IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF - Net Long/Short Value

iShares Trust - iShares 7-10 Year Treasury Bond ETF
US ˙ NasdaqGM ˙ US4642874402

IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF - 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)
Cape Investment Advisory, Inc.
Cadence Wealth Management LLC
Putnam Fl Investment Management Co
Values First Advisors, Inc.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II
Warner Financial, Inc
1607 Capital Partners, LLC
Daymark Wealth Partners, Llc
Allianz Asset Management GmbH
Royal Bank Of Canada
Richards, Merrill & Peterson, Inc.
Tsfg, Llc
Wealthcare Capital Management Llc
KDRN - ETF Opportunities Trust - Kingsbarn Tactical Bond ETF
Q Fund Management (Hong Kong) Ltd
Ci Investments Inc.
Signal Advisors Wealth, LLC
Alliance Wealth Advisors, LLC /UT
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
CI Private Wealth, LLC
Insigneo Advisory Services, Llc
West Chester Capital Advisors, Inc
Sage Advisory Services, Ltd.Co.
BRYN MAWR TRUST Co
Private Trust Co Na
ABLE Financial Group, LLC
ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I
Point72 Asset Management, L.P.
MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
Silicon Valley Capital Partners
Advisory Services Network, LLC
Good Steward Wealth Advisors,LLC
Franklin Resources Inc
Mercer Global Advisors Inc /adv
PKS Advisory Services, LLC
Pineridge Advisors LLC
Investors Research Corp
Courier Capital Llc
Harbor Investment Advisory, Llc
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1
Ameraudi Asset Management, Inc.
Register Financial Advisors LLC
Texas Bank & Trust Co
Matrix Trust Co
Dogwood Wealth Management LLC
Spirit Of America Management Corp/ny
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
Millennium Management Llc
Prism Advisors, Inc.
First Interstate Bank
MGO Private Wealth, LLC
Community Financial Services Group, LLC
Belpointe Asset Management LLC
Wealthcare Advisory Partners LLC
Sona Asset Management (us) Llc
SGPGX - RBB FUND, INC. - SGI Prudent Growth Fund Class I Shares
Wsfs Capital Management, Llc
Snowden Capital Advisors LLC
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
Citigroup Inc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II
Canopy Partners, LLC
Strathmore Capital Advisors, Inc.
United Capital Financial Advisers, Llc
Capital Advisors Wealth Management, LLC
Atlas Private Wealth Advisors
Amundi
Trust Co Of Toledo Na /oh/
Vident Advisory, LLC
GenTrust, LLC
Signet Financial Management, Llc
Gerber Kawasaki Wealth & Investment Management
ShoreHaven Wealth Partners, LLC
Portside Wealth Group, LLC
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service
Aviso Financial Inc.
Armstrong Advisory Group, Inc
Stratos Wealth Partners, LTD.
First Heartland Consultants, Inc.
Ignite Planners, LLC
Gilman Hill Asset Management, LLC
Calton & Associates, Inc.
Cambridge Associates Llc /ma/ /adv
First Community Trust Na
NDMAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Aggressive Fund Class A
SkyOak Wealth, LLC
Wedbush Securities Inc
UBS Group AG
Ethos Financial Group, LLC
Willis Johnson & Associates, Inc.
Exchange Traded Concepts, Llc
Hantz Financial Services, Inc.
Rossby Financial, LCC
Horan Securities, Inc.
MAI Capital Management
Change Path, LLC
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
LPL Financial LLC
First American Trust, Fsb
Fwl Investment Management, Llc
Wallace Advisory Group, LLC
Total Investment Management Inc
Thurston, Springer, Miller, Herd & Titak, Inc.
Manchester Capital Management LLC
Stonebridge Financial Group, LLC
WealthPlan Investment Management, LLC
Assetmark, Inc
VisionPoint Advisory Group, LLC
Hallmark Capital Management Inc
City Center Advisors, LLC
Jpmorgan Chase & Co
Aqr Capital Management Llc
Fmr Llc
Gibbs Wealth Management
17 Capital Partners, Llc
Access Financial Services, Inc.
USA Financial Portformulas Corp
Ttp Investments, Inc.
Hm Payson & Co
Twin Focus Capital Partners, Llc
Semitam Bonam Llc
DiMeo Schneider & Associates, L.L.C.
Tower Research Capital LLC (TRC)
DAVENPORT & Co LLC
Atria Wealth Solutions, Inc.
Legacy Wealth Managment, LLC/ID
Pnc Financial Services Group, Inc.
Little House Capital Llc
Rik Saylor Financial, Inc.
Rosenberg Matthew Hamilton
Morton Brown Family Wealth, LLC
Pacifica Partners Inc.
Harwood Advisory Group, LLC
Leigh Baldwin & Co., Llc
Farmers & Merchants Investments Inc
Bank Julius Baer & Co. Ltd, Zurich
Beacon Capital Management, LLC
Prosperity Consulting Group, LLC
Davies Financial Advisors, Inc.
