Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
1 VANGUARD GROUP INC 11-14-2019 09-30-2019 13883 2,696,491,415,000
2 BLACKROCK INC 09-30-2019 09-30-2019 43638 2,381,047,321,000
3 STATE STREET CORP 11-14-2019 09-30-2019 3804 1,341,682,213,000
4 FMR LLC 11-13-2019 09-30-2019 9786 833,765,055,000
5 PRICE T ROWE ASSOCIATES INC /MD/ 11-14-2019 09-30-2019 2518 706,295,226,000
6 BANK OF AMERICA CORP /DE/ 11-14-2019 09-30-2019 25402 672,914,636,000
7 B RILEY WEALTH MANAGEMENT INC 11-14-2019 09-30-2019 495 573,197,000,000
8 JPMORGAN CHASE & CO 11-12-2019 09-30-2019 20809 502,154,326,000
9 WELLINGTON MANAGEMENT GROUP LLP 11-13-2019 09-30-2019 7561 443,457,178,000
10 GEODE CAPITAL MANAGEMENT LLC 11-12-2019 09-30-2019 5261 428,497,422,000
11 NORTHERN TRUST CORP 11-08-2019 09-30-2019 16140 417,741,002,000
12 CAPITAL WORLD INVESTORS 11-14-2019 09-30-2019 534 415,213,002,000
13 INVESCO LTD 11-14-2019 09-30-2019 12530 382,355,947,000
14 MORGAN STANLEY 11-14-2019 09-30-2019 22789 377,757,476,000
15 BANK OF NEW YORK MELLON CORP 11-07-2019 09-30-2019 19652 364,459,420,000
16 WELLS FARGO & COMPANY/MN 11-12-2019 09-30-2019 20084 352,889,026,000
17 GOLDMAN SACHS GROUP INC 11-14-2019 09-30-2019 10078 346,126,664,000
18 CAPITAL RESEARCH GLOBAL INVESTORS 11-14-2019 09-30-2019 414 304,850,699,000
19 SUSQUEHANNA INTERNATIONAL GROUP LLP 11-14-2019 09-30-2019 11807 298,420,127,000
20 FIELDPOINT PRIVATE SECURITIES LLC 11-07-2019 09-30-2019 765 275,826,661,000
21 RDA FINANCIAL NETWORK 11-20-2019 09-30-2019 245 267,823,397,000
22 CAPITAL INTERNATIONAL INVESTORS 11-14-2019 09-30-2019 402 261,940,471,000
23 UBS GROUP AG 11-14-2019 09-30-2019 13771 259,766,458,000
24 DIMENSIONAL FUND ADVISORS LP 11-12-2019 09-30-2019 3417 257,343,191,000
25 ROYAL BANK OF CANADA 11-05-2019 09-30-2019 25498 252,891,319,000
26 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 11-05-2019 09-30-2019 3221 248,889,961,000
27 NUVEEN ASSET MANAGEMENT LLC 11-13-2019 09-30-2019 7300 247,091,985,000
28 UMA FINANCIAL SERVICES INC 01-14-2020 12-31-2019 114 244,245,577,000
29 AMERIPRISE FINANCIAL INC 11-14-2019 09-30-2019 9290 223,151,276,000
30 BERKSHIRE HATHAWAY INC 11-14-2019 09-30-2019 166 214,673,311,000
31 CITADEL ADVISORS LLC 11-14-2019 09-30-2019 12097 212,040,694,000
32 IMC-CHICAGO LLC 11-12-2019 09-30-2019 761 191,968,085,000
33 LEGAL & GENERAL GROUP PLC 11-01-2019 09-30-2019 6675 189,667,174,000
34 JANUS HENDERSON GROUP PLC 11-14-2019 09-30-2019 1415 184,608,961,000
35 FRANKLIN RESOURCES INC 11-05-2019 09-30-2019 4350 184,137,359,000
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10-30-2019 09-30-2019 3177 169,444,526,000
37 ALLIANCEBERNSTEIN LP 11-14-2019 09-30-2019 3174 160,605,172,000
38 UBS ASSET MANAGEMENT AMERICAS INC 11-14-2019 09-30-2019 14839 148,429,929,736
39 DEUTSCHE BANK AG\ 11-14-2019 09-30-2019 21215 144,028,545,000
40 TIAA CREF INVESTMENT MANAGEMENT LLC 05-14-2019 03-31-2019 3004 141,235,901,000
41 PRIMECAP MANAGEMENT CO/CA/ 11-13-2019 09-30-2019 300 135,236,272,000
42 CITIGROUP INC 11-08-2019 09-30-2019 16306 126,133,038,000
43 PARAMETRIC PORTFOLIO ASSOCIATES LLC 11-15-2019 09-30-2019 3942 123,968,625,000
44 DODGE & COX 11-13-2019 09-30-2019 181 121,530,489,000
45 RENAISSANCE TECHNOLOGIES LLC 11-13-2019 09-30-2019 3394 118,144,686,000
46 BANK OF MONTREAL /CAN/ 09-30-2019 09-30-2019 15688 115,694,829,000
47 SUMITOMO MITSUI TRUST HOLDINGS INC 10-31-2019 09-30-2019 1082 115,113,972,000
48 CLEARBRIDGE INVESTMENTS LLC 11-14-2019 09-30-2019 1108 114,566,759,000
49 PRINCIPAL FINANCIAL GROUP INC 11-04-2019 09-30-2019 3666 113,412,495,000
50 CREDIT SUISSE AG/ 05-14-2019 06-30-2019 16907 112,899,152,000
51 USA MUTUALS ADVISORS INC 11-25-2019 09-30-2019 23 106,871,000,000
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