BPOP / Popular, Inc. - Net Long/Short Value

Popular, Inc.
US ˙ NasdaqGS ˙ PR7331747001

BPOP / Popular, Inc. - Net Long/Short Value
Den här sidan ger nettovärderingarna långa/korta för varje institutionellt innehav som rapporterats via 13F- eller NPORT-anmälningar. För att beräkna nettolångt/kortt värde adderar vi aktievärdet till köpoptionsvärdet och subtraherar säljoptionsvärdet. Fonder som rapporterar kortlånade positioner kommer att rapportera aktievärden som negativa. Långa nettopositioner kommer att ha positiva siffror i kolumnen netto lång/kort, och korta nettopositioner kommer att ha negativa värden i den kolumnen.
Ägare Eget kapitalvärde
($1000)
Call värde
($1000)
Put värde
($1000)
Net Long/Short
($1000)
Principal Financial Group Inc
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
GWM Advisors LLC
Jump Financial, LLC
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
Foster & Motley Inc
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Perkins Coie Trust Co
Us Bancorp \de\
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
Price T Rowe Associates Inc /md/
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
Umb Bank N A/mo
Strs Ohio
Universal- Beteiligungs- und Servicegesellschaft mbH
Lighthouse Investment Partners, LLC
Savant Capital, LLC
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
Assenagon Asset Management S.A.
State Of Wisconsin Investment Board
OneAscent Wealth Management LLC
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
Diversified Trust Co
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
Ameritas Advisory Services, LLC
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
CWM Advisors, LLC
Morgan Stanley
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A
Edgestream Partners, L.P.
Earnest Partners Llc
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
Twinbeech Capital Lp
BFOR - ALPS ETF Trust - Barron's 400 ETF
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class
Arrowstreet Capital, Limited Partnership
Vestcor Inc
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
Norges Bank
Minneapolis Portfolio Management Group, LLC
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
Oppenheimer Asset Management Inc.
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
Ci Investments Inc.
Yousif Capital Management, Llc
Voya Global Equity Dividend & Premium Opportunity Fund
Cherry Tree Wealth Management, LLC
Mitsubishi UFJ Trust & Banking Corp
Martingale Asset Management L P
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
Man Group plc
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
Swiss National Bank
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
Federated Hermes, Inc.
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
Ubs Asset Management Americas Inc
Smithfield Trust Co
Skopos Labs, Inc.
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
Great Lakes Advisors, Llc
Syon Capital Llc
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
Royal Bank Of Canada
Raymond James Financial Inc
Trexquant Investment LP
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
Ensign Peak Advisors, Inc
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
Atria Investments Llc
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
Bank Of Nova Scotia
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
Vanguard Group Inc
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Geneos Wealth Management Inc.
MetLife Investment Management, LLC
T. Rowe Price Investment Management, Inc.
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
Abacus Planning Group, Inc.
Legal & General Group Plc
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
Alliancebernstein L.p.
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
BRYN MAWR TRUST Co
Covestor Ltd
Massmutual Trust Co Fsb/adv
Kathmere Capital Management, LLC
Virtu Financial LLC
Mariner, LLC
Forum Financial Management, LP
Voya Global Advantage & Premium Opportunity Fund
Signaturefd, Llc
Ibex Wealth Advisors
Loomis Sayles & Co L P
Hilltop National Bank
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Alyeska Investment Group, L.P.
D. E. Shaw & Co., Inc.
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
Stephenson National Bank & Trust
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
Northwestern Mutual Wealth Management Co
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class
Wedmont Private Capital
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
DAACX - Adviser Managed Trust - Diversified Equity Fund
Avantax Advisory Services, Inc.
Harbor Advisors LLC
Nbc Securities, Inc.
