UMBF / UMB Financial Corporation - Net Long/Short Value

UMB Financial Corporation
US ˙ NasdaqGS ˙ US9027881088

UMBF / UMB Financial Corporation - 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)
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class
High Note Wealth, LLC
Rhumbline Advisers
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
State Of Wisconsin Investment Board
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
Janney Montgomery Scott LLC
Parkworth Wealth Management, Inc.
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
Charles Schwab Investment Management Inc
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
Guggenheim Capital Llc
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Plante Moran Financial Advisors, LLC
Handelsbanken Fonder AB
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
Evergreen Capital Management Llc
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
Zurcher Kantonalbank (Zurich Cantonalbank)
Cibc World Markets Corp
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio
CENTRAL TRUST Co
Caliber Wealth Management, LLC / KS
RSSL - Global X Funds - Global X Russell 2000 ETF
Pinney & Scofield, Inc.
NJ State Employees Deferred Compensation Plan
Geneos Wealth Management Inc.
LexAurum Advisors, LLC
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
Everence Capital Management Inc
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
CI Private Wealth, LLC
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A
Point72 (DIFC) Ltd
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
Knights of Columbus Asset Advisors LLC
Elevation Series Trust - RiverNorth Patriot ETF
SLPIX - Profunds - Small-cap Profund Investor Class
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
Russell Investments Group, Ltd.
Marquette Asset Management, LLC
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N
State Street Corp
Private Wealth Management Group, LLC
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
Rakuten Securities, Inc.
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
Global Retirement Partners, LLC
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
First Horizon Advisors, Inc.
VMIDX - VALIC Co I - Mid Cap Index Fund
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
Bridgewealth Advisory Group, LLC
Quadrant Capital Group Llc
Financial Advisory Service, Inc.
Manchester Capital Management LLC
Profunds - Profund Vp Ultrasmall-cap
Envestnet Portfolio Solutions, Inc.
McIlrath & Eck, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
Swiss National Bank
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Brant Point Investment Management Llc
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
VSSVX - VALIC Co I - Small Cap Special Values Fund
Citigroup Inc
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
Aquatic Capital Management LLC
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
Allianz Asset Management GmbH
Rise Advisors, LLC
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Arizona State Retirement System
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
Healthcare Of Ontario Pension Plan Trust Fund
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
Profunds - Profund Vp Banks
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
111 Capital
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
Alliancebernstein L.p.
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
Tower Research Capital LLC (TRC)
Merit Financial Group, LLC
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
Vontobel Holding Ltd.
Optiver Holding B.V.
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
Voya Investment Management Llc
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
MidWestOne Financial Group, Inc.
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
Fisher Asset Management, LLC
True Wealth Design, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
Raymond James Financial Inc
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Securian Asset Management, Inc
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Rsm Us Wealth Management Llc
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF
PENN SERIES FUNDS INC - Small Cap Index Fund
Mackenzie Financial Corp
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
Atwood & Palmer Inc
Fairman Group, LLC
Atria Wealth Solutions, Inc.
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional
Aqr Capital Management Llc
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class
Pathstone Holdings, LLC
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
Thrivent Financial For Lutherans
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Captrust Financial Advisors
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
Thrivent Core Funds - Thrivent Core Small Cap Value Fund
Readystate Asset Management Lp
Smartleaf Asset Management LLC
Susquehanna International Group, Llp
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
Larson Financial Group LLC
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
RMG Wealth Management LLC
MAI Capital Management
BI Asset Management Fondsmaeglerselskab A/S
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
New Mexico Educational Retirement Board
Farther Finance Advisors, LLC
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
ETF Store, Inc.
Susquehanna Portfolio Strategies, LLC
Maltese Capital Management Llc
State of Wyoming
Parallel Advisors, LLC
Nfj Investment Group, Llc
Integrated Advisors Network LLC
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
Occudo Quantitative Strategies Lp
Advanced Series Trust - Ast Small-cap Growth Portfolio
Interval Partners, LP
EverSource Wealth Advisors, LLC
Equitable Holdings, Inc.
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF
Moors & Cabot, Inc.
Jane Street Group, Llc
Neumeier Poma Investment Counsel Llc
Envestnet Asset Management Inc
Dynamic Technology Lab Private Ltd
MLPIX - Profunds - Mid-cap Value Profund Investor Class
NSIDX - Northern Funds - Northern Small Cap Index Fund
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
Spdr S&p Midcap 400 Etf Trust
Creative Planning
Ubs Asset Management Americas Inc
FNY Investment Advisers, LLC
Stifel Financial Corp
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
Dimensional Fund Advisors Lp
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
Pacer Advisors, Inc.
