| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 12,318,985 | 333,351,000 | 23.08% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 11,045,774 | 298,899,000 | 20.69% | ||
| 3 | JPMORGAN CHASE & CO | 9,192,949 | 248,761,000 | 17.22% | ||
| 4 | GOLDMAN SACHS GROUP INC | 3,665,441 | 99,187,000 | 6.87% | ||
| 5 | Horizon Investments, LLC | 2,582,538 | 69,883,000 | 4.84% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,303,549 | 62,334,000 | 4.32% | ||
| 7 | CERITY PARTNERS LLC | 1,359,006 | 36,775,000 | 2.55% | ||
| 8 | STIFEL FINANCIAL CORP | 936,865 | 25,351,000 | 1.76% | ||
| 9 | FUKOKU MUTUAL LIFE INSURANCE CO | 803,000 | 21,729,000 | 1.50% | ||
| 10 | UBS Group AG | 676,816 | 18,314,000 | 1.27% | ||
| 11 | BANK OF THE WEST | 572,071 | 15,480,000 | 1.07% | ||
| 12 | BANCO SANTANDER CENTRAL HISPANO SA | 531,422 | 14,380,000 | 1.00% | ||
| 13 | FOUNDERS FINANCIAL SECURITIES LLC | 417,443 | 11,296,000 | 0.78% | ||
| 14 | MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 398,849 | 10,793,000 | 0.75% | ||
| 15 | ROYAL BANK OF CANADA | 370,058 | 10,015,000 | 0.69% | ||
| 16 | WELLS FARGO & COMPANY/MN | 359,988 | 9,741,000 | 0.67% | ||
| 17 | HENGEHOLD CAPITAL MANAGEMENT LLC | 347,116 | 9,393,000 | 0.65% | ||
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 328,190 | 8,880,821 | 0.61% | ||
| 19 | Janney Montgomery Scott LLC | 280,875 | 7,600,000 | 0.53% | ||
| 20 | CITIGROUP INC | 275,866 | 7,465,000 | 0.52% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 258,643 | 6,999,000 | 0.48% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 241,676 | 6,540,000 | 0.45% | ||
| 23 | US BANCORP \DE\ | 231,110 | 6,254,000 | 0.43% | ||
| 24 | RONALD BLUE & CO LLC | 228,547 | 6,184,000 | 0.43% | ||
| 25 | D.A. DAVIDSON & CO. | 224,516 | 6,075,000 | 0.42% | ||
| 26 | AMERIPRISE FINANCIAL INC | 224,186 | 6,074,000 | 0.42% | ||
| 27 | ENVESTNET ASSET MANAGEMENT INC | 215,357 | 5,826,000 | 0.40% | ||
| 28 | FLAHARTY ASSET MANAGEMENT, LLC | 191,650 | 5,161,000 | 0.36% | ||
| 29 | McNamara Financial Services, Inc. | 170,541 | 4,615,000 | 0.32% | ||
| 30 | FLOW TRADERS U.S. LLC | 153,934 | 4,165,000 | 0.29% | ||
| 31 | Spruce Investment Advisors LLC | 153,493 | 4,154,000 | 0.29% | ||
| 32 | EDMOND DE ROTHSCHILD HOLDING S.A. | 140,975 | 3,815,000 | 0.26% | ||
| 33 | CHOREO, LLC | 132,191 | 3,577,000 | 0.25% | ||
| 34 | CITADEL ADVISORS LLC | 114,505 | 3,099,000 | 0.21% | ||
| 35 | JANE STREET GROUP, LLC | 114,318 | 3,093,000 | 0.21% | ||
| 36 | Orion Porfolio Solutions, LLC | 111,000 | 3,004,000 | 0.21% | ||
| 37 | IFP ADVISORS, INC | 99,240 | 2,685,000 | 0.19% | ||
| 38 | Atria Investments, Inc | 96,286 | 2,605,000 | 0.18% | ||
| 39 | Commonwealth Equity Services, Inc | 92,089 | 2,492,000 | 0.17% | ||
| 40 | Chanos & Co LP | 89,504 | 2,422,000 | 0.17% | ||
| 41 | Psagot Value Holdings Ltd. | 79,502 | 2,151,000 | 0.15% | ||
| 42 | INTEGRATED WEALTH MANAGEMENT | 79,489 | 2,151,000 | 0.15% | ||
| 43 | PROFICIO CAPITAL PARTNERS LLC | 72,000 | 2,046,000 | 0.14% | ||
| 44 | IndexIQ Advisors LLC | 74,904 | 2,005,000 | 0.14% | ||
| 45 | RAYMOND JAMES & ASSOCIATES | 71,700 | 1,940,000 | 0.13% | ||
| 46 | PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 68,350 | 1,850,000 | 0.13% | ||
| 47 | HighTower Advisors, LLC | 60,079 | 1,620,000 | 0.11% | ||
| 48 | Summit Asset Management, LLC | 59,484 | 1,610,000 | 0.11% | ||
| 49 | Merriman Wealth Management, LLC | 48,560 | 1,314,000 | 0.09% | ||
| 50 | LPL Financial LLC | 47,452 | 1,281,000 | 0.09% |
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.
