|
Belpointe Asset Management LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
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|
Intech Investment Management Llc
|
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|
|
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
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|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
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|
Wolverine Trading, Llc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
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|
Janus Henderson Group Plc
|
|
|
|
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|
Permanent Capital Management, LP
|
|
|
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
Two Sigma Investments, Lp
|
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Erste Asset Management GmbH
|
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AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
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|
Parkworth Wealth Management, Inc.
|
|
|
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ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
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|
Foundry Partners, LLC
|
|
|
|
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|
Cibc World Markets Corp
|
|
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
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|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Invesco Ltd.
|
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|
|
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|
Snowden Capital Advisors LLC
|
|
|
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Distillate Capital Partners LLC
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
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|
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|
Nomura Holdings Inc
|
|
|
|
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|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
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|
GPS Wealth Strategies Group, LLC
|
|
|
|
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|
Harbour Investments, Inc.
|
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|
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Norges Bank
|
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Maryland State Retirement & Pension System
|
|
|
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TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
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|
Neo Ivy Capital Management
|
|
|
|
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|
Mv Capital Management, Inc.
|
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|
Mount Capital Ltd
|
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|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
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|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
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|
Cwm, Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Tensile Capital Management LP
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Md Sass Investors Services Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
NAN FUNG TRINITY (HK) Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
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|
Alberta Investment Management Corp
|
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|
Achmea Investment Management B.V.
|
|
|
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
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|
Lsv Asset Management
|
|
|
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Altrinsic Global Advisors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
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|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
VVPSX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Small Cap Fund Investor Class Shares
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Lyrical Asset Management Lp
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
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|
|
Captrust Financial Advisors
|
|
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|
|
Northwestern Mutual Investment Management Company, Llc
|
|
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|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
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|
Kera Capital Partners, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
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|
Avanza Fonder AB
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
BEEX - Tidal Trust III - The BeeHive ETF
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Metropolis Capital Ltd
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Cobalt Capital Management, Inc.
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Agf Management Ltd
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
BRYN MAWR TRUST Co
|
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|
State of New Jersey Common Pension Fund D
|
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|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
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|
Rafferty Asset Management, LLC
|
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|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
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|
Rehmann Capital Advisory Group
|
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|
SG Americas Securities, LLC
|
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|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
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|
Walleye Trading LLC
|
|
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|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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|
IFM Investors Pty Ltd
|
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|
Price T Rowe Associates Inc /md/
|
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|
Inscription Capital, LLC
|
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|
Rothschild Investment Llc
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
SJS Investment Consulting Inc.
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LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
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Strategic Investment Solutions, Inc. /IL
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Gsa Capital Partners Llp
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Connor, Clark & Lunn Investment Management Ltd.
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
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First Horizon Advisors, Inc.
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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Greenland Capital Management LP
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Mn Services Vermogensbeheer B.V.
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Truist Financial Corp
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
|
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IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
Badgley Phelps Wealth Managers, LLC
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
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|
LRI Investments, LLC
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New York State Teachers Retirement System
|
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IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
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Standard Life Aberdeen plc
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B. Metzler seel. Sohn & Co. AG
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Rakuten Securities, Inc.
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Pacer Advisors, Inc.
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IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
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Texas Permanent School Fund
|
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Cookson Peirce & Co Inc
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Ameritas Advisory Services, LLC
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Zacks Investment Management
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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New Mexico Educational Retirement Board
|
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Binnacle Investments Inc
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BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
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Millennium Management Llc
|
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RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
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HFM Investment Advisors, LLC
|
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Quaker Wealth Management, LLC
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Night Squared LP
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
ArrowMark Colorado Holdings LLC
|
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Bank Of America Corp /de/
|
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Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
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|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
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|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
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|
Applied Finance Capital Management, LLC
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
State Of Michigan Retirement System
|
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|
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|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
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|
Handelsbanken Fonder AB
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
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|
TD Capital Management LLC
|
|
|
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|
Adams Diversified Equity Fund, Inc.
|
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Iridian Asset Management Llc/ct
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Luminus Management Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Vulcan Value Partners, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Pentwater Capital Management LP
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio
|
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Bfsg, Llc
|
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|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
Seven Six Capital Management, LLC
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
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|
Aviva Plc
|
|
|
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|
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Atria Investments Llc
|
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|
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|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
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|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
|
|
|
|
|
|
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Small Cap Growth Fund
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Hsbc Holdings Plc
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Quarry LP
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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Mutual Of America Capital Management Llc
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Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
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Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
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