IYF - iSHARES TRUST - iShares U.S. Financials ETF
Citigroup Inc
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
Vinva Investment Management Ltd
Paragon Capital Management Ltd
BI Asset Management Fondsmaeglerselskab A/S
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
Burney Co/
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Prudential Financial Inc
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
Millennium Management Llc
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
Chicago Partners Investment Group LLC
Two Sigma Advisers, Lp
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
Aster Capital Management (DIFC) Ltd
O'shaughnessy Asset Management, Llc
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
Aqr Capital Management Llc
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
Treasurer of the State of North Carolina
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
Healthcare Of Ontario Pension Plan Trust Fund
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
Sei Investments Co
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Old Mission Capital Llc
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
Thompson Siegel & Walmsley Llc
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
Assetmark, Inc
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
Caitong International Asset Management Co., Ltd
Commerce Bank
Nebula Research & Development LLC
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
OneAscent Financial Services LLC
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
Empowered Funds, LLC
American Century Companies Inc
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
Versant Capital Management, Inc
RBF Capital, LLC
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
Readystate Asset Management Lp
Walleye Trading LLC
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A
Gabelli Funds Llc
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
Versor Investments LP
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
Dark Forest Capital Management Lp
ExodusPoint Capital Management, LP
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
Profunds - Profund Vp Banks
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
Kennedy Capital Management, Inc.
Buckingham Strategic Partners
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
Macquarie Group Ltd
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
GeoWealth Management, LLC
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
DGIBX - DGI Investment Trust - DGI Balanced Fund Class P
Fieldview Capital Management, LLC
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
Nomura Holdings Inc
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
California State Teachers Retirement System
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
Qrg Capital Management, Inc.
Briaud Financial Planning, Inc
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares
Jacobs Levy Equity Management, Inc
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
Great West Life Assurance Co /can/
Brown, Lisle/cummings, Inc.
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
Invesco Ltd.
Creative Planning
Tortoise Investment Management, LLC
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
Neuberger Berman Group LLC
Atlantic Trust, LLC
Atlantic Edge Private Wealth Management, LLC
Unison Advisors LLC
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
Balyasny Asset Management Llc
Allworth Financial LP
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
Inceptionr Llc
Whipplewood Advisors, LLC
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Rhumbline Advisers
GenTrust, LLC
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
First Trust Advisors Lp
Panagora Asset Management Inc
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
Arizona State Retirement System
Citadel Advisors Llc
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Magnetar Financial LLC
New York State Common Retirement Fund
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
Prelude Capital Management, Llc
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I
Alps Advisors Inc
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
Wellington Management Group Llp
Invenomic Capital Management LP
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
Dimensional Fund Advisors Lp
Bessemer Group Inc
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Jpmorgan Chase & Co
Capital Advisors, Ltd. LLC
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
IFP Advisors, Inc
Hemington Wealth Management
Utah Retirement Systems
Deutsche Bank Ag\
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
Voleon Capital Management Lp
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A
Pallas Capital Advisors LLC
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
National Bank Of Canada /fi/
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
Baron Wealth Management LLC
Arkadios Wealth Advisors
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
Farringdon Capital, Ltd.
Proficio Capital Partners LLC
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund
Perpetual Ltd
Bayview Asset Management, Llc
U.S. Capital Wealth Advisors, LLC
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
Sterling Capital Management LLC
Mackenzie Financial Corp
Goldman Sachs Group Inc
WPG Advisers, LLC
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
AdvisorNet Financial, Inc
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
Salzhauer Michael
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
Envestnet Asset Management Inc
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
Quarry LP
EMC Capital Management
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
Herzfeld Caribbean Basin Fund Inc
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
Mml Investors Services, Llc
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
Los Angeles Capital Management Llc
SummitTX Capital, L.P.
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
Rsm Us Wealth Management Llc
Red Wave Investments LLC
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
Amundi
TFC Financial Management
Bnp Paribas Arbitrage, Sa
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
LPL Financial LLC
Ieq Capital, Llc
Geode Capital Management, Llc
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
JCSD Capital, LLC
Jane Street Group, Llc
Rock Point Advisors, LLC
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
Royce & Associates Lp
Massachusetts Financial Services Co /ma/
John Hancock Financial Opportunities Fund
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
Hotchkis & Wiley Capital Management Llc
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares
Aigen Investment Management, Lp
Gamco Investors, Inc. Et Al
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
GAMMA Investing LLC
Sapience Investments, LLC
Interval Partners, LP
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
Keebeck Alpha, LP
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
CIBC Asset Management Inc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I
Boston Partners
Allspring Global Investments Holdings, LLC
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
Hudson Portfolio Management LLC
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
AlphaCore Capital LLC
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
Advisor Group Holdings, Inc.
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
Stifel Financial Corp
Activest Wealth Management
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
Css Llc/il
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
CIBC Private Wealth Group, LLC
Ameriprise Financial Inc
Schroder Investment Management Group
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
Symphony Financial, Ltd. Co.
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
Natixis
Victory Capital Management Inc
Crossmark Global Holdings, Inc.
PGVFX - FORUM FUNDS - Polaris Global Value Fund
Wiley Bros.-aintree Capital, Llc
California Public Employees Retirement System
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
Nomura Asset Management Co Ltd
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
Fmr Llc
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
Teacher Retirement System Of Texas
Charles Schwab Investment Management Inc
Wealth Enhancement Advisory Services, Llc
UBS Group AG
Private Trust Co Na
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
Secured Retirement Advisors, Llc
State of New Jersey Common Pension Fund D
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
CENTRAL TRUST Co
State of Wyoming
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
SRS Capital Advisors, Inc.
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Lsv Asset Management
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
DRW Securities, LLC
Persistent Asset Partners Ltd
Boothbay Fund Management, Llc
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
Cerity Partners LLC
Larson Financial Group LLC
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
Avenue 1 Advisors, LLC
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
State Street Corp
Smartleaf Asset Management LLC
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
Summit Trail Advisors, Llc
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
Penbrook Management LLC
BNP Paribas Asset Management Holding S.A.
Advanced Series Trust - Ast Advanced Strategies Portfolio
SG Americas Securities, LLC
Van Eck Associates Corp
Verition Fund Management LLC
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
Glen Eagle Advisors, LLC
Cetera Investment Advisers
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
VCBCX - VALIC Co I - Blue Chip Growth Fund
Bayforest Capital Ltd
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
Jones Financial Companies Lllp
Janney Montgomery Scott LLC
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Bank of New York Mellon Corp
Principal Securities, Inc.
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
Federation des caisses Desjardins du Quebec
WealthTrak Capital Management LLC
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A
Creative Financial Designs Inc /adv
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
EverSource Wealth Advisors, LLC
Precision Wealth Strategies, LLC
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares
Pictet Asset Management Holding SA
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
Schonfeld Strategic Advisors LLC
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
QFVOX - Pear Tree Funds - Pear Tree Polaris Foreign Value Fund Ordinary Shares
Brighton Jones Llc
True Wealth Design, LLC
CI Private Wealth, LLC
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
Knights of Columbus Asset Advisors LLC
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
Credit Agricole S A
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
Binnacle Investments Inc
Engineers Gate Manager LP
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
Jacobs Asset Management, Llc
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
Susquehanna International Group, Llp
Bridgewater Associates, LP
Peak6 Llc
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
Arcus Capital Partners, LLC
Acadian Asset Management Llc
HighTower Advisors, LLC
Janus Henderson Group Plc
Northern Trust Corp
Lindbrook Capital, Llc
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
MFCPX - M FUND INC - M Capital Appreciation Fund
Basswood Capital Management, L.l.c.
Klp Kapitalforvaltning As
Harbor Capital Advisors, Inc.
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
Two Sigma Investments, Lp
Susquehanna Portfolio Strategies, LLC
Keeley-Teton Advisors, LLC
Manufacturers Life Insurance Company, The
Strategic Global Advisors, LLC
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
Globeflex Capital L P
Holocene Advisors, LP
Tcw Group Inc
Harvest Fund Management Co., Ltd
Cornerstone Planning Group LLC
HB Wealth Management, LLC
Marshall Wace, Llp
Advanced Series Trust - Ast Small-cap Growth Portfolio
Tower Research Capital LLC (TRC)
Guggenheim Capital Llc
Erste Asset Management GmbH
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
Bath Savings Trust Co
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
Summit Global Investments
Measured Wealth Private Client Group, LLC
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
MAI Capital Management
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Qube Research & Technologies Ltd
Infrastructure Capital Advisors, Llc
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
Headlands Technologies LLC
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
Illinois Municipal Retirement Fund
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Renaissance Technologies Llc
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
Wedge Capital Management L L P/nc
Sivia Capital Partners, LLC
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
X-Square Capital, LLC
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
Toroso Investments, LLC
Simplex Trading, Llc
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
M&t Bank Corp
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
Jefferies Financial Group Inc.
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
Handelsbanken Fonder AB
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
CAPROCK Group, Inc.
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
Fox Run Management, L.l.c.
Sciencast Management LP
Centiva Capital, LP
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund
Virginia Retirement Systems Et Al
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
VCGAX - VALIC Co I - Growth & Income Fund
Wells Fargo & Company/mn
Public Employees Retirement Association Of Colorado
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
DT Investment Partners, LLC
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
OneAscent Investment Solutions LLC
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
Venturi Wealth Management, LLC
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Salomon & Ludwin, LLC
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
Dogwood Wealth Management LLC
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Atomi Financial Group, Inc.
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
VMAX - Lattice Strategies Trust - Hartford US Value ETF
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
rhino investment partners, Inc
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
111 Capital
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A
Mowery & Schoenfeld Wealth Management, LLC
Penserra Capital Management LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
Lazard Asset Management Llc
Twin Peaks Wealth Advisors, LLC
Dynamic Technology Lab Private Ltd
Principia Wealth Advisory, LLC
STXV - EA Series Trust - Strive 1000 Value ETF
Captrust Financial Advisors
Thrivent Financial For Lutherans
Barclays Plc
Mercer Global Advisors Inc /adv
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
New York Life Investment Management Llc
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
EJF Capital LLC
Amalgamated Bank
Shell Asset Management Co
Numerai GP LLC
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
Bank Of America Corp /de/
Quent Capital, LLC
Hrt Financial Lp
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
Allianz Asset Management GmbH
FORA Capital, LLC
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
Meridian Investment Counsel Inc.
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
Emerald Advisers, Llc
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
Zurcher Kantonalbank (Zurich Cantonalbank)
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
Cwm, Llc
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I
Td Asset Management Inc
Net Worth Advisory Group
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
Cetera Trust Company, N.A
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
Maryland State Retirement & Pension System
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Cromwell Holdings LLC
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
IWV - iSHARES TRUST - iShares Russell 3000 ETF
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
Rafferty Asset Management, LLC
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Parallel Advisors, LLC
State Board Of Administration Of Florida Retirement System
Vise Technologies, Inc.
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
Public Employees Retirement System Of Ohio
VCULX - VALIC Co I - Growth Fund
Hantz Financial Services, Inc.
FLDFX - Meeder Funds - BALANCED FUND Retail Class
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
Sequoia Financial Advisors, LLC
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Greenwich Wealth Management LLC
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
KBC Group NV
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
Hartland & Co., LLC
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
Parkside Financial Bank & Trust
Voloridge Investment Management, Llc
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
Fourth Sail Capital LP
Penn Capital Management Co Inc
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
Bruce G. Allen Investments, LLC
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Pnc Financial Services Group, Inc.
Algert Global Llc
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
Farther Finance Advisors, LLC
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
Private Wealth Management Group, LLC
Franklin Resources Inc
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
IWB - iSHARES TRUST - iShares Russell 1000 ETF
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Group One Trading, L.p.
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
Polaris Capital Management, LLC
Blair William & Co/il
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
Police & Firemen's Retirement System of New Jersey
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL
PMC FIG Opportunities LLC
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
Pathstone Holdings, LLC
Truist Financial Corp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
BlackRock, Inc.
Russell Investments Group, Ltd.
Winton Capital Group Ltd
Nuveen, LLC
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
Sherbrooke Park Advisers Llc
Voya Investment Management Llc
EBI - RBB Fund Trust - Longview Advantage ETF
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
STXM - EA Series Trust - Strive Mid-Cap ETF
Frontier Capital Management Co Llc
Valued Wealth Advisors LLC
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
Ritholtz Wealth Management
Brevan Howard Capital Management LP
Polymer Capital Management (US) LLC
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
Meeder Asset Management Inc
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
Merit Financial Group, LLC
Colony Group, LLC
ZIG - ETF Series Solutions - The Acquirers Fund
Integrated Wealth Concepts LLC
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
Quantinno Capital Management LP
AIA Group Ltd
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
Ramirez Asset Management, Inc.
Xponance, Inc.
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista