| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 47,753,954 | 601,700,000 | 13.89% | ||
| 2 | GOLDMAN SACHS GROUP INC | 40,851,027 | 514,722,000 | 11.88% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 33,124,533 | 417,369,000 | 9.64% | ||
| 4 | WELLS FARGO & COMPANY/MN | 29,280,619 | 368,936,000 | 8.52% | ||
| 5 | UBS Group AG | 23,272,568 | 293,234,000 | 6.77% | ||
| 6 | THOMASPARTNERS, INC. | 20,045,406 | 252,572,000 | 5.83% | ||
| 7 | ROYAL BANK OF CANADA | 14,614,927 | 184,149,000 | 4.25% | ||
| 8 | TIAA CREF TRUST CO FSB/MO | 9,321,126 | 117,446,000 | 2.71% | ||
| 9 | APPALOOSA LP | 4,764,435 | 60,032,000 | 1.39% | ||
| 10 | COMMERCE BANK | 3,595,990 | 45,310,000 | 1.05% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 3,525,488 | 44,421,000 | 1.03% | ||
| 12 | LPL Financial LLC | 3,360,345 | 42,811,000 | 0.99% | ||
| 13 | Baystate Wealth Management LLC | 3,072,997 | 39,273,000 | 0.91% | ||
| 14 | AMERIPRISE FINANCIAL INC | 3,090,949 | 38,872,000 | 0.90% | ||
| 15 | PECONIC PARTNERS LLC | 2,955,270 | 37,236,000 | 0.86% | ||
| 16 | Efficient Market Advisors, LLC | 2,775,872 | 34,976,000 | 0.81% | ||
| 17 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2,582,486 | 32,539,000 | 0.75% | ||
| 18 | QS Investors, LLC | 2,464,603 | 31,054,000 | 0.72% | ||
| 19 | Invesco Ltd. | 2,322,966 | 29,269,000 | 0.68% | ||
| 20 | CITIGROUP INC | 2,085,714 | 26,280,000 | 0.61% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 2,024,462 | 25,505,000 | 0.59% | ||
| 22 | Raymond James Financial Services Advisors, Inc. | 1,833,081 | 23,097,000 | 0.53% | ||
| 23 | GUGGENHEIM CAPITAL LLC | 1,574,004 | 19,832,000 | 0.46% | ||
| 24 | Janney Montgomery Scott LLC | 1,547,338 | 19,496,000 | 0.45% | ||
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,526,880 | 19,239,000 | 0.44% | ||
| 26 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 1,458,020 | 18,371,000 | 0.42% | ||
| 27 | STIFEL FINANCIAL CORP | 1,412,504 | 17,833,000 | 0.41% | ||
| 28 | CRESTONE ASSET MANAGEMENT LLC | 1,399,276 | 17,631,000 | 0.41% | ||
| 29 | 1832 Asset Management L.P. | 1,377,000 | 17,350,000 | 0.40% | ||
| 30 | STEEL GROVE CAPITAL ADVISORS, LLC | 1,351,339 | 17,029,000 | 0.39% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,347,646 | 16,953,000 | 0.39% | ||
| 32 | BESSEMER GROUP INC | 1,190,000 | 14,994,000 | 0.35% | ||
| 33 | JPMORGAN CHASE & CO | 1,182,540 | 14,901,000 | 0.34% | ||
| 34 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,087,158 | 13,698,000 | 0.32% | ||
| 35 | BOGART WEALTH, LLC | 1,079,363 | 13,600,000 | 0.31% | ||
| 36 | HUNTINGTON NATIONAL BANK | 1,057,438 | 13,325,000 | 0.31% | PRN | |
| 37 | RAND WEALTH, LLC | 1,045,926 | 13,179,000 | 0.30% | ||
| 38 | ATWOOD & PALMER INC | 1,026,118 | 12,929,000 | 0.30% | ||
| 39 | Verger Capital Management LLC | 937,274 | 11,810,000 | 0.27% | ||
| 40 | Creative Planning | 917,424 | 11,560,000 | 0.27% | ||
| 41 | HSBC HOLDINGS PLC | 900,000 | 11,340,000 | 0.26% | Call | |
| 42 | SANDLER CAPITAL MANAGEMENT | 892,400 | 11,244,000 | 0.26% | ||
| 43 | Commonwealth Equity Services, Inc | 888,710 | 11,198,000 | 0.26% | ||
| 44 | Private Advisor Group, LLC | 878,500 | 11,187,000 | 0.26% | ||
| 45 | Sandhill Capital Partners LLC | 875,601 | 11,033,000 | 0.25% | ||
| 46 | Orion Porfolio Solutions, LLC | 865,780 | 10,909,000 | 0.25% | ||
| 47 | ST GERMAIN D J CO INC | 863,925 | 10,885,000 | 0.25% | ||
| 48 | IFP ADVISORS, INC | 849,699 | 10,706,000 | 0.25% | ||
| 49 | COLDSTREAM CAPITAL MANAGEMENT INC | 834,463 | 10,514,000 | 0.24% | ||
| 50 | FINANCIAL COUNSELORS INC | 803,330 | 10,122,000 | 0.23% |
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.
