|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
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|
Bank Of America Corp /de/
|
|
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|
Simplex Trading, Llc
|
|
|
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|
Edgestream Partners, L.P.
|
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|
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Bare Financial Services, Inc
|
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|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hook Mill Capital Partners, LP
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A
|
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|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
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|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class
|
|
|
|
|
|
ProShare Advisors LLC
|
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|
|
|
|
Fifth Third Wealth Advisors LLC
|
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|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
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|
|
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|
CX Institutional
|
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|
Steadfast Capital Management Lp
|
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|
Us Bancorp \de\
|
|
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|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares
|
|
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|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
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|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Eminence Capital, Lp
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
|
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
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|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
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|
|
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
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|
|
GWM Advisors LLC
|
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|
Field & Main Bank
|
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|
Bellevue Asset Management, Llc
|
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|
Bridgewater Advisors Inc.
|
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|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
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|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
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|
|
Hudson Bay Capital Management LP
|
|
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|
|
Rothschild Investment Llc
|
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|
Earnest Partners Llc
|
|
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|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
|
|
|
|
|
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
|
|
|
|
|
|
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
|
|
|
|
|
VELA Funds - VELA Small Cap Fund Class I
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
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|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
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|
Cambria Investment Management, L.P.
|
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|
Cornerstone Wealth Management, LLC
|
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AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
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|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio
|
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|
|
|
|
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
EATZ - AdvisorShares Trust - AdvisorShares Restaurant ETF
|
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|
Arizona State Retirement System
|
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|
Captrust Financial Advisors
|
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BTC Capital Management, Inc.
|
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MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares
|
|
|
|
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|
Toroso Investments, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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|
|
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|
Masterton Capital Management, LP
|
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Group One Trading, L.p.
|
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Geode Capital Management, Llc
|
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Fox Run Management, L.l.c.
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
|
|
|
|
|
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
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|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
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|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
Avantax Advisory Services, Inc.
|
|
|
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|
Millstone Evans Group, LLC
|
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|
Penn Capital Management Co Inc
|
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MetLife Investment Management, LLC
|
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JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
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QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
|
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MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
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Mosaic Family Wealth Partners, Llc
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
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|
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
|
|
|
|
|
|
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class
|
|
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|
|
|
Quest Partners LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Sunriver Management LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
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|
|
|
|
Rhumbline Advisers
|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Interval Partners, LP
|
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|
Armstrong Advisory Group, Inc
|
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|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
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|
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|
Boothbay Fund Management, Llc
|
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|
|
|
|
Palestra Capital Management LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Savoir Faire Capital Management, L.P.
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Bain Capital Public Equity, LP
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Bain Capital Public Equity Management Ii, Llc
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Candlestick Capital Management LP
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
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|
|
Creative Planning
|
|
|
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|
Voloridge Investment Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class
|
|
|
|
|
|
Bridge City Capital, LLC
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
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|
Politan Capital Management LP
|
|
|
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|
|
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
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|
Woodline Partners LP
|
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|
|
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|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
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|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
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|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
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|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
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|
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|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
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|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
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|
Covestor Ltd
|
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|
|
|
|
High Note Wealth, LLC
|
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|
Yousif Capital Management, Llc
|
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|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
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|
Pnc Financial Services Group, Inc.
|
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|
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|
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares
|
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|
Sherbrooke Park Advisers Llc
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
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|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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|
Parkside Financial Bank & Trust
|
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|
Great West Life Assurance Co /can/
|
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|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
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|
Advisor Group Holdings, Inc.
|
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|
Moody Lynn & Lieberson, Llc
|
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|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
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|
Huntington National Bank
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
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|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
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|
Smithfield Trust Co
|
|
|
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|
Aqr Capital Management Llc
|
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|
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I
|
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|
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|
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A
|
|
|
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|
Lombard Odier Asset Management (USA) Corp
|
|
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|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
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|
|
|
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
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|
Morgan Stanley
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
|
|
|
|
|
|
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Perry Creek Capital Lp
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
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XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
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RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H
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Cetera Trust Company, N.A
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Resources Investment Advisors, LLC.
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
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Elo Mutual Pension Insurance Co
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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MQS Management LLC
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
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NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
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Louisiana State Employees Retirement System
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Fieldview Capital Management, LLC
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Northwestern Mutual Wealth Management Co
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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Peapack Gladstone Financial Corp
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
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Public Employees Retirement System Of Ohio
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Raymond James Financial Inc
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Valeo Financial Advisors, LLC
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Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
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PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
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HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
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