|
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
|
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
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|
Blair William & Co/il
|
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|
Jacobs Levy Equity Management, Inc
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NFP Retirement, Inc.
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Lord, Abbett & Co. Llc
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|
Rakuten Investment Management, Inc.
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Center for Financial Planning, Inc.
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|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Virtus ETF Advisers LLC
|
|
|
|
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|
Ameriflex Group, Inc.
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Adirondack Trust Co
|
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Bessemer Group Inc
|
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Twin Peaks Wealth Advisors, LLC
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Ellevest, Inc.
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Applied Finance Capital Management, LLC
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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Ramirez Asset Management, Inc.
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NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
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Commonwealth Equity Services, Llc
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Supplemental Annuity Collective Trust of NJ
|
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TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
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SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
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MDPIX - Profunds - Mid-cap Profund Investor Class
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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Sharpepoint Llc
|
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National Pension Service
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Brown Advisory Inc
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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Spire Wealth Management
|
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Pnc Financial Services Group, Inc.
|
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SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
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|
Ossiam
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Wellington Management Group Llp
|
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ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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Journey Strategic Wealth Llc
|
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Ballentine Partners, LLC
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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|
Pinnacle Associates Ltd
|
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|
Mercer Global Advisors Inc /adv
|
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Penserra Capital Management LLC
|
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Vontobel Holding Ltd.
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Sei Investments Co
|
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EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
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|
Pure Financial Advisors, Inc.
|
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|
Armstrong Advisory Group, Inc
|
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Webster Bank, N. A.
|
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First Trust Advisors Lp
|
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Cresset Asset Management, LLC
|
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John G Ullman & Associates Inc
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Deutsche Bank Ag\
|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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New York Life Investment Management Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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|
Bare Financial Services, Inc
|
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Kornitzer Capital Management Inc /ks
|
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Lecap Asset Management Ltd
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Ethic Inc.
|
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Engineers Gate Manager LP
|
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|
Legal & General Group Plc
|
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Susquehanna International Group, Llp
|
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Sachetta, LLC
|
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|
Total Investment Management Inc
|
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|
Bank of New York Mellon Corp
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
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|
|
|
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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O'shaughnessy Asset Management, Llc
|
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|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
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|
Arlington Trust Co LLC
|
|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
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|
Avantax Advisory Services, Inc.
|
|
|
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GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Putnam Fl Investment Management Co
|
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Sequoia Financial Advisors, LLC
|
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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Addison Advisors LLC
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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FT Vest Rising Dividend Achievers Total Return Fund
|
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Pacer Advisors, Inc.
|
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Private Wealth Asset Management, LLC
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
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|
Winthrop Advisory Group LLC
|
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CAPROCK Group, Inc.
|
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Jones Financial Companies Lllp
|
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
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|
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|
DiNuzzo Private Wealth, Inc.
|
|
|
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
|
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XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
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|
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|
Voya Global Advantage & Premium Opportunity Fund
|
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|
Ofi Invest Asset Management
|
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True Wealth Design, LLC
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
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|
Sterling Capital Management LLC
|
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|
King Luther Capital Management Corp
|
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MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
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|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
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|
Canada Pension Plan Investment Board
|
|
|
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EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
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|
Raymond James Financial Inc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
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|
Abound Wealth Management
|
|
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Point72 Hong Kong Ltd
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Private Advisor Group, LLC
|
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Us Bancorp \de\
|
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|
Eq Wealth Advisors, Llc
|
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State Street Corp
|
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
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|
Cromwell Holdings LLC
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
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|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
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|
|
Korea Investment CORP
|
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|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
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|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
|
|
|
Wells Fargo & Company/mn
|
|
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|
Qube Research & Technologies Ltd
|
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|
Aquatic Capital Management LLC
|
|
|
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|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
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|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
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|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
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|
Prudential Plc
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Clarius Group, LLC
|
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|
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|
|
Millennium Management Llc
|
|
|
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|
Rossby Financial, LCC
|
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|
|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
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|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
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|
Globeflex Capital L P
|
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|
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|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
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|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
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|
Jackson, Grant Investment Advisers, Inc.
|
|
|
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|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
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|
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|
Parkworth Wealth Management, Inc.
|
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|
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
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|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
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|
|
Rithm Capital Corp.
|
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|
|
Susquehanna Fundamental Investments, Llc
|
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|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
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|
Bank Of Montreal /can/
|
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|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
Walleye Trading LLC
|
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|
|
Burney Co/
|
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|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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|
|
|
|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
Vinva Investment Management Ltd
|
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|
Smithfield Trust Co
|
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|
Cwm, Llc
|
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|
Bell Investment Advisors, Inc
|
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Kestra Private Wealth Services, Llc
|
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|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Freestone Grove Partners LP
|
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|
Parkside Financial Bank & Trust
|
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|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
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|
|
Fiduciary Trust Co
|
|
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|
|
SOUTH STATE Corp
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
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|
|
Point72 Asia (Singapore) Pte. Ltd.
|
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|
Lazard Asset Management Llc
|
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|
Edgestream Partners, L.P.
|
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|
Banco Santander, S.A.
|
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|
Rise Advisors, LLC
|
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|
Cherry Tree Wealth Management, LLC
|
|
|
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|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
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|
|
TD Waterhouse Canada Inc.
|
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|
|
Truist Financial Corp
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
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|
Amalgamated Bank
|
|
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
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|
Tredje AP-fonden
|
|
|
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|
|
State Of Wisconsin Investment Board
|
|
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|
|
Renaissance Technologies Llc
|
|
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|
CNB Bank
|
|
|
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|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
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|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
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|
|
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|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
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|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
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|
Jump Financial, LLC
|
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|
Siemens Fonds Invest GmbH
|
|
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|
Resources Investment Advisors, LLC.
|
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OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
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|
Payden & Rygel
|
|
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|
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|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
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|
Orion Portfolio Solutions, LLC
|
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|
Robeco Schweiz AG
|
|
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Global Retirement Partners, LLC
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
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SG Americas Securities, LLC
|
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QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
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|
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|
Nebula Research & Development LLC
|
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|
HB Wealth Management, LLC
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Gsa Capital Partners Llp
|
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Whittier Trust Co Of Nevada Inc
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
Panagora Asset Management Inc
|
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|
Quadrant Capital Group Llc
|
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|
State of Alaska, Department of Revenue
|
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Spdr S&p Midcap 400 Etf Trust
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
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|
Atlas Capital Advisors Llc
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
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RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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ExodusPoint Capital Management, LP
|
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Thematics Asset Management
|
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B. Metzler seel. Sohn & Co. AG
|
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TFC Financial Management
|
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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MFCPX - M FUND INC - M Capital Appreciation Fund
|
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Meiji Yasuda Asset Management Co Ltd.
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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|
Royal London Asset Management Ltd
|
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|
Peak6 Llc
|
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HighTower Advisors, LLC
|
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Zacks Investment Management
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Yousif Capital Management, Llc
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Abn Amro Investment Solutions
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
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|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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Prelude Capital Management, Llc
|
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WPG Advisers, LLC
|
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Oddo Bhf Asset Management Sas
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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Massmutual Trust Co Fsb/adv
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Park Avenue Securities Llc
|
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Intech Investment Management Llc
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
Norges Bank
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
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|
Glenmede Trust Co Na
|
|
|
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|
Sandhill Capital Partners LLC
|
|
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|
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|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Assetmark, Inc
|
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|
|
Steinberg Asset Management Llc
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
VEOIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Global Environmental Opportunities Stock Fund Investor Shares
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
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CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
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Ing Groep Nv
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Teacher Retirement System Of Texas
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Oregon Public Employees Retirement Fund
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Impax Asset Management Group plc
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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FIL Ltd
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Stanley Capital Management, LLC
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Legacy Investment Solutions, LLC
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Principal Securities, Inc.
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Archer Investment Corp
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
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Toronto Dominion Bank
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Key FInancial Inc
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
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Dark Forest Capital Management Lp
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ASR Vermogensbeheer N.V.
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
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Sierra Capital LLC
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Pallas Capital Advisors LLC
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
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BRYN MAWR TRUST Co
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Alps Advisors Inc
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Jefferies Financial Group Inc.
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
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FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
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HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A
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JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
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Cookson Peirce & Co Inc
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
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Los Angeles Capital Management Llc
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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JustInvest LLC
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Treasurer of the State of North Carolina
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LPL Financial LLC
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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Utah Retirement Systems
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Oppenheimer & Co Inc
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Tobam
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Fiduciary Alliance LLC
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
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STXV - EA Series Trust - Strive 1000 Value ETF
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Hartland & Co., LLC
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New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
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VestGen Advisors, LLC
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Toth Financial Advisory Corp
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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Investment House Llc
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UniSuper Management Pty Ltd
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
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Maryland State Retirement & Pension System
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PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
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XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
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PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
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Public Employees Retirement Association Of Colorado
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Creative Financial Designs Inc /adv
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Qsemble Capital Management, LP
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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Transce3nd, LLC
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Somerset Trust Co
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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American Century Companies Inc
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D.a. Davidson & Co.
|
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Glenmede Investment Management, LP
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Satovsky Asset Management Llc
|
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Skopos Labs, Inc.
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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MAI Capital Management
|
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Entropy Technologies, LP
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
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|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
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|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
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|
|
Whipplewood Advisors, LLC
|
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|
Hilltop National Bank
|
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|
Banque Pictet & Cie Sa
|
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|
Larson Financial Group LLC
|
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|
Ci Investments Inc.
|
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|
WealthCare Investment Partners, LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
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|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
