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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 2720 M +USD 1824 M +23,794,915 +211%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
USD 1207 M +USD 16.6 M +216,767 +1%
Natixis Advisors
3
Natixis Advisors
Massachusetts
USD 863 M +USD 114 M +1,490,692 +15%
Creative Planning
4
Creative Planning
Kansas
USD 310 M -USD 11.1 M -144,669 -3%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
USD 287 M – – –
BlackRock
6
BlackRock
New York
USD 264 M -USD 1.22 M -15,892 -0.5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
USD 245 M -USD 469 k -6,118 -0.2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
USD 210 M -USD 3.63 M -47,300 -2%
Goldman Sachs
9
Goldman Sachs
New York
USD 209 M -USD 4.92 M -64,172 -2%
Morgan Stanley
10
Morgan Stanley
New York
USD 185 M -USD 32.7 M -426,602 -15%
Bank of America
11
Bank of America
North Carolina
USD 141 M +USD 13.2 M +172,772 +11%
JP Morgan Chase
12
JP Morgan Chase
New York
USD 102 M -USD 36 M -470,074 -26%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
USD 100 M -USD 1.47 M -19,236 -1%
Cassaday & Co Wealth Management
14
Cassaday & Co Wealth Management
Virginia
USD 98.6 M +USD 1.39 M +18,132 +1%
Northern Trust
15
Northern Trust
Illinois
USD 98.1 M +USD 2.6 M +33,916 +3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
USD 92.5 M +USD 67.1 M +875,704 +276%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
USD 83.5 M +USD 2.89 M +37,752 +4%
Modera Wealth Management
18
Modera Wealth Management
New Jersey
USD 71 M -USD 5.73 M -74,692 -8%
Wilmington Savings Fund Society
19
Wilmington Savings Fund Society
Delaware
USD 67.9 M +USD 7.57 M +98,743 +13%
LPL Financial
20
LPL Financial
California
USD 66.4 M +USD 448 k +5,840 +0.7%
UBS Group
21
UBS Group
Switzerland
USD 60.1 M -USD 3.74 M -48,845 -6%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
USD 55.7 M +USD 2.1 M +27,439 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
USD 53.6 M -USD 1.24 M -16,179 -2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
USD 51.4 M +USD 2.55 M +33,214 +5%
State of Tennessee, Department of Treasury
25
State of Tennessee, Department of Treasury
Tennessee
USD 51.2 M +USD 128 k +1,665 +0.3%
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