BWIN / The Baldwin Insurance Group, Inc. - Net Long/Short Value

The Baldwin Insurance Group, Inc.
US ˙ NasdaqGS ˙ US05589G1022

BWIN / The Baldwin Insurance Group, 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)
Rise Advisors, LLC
Global Retirement Partners, LLC
Price T Rowe Associates Inc /md/
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
CIBC Private Wealth Group, LLC
Laird Norton Trust Company, Llc
Winton Capital Group Ltd
Zrc Wealth Management, Llc
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A
Klp Kapitalforvaltning As
Cape Investment Advisory, Inc.
Zurcher Kantonalbank (Zurich Cantonalbank)
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund
Bank Of Montreal /can/
Pnc Financial Services Group, Inc.
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
Annis Gardner Whiting Capital Advisors, LLC
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund
Arizona State Retirement System
Westwood Holdings Group Inc
FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
Loomis Sayles & Co L P
D. E. Shaw & Co., Inc.
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
State Board Of Administration Of Florida Retirement System
Moody National Bank Trust Division
Barclays Plc
Teacher Retirement System Of Texas
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
Public Employees Retirement System Of Ohio
Otter Creek Advisors, LLC
Morgan Stanley
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
IFP Advisors, Inc
Madison Asset Management, LLC
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio
Hemington Wealth Management
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Arlington Trust Co LLC
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
Larson Financial Group LLC
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Legal & General Group Plc
State Of Wisconsin Investment Board
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
Washington Trust Bank
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
American Century Companies Inc
Macquarie Group Ltd
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Assetmark, Inc
Ubs Asset Management Americas Inc
Huntington National Bank
Alliancebernstein L.p.
Sei Investments Co
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Wealth Enhancement Advisory Services, Llc
King Luther Capital Management Corp
Fenimore Asset Management Inc
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
BlackRock, Inc.
Rhumbline Advisers
Strs Ohio
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
Group One Trading, L.p.
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
PENN SERIES FUNDS INC - Small Cap Growth Fund
Capital Research Global Investors
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares
Deutsche Bank Ag\
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T
First Horizon Advisors, Inc.
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
Farther Finance Advisors, LLC
Fiera Capital Corp
Cwm, Llc
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
Aqr Capital Management Llc
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Warren Averett Asset Management, LLC
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
Millennium Management Llc
Profunds - Profund Vp Ultrasmall-cap
Holocene Advisors, LP
Nisa Investment Advisors, Llc
Profunds - Profund Vp Small-cap
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Umb Bank N A/mo
Kennedy Capital Management, Inc.
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
EBI - RBB Fund Trust - Longview Advantage ETF
Janus Henderson Group Plc
IWM - iSHARES TRUST - iShares Russell 2000 ETF
Emerald Mutual Fund Advisers Trust
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Commerce Bank
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A
Steward Partners Investment Advisory, Llc
HB Wealth Management, LLC
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund
Champlain Investment Partners, LLC
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
Police & Firemen's Retirement System of New Jersey
Prudential Financial Inc
Advisory Services Network, LLC
Cetera Investment Advisers
Fmr Llc
Snowden Capital Advisors LLC
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
Lido Advisors, LLC
Td Asset Management Inc
Confluence Investment Management Llc
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
Whittier Trust Co Of Nevada Inc
Cyndeo Wealth Partners, LLC
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
Oppenheimer Asset Management Inc.
Brinker Capital Investments, LLC
Advisor Group Holdings, Inc.
NSIDX - Northern Funds - Northern Small Cap Index Fund
T. Rowe Price Investment Management, Inc.
New York State Common Retirement Fund
Ensign Peak Advisors, Inc
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Park Avenue Securities Llc
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
BNP Paribas Asset Management Holding S.A.
Summit Creek Advisors LLC
Hartland & Co., LLC
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
KBC Group NV
Pathway Financial Advisors LLC
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
HighTower Advisors, LLC
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares
Bank of New York Mellon Corp
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
Tower Research Capital LLC (TRC)
Swiss National Bank
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
Cornerstone Wealth Group, LLC
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Twin Peaks Wealth Advisors, LLC
Red Door Wealth Management, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
Core Wealth Advisors, Inc.
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Private Trust Co Na
Creative Planning
Quest Partners LLC
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
Atwood & Palmer Inc
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
Jefferies Financial Group Inc.
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
Schneider Downs Wealth Management Advisors, LP
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
Nicholas Company, Inc.
Rothschild Investment Llc
HHM Wealth Advisors, LLC
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Zwj Investment Counsel Inc
Kornitzer Capital Management Inc /ks
Raymond James Financial Inc
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
California State Teachers Retirement System
SRS Capital Advisors, Inc.
Federation des caisses Desjardins du Quebec
State of New Jersey Common Pension Fund D
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
GW&K Investment Management, LLC
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A
Aristotle Capital Boston, LLC
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
Signaturefd, Llc
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
Sterling Capital Management LLC
Covestor Ltd
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I
Neuberger Berman Group LLC
Bessemer Group Inc
Manufacturers Life Insurance Company, The
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Aquatic Capital Management LLC
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
UBS Group AG
Goldman Sachs Group Inc
GAMMA Investing LLC
Mount Yale Investment Advisors, LLC
Fortitude Family Office, LLC
Cibc World Markets Corp
Northwestern Mutual Wealth Management Co
Invesco Ltd.
Ameritas Investment Partners, Inc.
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
LPL Financial LLC
Envestnet Asset Management Inc
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
Russell Investments Group, Ltd.
Parallel Advisors, LLC
Heritage Family Offices, LLP
Advanced Series Trust - Ast Small-cap Growth Portfolio
Select Equity Group, L.P.
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
Charles Schwab Investment Management Inc
First Trust Advisors Lp
Pitcairn Co
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
Principal Securities, Inc.
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Envestnet Portfolio Solutions, Inc.
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
STXK - EA Series Trust - Strive Small-Cap ETF
Universal- Beteiligungs- und Servicegesellschaft mbH
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
Peregrine Capital Management Llc
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class
Tributary Capital Management, LLC
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
Park Place Capital Corp
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
GWM Advisors LLC
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Parkside Financial Bank & Trust
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A
Captrust Financial Advisors
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
Capital World Investors
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Toroso Investments, LLC
Mml Investors Services, Llc
Allworth Financial LP
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional
Guggenheim Active Allocation Fund
MAI Capital Management
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A
Nuveen, LLC
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
Xponance, Inc.
RSSL - Global X Funds - Global X Russell 2000 ETF
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
Jones Financial Companies Lllp
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
Panagora Asset Management Inc
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
VCSLX - VALIC Co I - Small Cap Index Fund
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
Great West Life Assurance Co /can/
Dimensional Fund Advisors Lp
Rockefeller Capital Management L.P.
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1
First National Bank Of Omaha
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
Two Sigma Investments, Lp
IWV - iSHARES TRUST - iShares Russell 3000 ETF
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
MTM Investment Management, LLC
Geode Capital Management, Llc
Victory Capital Management Inc
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
PENN SERIES FUNDS INC - Small Cap Index Fund
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
Citadel Advisors Llc
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I
Capital International Investors
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Voya Investment Management Llc
Granite Investment Partners, LLC
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares
Caption Management, LLC
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
Public Employees Retirement Association Of Colorado
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I
J.Safra Asset Management Corp
Zions Bancorporation, National Association /ut/
Brown Miller Wealth Management, LLC
Diversified Trust Co
ProShare Advisors LLC
Cambridge Investment Research Advisors, Inc.
RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
State Street Corp
Riggs Asset Managment Co. Inc.
Intech Investment Management Llc
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
MetLife Investment Management, LLC
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
Northern Trust Corp
Handelsbanken Fonder AB
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
Emerald Advisers, Llc
Optiver Holding B.V.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund
Lindbrook Capital, Llc
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
Jpmorgan Chase & Co
Nbc Securities, Inc.
Venator Management LLC
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class
Skopos Labs, Inc.
Verition Fund Management LLC
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Citigroup Inc
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
Truist Financial Corp
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
Us Bancorp \de\
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
Verdence Capital Advisors LLC
Stifel Financial Corp
Quantbot Technologies LP
Pictet Asset Management Holding SA
Bamco Inc /ny/
Principal Financial Group Inc
Vanguard Group Inc
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A
Smartleaf Asset Management LLC
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund
Janney Montgomery Scott LLC
Quadrant Private Wealth Management, LLC
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
SLPIX - Profunds - Small-cap Profund Investor Class
Comerica Bank
Bank Of America Corp /de/
EverSource Wealth Advisors, LLC
Susquehanna International Group, Llp
Cetera Trust Company, N.A
Aubrey Capital Management Ltd
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
CI Private Wealth, LLC
Natixis Advisors, L.p.
Harbor Capital Advisors, Inc.
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund
TD Waterhouse Canada Inc.
Kestra Investment Management, LLC
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
Sapient Capital Llc
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A
Smith Chas P & Associates Pa Cpas
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2
Mariner, LLC
Flagship Harbor Advisors, Llc
William Blair Investment Management, Llc
Westfield Capital Management Co Lp
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
SJS Investment Consulting Inc.
Royal Bank Of Canada
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
Amalgamated Bank
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
Van Hulzen Asset Management, LLC
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
Toth Financial Advisory Corp
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Wells Fargo & Company/mn
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
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