,959,000 | 0.28% | ||
| 47 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 46,721 | 1,745,000 | 0.25% | ||
| 48 | JPMORGAN CHASE & CO | 44,156 | 1,649,000 | 0.23% | ||
| 49 | LUCAS CAPITAL MANAGEMENT | 43,985 | 1,642,000 | 0.23% | ||
| 50 | Mirae Asset Global Investments Co., Ltd. | 42,140 | 1,574,000 | 0.22% |
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.