Solstein Capital, LLC
Northwest Capital Management Inc
Group One Trading, L.p.
Bank of New York Mellon Corp
Mutual Advisors, LLC
Creative Financial Designs Inc /adv
Global View Capital Management LLC
Bond & Devick Financial Network, Inc.
Centaurus Financial, Inc.
ROMO - Strategy Shares - Strategy Shares Newfound/ReSolve Robust Momentum ETF
Camden National Bank
1620 Investment Advisors, Inc.
Transcend Wealth Collective, Llc
Summit Financial Consulting LLC
Deutsche Bank Ag\
Nomura Holdings Inc
Blair William & Co/il
Logan Capital Management Inc
Redhawk Wealth Advisors, Inc.
WCG Wealth Advisors LLC
SimpliFi, Inc.
Cardiff Park Advisors, Llc
Gunma Bank,Ltd.
Keel Point, LLC
U.S. Capital Wealth Advisors, LLC
Dover Advisors, Llc
Vectors Research Management, LLC
Arrien Investments, Inc.
Prudential Plc
Sofos Investments, Inc.
Formidable Asset Management, LLC
TIGGX - GOLDMAN SACHS TRUST - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional
LALT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Strategy Alternative ETF
Advance Capital Management, Inc.
Verus Capital Partners, Llc
Crescent Grove Advisors, LLC
Victory Capital Management Inc
Pacific Financial Group Inc
Guidance Capital, Inc
Two Sigma Securities, Llc
Banque Pictet & Cie Sa
Level Four Advisory Services, Llc
Financial & Tax Architects, LLC
Natixis
Integras Partners LLC
Acute Investment Advisory, Llc
West Paces Advisors Inc.
Alerus Financial Na
Jackson Hole Capital Partners, LLC
Synovus Financial Corp
Private Client Services, Llc
Quest Partners LLC
Mml Investors Services, Llc
Strategic Point Investment Advisors, LLC
Provenance Wealth Advisors, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II
Wells Fargo & Company/mn
Koshinski Asset Management, Inc.
Rakuten Securities, Inc.
Dynamic Wealth Strategies, LLC
Old National Bancorp /in/
Atomi Financial Group, Inc.
Future Financial Wealth Managment LLC
Cubist Systematic Strategies, LLC
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I
Wealthspan Partners, Llc
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class
King Wealth
TCP Asset Management, LLC
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
Neuberger Berman Group LLC
Great Valley Advisor Group, Inc.
Stephens Inc /ar/
SPC Financial, Inc.
Evolution Wealth Advisors, LLC
Semmax Financial Advisors Inc.
AE Wealth Management LLC
1832 Asset Management L.P.
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
Amarillo National Bank
JT Stratford LLC
Glen Eagle Advisors, LLC
Integrity Alliance, Llc.
Kovitz Investment Group Partners, LLC
StoneX Group Inc.
Toroso Investments, LLC
Wolverine Trading, Llc
Avantax Advisory Services, Inc.
Mariner, LLC
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
National Bank Of Canada /fi/
Perennial Investment Advisors, LLC
Wealth Management Resources, Inc.
West Branch Capital LLC
Greenwood Capital Associates Llc
Asset Management Group, Inc.
LifeGuide Financial Advisors, LLC
Captrust Financial Advisors
FLP Wealth Management, LLC
High Falls Advisors, Inc
Etesian Wealth Advisors, Inc.
Balboa Wealth Partners
Rogco, Lp
Powell Investment Advisors, LLC
Kinloch Capital, LLC
MCF Advisors LLC
Sound Financial Strategies Group, LLC
Montecito Bank & Trust
BayBridge Capital Group, LLC
Cambridge Advisors Inc.
Harvest Portfolios Group Inc.
BBALX - Northern Funds - Northern Global Tactical Asset Allocation Fund
GAMMA Investing LLC
Insight Wealth Strategies, LLC
MTC Wealth Management LLC
Lifeworks Advisors, LLC
Forza Wealth Management, LLC
Litman Gregory Asset Management LLC
Wealthcare Capital Partners, LLC
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
First National Bank Of Omaha
DRAI - EA Series Trust - Draco Evolution AI ETF
Garde Capital, Inc.
Warren Averett Asset Management, LLC
Forte Asset Management Llc
Brinker Capital Investments, LLC
Newbridge Financial Services Group, Inc.
ARGI Investment Services, LLC
Pathstone Holdings, LLC
London & Capital Asset Management Ltd
Fund Evaluation Group, LLC
Luminist Capital LLC
BEAM Asset Management, LLC
Sharpepoint Llc
Meridian Management Co
Bramshill Investments, LLC
Good Life Advisors, LLC
Bank Hapoalim Bm
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
GenWealth Group, Inc.
