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SCZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Jones Financial Companies
1
Jones Financial Companies
Missouri
USD 822 M +USD 51.3 M +822,307 +7%
TIAA FSB
2
TIAA FSB
Florida
USD 688 M +USD 32.8 M +526,024 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
USD 508 M +USD 11.9 M +191,177 +2%
Creative Planning
4
Creative Planning
Kansas
USD 425 M -USD 14.3 M -229,713 -3%
BlackRock
5
BlackRock
New York
USD 376 M -USD 14.9 M -237,967 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
USD 209 M +USD 673 k +10,783 +0.3%
Bank of America
7
Bank of America
North Carolina
USD 197 M -USD 21.7 M -347,903 -10%
Morgan Stanley
8
Morgan Stanley
New York
USD 137 M -USD 9.45 M -151,257 -6%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
USD 117 M +USD 7 M +112,173 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 97 M -USD 45.9 M -734,379 -32%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
USD 88.2 M -USD 1.29 M -20,654 -1%
Goldman Sachs
12
Goldman Sachs
New York
USD 83.1 M +USD 8.2 M +131,394 +11%
Keel Point
13
Keel Point
Alabama
USD 81.7 M -USD 5.18 M -82,898 -6%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
USD 76.6 M +USD 12.5 M +200,598 +19%
Suntrust Banks
15
Suntrust Banks
Georgia
USD 76.4 M -USD 119 M -1,905,655 -61%
Wells Fargo
16
Wells Fargo
California
USD 72.5 M +USD 4.52 M +72,382 +7%
UBS Group
17
UBS Group
Switzerland
USD 71.3 M -USD 4.24 M -67,822 -6%
Moneta Group Investment Advisors
18
Moneta Group Investment Advisors
Missouri
USD 67.1 M +USD 8.21 M +131,452 +14%
Natixis Advisors
19
Natixis Advisors
Massachusetts
USD 63.8 M +USD 2.95 M +47,174 +5%
State Street
20
State Street
Massachusetts
USD 60.5 M +USD 10.2 M +163,318 +20%
Franklin Resources
21
Franklin Resources
California
USD 58.4 M +USD 17.5 M +280,370 +43%
Federation des caisses Desjardins du Quebec
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 56.4 M +USD 56.5 M +905,396 Nuevas
United Capital Financial Advisors
23
United Capital Financial Advisors
Texas
USD 55.7 M +USD 2.29 M +36,682 +4%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
USD 55.4 M -USD 24.2 M -387,663 -30%
IndexIQ Advisors
25
IndexIQ Advisors
New York
USD 49.8 M -USD 4.81 M -77,012 -9%
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