WEX / WEX Inc. - Net Long/Short Value

WEX Inc.
US ˙ NYSE ˙ US96208T1043

WEX / WEX Inc. - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
Snyder Capital Management L P
Horizon Investments, LLC
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
Principal Financial Group Inc
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
BNP Paribas Asset Management Holding S.A.
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
D. E. Shaw & Co., Inc.
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
UMPIX - Profunds - Ultramid-cap Profund Investor Class
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Verition Fund Management LLC
Neuberger Berman Group LLC
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
Rice Hall James & Associates, Llc
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
Numerai GP LLC
Private Trust Co Na
SJS Investment Consulting Inc.
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
HFM Investment Advisors, LLC
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
Susquehanna International Group, Llp
Advanced Series Trust - Ast Small-cap Growth Portfolio
Ameritas Advisory Services, LLC
Wilkinson Global Asset Management LLC
MLPIX - Profunds - Mid-cap Value Profund Investor Class
SageView Advisory Group, LLC
Mitsubishi UFJ Trust & Banking Corp
MDPIX - Profunds - Mid-cap Profund Investor Class
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
Optimize Financial Inc
Ameriprise Financial Inc
Parkside Financial Bank & Trust
Private Wealth Management Group, LLC
Nisa Investment Advisors, Llc
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
Palisade Capital Management Llc/nj
Loomis Sayles & Co L P
UBS Group AG
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
Jpmorgan Chase & Co
BlackRock, Inc.
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
Humankind Benefit Corp - Humankind US Stock ETF
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
Verdence Capital Advisors LLC
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
Treasurer of the State of North Carolina
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
Dougherty Wealth Advisers LLC
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Versant Capital Management, Inc
KBC Group NV
Lyrical Asset Management Lp
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Snowden Capital Advisors LLC
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
Manufacturers Life Insurance Company, The
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
Harbor Capital Advisors, Inc.
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
Incline Global Management LLC
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
Advisor Group Holdings, Inc.
Hemington Wealth Management
Texas Permanent School Fund
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
Nebula Research & Development LLC
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
IWV - iSHARES TRUST - iShares Russell 3000 ETF
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
Holocene Advisors, LP
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I
Covestor Ltd
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Massmutual Trust Co Fsb/adv
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Barclays Plc
Twin Peaks Wealth Advisors, LLC
Panagora Asset Management Inc
New York State Common Retirement Fund
Hill City Capital, LP
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Bell Investment Advisors, Inc
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Thurston, Springer, Miller, Herd & Titak, Inc.
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
CENTRAL TRUST Co
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Teachers Retirement System Of The State Of Kentucky
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
American Century Companies Inc
Colony Group, LLC
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
New Mexico Educational Retirement Board
State Of Michigan Retirement System
Hennion & Walsh Asset Management, Inc.
JustInvest LLC
Oversea-Chinese Banking CORP Ltd
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
IFP Advisors, Inc
Oppenheimer Asset Management Inc.
Quantinno Capital Management LP
Deutsche Bank Ag\
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares
Cromwell Holdings LLC
Brown Brothers Harriman & Co
Annis Gardner Whiting Capital Advisors, LLC
Bridgewater Advisors Inc.
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
Voya Investment Management Llc
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
Simplex Trading, Llc
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
Two Roads Shared Trust - Hypatia Women CEO ETF
Group One Trading, L.p.
Gotham Asset Management, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A
Plante Moran Financial Advisors, LLC
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Citadel Advisors Llc
Intech Investment Management Llc
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
RBB FUND, INC. - Adara Smaller Companies Fund
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
Kodai Capital Management LP
Core Alternative Capital
Sunriver Management LLC
Boston Partners
Wealth Enhancement Advisory Services, Llc
Ballentine Partners, LLC
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
PFS Partners, LLC
Long Road Investment Counsel, LLC
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
Ensign Peak Advisors, Inc
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
Parkworth Wealth Management, Inc.
Public Employees Retirement Association Of Colorado
Raymond James Financial Inc
Retirement Planning Co of New England, Inc.
Rialto Wealth Management, LLC
Mutual Of America Capital Management Llc
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
Xponance, Inc.
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
HighTower Advisors, LLC
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Amalgamated Bank
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
William Blair Investment Management, Llc
Zurcher Kantonalbank (Zurich Cantonalbank)
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
Connor, Clark & Lunn Investment Management Ltd.
Fmr Llc
Goldman Sachs Group Inc
Benin Management CORP
Aurora Investment Counsel
Jones Financial Companies Lllp
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Penserra Capital Management LLC
New Age Alpha Advisors, LLC
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
Bath Savings Trust Co
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
First Hawaiian Bank
Mml Investors Services, Llc
Fiduciary Trust Co
Isthmus Partners, Llc
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
North Star Investment Management Corp.
Cwm, Llc
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
State of Alaska, Department of Revenue
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
Schonfeld Strategic Advisors LLC
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
Boit C F David
Pictet Asset Management Holding SA
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Dana Investment Advisors, Inc.
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
Deroy & Devereaux Private Investment Counsel Inc
Lighthouse Investment Partners, LLC
Profunds - Profund Vp Mid-cap Value
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
Dimensional Fund Advisors Lp
Police & Firemen's Retirement System of New Jersey
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
Captrust Financial Advisors
Lifestyle Asset Management, Inc.
Universal- Beteiligungs- und Servicegesellschaft mbH
Principal Securities, Inc.
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
Impactive Capital LP
Hotchkis & Wiley Capital Management Llc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares
J.Safra Asset Management Corp
Lazard Asset Management Llc
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
CBIZ Investment Advisory Services, LLC
Capital World Investors
Ronald Blue Trust, Inc.
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
Natixis Advisors, L.p.
CLARET ASSET MANAGEMENT Corp
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
EverSource Wealth Advisors, LLC
Royal Bank Of Canada
Vident Advisory, LLC
Prudential Financial Inc
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
Gitterman Wealth Management, LLC
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Atria Investments Llc
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
Global Retirement Partners, LLC
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
Blair William & Co/il
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
Hantz Financial Services, Inc.
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
Profunds - Profund Vp Ultramid-cap
Asset Dedication, LLC
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
Readystate Asset Management Lp
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
Truvestments Capital Llc
Toroso Investments, LLC
Edgestream Partners, L.P.
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
Amundi
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
Fifth Third Bancorp
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
GAMMA Investing LLC
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Daiwa Securities Group Inc.
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
Quest Partners LLC
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
True Wealth Design, LLC
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
RCGE - EA Series Trust - RockCreek Global Equality ETF
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
Concord Wealth Partners
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
Fox Run Management, L.l.c.
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Federated Hermes, Inc.
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
Spdr S&p Midcap 400 Etf Trust
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
MetLife Investment Management, LLC
Golden State Wealth Management, LLC
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Bank Of Montreal /can/
Envestnet Asset Management Inc
Signaturefd, Llc
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
Nemes Rush Group LLC
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares
Hilltop National Bank
Whittier Trust Co
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
State of New Jersey Common Pension Fund D
Newbridge Financial Services Group, Inc.
IWB - iSHARES TRUST - iShares Russell 1000 ETF
Farther Finance Advisors, LLC
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
Victory Capital Management Inc
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
B.O.S.S. Retirement Advisors, LLC
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
STXV - EA Series Trust - Strive 1000 Value ETF
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF
Hsbc Holdings Plc
Quadrature Capital Ltd
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
Huntington National Bank
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
Strategic Wealth Partners, Ltd.
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Banc Funds Co Llc
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
State Of Wisconsin Investment Board
Formula Growth Ltd
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
Eagle Rock Investment Company, Llc
Truist Financial Corp
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
Lindbrook Capital, Llc
Jump Financial, LLC
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
State Board Of Administration Of Florida Retirement System
Earnest Partners Llc
GHP Investment Advisors, Inc.
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
Morgan Stanley
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
Umb Bank N A/mo
Smartleaf Asset Management LLC
PENN SERIES FUNDS INC - Small Cap Growth Fund
Freestone Grove Partners LP
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
Public Employees Retirement System Of Ohio
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Empirical Asset Management, LLC
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
Td Private Client Wealth Llc
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
Swiss National Bank
Bullseye Asset Management LLC
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
VCGAX - VALIC Co I - Growth & Income Fund
Fortitude Family Office, LLC
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
Skopos Labs, Inc.
Alliancebernstein L.p.
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
Eukles Asset Management
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
State of Tennessee, Treasury Department
Creative Financial Designs Inc /adv
Sepio Capital, LP
Vanguard Group Inc
Illinois Municipal Retirement Fund
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Prelude Capital Management, Llc
Bruce G. Allen Investments, LLC
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
SOUTH STATE Corp
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
Beverly Hills Private Wealth, LLC
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
Geode Capital Management, Llc
SG Americas Securities, LLC
Swedbank AB
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
Handelsbanken Fonder AB
Thrivent Financial For Lutherans
Maryland State Retirement & Pension System
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund
CIBC Private Wealth Group, LLC
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
Rhumbline Advisers
Millennium Management Llc
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Quantbot Technologies LP
Marshall Wace, Llp
Mariner, LLC
Cambiar Investors Llc
Ieq Capital, Llc
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
Portside Wealth Group, LLC
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
Syon Capital Llc
Empowered Funds, LLC
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
Hartland & Co., LLC
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
Cove Street Capital, LLC
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
Algert Global Llc
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
Hawk Ridge Capital Management Lp
Cape Investment Advisory, Inc.
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
California State Teachers Retirement System
Rsm Us Wealth Management Llc
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
Putnam Fl Investment Management Co
Capital Analysts, Inc.
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
Lakewood Capital Management, Lp
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
Par Capital Management Inc
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Ci Investments Inc.
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES
Bank of New York Mellon Corp
Rakuten Securities, Inc.
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
Summit Trail Advisors, Llc
Utah Retirement Systems
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Profunds - Profund Vp Mid-cap Growth
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
Symphony Financial, Ltd. Co.
Knollwood Investment Advisory, LLC
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
Cornerstone Investment Partners, LLC
Steward Partners Investment Advisory, Llc
Sterling Capital Management LLC
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
Moody Aldrich Partners Llc
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
Williams Jones Wealth Management, LLC.
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
Point72 Asia (Singapore) Pte. Ltd.
Legato Capital Management LLC
Mv Capital Management, Inc.
BRYN MAWR TRUST Co
Cetera Investment Advisers
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
Blueshift Asset Management, LLC
Johnson Investment Counsel Inc
Procyon Private Wealth Partners, LLC
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
Lightrock Netherlands B.V.
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
Logan Capital Management Inc
Cubist Systematic Strategies, LLC
Amplify ETF Trust - Amplify Mobile Payments ETF
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Ariel Investments, Llc
Cadent Capital Advisors, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
Primecap Management Co/ca/
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
Price T Rowe Associates Inc /md/
Dynamic Technology Lab Private Ltd
Walleye Capital LLC
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
Factorial Partners, Llc
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
Spinnaker Trust
Amplify ETF Trust - Amplify Cash Flow High Income ETF
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
River Road Asset Management, LLC
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
Jfs Wealth Advisors, Llc
Pnc Financial Services Group, Inc.
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF
Bessemer Group Inc
Davy Global Fund Management Ltd
Geneos Wealth Management Inc.
Larson Financial Group LLC
CWM Advisors, LLC
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF
VMIDX - VALIC Co I - Mid Cap Index Fund
Clark Estates Inc/ny
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
Norges Bank
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
Comerica Bank
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I
Dark Forest Capital Management Lp
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
EP Wealth Advisors, Inc.
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
Tortoise Investment Management, LLC
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
Worldquant Millennium Advisors Llc
Ameritas Investment Partners, Inc.
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
New South Capital Management Inc
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
Pathstone Holdings, LLC
Fifth Third Wealth Advisors LLC
Trust Co Of Vermont
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
Allworth Financial LP
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
Strs Ohio
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
Charles Schwab Investment Management Inc
LPL Financial LLC
Smithfield Trust Co
Wells Fargo & Company/mn
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
Teacher Retirement System Of Texas
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class
Gsa Capital Partners Llp
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
Nuveen, LLC
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
State Street Corp
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
Zions Bancorporation, National Association /ut/
Klp Kapitalforvaltning As
Aqr Capital Management Llc
Oregon Public Employees Retirement Fund
TFC Financial Management
Great West Life Assurance Co /can/
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Northwestern Mutual Wealth Management Co
Gator Capital Management, LLC
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
EHLS - Tidal Trust II - Even Herd Long Short ETF
MAI Capital Management
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
Us Bancorp \de\
Jefferies Financial Group Inc.
Kayne Anderson Rudnick Investment Management Llc
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
Arizona State Retirement System
Gamco Investors, Inc. Et Al
Fulcrum Asset Management LLP
EJF Capital LLC
DekaBank Deutsche Girozentrale
STXG - EA Series Trust - Strive 1000 Growth ETF
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
Foyston, Gordon, & Payne Inc
Commerce Bank
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
Qube Research & Technologies Ltd
Bay Harbor Wealth Management, LLC
Martin & Co Inc /tn/
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
Brevan Howard Capital Management LP
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
Parallel Advisors, LLC
Rise Advisors, LLC
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Clark Asset Management, LLC
Stephens Inc /ar/
Thompson Siegel & Walmsley Llc
Spire Wealth Management
Retirement Systems of Alabama
Bnp Paribas Arbitrage, Sa
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
Louisiana State Employees Retirement System
Point72 Asset Management, L.P.
Radnor Capital Management, LLC
New York State Teachers Retirement System
Wellington Management Group Llp
Assetmark, Inc
rhino investment partners, Inc
California Public Employees Retirement System
Invenomic Capital Management LP
Russell Investments Group, Ltd.
JANA Partners Management, LP
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Fisher Asset Management, LLC
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
Caitong International Asset Management Co., Ltd
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
Keeley-Teton Advisors, LLC
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class
Creative Planning
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
ProShare Advisors LLC
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
DiNuzzo Private Wealth, Inc.
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
Mercer Global Advisors Inc /adv
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
Securian Asset Management, Inc
VCBCX - VALIC Co I - Blue Chip Growth Fund
Gabelli Funds Llc
Federation des caisses Desjardins du Quebec
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
Nomura Asset Management Co Ltd
Commonwealth Equity Services, Llc
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
Nicolet Advisory Services, Llc
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
Y.D. More Investments Ltd
Northwestern Mutual Investment Management Company, Llc
Compass Planning Associates Inc
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Capital Advisors, Ltd. LLC
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
State of Wyoming
Paradigm Asset Management Co Llc
Invesco Ltd.
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
Bangor Savings Bank
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
Shell Asset Management Co
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
Cerity Partners LLC
Chicago Capital, LLC
CI Private Wealth, LLC
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
Ubs Asset Management Americas Inc
Bartlett & Co. Wealth Management Llc
Hm Payson & Co
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
GWM Advisors LLC
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
Financial Management Professionals, Inc.
Gillson Capital LP
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
Macquarie Group Ltd
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
Citigroup Inc
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
Frazier Financial Advisors, LLC
Harbour Investments, Inc.
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
DAACX - Adviser Managed Trust - Diversified Equity Fund
Yousif Capital Management, Llc
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
Fairscale Capital, LLC
First Trust Advisors Lp
Bank Of America Corp /de/
Virginia Retirement Systems Et Al
Janus Henderson Group Plc
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
Farmers & Merchants Investments Inc
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
Legal & General Group Plc
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
1620 Investment Advisors, Inc.
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
Net Worth Advisory Group
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
First Horizon Advisors, Inc.
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
Northern Trust Corp
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
NOMIX - Northern Funds - Northern Mid Cap Index Fund
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
Crossmark Global Holdings, Inc.
Sei Investments Co
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
STXM - EA Series Trust - Strive Mid-Cap ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
SRS Capital Advisors, Inc.
Tower Research Capital LLC (TRC)
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
Other Listings
DE:WL9 € 147.00
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista