|
Price T Rowe Associates Inc /md/
|
|
|
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
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|
|
|
|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
Lone Pine Capital Llc
|
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TD Capital Management LLC
|
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CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
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|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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|
Citadel Advisors Llc
|
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|
Principal Securities, Inc.
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Exchange Traded Concepts, Llc
|
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|
Apis Capital Advisors, LLC
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
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|
Parallax Volatility Advisers, L.P.
|
|
|
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|
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
|
|
|
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|
Farther Finance Advisors, LLC
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|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
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|
Maryland State Retirement & Pension System
|
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|
Berbice Capital Management LLC
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Aqr Capital Management Llc
|
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SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
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|
Raymond James Financial Inc
|
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|
HighTower Advisors, LLC
|
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Covey Capital Advisors, LLC
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
Clear Harbor Asset Management, LLC
|
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|
Susquehanna International Group, Llp
|
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SPX Equities Gestao de Recursos Ltda
|
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Envestnet Portfolio Solutions, Inc.
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|
Wiley Bros.-aintree Capital, Llc
|
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Principal Financial Group Inc
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Kestra Investment Management, LLC
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|
Charter Oak Advisors LP
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Carronade Capital Management, LP
|
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EAM Global Investors LLC
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YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2
|
|
|
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|
Agf Management Ltd
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
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|
Crescent Grove Advisors, LLC
|
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|
MidWestOne Financial Group, Inc.
|
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O'shaughnessy Asset Management, Llc
|
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NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
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DSC Meridian Capital LP
|
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CenterBook Partners LP
|
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Two Sigma Advisers, Lp
|
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Boothbay Fund Management, Llc
|
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ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
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|
Newbrook Capital Advisors LP
|
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|
Voloridge Investment Management, Llc
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
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|
BlackRock Innovation & Growth Trust
|
|
|
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|
Entropy Technologies, LP
|
|
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|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
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|
|
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|
Candelo Capital Management LP
|
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|
Florida Financial Advisors, Llc
|
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ACROX - Investment Managers Series Trust II - ACR Multi-Strategy Quality Return (MQR) Fund Class I Shares
|
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|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
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|
Allianz Asset Management GmbH
|
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|
EverSource Wealth Advisors, LLC
|
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1
|
|
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|
Yost Capital Management, L.L.C.
|
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|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
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|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
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|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
Us Bancorp \de\
|
|
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|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
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|
Two Sigma Investments, Lp
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
National Asset Management, Inc.
|
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|
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
RNWZ - Listed Funds Trust - TrueShares Eagle Global Renewable Energy Income ETF
|
|
|
|
|
|
Hartree Partners, LP
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2
|
|
|
|
|
|
Gimbel Daniel Scott
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Union Square Park Capital Management, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Philosophy Capital Management LLC
|
|
|
|
|
|
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
RBB FUND, INC. - Adara Smaller Companies Fund
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Garnet Equity Capital Holdings, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Two Creeks Capital Management, LP
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
|
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
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|
Owl Creek Asset Management, L.P.
|
|
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
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|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
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|
|
|
|
Beacon Pointe Advisors, LLC
|
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|
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|
|
Whipplewood Advisors, LLC
|
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|
|
Everence Capital Management Inc
|
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|
|
Public Employees Retirement System Of Ohio
|
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|
Charles Schwab Investment Management Inc
|
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|
|
Guggenheim Capital Llc
|
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|
Legal & General Group Plc
|
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|
Sagefield Capital LP
|
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|
DRW Securities, LLC
|
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|
Northwest & Ethical Investments L.P.
|
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|
Ameriprise Financial Inc
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
RWC Asset Management LLP
|
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|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Valley National Advisers Inc
|
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|
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|
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CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A
|
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|
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|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Clearline Capital LP
|
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|
|
|
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Janus Henderson Group Plc
|
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|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
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|
|
Maplelane Capital, Llc
|
|
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|
|
Alliancebernstein L.p.
|
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Harbour Investments, Inc.
|
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BRYN MAWR TRUST Co
|
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|
Strs Ohio
|
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|
O'Brien Greene & Co. Inc
|
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|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
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|
Thoroughbred Financial Services, Llc
|
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|
|
Ci Investments Inc.
|
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|
National Bank Of Canada /fi/
|
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|
Gunderson Capital Management Inc.
|
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|
Baird Financial Group, Inc.
|
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|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
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|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
MFN Partners Management, LP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Maple Rock Capital Partners Inc.
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Ripple Effect Asset Management LP
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
|
|
|
|
|
Elevation Series Trust - TrueShares Eagle Global Renewable Energy Income ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
PointState Capital LP
|
|
|
|
|
|
Oaktree Capital Management Lp
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Penn Capital Management Co Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Artemis Wealth Advisors, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
ADKSX - Adirondack Funds - Adirondack Small Cap Fund
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
DG Capital Management, LLC
|
|
|
|
|
|
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
Sachem Head Capital Management LP
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
VVSGX - VALIC Co I - Small Cap Growth Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell
|
|
|
|
|
|
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Rubric Capital Management LP
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Vennlight Capital Management, LP
|
|
|
|
|
|
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Value Aligned Research Advisors, LLC
|
|
|
|
|
|
Steamboat Capital Partners, LLC
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
|
|
|
|
|
|
K2 Principal Fund, L.p.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Resolute Capital Asset Partners LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
OnyxPoint Global Management LP
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Arosa Capital Management LP
|
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|
|
Royal Bank Of Canada
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
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|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Northern Trust Corp
|
|
|
|
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|
SummitTX Capital, L.P.
|
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|
EAM Investors, LLC
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Truist Financial Corp
|
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|
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|
Polen Capital Management Llc
|
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|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
|
|
|
|
|
|
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A
|
|
|
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|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
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|
Bank Of America Corp /de/
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Balyasny Asset Management Llc
|
|
|
|
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|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
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|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
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|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
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|
|
De Lisle Partners LLP
|
|
|
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|
|
Smithfield Trust Co
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
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|
|
|
UBS Group AG
|
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|
Dimensional Fund Advisors Lp
|
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|
Castleark Management Llc
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
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|
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Russell Investments Group, Ltd.
|
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|
Los Angeles Capital Management Llc
|
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|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
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|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
Orchard Capital Managment, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
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|
Aventail Capital Group, LP
|
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|
Hartland & Co., LLC
|
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|
Scarborough Advisors, LLC
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Nishkama Capital, LLC
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
Congress Park Capital LLC
|
|
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|
|
|
Pinnacle Bancorp, Inc.
|
|
|
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|
Point72 (DIFC) Ltd
|
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|
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|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
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|
|
First Trust Advisors Lp
|
|
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|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
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|
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|
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
|
|
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|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
|
|
Formidable Asset Management, LLC
|
|
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|
|
|
Credit Agricole S A
|
|
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|
Salomon & Ludwin, LLC
|
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|
|
Millennium Management Llc
|
|
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|
|
Artemis Investment Management LLP
|
|
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|
|
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Portolan Capital Management, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Dilation Capital Management LP
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Clearfield Capital Management Lp
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Third Point LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
potrero capital research llc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a)
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Atalan Capital Partners, LP
|
|
|
|
|
|
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
P Schoenfeld Asset Management Lp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
NODE - VanEck Funds - Onchain Economy ETF
|
|
|
|
|
|
Two Seas Capital LP
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
|
|
|
|
|
|
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
BlackRock Science & Technology Trust II
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Glendon Capital Management LP
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Central Asset Investments & Management Holdings (HK) Ltd
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
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Avion Wealth
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Rossby Financial, LCC
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Engle Capital Management, L.P.
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ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
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