IT:1HQY / HealthEquity, Inc. - Net Long/Short Value

HealthEquity, Inc.
IT ˙ BIT ˙ US42226A1079
€ 84.00 ↑5.00 (6.33%)
2025-09-04
BAHAGING PRESYO
IT:1HQY / HealthEquity, Inc. - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
Crestwood Advisors Group LLC
Frontier Capital Management Co Llc
Vanguard Group Inc
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
ArrowMark Colorado Holdings LLC
Cinctive Capital Management LP
Caisse Des Depots Et Consignations
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
Caitong International Asset Management Co., Ltd
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares
Profund Advisors Llc
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
Tower Research Capital LLC (TRC)
Goodnow Investment Group, Llc
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
NewSquare Capital LLC
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Profunds - Profund Vp Ultrasmall-cap
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
Westfield Capital Management Co Lp
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
UMPIX - Profunds - Ultramid-cap Profund Investor Class
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
Commerce Bank
Walleye Trading LLC
Ashford Capital Management Inc
Skopos Labs, Inc.
Fifth Third Bancorp
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
PACIFIC SELECT FUND - Developing Growth Portfolio Class I
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
Mercer Global Advisors Inc /adv
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Simplex Trading, Llc
Greenleaf Trust
Guggenheim Capital Llc
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
Steward Partners Investment Advisory, Llc
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A
Ranger Investment Management, L.P.
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
Covenant Asset Management, LLC
IWM - iSHARES TRUST - iShares Russell 2000 ETF
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares
Nbw Capital Llc
Creative Planning
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
State Of Wisconsin Investment Board
State Board Of Administration Of Florida Retirement System
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
Quaker Wealth Management, LLC
Dynamic Technology Lab Private Ltd
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
Oppenheimer Asset Management Inc.
Peak6 Llc
Aristotle Capital Boston, LLC
Td Asset Management Inc
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class
MAI Capital Management
Keebeck Wealth Management, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
Lazard Asset Management Llc
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
Summit Creek Advisors LLC
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
MetLife Investment Management, LLC
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Great Lakes Advisors, Llc
Aureus Asset Management, LLC
HFM Investment Advisors, LLC
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
Allspring Global Investments Holdings, LLC
Bogart Wealth, LLC
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H
Versor Investments LP
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
Rakuten Securities, Inc.
Cerity Partners LLC
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
Jfs Wealth Advisors, Llc
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R
Everence Capital Management Inc
Quest Partners LLC
Axiom International Investors Llc /de
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
Bessemer Group Inc
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares
T. Rowe Price Investment Management, Inc.
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class
NorthCrest Asset Manangement, LLC
NWHZX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Small Cap Growth Fund Class A
Ameritas Investment Partners, Inc.
Covestor Ltd
VCKSX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Growth Fund Class C
Polen Capital Management Llc
Xponance, Inc.
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
Brown Advisory Inc
Nuveen, LLC
Bank of New York Mellon Corp
Parkworth Wealth Management, Inc.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
TFC Financial Management
Stephens Investment Management Group LLC
Umb Bank N A/mo
Handelsbanken Fonder AB
Stifel Financial Corp
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
PENN SERIES FUNDS INC - Small Cap Growth Fund
Aubrey Capital Management Ltd
Thrivent Financial For Lutherans
Avion Wealth
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
State of New Jersey Common Pension Fund D
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
Contravisory Investment Management, Inc.
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
Twin Tree Management, LP
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
Macquarie Group Ltd
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
Fortis Capital Advisors, LLC
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
Sequoia Financial Advisors, LLC
Summitry Llc
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
Bayforest Capital Ltd
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Gibbs Wealth Management
Royal Bank Of Canada
Pnc Financial Services Group, Inc.
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF
Glenmede Investment Management, LP
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
CWM Advisors, LLC
Vontobel Holding Ltd.
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Summit Trail Advisors, Llc
Fifth Third Wealth Advisors LLC
Strs Ohio
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
Private Wealth Asset Management, LLC
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
BNP Paribas Asset Management Holding S.A.
GW&K Investment Management, LLC
Mutual Of America Capital Management Llc
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
WUSAX - WANGER ADVISORS TRUST - Wanger USA
RiverPark Advisors, LLC
Advisors Asset Management, Inc.
FINX - Global X Funds - Global X FinTech ETF
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I
CoreCap Advisors, LLC
Overbrook Management Corp
New Age Alpha Advisors, LLC
Coldstream Capital Management Inc
Zurcher Kantonalbank (Zurich Cantonalbank)
Bamco Inc /ny/
Daiwa Securities Group Inc.
Mirae Asset Global Investments Co., Ltd.
Bank Of Montreal /can/
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor
Ensign Peak Advisors, Inc
Sierra Ocean, Llc
Wellington Management Group Llp
Parallel Advisors, LLC
Comerica Bank
Us Bancorp \de\
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
Franklin Resources Inc
Klp Kapitalforvaltning As
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
Swiss National Bank
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
Df Dent & Co Inc
Sei Investments Co
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
JustInvest LLC
Clough Global Opportunities Fund
Sterling Capital Management LLC
Private Wealth Management Group, LLC
Madison Asset Management, LLC
Fiduciary Trust Co
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
Whipplewood Advisors, LLC
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
Institute for Wealth Management, LLC.
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
Forest Hill Capital, LLC
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A
KBC Group NV
Ameriprise Financial Inc
Narus Financial Partners, LLC
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
State of Alaska, Department of Revenue
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
Optiver Holding B.V.
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
Ashton Thomas Private Wealth, LLC
Sellwood Investment Partners LLC
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
Cetera Investment Advisers
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I
Future Fund LLC
Mml Investors Services, Llc
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
Nisa Investment Advisors, Llc
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
BlackRock, Inc.
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
Group One Trading, L.p.
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio
Qube Research & Technologies Ltd
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
Morgan Stanley
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
Rhumbline Advisers
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
Bnp Paribas Arbitrage, Sa
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
Charles Schwab Investment Management Inc
Congress Asset Management Co /ma
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
B. Metzler seel. Sohn & Co. AG
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A
Cullen/frost Bankers, Inc.
Retirement Systems of Alabama
STXG - EA Series Trust - Strive 1000 Growth ETF
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
Farmers & Merchants Investments Inc
Benjamin Edwards Inc
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
Securian Asset Management, Inc
Lindbrook Capital, Llc
IFP Advisors, Inc
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
Private Advisor Group, LLC
Manchester Capital Management LLC
Police & Firemen's Retirement System of New Jersey
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
Brinker Capital Investments, LLC
SLPIX - Profunds - Small-cap Profund Investor Class
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
GAMMA Investing LLC
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
Beacon Capital Management, LLC
Aviso Financial Inc.
Clough Global Equity Fund
Forum Financial Management, LP
UMA Financial Services, Inc.
Jones Financial Companies Lllp
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
Dimensional Fund Advisors Lp
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF
Brevan Howard Capital Management LP
Index Fund Advisors, Inc.
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
SJS Investment Consulting Inc.
Abound Wealth Management
NSIDX - Northern Funds - Northern Small Cap Index Fund
SRS Capital Advisors, Inc.
Hemington Wealth Management
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
Huntington National Bank
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class
Whittier Trust Co Of Nevada Inc
Invesco Ltd.
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
Voya Investment Management Llc
Motley Fool Asset Management LLC
CI Private Wealth, LLC
Teachers Retirement System Of The State Of Kentucky
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
Legato Capital Management LLC
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A
Barclays Plc
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
Alliancebernstein L.p.
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1
Integrated Quantitative Investments LLC
MFCPX - M FUND INC - M Capital Appreciation Fund
Twin Peaks Wealth Advisors, LLC
GDS Wealth Management
Warren Averett Asset Management, LLC
Artisan Partners Limited Partnership
Nordea Investment Management Ab
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF
Deutsche Bank Ag\
XTX Topco Ltd
DiNuzzo Private Wealth, Inc.
Hartland & Co., LLC
Bell Investment Advisors, Inc
Principal Financial Group Inc
Mutual Advisors, LLC
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
MeadowBrook Investment Advisors LLC
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
Virtu Financial LLC
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
CIBC Asset Management Inc
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
Geneos Wealth Management Inc.
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
Grandeur Peak Global Advisors, LLC
Victory Capital Management Inc
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
Public Employees Retirement Association Of Colorado
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A
Oregon Public Employees Retirement Fund
Yousif Capital Management, Llc
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
Fox Run Management, L.l.c.
Coyle Financial Counsel LLC
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
HC Advisors, LLC
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
Amica Retiree Medical Trust
Cresset Asset Management, LLC
Schaper Benz & Wise Investment Counsel Inc/wi
Premier Fund Managers Ltd
Vision Financial Markets Llc
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
RSSL - Global X Funds - Global X Russell 2000 ETF
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
Walleye Capital LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
Versant Capital Management, Inc
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Greenhouse Funds LLLP
Pathstone Holdings, LLC
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A
Nbc Securities, Inc.
MDPIX - Profunds - Mid-cap Profund Investor Class
Principia Wealth Advisory, LLC
Envestnet Asset Management Inc
Texas Permanent School Fund
Vermillion & White Wealth Management Group, LLC
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
Stansberry Asset Management, Llc
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
GM Advisory Group, Inc.
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio
SWAN Capital LLC
Peregrine Capital Management Llc
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES
Capstone Investment Advisors, Llc
Vestcor Inc
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF
First Trust Advisors Lp
Banco Bilbao Vizcaya Argentaria, S.a.
Scientech Research LLC
Jump Financial, LLC
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND
Van Berkom & Associates Inc.
Geode Capital Management, Llc
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Prudential Financial Inc
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
IMA Wealth, Inc.
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
CENTRAL TRUST Co
Mackenzie Financial Corp
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A
Great West Life Assurance Co /can/
1492 Capital Management LLC
Advanced Series Trust - Ast Small-cap Growth Portfolio
Massmutual Trust Co Fsb/adv
Renaissance Group Llc
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia
State Of Michigan Retirement System
JISOX - John Hancock Funds II - New Opportunities Fund Class 1
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
Sheets Smith Wealth Management
Teacher Retirement System Of Texas
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares
Rsm Us Wealth Management Llc
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
One Capital Management, LLC
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
111 Capital
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Jane Street Group, Llc
Mount Yale Investment Advisors, LLC
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
Baird Financial Group, Inc.
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
Tudor Investment Corp Et Al
Atalan Capital Partners, LP
Bayesian Capital Management, LP
ABLE Financial Group, LLC
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
Bay Harbor Wealth Management, LLC
Bank Of America Corp /de/
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
Gradient Investments LLC
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
MCF Advisors LLC
Gotham Asset Management, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y
Atomi Financial Group, Inc.
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
Aristeia Capital Llc
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
Fred Alger Management, Llc
Chesley Taft & Associates LLC
Captrust Financial Advisors
Prudential Plc
Los Angeles Capital Management Llc
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
Red Tortoise LLC
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Intech Investment Management Llc
MEDI - Harbor ETF Trust - Harbor Health Care ETF
Public Employees Retirement System Of Ohio
12th Street Asset Management Company, LLC
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund
Neuberger Berman Group LLC
Harbor Investment Advisory, Llc
Mv Capital Management, Inc.
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Natixis Advisors, L.p.
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
Squarepoint Ops LLC
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Re Advisers Corp
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
Orion Portfolio Solutions, LLC
Annis Gardner Whiting Capital Advisors, LLC
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
Smartleaf Asset Management LLC
Verition Fund Management LLC
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
Citadel Advisors Llc
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
Hodges Capital Management Inc.
Jain Global LLC
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
Washington Trust Advisors, Inc.
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares
Belpointe Asset Management LLC
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares
Brown Brothers Harriman & Co
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares
Formula Growth Ltd
Ubs Asset Management Americas Inc
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A
Mariner, LLC
Avantax Advisory Services, Inc.
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
Highline Wealth Partners Llc
Wcm Investment Management, Llc
Evolution Wealth Management Inc.
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a)
HB Wealth Management, LLC
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
Spdr S&p Midcap 400 Etf Trust
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
Truist Financial Corp
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class
Campbell & CO Investment Adviser LLC
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
NOMIX - Northern Funds - Northern Mid Cap Index Fund
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A
O'shaughnessy Asset Management, Llc
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
Golden State Wealth Management, LLC
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
Lisanti Capital Growth, LLC
Inspirion Wealth Advisors, Llc
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
Price T Rowe Associates Inc /md/
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
RBB FUND, INC. - Adara Smaller Companies Fund
Farallon Capital Management Llc
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
Fmr Llc
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
ExodusPoint Capital Management, LP
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
PENN SERIES FUNDS INC - Small Cap Index Fund
Janney Montgomery Scott LLC
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares
Level Four Advisory Services, Llc
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
Shaker Investments Llc/oh
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
Northern Trust Corp
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
Schonfeld Strategic Advisors LLC
True Wealth Design, LLC
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF
Arizona State Retirement System
Elk River Wealth Management, LLC
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
Securian Funds Trust - SFT Ivy Small Cap Growth Fund
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
Peterson Wealth Services
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
Thematics Asset Management
Goldman Sachs Group Inc
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
Prestige Wealth Management Group LLC
Ci Investments Inc.
Wasatch Advisors Inc
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
AlphaQ Advisors LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Clough Capital Partners L P
EP Wealth Advisors, Inc.
Abel Hall, LLC
Cwm, Llc
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares
Arkadios Wealth Advisors
EFG Asset Management (North America) Corp.
Geneva Capital Management Llc
BRYN MAWR TRUST Co
State of Wyoming
Greykasell Wealth Strategies, Inc.
American Century Companies Inc
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
Balyasny Asset Management Llc
Private Trust Co Na
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class
State Street Corp
Principal Securities, Inc.
SOUTH STATE Corp
Global Retirement Partners, LLC
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class
Atria Investments Llc
LPL Financial LLC
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio
Sivia Capital Partners, LLC
Penn Capital Management Co Inc
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF
Quadrant Capital Group Llc
Atlantic Union Bankshares Corp
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
Signaturefd, Llc
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
Loomis Sayles & Co L P
Jpmorgan Chase & Co
Arcadia Investment Management Corp/mi
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
Stephens Inc /ar/
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class
Covea Finance
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
Larson Financial Group LLC
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Manufacturers Life Insurance Company, The
Profunds - Profund Vp Mid-cap Growth
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
Quantinno Capital Management LP
VCSLX - VALIC Co I - Small Cap Index Fund
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I
Harbor Capital Advisors, Inc.
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
New Mexico Educational Retirement Board
Hennion & Walsh Asset Management, Inc.
Sunbelt Securities, Inc.
Northwestern Mutual Investment Management Company, Llc
Aqr Capital Management Llc
WPG Advisers, LLC
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
Fortitude Family Office, LLC
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
Moody Aldrich Partners Llc
HighTower Advisors, LLC
DekaBank Deutsche Girozentrale
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Louisiana State Employees Retirement System
Bokf, Na
1620 Investment Advisors, Inc.
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I
Next Century Growth Investors Llc
Bruce G. Allen Investments, LLC
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
Avidity Partners Management LP
Shelton Capital Management
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Options Solutions, Llc
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
Anb Bank
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
CIBC Private Wealth Group, LLC
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
Toroso Investments, LLC
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
Alps Advisors Inc
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
Meiji Yasuda Asset Management Co Ltd.
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class
Motley Fool Wealth Management, LLC
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T
Congress Wealth Management LLC / DE /
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
Pictet Asset Management Holding SA
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
Nomura Asset Management Co Ltd
EBI - RBB Fund Trust - Longview Advantage ETF
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Meeder Asset Management Inc
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
Fuller & Thaler Asset Management, Inc.
Elevation Series Trust - RiverNorth Patriot ETF
VVSGX - VALIC Co I - Small Cap Growth Fund
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I
First Horizon Advisors, Inc.
Rialto Wealth Management, LLC
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
Raymond James Financial Inc
Farringdon Capital, Ltd.
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
Marshall Wace, Llp
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
King Luther Capital Management Corp
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV
Advisory Research Inc
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
Blueshift Asset Management, LLC
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
Amalgamated Bank
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
Radnor Capital Management, LLC
STXM - EA Series Trust - Strive Mid-Cap ETF
Canada Pension Plan Investment Board
Advisor Group Holdings, Inc.
Viking Global Investors Lp
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
Massachusetts Financial Services Co /ma/
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
Nicolet Advisory Services, Llc
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
Avanza Fonder AB
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
Granahan Investment Management Inc/ma
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
BTC Capital Management, Inc.
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
Castleark Management Llc
Hsbc Holdings Plc
Tortoise Investment Management, LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
Susquehanna International Group, Llp
Vega Investment Solutions
Farther Finance Advisors, LLC
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
Advantage Alpha Capital Partners LP
Kornitzer Capital Management Inc /ks
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S
State of Tennessee, Treasury Department
Shell Asset Management Co
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
Hantz Financial Services, Inc.
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
Amundi
Universal- Beteiligungs- und Servicegesellschaft mbH
Rothschild Investment Llc
Dakota Wealth Management
Beck Bode, LLC
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A
Millennium Management Llc
New York State Common Retirement Fund
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
Rise Advisors, LLC
Norges Bank
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
Assetmark, Inc
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Oberweis Asset Management Inc/
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
Wiley Bros.-aintree Capital, Llc
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I
National Asset Management, Inc.
California Public Employees Retirement System
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell
DAVENPORT & Co LLC
Segall Bryant & Hamill, Llc
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
Man Group plc
Wealth Enhancement Advisory Services, Llc
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A
Renaissance Technologies Llc
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
Bryce Point Capital, LLC
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
First Turn Management, LLC
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
ProShare Advisors LLC
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
Ethic Inc.
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
Peapack Gladstone Financial Corp
Silphium Asset Management Ltd
Crossmark Global Holdings, Inc.
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
Dark Forest Capital Management Lp
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Parkside Financial Bank & Trust
Atlantic Trust, LLC
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
Profunds - Profund Vp Small-cap
Glenmede Trust Co Na
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
Scharf Investments, Llc
Diversify Wealth Management, Llc
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
Northwestern Mutual Wealth Management Co
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A
Graham Capital Management, L.P.
AdvisorNet Financial, Inc
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Curated Wealth Partners LLC
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A
Portside Wealth Group, LLC
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
Financial Management Professionals, Inc.
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
UBS Group AG
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
Engineers Gate Manager LP
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
SBI Securities Co., Ltd.
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
Montanaro Asset Management Ltd
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
VMIDX - VALIC Co I - Mid Cap Index Fund
Credit Agricole S A
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
Citigroup Inc
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2
Park Place Capital Corp
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class
Zacks Investment Management
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
Amica Mutual Insurance Co
Allworth Financial LP
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Janus Henderson Group Plc
Toth Financial Advisory Corp
Venturi Wealth Management, LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
Bellevue Asset Management, Llc
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
Sachetta, LLC
Tectonic Advisors Llc
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
Arrowstreet Capital, Limited Partnership
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
SG Americas Securities, LLC
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class
Asset Dedication, LLC
Kayne Anderson Rudnick Investment Management Llc
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
EverSource Wealth Advisors, LLC
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
PharVision Advisers, LLC
Hancock Whitney Corp
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
Russell Investments Group, Ltd.
Skandinaviska Enskilda Banken AB (publ)
Cibc World Markets Corp
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
Quarry LP
Clearbridge Investments, LLC
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class
Lazard Global Total Return & Income Fund Inc
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
GWM Advisors LLC
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
California State Teachers Retirement System
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
Wells Fargo & Company/mn
Riggs Asset Managment Co. Inc.
Merit Financial Group, LLC
M&t Bank Corp
NJ State Employees Deferred Compensation Plan
Ieq Capital, Llc
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Redwood Investments, LLC
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
Wolff Wiese Magana Llc
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
Zions Bancorporation, National Association /ut/
Cim Investment Mangement Inc
Gsa Capital Partners Llp
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
Legal & General Group Plc
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
High Note Wealth, LLC
Sandy Spring Bank
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
Profunds - Profund Vp Ultramid-cap
New York State Teachers Retirement System
Eversept Partners, LP
Federated Hermes, Inc.
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
Other Listings
MX:HQY
US:HQY US$ 91.48
DE:2HE € 81.00
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista