| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUNTRUST BANKS INC | 22,859,868 | 569,895,000 | 22.09% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 18,132,579 | 452,046,000 | 17.52% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,278,902 | 281,183,000 | 10.90% | ||
| 4 | UBS Group AG | 9,515,416 | 237,219,000 | 9.20% | ||
| 5 | BlackRock Fund Advisors | 9,411,556 | 234,630,000 | 9.10% | ||
| 6 | AMERIPRISE FINANCIAL INC | 7,843,513 | 220,387,000 | 8.54% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 7,040,824 | 175,528,000 | 6.80% | ||
| 8 | WELLS FARGO & COMPANY/MN | 2,179,443 | 54,334,000 | 2.11% | ||
| 9 | ROYAL BANK OF CANADA | 1,979,157 | 49,341,000 | 1.91% | ||
| 10 | BlackRock Finance, Inc. | 1,353,654 | 33,747,000 | 1.31% | ||
| 11 | ASSETMARK, INC | 1,256,128 | 31,315,000 | 1.21% | ||
| 12 | LPL Financial LLC | 1,088,239 | 27,130,000 | 1.05% | ||
| 13 | MORGAN STANLEY | 879,582 | 21,927,000 | 0.85% | ||
| 14 | Allianz Asset Management GmbH | 709,266 | 17,682,000 | 0.69% | ||
| 15 | PARK AVENUE SECURITIES LLC | 709,237 | 17,681,000 | 0.69% | ||
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 676,964 | 16,877,000 | 0.65% | ||
| 17 | STIFEL FINANCIAL CORP | 556,912 | 13,899,000 | 0.54% | ||
| 18 | BlackRock Investment Management, LLC | 434,876 | 10,841,000 | 0.42% | ||
| 19 | CADINHA & CO LLC | 323,437 | 8,063,000 | 0.31% | ||
| 20 | CWM, LLC | 300,999 | 7,504,000 | 0.29% | ||
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 251,628 | 6,273,000 | 0.24% | ||
| 22 | Estate Counselors, LLC | 235,000 | 5,859,000 | 0.23% | ||
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 226,000 | 5,634,000 | 0.22% | PRN | |
| 24 | CORNERSTONE FINANCIAL PARTNERS, LLC | 216,313 | 5,391,000 | 0.21% | ||
| 25 | CITADEL ADVISORS LLC | 211,865 | 5,282,000 | 0.20% | ||
| 26 | ST GERMAIN D J CO INC | 210,942 | 5,259,000 | 0.20% | ||
| 27 | M&T BANK CORP | 193,547 | 4,825,000 | 0.19% | ||
| 28 | WOLVERINE TRADING LP /BD | 179,388 | 4,472,000 | 0.17% | ||
| 29 | FDx Advisors, Inc. | 176,963 | 4,412,000 | 0.17% | ||
| 30 | New Vernon Capital Holdings II LLC | 168,166 | 4,192,000 | 0.16% | ||
| 31 | SFMG, LLC | 168,016 | 4,189,000 | 0.16% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 167,292 | 4,171,000 | 0.16% | ||
| 33 | MUFG Americas Holdings Corp | 158,609 | 3,954,000 | 0.15% | ||
| 34 | BLACKROCK ADVISORS LLC | 116,460 | 2,903,000 | 0.11% | ||
| 35 | Commonwealth Equity Services, Inc | 94,360 | 2,352,000 | 0.09% | ||
| 36 | CANADA LIFE ASSURANCE Co | 76,725 | 1,913,000 | 0.07% | ||
| 37 | LAZARD ASSET MANAGEMENT LLC | 75,525 | 1,882,000 | 0.07% | PRN | |
| 38 | SG Americas Securities, LLC | 72,140 | 1,798,000 | 0.07% | ||
| 39 | Compagnie Lombard Odier SCmA | 58,000 | 1,446,000 | 0.06% | ||
| 40 | Private Advisor Group, LLC | 56,502 | 1,416,000 | 0.05% | ||
| 41 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 54,050 | 1,347,000 | 0.05% | ||
| 42 | Sequoia Financial Advisors, LLC | 48,675 | 1,213,000 | 0.05% | ||
| 43 | RFG Advisory, LLC | 45,246 | 1,174,000 | 0.05% | ||
| 44 | GOLDMAN SACHS GROUP INC | 43,923 | 1,095,000 | 0.04% | ||
| 45 | IFP ADVISORS, INC | 36,963 | 921,000 | 0.04% | ||
| 46 | First Allied Advisory Services, Inc. | 35,096 | 875,000 | 0.03% | ||
| 47 | PEAVINE CAPITAL, LLC | 34,707 | 865,000 | 0.03% | ||
| 48 | MSI Financial Services Inc | 29,207 | 728,000 | 0.03% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 28,343 | 707,000 | 0.03% | ||
| 50 | COUGAR GLOBAL INVESTMENTS LTD | 28,108 | 701,000 | 0.03% |
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.