Nordwand Advisors, LLC
Commerce Bank
Northern Trust Corp
AlTi Global, Inc.
CBIZ Investment Advisory Services, LLC
Vicus Capital
NDCAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Conservative Fund Class A
Global Assets Advisory, LLC
Coston, McIsaac & Partners
Sig Brokerage, Lp
Walker Asset Management, LLC
Generation Capital Management LLC
Pacific Wealth Management
Stifel Financial Corp
Meridian Wealth Management, LLC
Sound Income Strategies, LLC
Duncker Streett & Co Inc
Avalon Advisory Group
Howe & Rusling Inc
SOA Wealth Advisors, LLC.
Plimoth Trust Co Llc
BancorpSouth Bank
Fortis Group Advisors, LLC
Jaffetilchin Investment Partners, LLC
Strategic Wealth Partners, Ltd.
Greenwood Gearhart Inc
SevenBridge Financial Group, LLC
FSC Wealth Advisors, LLC
Discovery Capital Management, Llc / Ct
Integrated Advisors Network LLC
M3 Advisory Group, LLC
Krilogy Financial LLC
Core Wealth Partners LLC
Trustmark National Bank Trust Department
Randolph Co Inc
Retirement Income Solutions, Inc
O'shaughnessy Asset Management, Llc
Savant Capital, LLC
Atria Investments Llc
Td Private Client Wealth Llc
SBI Securities Co., Ltd.
Noble Wealth Management PBC
Twin Peaks Wealth Advisors, LLC
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1
Voya Financial Advisors, Inc.
Two Sigma Investments, Lp
Pinnacle Associates Ltd
Oak Harbor Wealth Partners, Llc
Circle Wealth Management, LLC
Oak Associates Ltd /oh/
Mizuho Markets Americas Llc
Nottingham Advisors, Inc.
Ridgepath Capital Management LLC
Fisher Asset Management, LLC
Shayne & Co., Llc
Rathbone Brothers plc
Clarity Financial LLC
AssuredPartners Investment Advisors, LLC
Lwm Advisors Inc
Key FInancial Inc
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
Partners Capital Investment Group, Llp
CIBC World Markets Inc.
Larson Financial Group LLC
Iams Wealth Management, Llc
LCR - Managed Portfolio Series - Leuthold Core ETF
D.a. Davidson & Co.
Kestra Investment Management, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II
North Star Investment Management Corp.
Morris Financial Concepts, Inc.
Bank Of Montreal /can/
Transce3nd, LLC
FC Advisory LLC
Weaver Capital Management LLC
Bowman & Co S.C.
Park Avenue Securities Llc
DXKLX - DIREXION FUNDS - Direxion Monthly 7-10 Year Treasury Bull 2X Fund Investor Class
Bangor Savings Bank
First International Bank of Israel Ltd.
Grove Bank & Trust
Banco Bilbao Vizcaya Argentaria, S.a.
RiverFront Investment Group, LLC
Valmark Advisers, Inc.
Mechanics Financial Corp
WNY Asset Management, LLC
Cherry Tree Wealth Management, LLC
ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I
Capital Investment Advisory Services, LLC
Rezny Wealth Management, Inc.
Lazari Capital Management, Inc.
Baird Financial Group, Inc.
Modern Wealth Management, LLC
Costello Asset Management, INC
First Financial Bank - Trust Division
Headlands Technologies LLC
Paragon Private Wealth Management, LLC
Signature Resources Capital Management, LLC
Pinnacle Bancorp, Inc.
Bulltick Wealth Management, LLC
Alpha Cubed Investments, LLC
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
Silverleafe Capital Partners, LLC
Motco
Forbes J M & Co Llp
One Day In July LLC
TD Waterhouse Canada Inc.
Global Trust Asset Management, LLC
SILVER OAK SECURITIES, Inc
Catalyst Private Wealth, Llc
FORM Wealth Advisors, LLC
Verdence Capital Advisors LLC
Graybill Bartz & Assoc Ltd
Crabel Capital Management, LLC
Tran Capital Management, L.p.
Glenview Trust Co
Caliber Wealth Management, LLC / KS
TDSB - Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF
Intergy Private Wealth, LLC
Ipsen Advisor Group LLC
Jefferies Financial Group Inc.
Optimum Investment Advisors
Dakota Wealth Management
Second Half Financial Partners, LLC
Patton Fund Management, Inc.
Principal Securities, Inc.
Quadcap Wealth Management, LLC
GWM Advisors LLC
Virtue Capital Management, LLC
Squarepoint Ops LLC
Wealthfront Advisers Llc
3EDGE Asset Management, LP
Stapp Wealth Management, Pllc
Roundview Capital LLC
Boyd Watterson Asset Management Llc/oh
High Note Wealth, LLC
Stephens Group Asset Management, Llc
AIA Group Ltd
Huntington National Bank
Fairscale Capital, LLC
Regimen Wealth, Llc
Aspect Partners, LLC
Bingham Private Wealth, Llc
Roman Butler Fullerton & Co
United Capital Management of KS, Inc.
RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares
Eukles Asset Management
Center for Financial Planning, Inc.
Fca Corp /tx
Cypress Financial Planning Llc
MJT & Associates Financial Advisory Group, Inc.
D L Carlson Investment Group Inc
Beaumont Capital Management, LLC
Cambridge Investment Research Advisors, Inc.
Jessup Wealth Management, Inc
Eqis Capital Management, Inc.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II
LGT Financial Advisors LLC
MEMBERS Trust Co
Retirement Financial Solutions, Llc
Leo Wealth, LLC
Coastline Trust Co
Acropolis Investment Management, LLC
Eagle Global Advisors Llc
Westfuller Advisors, LLC
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
Manufacturers Life Insurance Company, The
Icon Wealth Advisors, LLC
Colonial Trust Co / SC
Cresset Asset Management, LLC
Carrera Capital Advisors
CENTRAL TRUST Co
Financiere des Professionnels - Fonds d,investissement inc.
Barings Llc
Chesley Taft & Associates LLC
Glaxis Capital Management, LLC
Tull Financial Group, Inc.
Triad Wealth Partners, LLC
Commonwealth Equity Services, Llc
Kiker Wealth Management, LLC
Retirement Capital Strategies
Traphagen Investment Advisors Llc
Western Wealth Management, LLC
Boreal Capital Management LLC
HBK Sorce Advisory LLC
Indiana Trust & Investment Management CO
HighTower Advisors, LLC
Joule Financial, LLC
Cwm, Llc
Burke & Herbert Bank & Trust Co
Kiley Juergens Wealth Management, Llc
Foundations Investment Advisors, LLC
Finley Financial, LLC
Annis Gardner Whiting Capital Advisors, LLC
LFA - Lugano Financial Advisors SA
WESPAC Advisors, LLC
Sagespring Wealth Partners, Llc
Benjamin Edwards Inc
Three Seasons Wealth, LLC
Ballast Advisors Llc
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
MFA Wealth Services
Catalytic Wealth RIA, LLC
Simplicity Wealth,LLC
First Horizon Advisors, Inc.
R. W. Roge & Company, Inc.
Pasadena Private Wealth, LLC
Milestone Asset Management, Llc
Advyzon Investment Management, LLC
Reyes Financial Architecture, Inc.
Horst & Graben Wealth Management LLC
Regions Financial Corp
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
NADMX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderate Fund Class A
Creative Planning
Advisors Preferred, LLC
Resources Investment Advisors, LLC.
Vanguard Capital Wealth Advisors
Barclays Plc
Ambassador Advisors, LLC
Capital Insight Partners, Llc
Kestra Private Wealth Services, Llc
Soros Fund Management Llc
One Degree Advisors Inc
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
Institute for Wealth Management, LLC.
Blue Oak Capital, LLC
Cobblestone Capital Advisors Llc /ny/
Brown Brothers Harriman & Co
Stock Yards Bank & Trust Co
Quest 10 Wealth Builders, Inc.
Evoke Wealth, Llc
Betterment LLC
Mirabaud & Cie SA
Camarda Financial Advisors, LLC
Financial Network Wealth Advisors LLC
TriaGen Wealth Management LLC
Tanglewood Wealth Management, Inc.
James Investment Research Inc
TFB Advisors LLC
J.w. Cole Advisors, Inc.
Net Worth Advisory Group
CIBC Private Wealth Group, LLC
Cornerstone Planning Group LLC
Meeder Asset Management Inc
Two West Capital Advisors LLC
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
FreeGulliver LLC
Atlas Brown,Inc.
Comerica Bank
Eastern Bank
Kovack Advisors, Inc.
Lido Advisors, LLC
Edmond De Rothschild Holding S.a.
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
Wolverine Asset Management Llc
Summit Financial, LLC
WestEnd Advisors, LLC
Gts Securities Llc
Mirae Asset Global Investments Co., Ltd.
Maia Wealth LLC
Orion Portfolio Solutions, LLC
FNY Investment Advisers, LLC
BTSAX - Northern Lights Fund Trust - BTS Managed Income Fund Class A Shares
Coldstream Capital Management Inc
Perigon Wealth Management, LLC
Rede Wealth, LLC
Financial Services Advisory Inc
JCIC Asset Management Inc.
Mesirow Financial Investment Management, Inc.
Lunt Capital Management, Inc.
American National Bank
Richardson Financial Services Inc.
Arvest Investments, Inc.
DKM Wealth Management, Inc.
Mmbg Investment Advisors Co.
Legacy Investment Solutions, LLC
Stratos Wealth Advisors, LLC
Bedell Frazier Investment Counseling, LLC
waypoint wealth counsel
Columbus Macro, LLC
KPP Advisory Services LLC
ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I
Prime Capital Investment Advisors, LLC
Ewing Morris & Co. Investment Partners Ltd.
Clare Market Investments LLC
Kestra Advisory Services, LLC
International Assets Investment Management, Llc
Claudia M.p. Batlle, Crp (r) Llc
Caitlin John, LLC
Benningfield Financial Advisors, Llc
Pinnacle Wealth Management Advisory Group, LLC
Phillips Financial Management, Llc
Buckingham Strategic Partners
Golden State Equity Partners
Palisade Asset Management, LLC
Middleton & Co Inc/ma
Joel Adams & Associates, Inc.
Park Place Capital Corp
Chicago Partners Investment Group LLC
Empowered Funds, LLC
5T Wealth, LLC
LexAurum Advisors, LLC
Country Club Bank /gfn
MY Wealth Management Inc.
Dunhill Financial, LLC
Evolution Wealth Management Inc.
Liberty Square Wealth Partners Llc
Hanover Advisors Inc
Axis Wealth Partners, LLC
Cambiar Investors Llc
Bank Of Nova Scotia
Schoolcraft Capital LLC
Northwestern Mutual Wealth Management Co
Kaydan Wealth Management, Inc.
Cliftonlarsonallen Wealth Advisors, Llc
Real Talk Capital, LLC
Strategy Asset Managers Llc
Ameriflex Group, Inc.
Regatta Capital Group, Llc
Dimension Capital Management Llc
BlackRock, Inc.
Winthrop Capital Management, LLC
Rockefeller Capital Management L.P.
Invst, LLC
Jones Financial Companies Lllp
EP Wealth Advisors, Inc.
First Trust Advisors Lp
Wetherby Asset Management Inc
EPG Wealth Management LLC
Signature Securities Group Corporation
First Citizens Asset Management, Inc.
Migdal Insurance & Financial Holdings Ltd.
First Foundation Advisors
Harbour Investments, Inc.
Vestmark Advisory Solutions, Inc.
Marcum Wealth, LLC
Allworth Financial LP
SG Americas Securities, LLC
QEVOX - Advisors Preferred Trust - Quantified Evolution Plus Fund Investor Class Shares
Nbt Bank N A /ny
SWAN Capital LLC
RPg Family Wealth Advisory, LLC
Cetera Investment Advisers
Haverford Trust Co
Fft Wealth Management Llc
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
Greenleaf Trust
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service
Ameritas Advisory Services, LLC
Pinkerton Retirement Specialists, LLC
Montag A & Associates Inc
HCR Wealth Advisors
Private Advisor Group, LLC
Continuum Advisory, LLC
Ridgewood Investments LLC
Fifth Third Securities, Inc.
Israel Discount Bank of New York
Kornitzer Capital Management Inc /ks
Morgan Dempsey Capital Management Llc
Pinnacle Wealth Management Group, Inc.
Mitsubishi UFJ Trust & Banking Corp
Biondo Investment Advisors, LLC
Black Maple Capital Management LP
IFP Advisors, Inc
ORG Partners LLC
Purus Wealth Management, LLC
CPR Investments Inc.
Ronald Blue Trust, Inc.
Emerald Investment Partners, Llc
Apollon Wealth Management, LLC
SeaBridge Investment Advisors LLC
Us Bancorp \de\
Summit Wealth Partners, LLC
Rothschild Investment Llc
Hollencrest Capital Management
Archer Investment Corp
Bremer Bank National Association
Optima Capital Llc
L.m. Kohn & Company
Summa Corp.
Spreng Capital Management, Inc.
Arkadios Wealth Advisors
Parallel Advisors, LLC
Federation des caisses Desjardins du Quebec
Park Square Financial Group, LLC
Heritage Wealth Partners, LLC
Wellspring Financial Advisors, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II
Sound View Wealth Advisors Group, LLC
Adviser Investments LLC
Csenge Advisory Group
Altman Advisors, Inc.
Covestor Ltd
Webster Bank, N. A.
RFG Advisory, LLC
Checchi Capital Advisers, LLC
Focused Wealth Management, Inc
Sentinus, LLC
Summit Asset Management, LLC
Murphy & Mullick Capital Management Corp
Avidian Wealth Solutions, LLC
Farther Finance Advisors, LLC
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
Brookwood Investment Group LLC
Coppell Advisory Solutions LLC
Concurrent Investment Advisors, LLC
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
Guardian Wealth Advisors, Llc / Nc
Midwest Professional Planners, LTD.
Brickley Wealth Management
Beacon Wealthcare LLC
Cullen/frost Bankers, Inc.
HTFNX - Horizon Funds - Horizon Tactical Fixed Income Fund Investor Class
Fulton Breakefield Broenniman Llc
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares
Sequoia Financial Advisors, LLC
Cary Street Partner Investment Advisory Llc
Strategic Investment Solutions, Inc. /IL
Investment Advisory Group, LLC
CWC Advisors, LLC.
Buck Wealth Strategies, LLC
Crestwood Advisors Group LLC
Seven Mile Advisory
Gladstone Institutional Advisory LLC
Veridan Wealth LLC
ADFI - Two Roads Shared Trust - Anfield Dynamic Fixed Income ETF
M&t Bank Corp
Legacy Private Trust Co.
Aptus Capital Advisors, LLC
Colony Group, LLC
Independent Advisor Alliance
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
Ritholtz Wealth Management
Lewis Asset Management, LLC
Focus Financial Network, Inc.
Miller Financial Services LLC
Whittier Trust Co Of Nevada Inc
DDD Partners, LLC
Advisor Group Holdings, Inc.
Cosner Financial Group, LLC
Bnp Paribas Arbitrage, Sa
Scotia Capital Inc.
Hartland & Co., LLC
Navellier & Associates Inc
Busey Wealth Management
Stableford Capital Ii Llc
Lighthouse Investment Partners, LLC
Tobias Financial Advisors, Inc.
Fiduciary Alliance LLC
Susquehanna International Group, Llp
Breakwater Capital Group
Janney Capital Management LLC
Brookstone Capital Management
White Pine Investment CO
Pflug Koory, LLC
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
Andina Capital Management, LLC
Clear Street Markets Llc
Skopos Labs, Inc.
Beirne Wealth Consulting Services, LLC
M.e. Allison & Co., Inc.
Union Bancaire Privee, UBP SA
Dynasty Wealth Management, Llc
NorthRock Partners, LLC
Compass Financial Group, Inc.
BankPlus Trust Department
JGP Wealth Management, LLC
Accretive Wealth Partners, LLC
Hrt Financial Lp
Juniper Hill Capital Management, LP
Titleist Asset Management, Llc
Mount Yale Investment Advisors, LLC
TPG Financial Advisors, LLC
Citadel Advisors Llc
Wisconsin Capital Management Llc
Boltwood Capital Management
Nvwm, Llc
Rsm Us Wealth Management Llc
Hazlett, Burt & Watson, Inc.
Carr Financial Group Corp
Goelzer Investment Management, Inc.
Ssa Swiss Advisors Ag
Crewe Advisors LLC
Banco Santander, S.A.
Savior LLC
Capital Analysts, Inc.
Caldwell Securities, Inc
Wiley Bros.-aintree Capital, Llc
Dorsey Wright & Associates
Spectrum Strategic Capital Management, LLC
Avion Wealth
Blue Capital, Inc.
JOJO - Tidal ETF Trust - ATAC Credit Rotation ETF
Keybank National Association/oh
GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares
Virtus ETF Advisers LLC
Magnus Financial Group LLC
BTFAX - Northern Lights Fund Trust - BTS Tactical Fixed Income Fund Class A Shares
Family Firm, Inc.
Innova Wealth Partners
Armis Advisers, LLC
Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
Maridea Wealth Management LLC
4J Wealth Management LLC
Lazard Asset Management Llc
HB Wealth Management, LLC
American Institute for Advanced Investment Management, LLP
Aspire Capital Advisors LLC
Goodman Advisory Group, LLC
Stanley-Laman Group, Ltd.
Envestnet Asset Management Inc
International Private Wealth Advisors LLC
Capital Investment Counsel, LLC
Global Retirement Partners, LLC
Money Concepts Capital Corp
Opal Wealth Advisors, LLC
Copia Wealth Management
Anfield Capital Management, LLC
Greater Midwest Financial Group, LLC
Evergreen Capital Management Llc
Summit Global Investments
GAM Holding AG
Sollinda Capital Management LLC
Raub Brock Capital Management LP
Jump Financial, LLC
Arete Wealth Advisors, LLC
Leuthold Group, Llc
Diversify Advisory Services, LLC
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
Oppenheimer & Co Inc
McMahon Financial Advisors, LLC
Syon Capital Llc
St Germain D J Co Inc
Karpus Management, Inc.
Muirfield Wealth Advisors Llc
TT Capital Management LLC
Ameriprise Financial Inc
Moser Wealth Advisors, LLC
Picton Mahoney Asset Management
KG&L Capital Management,LLC
Magnolia Private Wealth, LLC
Syntax Research, Inc.
Yoder Wealth Management, Inc.
Concorde Asset Management, LLC
Lifestyle Asset Management, Inc.
Wbh Advisory Inc
Portland Global Advisors LLC
Paragon Capital Management Inc
Sovereign Financial Group, Inc.
Midwest Trust Co
Berger Financial Group, Inc
Hsbc Holdings Plc
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
GeoWealth Management, LLC
Tiaa Trust, National Association
Pingora Partners LLC
Prospera Financial Services Inc
Trilogy Capital Inc.
American Financial Advisors, LLC
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
Rise Advisors, LLC
ODonnell Financial Services, LLC
NDAAX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Aggressive Fund Class A
King Luther Capital Management Corp
Mount Lucas Management LP
Prestige Wealth Management Group LLC
Kensington Asset Management, LLC
AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class
Goldman Sachs Group Inc
First Hawaiian Bank
LRI Investments, LLC
Modera Wealth Management, LLC
Hudson Capital Management LLC
SOUTH STATE Corp
JB Capital LLC
Integrated Wealth Concepts LLC
WealthTrak Capital Management LLC
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
Johnson Financial Group, Inc.
AdvisorNet Financial, Inc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II
Western Pacific Wealth Management, LP
Barrett & Company, Inc.
BNDC - FlexShares Trust - FlexShares Core Select Bond Fund
Capital Investment Counsel, Inc
IPG Investment Advisors LLC
Massmutual Trust Co Fsb/adv
Tidemark, LLC
Strategic Blueprint, LLC
ORG Wealth Partners, LLC
Atlantic Trust, LLC
Oliver Lagore Vanvalin Investment Group
Erickson Financial Group, LLC
Narus Financial Partners, LLC
Premier Path Wealth Partners, LLC
We Are One Seven, LLC
Turim 21 Investimentos Ltda.
Sowell Financial Services LLC
Cypress Capital, LLC
Coastal Investment Advisors, Inc.
AlphaCore Capital LLC
Compass Ion Advisors, LLC
Retirement Planning Group
Equitable Holdings, Inc.
Christensen, King & Associates Investment Services, Inc.
Brown Advisory Inc
GM Advisory Group, Inc.
Centennial Bank/AR/
Lincoln Capital Corp
Y.D. More Investments Ltd
Madison Asset Management, LLC
TCG Advisory Services, LLC
Ssi Investment Management Llc
Community Bank, N.A.
Parkside Advisors LLC
Janney Montgomery Scott LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II
Clark Capital Management Group, Inc.
Boston Private Wealth Llc
Independent Family Office, LLC
Alliancebernstein L.p.
WealthTrust Asset Management, LLC
Salem Investment Counselors Inc
IHT Wealth Management, LLC
Jane Street Group, Llc
Pallas Capital Advisors LLC
Wood Tarver Financial Group, LLC
Tortoise Investment Management, LLC
Envestnet Portfolio Solutions, Inc.
Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF
DFNDX - Managed Portfolio Series - Kensington Defender Fund Institutional Class
Blue Edge Capital, LLC
NFP Retirement, Inc.
Quaker Wealth Management, LLC
Heritage Oak Wealth Advisors Llc
McIlrath & Eck, LLC
Fiduciary Trust Co
Northwest Wealth Management, Llc
Matauro, Llc
Old Point Trust & Financial Services N A
Nationwide Fund Advisors
WFA of San Diego, LLC
Citizens Financial Group Inc/ri
Professional Financial Advisors, LLC
Truist Financial Corp
Waterloo Capital, L.P.
Twele Capital Management, Inc.
Bessemer Group Inc
DSG Capital Advisors, LLC
Canandaigua National Trust Co of Florida
Sapient Capital Llc
Smithfield Trust Co
Genesis Wealth Advisors, LLC
Sigma Planning Corp
Exencial Wealth Advisors, Llc
GIDGX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional
Bank Of America Corp /de/
Fortune Financial Advisors, LLC
Addison Advisors LLC
NADCX - NATIONWIDE MUTUAL FUNDS - Nationwide Investor Destinations Moderately Conservative Fund Class A
Wealth Enhancement Advisory Services, Llc
Brass Tax Wealth Management, Inc
Smartleaf Asset Management LLC
Pensionmark Financial Group, Llc
TYD - Direxion Shares ETF Trust - Direxion Daily 7-10 Year Treasury Bull 3X Shares
Robinson Value Management, Ltd.
Fifth Third Bancorp
Cerity Partners LLC
Financial Gravity Companies, Inc.
Sunbelt Securities, Inc.
NWK Group, Inc.
Rollins Financial Advisors, LLC
Van Eck Associates Corp
Nemes Rush Group LLC
Werba Rubin Papier Wealth Management
Tennessee Valley Asset Management Partners
Woodward Diversified Capital, Llc
Heck Capital Advisors, LLC
DMG Group, LLC
Phil A. Younker & Associates, Ltd.
Integrated Investment Consultants, LLC
DYFI - ETF Opportunities Trust - IDX DYNAMIC FIXED INCOME ETF
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
Moloney Securities Asset Management, LLC
Advisors Asset Management, Inc.
YANKCOM Partnership
Quinn Opportunity Partners LLC
Westside Investment Management, Inc.
Sicart Associates LLC
Thrivent Financial For Lutherans
NewSquare Capital LLC
Hudock, Inc.
Prudent Investors Network
Bcm Advisors, Llc
Badgley Phelps Wealth Managers, LLC
Ascent Group, LLC
Moore Capital Management, Lp
Kingsview Wealth Management, LLC
Sovran Advisors, LLC
Coastal Bridge Advisors, LLC
Steward Partners Investment Advisory, Llc
Independence Financial Advisors, LLC
E&G Advisors, LP
Kilter Group LLC
Highline Wealth Partners Llc
Sykon Capital Llc
MAMB - Northern Lights Fund Trust IV - Monarch Ambassador Income ETF
Brown, Lisle/cummings, Inc.
Morgan Stanley
WTBN - WisdomTree Trust - WisdomTree Bianco Total Return Fund
Leavell Investment Management, Inc.
Barnes Dennig Private Wealth Management LLC
Quadrant Private Wealth Management, LLC
Patten & Patten Inc/tn
Klaas Financial Asset Advisors, LLC
Anchor Capital Advisors Llc
PFG Investments, LLC
Hilltop Holdings Inc.
Bogart Wealth, LLC
Hurley Capital, LLC
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
Sompo Japan Nipponkoa Asset Management Co.,ltd.
Simplex Trading, Llc
TSA Wealth Managment LLC
CoreCap Advisors, LLC
Promethium Advisors,llc
Cary Street Partners Financial Llc
SRS Capital Advisors, Inc.
F/M Investments LLC
Geneos Wealth Management Inc.
Stelac Advisory Services LLC
Raymond James Financial Inc
William Howard & Co Financial Advisors Inc
Axxcess Wealth Management, Llc
CX Institutional
Fiera Capital Corp
First Citizens Bank & Trust Co
IFG Advisory, LLC
Stordahl Capital Management, Inc.
Central Pacific Bank - Trust Division
Certus Wealth Management, LLC
Trust Co
FLDFX - Meeder Funds - BALANCED FUND Retail Class
Golden State Wealth Management, LLC
Tudor Investment Corp Et Al
J. W. Coons Advisors, LLC
Systelligence, LLC
Signature Estate & Investment Advisors Llc
Norden Group Llc
WealthCare Investment Partners, LLC
Bfsg, Llc
Spire Wealth Management
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II
Ashton Thomas Private Wealth, LLC
Horizon Investments, LLC
Harbor Capital Advisors, Inc.
Obermeyer Wood Investment Counsel, Lllp
Ancora Advisors, LLC
Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
EverSource Wealth Advisors, LLC
Ibex Wealth Advisors
Certior Financial Group, Llc
Peavine Capital, Llc
Jacobi Capital Management LLC
Ballew Advisors, Inc
Graney & King, LLC
Greatmark Investment Partners, Inc.
Rational Advisors Llc
Ausdal Financial Partners, Inc.
Riggs Asset Managment Co. Inc.
Stablepoint Partners, LLC
Bellwether Advisors, LLC
Ally Invest Advisors Inc.
Transamerica Financial Advisors, Inc.
McElhenny Sheffield Capital Management, LLC
Act Two Investors Llc
Edgestream Partners, L.P.
Man Group plc
Berkshire Asset Management Llc/pa
Nbc Securities, Inc.
Sumitomo Mitsui Financial Group, Inc.
SFE Investment Counsel
J. Safra Sarasin Holding AG
National Asset Management, Inc.
Rafferty Asset Management, LLC
Advisor OS, LLC
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
Versant Capital Management, Inc
AMG National Trust Bank
FDx Advisors, Inc.
U S Wealth Group, Llc.
Pinnacle Financial Partners Inc
Banque Cantonale Vaudoise
Ironwood Wealth Management, LLC.
Diligent Investors, LLC
GHP Investment Advisors, Inc.
SFG Wealth Management, LLC.
Financial Advocates Investment Management
Gateway Wealth Partners, LLC
Chapman Financial Group, Llc
Verition Fund Management LLC
New Century Financial Group, LLC
Robertson Stephens Wealth Management, LLC
Raleigh Capital Management Inc.
Bokf, Na
Tru Independence Asset Management 2, Llc
Melfa Wealth Management, Llc
Common Fund For Nonprofit Organizations
United Asset Strategies, Inc.
Rockingstone Advisors LLC
Cedar Wealth Management, LLC
Lokken Investment Group LLC
Umb Bank N A/mo
Welch & Forbes Llc
Provident Wealth Management, LLC
Empower Advisory Group, LLC
Capital Asset Advisory Services LLC
Hanlon Investment Management, Inc.
Patten Group, Inc.
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB
ETF Store, Inc.
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
Diversify Wealth Management, Llc
Biltmore Wealth Management, LLC
Stonehage Fleming Financial Services Holdings Ltd
Bailard, Inc.
Townsquare Capital Llc
Fortitude Advisory Group L.L.C.
Archetype Wealth Partners
First Manhattan Co
Farmers & Merchants Trust Co of Chambersburg PA
Other Listings
MX:IEF
CL:IEF
CL:IEF CL
PE:IEF
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