UHALB / U-Haul Holding Company - Series N - Net Long/Short Value

U-Haul Holding Company - Series N
US ˙ NASDAQ
HINDI NA ACTIVE ANG SIMBONG ITO

UHALB / U-Haul Holding Company - Series N - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
Credit Industriel Et Commercial
Oppenheimer & Close, LLC
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
Ethic Inc.
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
Putney Financial Group LLC
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
Carnegie Lake Advisors LLC
Neuberger Berman Group LLC
BI Asset Management Fondsmaeglerselskab A/S
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
Summit Trail Advisors, Llc
Millennium Management Llc
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
RK Asset Management, LLC
Pnc Financial Services Group, Inc.
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio
Citigroup Inc
BRYN MAWR TRUST Co
GWM Advisors LLC
Great West Life Assurance Co /can/
Hantz Financial Services, Inc.
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
Abrams Capital Management, L.p.
Scharf Investments, Llc
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
Financial Perspectives, Inc
Ostrum Asset Management
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
URTH - iShares, Inc. - iShares MSCI World ETF
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
Police & Firemen's Retirement System of New Jersey
Reinhart Partners, Inc.
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
Atria Investments Llc
Institute for Wealth Management, LLC.
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
Ci Investments Inc.
Arizona State Retirement System
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
Umb Bank N A/mo
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
Kennebec Savings Bank
Engineers Gate Manager LP
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
Mirae Asset Global Investments Co., Ltd.
Harbor Capital Advisors, Inc.
Geode Capital Management, Llc
Oppenheimer Asset Management Inc.
National Bank Of Canada /fi/
Norges Bank
Allworth Financial LP
Glenmede Investment Management, LP
Federation des caisses Desjardins du Quebec
STXM - EA Series Trust - Strive Mid-Cap ETF
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
First Horizon Advisors, Inc.
GAMMA Investing LLC
Amundi
State Board Of Administration Of Florida Retirement System
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
Baker Ellis Asset Management LLC
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
Wellington Management Group Llp
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
Handelsbanken Fonder AB
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Goldman Sachs Group Inc
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
O'shaughnessy Asset Management, Llc
Lindbrook Capital, Llc
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
Dfa Investment Trust Co - The U.s. Large Cap Value Series
Tweedy, Browne Co LLC
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
Renaissance Technologies Llc
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
Axq Capital, Lp
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
Korea Investment CORP
Strs Ohio
Red Tortoise LLC
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
American Century Companies Inc
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
State of New Jersey Common Pension Fund D
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
Proficio Capital Partners LLC
Vanguard Group Inc
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
Skopos Labs, Inc.
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Verition Fund Management LLC
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
Barclays Plc
Quantinno Capital Management LP
Ubs Asset Management Americas Inc
Voya Investment Management Llc
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
Hsbc Holdings Plc
Marshall Wace, Llp
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
Hughes Financial Services, LLC
RBF Capital, LLC
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
M&t Bank Corp
Charles Schwab Investment Management Inc
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
Whittier Trust Co Of Nevada Inc
BlackRock, Inc.
DRW Securities, LLC
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
Brinker Capital Investments, LLC
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund
Janus Henderson Group Plc
Valued Wealth Advisors LLC
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
Nuveen, LLC
MAI Capital Management
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Franklin Resources Inc
Fuller & Thaler Asset Management, Inc.
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
Ancora Advisors, LLC
Ronald Blue Trust, Inc.
Bayberry Capital Partners LP
Artisan Partners Limited Partnership
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
Treasurer of the State of North Carolina
MML Series Investment Fund II - MML Equity Fund Initial Class
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
EverSource Wealth Advisors, LLC
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
Quaker Wealth Management, LLC
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
Spire Wealth Management
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
DnB Asset Management AS
Keybank National Association/oh
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
SJS Investment Consulting Inc.
Bank Of America Corp /de/
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
Swiss National Bank
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
Connor, Clark & Lunn Investment Management Ltd.
Camelot Portfolios, LLC
Vestmark Advisory Solutions, Inc.
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
Norman Fields, Gottscho Capital Management, LLC
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
Forum Financial Management, LP
Bell Investment Advisors, Inc
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
Massmutual Trust Co Fsb/adv
American Capital Advisory, LLC
DekaBank Deutsche Girozentrale
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Tortoise Investment Management, LLC
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
Maryland State Retirement & Pension System
Brandywine Global Investment Management, LLC
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Robotti Robert
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Ogorek Anthony Joseph /ny/ /adv
Prudential Financial Inc
Jones Financial Companies Lllp
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
Bruce G. Allen Investments, LLC
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Wiley Bros.-aintree Capital, Llc
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
Edgestream Partners, L.P.
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
Assetmark, Inc
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
Lakewood Asset Management LLC
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
Deutsche Bank Ag\
Cwm, Llc
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Sumitomo Mitsui DS Asset Management Company, Ltd
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
Susquehanna International Group, Llp
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
LRI Investments, LLC
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
High Note Wealth, LLC
EBI - RBB Fund Trust - Longview Advantage ETF
Wells Fargo & Company/mn
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
Versant Capital Management, Inc
Caitong International Asset Management Co., Ltd
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
Parallel Advisors, LLC
Fortitude Family Office, LLC
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
DAACX - Adviser Managed Trust - Diversified Equity Fund
Cerity Partners LLC
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
Hemington Wealth Management
Lansforsakringar Fondforvaltning AB (publ)
First Trust Advisors Lp
Swedbank AB
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
Third Avenue Management Llc
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Cibc World Markets Corp
Capital Advisors, Ltd. LLC
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Vision Capital Management, Inc.
State of Alaska, Department of Revenue
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Invesco Ltd.
Viawealth, Llc
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
Alliancebernstein L.p.
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
Aster Capital Management (DIFC) Ltd
Larson Financial Group LLC
DiNuzzo Private Wealth, Inc.
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
Thompson Siegel & Walmsley Llc
Systematic Financial Management Lp
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
SRS Capital Advisors, Inc.
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
Hrt Financial Lp
KBC Group NV
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Smartleaf Asset Management LLC
Nissay Asset Management Corp /japan/ /adv
North Star Investment Management Corp.
IWB - iSHARES TRUST - iShares Russell 1000 ETF
Private Trust Co Na
Chemistry Wealth Management LLC
Royal Bank Of Canada
IFP Advisors, Inc
Balyasny Asset Management Llc
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Voya Infrastructure, Industrials & Materials Fund
Intech Investment Management Llc
SG Americas Securities, LLC
LPL Financial LLC
JustInvest LLC
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
Janney Capital Management LLC
Skandinaviska Enskilda Banken AB (publ)
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Envestnet Asset Management Inc
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
Stratos Wealth Partners, LTD.
Capula Management Ltd
Public Employees Retirement System Of Ohio
Thurston, Springer, Miller, Herd & Titak, Inc.
Holocene Advisors, LP
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
Miracle Mile Advisors, LLC
Victory Capital Management Inc
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Zions Bancorporation, National Association /ut/
Nomura Asset Management Co Ltd
Gamco Investors, Inc. Et Al
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
Prudential Plc
CVA Family Office, LLC
Inkwell Capital Llc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N
Atlantic Trust, LLC
Commonwealth Equity Services, Llc
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
Comerica Bank
Natixis
Manufacturers Life Insurance Company, The
Northern Trust Corp
Teacher Retirement System Of Texas
Mount Yale Investment Advisors, LLC
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
Public Employees Retirement Association Of Colorado
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
Rhumbline Advisers
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
Ameriprise Financial Inc
Steward Partners Investment Advisory, Llc
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
Corient IA LLC
Applied Fundamental Research, LLC
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Maven Securities LTD
Sei Investments Co
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
Utah Retirement Systems
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
Toronto Dominion Bank
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Pathstone Holdings, LLC
Tower Research Capital LLC (TRC)
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
Ingalls & Snyder Llc
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
Andra AP-fonden
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
Fmr Llc
Macquarie Group Ltd
Fifth Third Bancorp
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
Vestcor Inc
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
Parkworth Wealth Management, Inc.
SOUTH STATE Corp
Yacktman Asset Management Lp
SBI Securities Co., Ltd.
Southpoint Capital Advisors LP
Russell Investments Group, Ltd.
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
CIBC Asset Management Inc
Xponance, Inc.
CIBC Private Wealth Group, LLC
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Trian Fund Management, L.p.
