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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 1392 M +USD 58.2 M +1,060,625 +4%
TIAA FSB
2
TIAA FSB
Florida
USD 447 M -USD 9.7 M -176,313 -2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
USD 386 M -USD 190 M -3,459,689 -30%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
USD 257 M – – –
BlackRock
5
BlackRock
New York
USD 250 M +USD 98.1 M +1,789,473 +54%
Creative Planning
6
Creative Planning
Kansas
USD 244 M +USD 5.52 M +100,686 +2%
Matson Money Inc
7
Matson Money Inc
Ohio
USD 186 M +USD 4.22 M +76,998 +2%
Morgan Stanley
8
Morgan Stanley
New York
USD 140 M -USD 12.3 k -224 -0%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
USD 135 M +USD 63.4 k +1,156 +0%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 119 M +USD 13.5 M +245,729 +11%
Fidelity Investments
11
Fidelity Investments
Massachusetts
USD 117 M +USD 47.6 M +868,331 +57%
VOYA Investment Management
12
VOYA Investment Management
Georgia
USD 110 M +USD 2.67 M +48,635 +2%
Natixis Advisors
13
Natixis Advisors
Massachusetts
USD 108 M -USD 12.2 M -223,187 -9%
Bank of America
14
Bank of America
North Carolina
USD 106 M -USD 9.47 M -172,770 -7%
Goldman Sachs
15
Goldman Sachs
New York
USD 87 M +USD 1.55 M +28,338 +2%
Forvis Mazars Wealth Advisors
16
Forvis Mazars Wealth Advisors
Missouri
USD 79.2 M +USD 1.07 M +19,580 +1%
UBS Group
17
UBS Group
Switzerland
USD 75.2 M +USD 11.3 M +206,345 +15%
Kabouter Management
18
Kabouter Management
Illinois
USD 69.2 M +USD 7 M +127,710 +10%
Northern Trust
19
Northern Trust
Illinois
USD 67.7 M -USD 1.93 M -35,143 -2%
Modera Wealth Management
20
Modera Wealth Management
New Jersey
USD 57.7 M +USD 7.62 M +138,998 +13%
Truist Financial
21
Truist Financial
North Carolina
USD 47.6 M -USD 6.39 M -116,589 -11%
Nuveen
22
Nuveen
North Carolina
USD 47.4 M +USD 31.2 M +568,715 +141%
Wellington Management Group
23
Wellington Management Group
Massachusetts
USD 45.1 M +USD 18.2 M +332,449 +56%
Washington Trust Bank
24
Washington Trust Bank
Washington
USD 41.9 M +USD 30.5 M +555,857 +183%
Ballentine Partners
25
Ballentine Partners
Massachusetts
USD 38.5 M -USD 2.65 M -48,282 -6%
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