DiNuzzo Private Wealth, Inc.
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
Bokf, Na
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
Parkside Financial Bank & Trust
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF
Jackson Creek Investment Advisors LLC
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
HHM Wealth Advisors, LLC
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Cerity Partners LLC
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
ABASX - AB TRUST - AB Discovery Value Fund Class A
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
PENN SERIES FUNDS INC - Small Cap Value Fund
GWM Advisors LLC
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
Hemington Wealth Management
Point72 Asset Management, L.P.
CIBC Asset Management Inc
Winch Advisory Services, LLC
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
Buckingham Strategic Partners
Universal- Beteiligungs- und Servicegesellschaft mbH
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
Kennedy Capital Management, Inc.
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N
Hancock Whitney Corp
TFO USA Ltd
Profund Advisors Llc
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF
Shell Asset Management Co
Spire Wealth Management
Farmers & Merchants Investments Inc
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
Two Sigma Advisers, Lp
Pitcairn Co
Huntington National Bank
Commonwealth Equity Services, Llc
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
Simplex Trading, Llc
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
Horizon Financial Services, Llc
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N
VVSCX - VALIC Co I - Small Cap Value Fund
Louisiana State Employees Retirement System
Shelton Capital Management
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
Deutsche Bank Ag\
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
Balyasny Asset Management Llc
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Nomura Asset Management Co Ltd
Boston Trust Walden Corp
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
Symphony Financial, Ltd. Co.
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
Alps Advisors Inc
IWM - iSHARES TRUST - iShares Russell 2000 ETF
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
Norges Bank
Empowered Funds, LLC
Key FInancial Inc
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
Clearbridge Investments, LLC
Miramar Capital, LLC
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Avantax Advisory Services, Inc.
JNBA Financial Advisors
Bnp Paribas Arbitrage, Sa
New York State Common Retirement Fund
Ensign Peak Advisors, Inc
Prime Capital Investment Advisors, LLC
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class
Northern Trust Corp
VVMCX - VALIC Co I - Mid Cap Value Fund
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
VMAX - Lattice Strategies Trust - Hartford US Value ETF
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Retirement Systems of Alabama
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Whalen Wealth Management Inc.
First Community Trust Na
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares
BNP Paribas Asset Management Holding S.A.
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
Aptus Capital Advisors, LLC
Diversified Portfolios, Inc.
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Covestor Ltd
DRW Securities, LLC
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
Third Avenue Management Llc
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
Strs Ohio
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
UMA Financial Services, Inc.
State Board Of Administration Of Florida Retirement System
Public Employees Retirement Association Of Colorado
1620 Investment Advisors, Inc.
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund
New York State Teachers Retirement System
Sei Investments Co
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
Franklin Resources Inc
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
Keybank National Association/oh
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Vident Advisory, LLC
Capital Advisors, Ltd. LLC
Headlands Technologies LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I
IFP Advisors, Inc
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A
WealthPlan Investment Management, LLC
Brown Brothers Harriman & Co
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
Magnetar Financial LLC
Kornitzer Capital Management Inc /ks
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
Truist Financial Corp
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
Avantax Planning Partners, Inc.
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
Vanguard Group Inc
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
Accent Capital Management, LLC
Stieven Capital Advisors, L.P.
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
Nuveen, LLC
Keeley-Teton Advisors, LLC
Teachers Retirement System Of The State Of Kentucky
Skopos Labs, Inc.
SRS Capital Advisors, Inc.
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
ProShare Advisors LLC
Great Lakes Advisors, Llc
Johnson Investment Counsel Inc
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Price T Rowe Associates Inc /md/
American Century Companies Inc
First Trust Advisors Lp
Heritage Family Offices, LLP
Blueshift Asset Management, LLC
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF
Ethic Inc.
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
FORA Capital, LLC
EBI - RBB Fund Trust - Longview Advantage ETF
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A
Brown Advisory Inc
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
Clarity Asset Management, Inc.
Bessemer Group Inc
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
Monument Capital Management
Panagora Asset Management Inc
Massmutual Trust Co Fsb/adv
KBC Group NV
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
Schonfeld Strategic Advisors LLC
Signaturefd, Llc
Cetera Investment Advisers
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
Klp Kapitalforvaltning As
M&t Bank Corp
Assetmark, Inc
State of Tennessee, Treasury Department
O'shaughnessy Asset Management, Llc
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
Koesten, Hirschmann & Crabtree, INC.
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I
LPL Financial LLC
UMPIX - Profunds - Ultramid-cap Profund Investor Class
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
Commerce Bank
CWM Advisors, LLC
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
Wellington Management Group Llp
Hillsdale Investment Management Inc.
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Wedge Capital Management L L P/nc
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
Rialto Wealth Management, LLC
Whelan Financial
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
Texas Permanent School Fund
Crossmark Global Holdings, Inc.
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
Rafferty Asset Management, LLC
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C
Principal Securities, Inc.
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
Lindbrook Capital, Llc
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
Greenleaf Trust
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
Quantinno Capital Management LP
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
Profunds - Profund Vp Mid-cap Growth
Angel Oak Financial Strategies Income Term Trust
Federation des caisses Desjardins du Quebec
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
Midwest Trust Co
Resources Investment Advisors, LLC.
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
Hartland & Co., LLC
Farringdon Capital, Ltd.
Campbell & CO Investment Adviser LLC
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
TFC Financial Management
Papp L Roy & Associates
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I
Lazard Asset Management Llc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
Twin Peaks Wealth Advisors, LLC
Country Club Bank /gfn
Peregrine Capital Management Llc
Wealth Enhancement Advisory Services, Llc
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
Bank Of America Corp /de/
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
King Luther Capital Management Corp
Wells Fargo & Company/mn
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Emerald Advisers, Llc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
PrairieView Partners, LLC
Private Trust Co Na
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Gator Capital Management, LLC
Pnc Financial Services Group, Inc.
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
Boothbay Fund Management, Llc
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
STXK - EA Series Trust - Strive Small-Cap ETF
First National Advisers, LLC
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
KLCM Advisors, Inc.
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
ISAM Funds (UK) Ltd
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
Connable Office Inc
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
Forum Financial Management, LP
CBOE Vest Financial, LLC
Old National Bancorp /in/
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Umb Bank N A/mo
Gamco Investors, Inc. Et Al
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
Yousif Capital Management, Llc
Ci Investments Inc.
Cambridge Investment Research Advisors, Inc.
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class
GAMMA Investing LLC
Principal Financial Group Inc
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
Hsbc Holdings Plc
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
Bay Harbor Wealth Management, LLC
Savant Capital, LLC
Teacher Retirement System Of Texas
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
Mutual Of America Capital Management Llc
Prudential Financial Inc
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A
Intech Investment Management Llc
Sterling Capital Management LLC
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
Phocas Financial Corp.
Wiley Bros.-aintree Capital, Llc
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund
ExodusPoint Capital Management, LP
Squarepoint Ops LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund
Tortoise Investment Management, LLC
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
Xponance, Inc.
Quarry LP
Orion Portfolio Solutions, LLC
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
BFOR - ALPS ETF Trust - Barron's 400 ETF
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
Us Bancorp \de\
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
Manufacturers Life Insurance Company, The
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
Elizabeth Park Capital Advisors, Ltd.
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class
Northwestern Mutual Wealth Management Co
First National Bank Of Omaha
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Northwestern Mutual Investment Management Company, Llc
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
Ronald Blue Trust, Inc.
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
EP Wealth Advisors, Inc.
Virginia Retirement Systems Et Al
Advisor Group Holdings, Inc.
SG Americas Securities, LLC
Janus Henderson Group Plc
Jones Financial Companies Lllp
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
GW&K Investment Management, LLC
Victory Capital Management Inc
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
Friday Financial
Quest Partners LLC
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
Allworth Financial LP
High Net Worth Advisory Group LLC
SJS Investment Consulting Inc.
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
VCSLX - VALIC Co I - Small Cap Index Fund
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
State Of Michigan Retirement System
Jpmorgan Chase & Co
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
UBS Group AG
Millennium Management Llc
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Systematic Financial Management Lp
Trust Point Inc.
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A
Geode Capital Management, Llc
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Oppenheimer & Co Inc
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
California Public Employees Retirement System
Humankind Benefit Corp - Humankind US Stock ETF
Fieldview Capital Management, LLC
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
Goldman Sachs Group Inc
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I
Two Sigma Investments, Lp
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
Tributary Capital Management, LLC
Public Employees Retirement System Of Ohio
HighTower Advisors, LLC
Avion Wealth
Kavar Capital Partners Group, Llc
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class
Basswood Capital Management, L.l.c.
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Park Avenue Securities Llc
State of Alaska, Department of Revenue
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
Gts Securities Llc
Fortitude Family Office, LLC
Ameriprise Financial Inc
Fmr Llc
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
National Asset Management, Inc.
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
Federated Hermes, Inc.
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
Coldstream Capital Management Inc
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional
Axa S.a.
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF
MDPIX - Profunds - Mid-cap Profund Investor Class
Mariner, LLC
Mount Yale Investment Advisors, LLC
PMC FIG Opportunities LLC
HFM Investment Advisors, LLC
MetLife Investment Management, LLC
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
Gallagher Fiduciary Advisors, LLC
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
Integrated Investment Consultants, LLC
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
PENN SERIES FUNDS INC - Smid Cap Value Fund
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
Police & Firemen's Retirement System of New Jersey
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
Renaissance Technologies Llc
Ameritas Investment Partners, Inc.
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
Amalgamated Bank
Versant Capital Management, Inc
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
Profunds - Profund Vp Small-cap
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class
Allspring Global Investments Holdings, LLC
Earnest Partners Llc
N.E.W. Advisory Services LLC
Morgan Stanley
NOSGX - Northern Funds - Northern Small Cap Value Fund
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class
Persistent Asset Partners Ltd
CIBC Private Wealth Group, LLC
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
Massachusetts Financial Services Co /ma/
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
Diversify Advisory Services, LLC
Atria Investments Llc
Ceredex Value Advisors LLC
Fiduciary Trust Co
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2
Douglass Winthrop Advisors, LLC
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
SummerHaven Investment Management, LLC
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
First Citizens Bank & Trust Co
Engineers Gate Manager LP
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class
GHP Investment Advisors, Inc.
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
Nbc Securities, Inc.
Anb Bank
Schroder Investment Management Group
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
California State Teachers Retirement System
Great West Life Assurance Co /can/
Edgestream Partners, L.P.
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
Concurrent Investment Advisors, LLC
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
Bell Investment Advisors, Inc
Bank of New York Mellon Corp
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A
Accredited Investors Inc.
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
Comerica Bank
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Oregon Public Employees Retirement Fund
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
Steward Partners Investment Advisory, Llc
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
JustInvest LLC
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Profunds - Profund Vp Ultramid-cap
Profunds - Profund Vp Mid-cap Value
Congress Asset Management Co /ma
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
Jfs Wealth Advisors, Llc
AdvisorNet Financial, Inc
Verition Fund Management LLC
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A
Fortress Wealth Management, Inc.
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
Paragon Capital Management LLC
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Regions Financial Corp
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
GeoWealth Management, LLC
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
Susquehanna Fundamental Investments, Llc
Global Alpha Capital Management Ltd.
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
Guardian Wealth Advisors, Llc / Nc
Ieq Capital, Llc
CenterBook Partners LP
BlackRock, Inc.
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
Holocene Advisors, LP
Royal Bank Of Canada
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
Scientech Research LLC
Citadel Advisors Llc
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Fifth Third Bancorp
Meritage Portfolio Management
First Affirmative Financial Network
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares
Emerald Mutual Fund Advisers Trust
Harbor Capital Advisors, Inc.
Invesco Ltd.
State of New Jersey Common Pension Fund D
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Neuberger Berman Group LLC
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
Angel Oak Capital Advisors, LLC
Bank Of Montreal /can/
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
Barclays Plc
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
Pictet Asset Management Holding SA
Natixis Advisors, L.p.
IHT Wealth Management, LLC
Cwm, Llc
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
City State Bank
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
Oppenheimer Asset Management Inc.
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
Legal & General Group Plc
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
Nisa Investment Advisors, Llc
Qube Research & Technologies Ltd
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares
Adage Capital Partners Gp, L.l.c.
Hantz Financial Services, Inc.
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
RBB FUND, INC. - Adara Smaller Companies Fund
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
Roubaix Capital, LLC
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
Hilltop National Bank
Sequoia Financial Advisors, LLC
Sanibel Captiva Trust Company, Inc.
Cambria Investment Management, L.P.
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
Rothschild Investment Llc
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
Mml Investors Services, Llc
NOMIX - Northern Funds - Northern Mid Cap Index Fund
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
Brinker Capital Investments, LLC
Bayview Asset Management, Llc
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
Other Listings
IT:1UMBF € 105.00
DE:UMB € 106.00
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