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
True Wealth Design, LLC
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
Jfs Wealth Advisors, Llc
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
Jpmorgan Chase & Co
Rothschild Investment Llc
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
Hotchkis & Wiley Capital Management Llc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
Dimensional Fund Advisors Lp
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
Mariner, LLC
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
Klp Kapitalforvaltning As
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
VCULX - VALIC Co I - Growth Fund
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
Dark Forest Capital Management Lp
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
Bnp Paribas Arbitrage, Sa
Creative Planning
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
Simplex Trading, Llc
Amalgamated Bank
Parkside Financial Bank & Trust
XTX Topco Ltd
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
AdvisorNet Financial, Inc
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Signaturefd, Llc
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
LGT Financial Advisors LLC
Siemens Fonds Invest GmbH
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Avion Wealth
Exchange Traded Concepts, Llc
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
Nordea Investment Management Ab
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
Aqr Capital Management Llc
Ensign Peak Advisors, Inc
Farther Finance Advisors, LLC
New York State Common Retirement Fund
EntryPoint Capital, LLC
Bay Harbor Wealth Management, LLC
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
ExodusPoint Capital Management, LP
Rakuten Investment Management, Inc.
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
Td Asset Management Inc
Citadel Advisors Llc
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
STXV - EA Series Trust - Strive 1000 Value ETF
Diversified Investment Strategies, LLC
Asset Management One Co., Ltd.
TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Quantbot Technologies LP
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
Mn Services Vermogensbeheer B.V.
HighTower Advisors, LLC
Bruce & Co., Inc.
Arrowstreet Capital, Limited Partnership
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
BRUFX - Bruce Fund Inc - Bruce Fund
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
Sequoia Financial Advisors, LLC
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
IFM Investors Pty Ltd
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
California State Teachers Retirement System
Skylands Capital, LLC
Morgan Stanley
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
Midwest Trust Co
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
Private Wealth Management Group, LLC
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
Orvieto Partners, L.P.
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
Universal- Beteiligungs- und Servicegesellschaft mbH
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
Harspring Capital Management, LLC
Zurcher Kantonalbank (Zurich Cantonalbank)
IWV - iSHARES TRUST - iShares Russell 3000 ETF
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
Hyperion Capital Advisors LP
Advisor Group Holdings, Inc.
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
HFM Investment Advisors, LLC
Rialto Wealth Management, LLC
Richard Bernstein Advisors LLC
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
Daiwa Securities Group Inc.
Twinbeech Capital Lp
Brown Brothers Harriman & Co
CLARET ASSET MANAGEMENT Corp
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
D. E. Shaw & Co., Inc.
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Stifel Financial Corp
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Legacy Wealth Asset Management, LLC
State Street Corp
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
Knightsbridge Asset Management, Llc
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
Jackson, Grant Investment Advisers, Inc.
Royal London Asset Management Ltd
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
Huntington National Bank
YANKCOM Partnership
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
Bank Of Montreal /can/
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
Private Wealth Asset Management, LLC
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
Lodestone Wealth Management LLC
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
CI Private Wealth, LLC
Yost Capital Management, L.L.C.
State Of Wisconsin Investment Board
UBS Group AG
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
Keeley-Teton Advisors, LLC
Pinnacle Bancorp, Inc.
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
Price T Rowe Associates Inc /md/
CoreCap Advisors, LLC
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
Ashton Thomas Securities, Llc
Orion Portfolio Solutions, LLC
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
Nbc Securities, Inc.
Oddo Bhf Asset Management Sas
Mitsubishi UFJ Trust & Banking Corp
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
Northwestern Mutual Wealth Management Co
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
Cromwell Holdings LLC
Manchester Capital Management LLC
Raymond James Financial Inc
Brasada Capital Management, Lp
Pictet Asset Management Holding SA
Smead Capital Management, Inc.
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Pertento Partners LLP
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
Mraz, Amerine & Associates, Inc.
Credit Agricole S A
Prestige Wealth Management Group LLC
Janney Montgomery Scott LLC
Colonial Trust Co / SC
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
Resona Asset Management Co.,Ltd.
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class
Us Bancorp \de\
Sumitomo Mitsui Trust Holdings, Inc.
MBOVX - M FUND INC - M Large Cap Value Fund
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
Covestor Ltd
Legal & General Group Plc
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
Kerrisdale Advisers, LLC
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
Greenleaf Trust
STXG - EA Series Trust - Strive 1000 Growth ETF
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Principal Financial Group Inc
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
Golden State Wealth Management, LLC
Bank of New York Mellon Corp
Nisa Investment Advisors, Llc
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
YASLX - AMG FUNDS - AMG Yacktman Special Opportunities Fund Class Z
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Sterling Capital Management LLC
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista