IT:1SOFI / SoFi Technologies, Inc. - Net Long/Short Value

SoFi Technologies, Inc.
IT ˙ BIT ˙ US83406F1021
€20.82 ↓ -0.20 (-0.93%)
2025-09-05
HARGA SAHAM
IT:1SOFI / SoFi Technologies, Inc. - Net Long/Short Value
Halaman ini menyediakan penilaian bersih long/short untuk setiap pegangan institusi yang dilaporkan melalui pemfailan 13F atau NPORT. Untuk mengira nilai bersih long/short, kami menambah nilai ekuiti pada nilai opsyen beli dan menolak nilai opsyen jual. Dana yang melaporkan kedudukan pinjaman jual singkat akan melaporkan nilai ekuiti sebagai negatif. Posisi beli bersih akan mempunyai nombor positif dalam lajur bersih long/short, dan posisi singkat jual bersih akan mempunyai nilai negatif dalam lajur tersebut.
Pemilik Nilai Ekuiti
($1000)
Nilai Call
($1000)
Nilai Put
($1000)
Long/Short Bersih
($1000)
Exchange Traded Concepts, Llc
Diversify Wealth Management, Llc
Sei Investments Co
Cwm, Llc
Boothbay Fund Management, Llc
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
R Squared Ltd
Vision Financial Markets Llc
Steward Partners Investment Advisory, Llc
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
Scientech Research LLC
State Of Michigan Retirement System
Fortitude Family Office, LLC
B. Metzler seel. Sohn & Co. AG
Hourglass Capital, Llc
Vermillion & White Wealth Management Group, LLC
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Qsemble Capital Management, LP
DRW Securities, LLC
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Legacy Wealth Managment, LLC/ID
Mfg Wealth Management, Inc.
XTX Topco Ltd
Hm Payson & Co
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
Islay Capital Management, Llc
WPG Advisers, LLC
RVER - Advisor Managed Portfolios - Trenchless Fund ETF
Caption Management, LLC
Amalgamated Bank
Soltis Investment Advisors LLC
Miller Wealth Advisors, Llc
Coordinated Financial Services, Inc.
Atomi Financial Group, Inc.
Blair William & Co/il
Berkshire Capital Holdings Inc
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
Perigon Wealth Management, LLC
Clough Global Opportunities Fund
Arkadios Wealth Advisors
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
Vestmark Advisory Solutions, Inc.
Meeder Advisory Services, Inc.
Cary Street Partner Investment Advisory Llc
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Dynamic Advisor Solutions LLC
RPG Investment Advisory, LLC
Prospera Financial Services Inc
Truvestments Capital Llc
Fortis Group Advisors, LLC
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
Eventide Asset Management, Llc
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
Erste Asset Management GmbH
Skandinaviska Enskilda Banken AB (publ)
Signature Resources Capital Management, LLC
Blue Bell Private Wealth Management, Llc
Integrated Wealth Concepts LLC
Newman Dignan & Sheerar, Inc.
Mark Sheptoff Financial Planning, Llc
Aviso Financial Inc.
Stone House Investment Management, LLC
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
Patriot Financial Group Insurance Agency, LLC
Cantor Fitzgerald, L. P.
Wiley Bros.-aintree Capital, Llc
Motley Fool Asset Management LLC
Adirondack Trust Co
JustInvest LLC
NWF Advisory Services Inc.
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Whipplewood Advisors, LLC
Bernard Wealth Management Corp.
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
SJS Investment Consulting Inc.
Commonwealth Equity Services, Llc
Caisse Des Depots Et Consignations
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Pacitti Group Inc.
Royal Bank Of Canada
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
Fmr Llc
CarsonAllaria Wealth Management, Ltd.
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
MetLife Investment Management, LLC
Game Plan Financial Advisors, LLC
Winthrop Capital Management, LLC
American Capital Advisory, LLC
Bleakley Financial Group, LLC
Lord, Abbett & Co. Llc
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Migdal Insurance & Financial Holdings Ltd.
Probity Advisors, Inc.
Hurley Capital, LLC
Jacobi Capital Management LLC
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
Brown Shipley& Co Ltd
Yousif Capital Management, Llc
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
Independent Wealth Network Inc.
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
SG Americas Securities, LLC
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
First National Trust Co
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
Future Financial Wealth Managment LLC
Nomura Holdings Inc
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Cornerstone Planning Group LLC
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
McGuire Investment Group, LLC
CIBC Private Wealth Group, LLC
Capital Analysts, Inc.
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Citizens Financial Group Inc/ri
USAdvisors Wealth Management, LLC
Asset Management One Co., Ltd.
Callan Family Office, LLC
Wells Fargo & Company/mn
Philadelphia Financial Management of San Francisco, LLC
United Capital Financial Advisers, Llc
Kovitz Investment Group Partners, LLC
Spire Wealth Management
Pathstone Holdings, LLC
Consolidated Investment Group LLC
Tsfg, Llc
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Teacher Retirement System Of Texas
M1 Capital Management LLC
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
Sullivan Wood Capital Management LLC
MAI Capital Management
FORA Capital, LLC
IYF - iSHARES TRUST - iShares U.S. Financials ETF
Financially Speaking Inc
Strs Ohio
StoneX Group Inc.
Meeder Asset Management Inc
Toth Financial Advisory Corp
Ameriprise Financial Inc
AdvisorNet Financial, Inc
Bell Investment Advisors, Inc
Mainstay Capital Management Llc /adv
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
Symmetry Investments LP
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
SLT Holdings LLC
Prentice Capital Management, LP
Guggenheim Capital Llc
J. Safra Sarasin Holding AG
Nordea Investment Management Ab
Blume Capital Management, Inc.
Worldquant Millennium Advisors Llc
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
Evolution Wealth Advisors, LLC
Arizona State Retirement System
LM Advisors LLC
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
First Trust Advisors Lp
Independent Advisor Alliance
Keystone Financial Services, LLC
CTC Alternative Strategies, Ltd.
Murphy & Mullick Capital Management Corp
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Cooper Financial Group
SRS Capital Advisors, Inc.
AlphaStar Capital Management, LLC
State Board Of Administration Of Florida Retirement System
Ubs Asset Management Americas Inc
Marshall Financial Group LLC
Thrivent Financial For Lutherans
Brendel Financial Advisors LLC
Mariner, LLC
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
DiNuzzo Private Wealth, Inc.
Marathon Trading Investment Management LLC
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
AOTG - EA Series Trust - AOT Growth and Innovation ETF
Nbc Securities, Inc.
Reynders McVeigh Capital Management, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
Jain Global LLC
Concurrent Investment Advisors, LLC
Abound Wealth Management
Virtu Financial LLC
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
Atlantic Trust, LLC
Panoramic Investment Advisors, Llc
Hartland & Co., LLC
Forum Financial Management, LP
one8zero8, LLC
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
Fiduciary Alliance LLC
M&t Bank Corp
Clarity Capital Partners LLC
Salem Investment Counselors Inc
First Horizon Advisors, Inc.
Signaturefd, Llc
Patient Capital Management, LLC
Curio Wealth, Llc
Entropy Technologies, LP
Quadrature Capital Ltd
Versant Capital Management, Inc
Tidemark, LLC
Aldebaran Financial Inc.
Squarepoint Ops LLC
Trust Co Of Vermont
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
Sig Brokerage, Lp
Vermillion Wealth Management, Inc.
AE Wealth Management LLC
Jaffetilchin Investment Partners, LLC
Stratos Wealth Advisors, LLC
Adams Wealth Management
CX Institutional
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
Truefg, Llc
Parkworth Wealth Management, Inc.
Golden State Wealth Management, LLC
Police & Firemen's Retirement System of New Jersey
Accel Growth Fund V Associates L.L.C.
Scarborough Advisors, LLC
National Bank Of Canada /fi/
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
Bartlett & Co. Wealth Management Llc
PDT Partners, LLC
Archford Capital Strategies, LLC
Victory Capital Management Inc
Ameritas Advisory Services, LLC
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
Mizuho Markets Cayman LP
Science & Technology Partners, L.P.
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
Pineridge Advisors LLC
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
Cannon Global Investment Management, LLC
IMA Wealth, Inc.
N.E.W. Advisory Services LLC
Walleye Capital LLC
Rothschild Investment Llc
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
Natixis
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
FNY Investment Advisers, LLC
Numerai GP LLC
Hsbc Holdings Plc
Two Sigma Investments, Lp
Virginia Retirement Systems Et Al
ARKK - Ark ETF Trust - ARK Innovation ETF
Garden State Investment Advisory Services LLC
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
CENTRAL TRUST Co
Laird Norton Trust Company, Llc
IWB - iSHARES TRUST - iShares Russell 1000 ETF
Goldman Sachs Group Inc
Banco Bilbao Vizcaya Argentaria, S.a.
Private Wealth Management Group, LLC
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
River Street Advisors LLC
Dark Forest Capital Management Lp
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
Fifth Third Bancorp
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
Voloridge Investment Management, Llc
Optimum Investment Advisors
Sassicaia Capital Advisers Llc
Jane Street Group, Llc
Prostatis Group LLC
Rsm Us Wealth Management Llc
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
Alliance Wealth Advisors, LLC /UT
Comprehensive Financial Planning, Inc./PA
SBI Securities Co., Ltd.
Susquehanna International Group, Llp
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
ORG Partners LLC
Cerity Partners LLC
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
Fox Run Management, L.l.c.
Catalyst Funds Management Pty Ltd
Citigroup Inc
Federated Hermes, Inc.
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Crewe Advisors LLC
BRYN MAWR TRUST Co
Pallas Capital Advisors LLC
Means Investment Co., Inc.
Schonfeld Strategic Advisors LLC
Kemnay Advisory Services Inc.
CoreCap Advisors, LLC
Teamwork Financial Advisors, LLC
HighTower Advisors, LLC
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
Quaker Wealth Management, LLC
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
Deutsche Bank Ag\
PFG Investments, LLC
Clay Northam Wealth Management, LLC
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Orion Portfolio Solutions, LLC
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
Public Employees Retirement System Of Ohio
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
Concorde Asset Management, LLC
Concord Wealth Partners
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
CMG Global Holdings, LLC
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
Prasad Wealth Partners, LLC
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
Ring Mountain Capital, LLC
Tradition Wealth Management, LLC
Park Avenue Securities Llc
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Baltimore-Washington Financial Advisors, Inc.
Nwam Llc
Compass Capital Corp /ma/ /adv
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
HHM Wealth Advisors, LLC
Carnegie Lake Advisors LLC
Bank of New Hampshire
Financial Advisory Service, Inc.
Strategic Wealth Partners, Ltd.
Coston, McIsaac & Partners
Stephens Consulting, LLC
Pegasus Asset Management, Inc.
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
WealthTrak Capital Management LLC
Coordinated Financial Services, Inc./CO
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Barrett & Company, Inc.
Axim Planning & Wealth
Mizuho Markets Americas Llc
Aqr Capital Management Llc
Van Eck Associates Corp
Pnc Financial Services Group, Inc.
Marex Group plc
Ci Investments Inc.
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
Aigen Investment Management, Lp
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
Founders Financial Securities Llc
Price T Rowe Associates Inc /md/
City State Bank
Freestone Capital Holdings, LLC
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Zacks Investment Management
SCS Capital Management LLC
Oak Harbor Wealth Partners, Llc
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
Kovack Advisors, Inc.
J.w. Cole Advisors, Inc.
Rosenberg Matthew Hamilton
Skopos Labs, Inc.
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
State of Wyoming
Slow Capital, Inc.
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
GeoWealth Management, LLC
Sava Infond d.o.o.
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
White Wing Wealth Management
True Wealth Design, LLC
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Smallwood Wealth Investment Management, LLC
Cookson Peirce & Co Inc
Aster Capital Management (DIFC) Ltd
Oppenheimer & Co Inc
Anfield Capital Management, LLC
Simplex Trading, Llc
Jefferies Financial Group Inc.
Vanguard Group Inc
Clough Global Equity Fund
Good Life Advisors, LLC
Asset Dedication, LLC
Private Trust Co Na
Garde Capital, Inc.
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
Vinva Investment Management Ltd
Sumitomo Mitsui Trust Holdings, Inc.
SOUTH STATE Corp
Midwest Professional Planners, LTD.
Parallel Advisors, LLC
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
Arrowstreet Capital, Limited Partnership
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
Qrg Capital Management, Inc.
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
Eq Wealth Advisors, Llc
LPL Financial LLC
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Cape Investment Advisory, Inc.
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
American Century Companies Inc
Ancora Advisors, LLC
Integrity Alliance, Llc.
U.S. Capital Wealth Advisors, LLC
Highland Capital Management, Llc
Highline Wealth Partners Llc
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
Sunbelt Securities, Inc.
Two Sigma Securities, Llc
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
Capital Advisors Wealth Management, LLC
Two Sigma Advisers, Lp
Thurston, Springer, Miller, Herd & Titak, Inc.
MCF Advisors LLC
Kmg Fiduciary Partners, Llc
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
Quest Partners LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
State Street Corp
Global Retirement Partners, LLC
Advisors Management Group Inc /adv
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
Vise Technologies, Inc.
Key FInancial Inc
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
Elevatus Welath Management
Winton Capital Group Ltd
TCG Advisory Services, LLC
Us Bancorp \de\
Moore Capital Management, Lp
Northwest Capital Management Inc
Jfs Wealth Advisors, Llc
Clough Global Dividend & Income Fund
VCGAX - VALIC Co I - Growth & Income Fund
Benjamin Edwards Inc
Anderson Hoagland & Co
Swiss National Bank
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
Bruce G. Allen Investments, LLC
Tradewinds Capital Management, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
Acadian Asset Management Llc
OMERS ADMINISTRATION Corp
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
Css Llc/il
Investment Research & Advisory Group, Inc.
Perennial Investment Advisors, LLC
Cigna Investments Inc /new
Crawford Fund Management, LLC
Capstone Investment Advisors, Llc
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
Principal Securities, Inc.
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
Illinois Municipal Retirement Fund
NFP Retirement, Inc.
Wealth Enhancement Advisory Services, Llc
Bokf, Na
Highview Capital Management LLC/DE/
Connor, Clark & Lunn Investment Management Ltd.
Sciencast Management LP
Toroso Investments, LLC
Quarry LP
CI Private Wealth, LLC
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
VGI Partners Ltd
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
Atria Wealth Solutions, Inc.
Level Four Advisory Services, Llc
Equitable Holdings, Inc.
Stifel Financial Corp
Group One Trading, L.p.
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Procyon Private Wealth Partners, LLC
Valeo Financial Advisors, LLC
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
Neuberger Berman Group LLC
REAP Financial Group, LLC
Strategic Advocates LLC
Harbour Investments, Inc.
Handelsbanken Fonder AB
Brown Brothers Harriman & Co
Treasurer of the State of North Carolina
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Qube Research & Technologies Ltd
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
Global Financial Private Client, LLC
Pictet Asset Management Holding SA
Fourth Dimension Wealth, LLC
Westside Investment Management, Inc.
Alliancebernstein L.p.
Belpointe Asset Management LLC
Point72 Hong Kong Ltd
Cromwell Holdings LLC
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
Franklin Resources Inc
Legal & General Group Plc
Parkside Investments, LLC
Cary Street Partners Financial Llc
Gsa Capital Partners Llp
Rhumbline Advisers
Comerica Bank
TD Waterhouse Canada Inc.
Savant Capital, LLC
Smartleaf Asset Management LLC
Brinker Capital Investments, LLC
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
Redhawk Wealth Advisors, Inc.
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
Center for Financial Planning, Inc.
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
Edgestream Partners, L.P.
St. Johns Investment Management Company, LLC
Gillson Capital LP
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
DAVENPORT & Co LLC
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
CacheTech Inc.
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
Creekmur Asset Management LLC
Wealthcare Advisory Partners LLC
Bank & Trust Co
Farther Finance Advisors, LLC
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
Diversified Trust Co
Glen Eagle Advisors, LLC
Strategic Investment Solutions, Inc. /IL
BlackRock, Inc.
Dimensional Fund Advisors Lp
Creative Planning
Nvwm, Llc
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
Cambridge Investment Research Advisors, Inc.
Tudor Investment Corp Et Al
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
Calton & Associates, Inc.
Engineers Gate Manager LP
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
Warm Springs Advisors Inc.
Ausdal Financial Partners, Inc.
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
GAMMA Investing LLC
Freestone Grove Partners LP
Davy Global Fund Management Ltd
Focused Wealth Management, Inc
Principia Wealth Advisory, LLC
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Mercer Global Advisors Inc /adv
Brighton Jones Llc
Provenance Wealth Advisors, LLC
Hemington Wealth Management
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Parallax Volatility Advisers, L.P.
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
MILN - Global X Funds - Global X Millennials Thematic ETF
DecisionPoint Financial, LLC
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
North Star Investment Management Corp.
Hood River Capital Management LLC
Jump Financial, LLC
Hantz Financial Services, Inc.
Sculptor Capital LP
Parkside Financial Bank & Trust
DnB Asset Management AS
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Fullcircle Wealth Llc
Summit Trail Advisors, Llc
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
Universal- Beteiligungs- und Servicegesellschaft mbH
Carlson Capital L P
Nikko Asset Management Americas, Inc.
California Public Employees Retirement System
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
Centiva Capital, LP
Lakeshore Financial Planning, Inc.
Mirae Asset Global Investments Co., Ltd.
DekaBank Deutsche Girozentrale
Palacios Wealth Management, LLC
Mml Investors Services, Llc
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Nuveen Core Equity Alpha Fund
Vontobel Holding Ltd.
Bank of New York Mellon Corp
TFC Financial Management
Covestor Ltd
Avestar Capital, LLC
VCULX - VALIC Co I - Growth Fund
Bensler, LLC
Lindbrook Capital, Llc
GPS Wealth Strategies Group, LLC
Macquarie Group Ltd
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
BluePath Capital Management, LLC
Headlands Technologies LLC
CAPROCK Group, Inc.
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
Prudential Financial Inc
Kercheville Advisors, LLC
Barclays Plc
Manchester Financial Inc
Newbridge Financial Services Group, Inc.
Kennedy Investment Group
Maryland State Retirement & Pension System
EverSource Wealth Advisors, LLC
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
O'shaughnessy Asset Management, Llc
Nisa Investment Advisors, Llc
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
Financial Perspectives, Inc
Ronald Blue Trust, Inc.
PrairieView Partners, LLC
Russell Investments Group, Ltd.
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Great Valley Advisor Group, Inc.
Voya Investment Management Llc
California State Teachers Retirement System
Mount Yale Investment Advisors, LLC
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
Advent Capital Management /de/
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
FSA Wealth Management LLC
Bravias Capital Group, LLC
Geneos Wealth Management Inc.
Belmont Capital, LLC
WealthCollab, LLC
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class
Rockefeller Capital Management L.P.
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
Aquatic Capital Management LLC
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
Estabrook Capital Management
Capital Advisors Inc/ok
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
Canada Pension Plan Investment Board
Xponance, Inc.
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
Tortoise Investment Management, LLC
Key Client Fiduciary Advisors, LLC
Invesco Ltd.
LMR Partners LLP
Paradigm Financial Partners, Llc
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Nemes Rush Group LLC
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
Accuvest Global Advisors
Fagan Associates, Inc.
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Wedmont Private Capital
Y-Intercept (Hong Kong) Ltd
Steel Peak Wealth Management LLC
Brown Advisory Inc
FINX - Global X Funds - Global X FinTech ETF
D.a. Davidson & Co.
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
Matrix Trust Co
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
Hazlett, Burt & Watson, Inc.
Kestra Private Wealth Services, Llc
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
Envestnet Portfolio Solutions, Inc.
Firethorn Wealth Partners, Llc
Pensionmark Financial Group, Llc
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Activest Wealth Management
Avion Wealth
Sigma Planning Corp
Machina Capital S.a.s.
Lido Advisors, LLC
Foundations Investment Advisors, LLC
Matisse Capital
Fortis Advisors, LLC
D. E. Shaw & Co., Inc.
Keystone Financial Services
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
Mayflower Financial Advisors, LLC
Sterling Capital Management LLC
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
Sachetta, LLC
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
Capital Performance Advisors Llp
Cresset Asset Management, LLC
Rokos Capital Management LLP
Grange Capital, LLC
Point72 Asset Management, L.P.
ExodusPoint Capital Management, LP
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
Raymond James Financial Inc
State of New Jersey Common Pension Fund D
IFP Advisors, Inc
Charles Schwab Investment Management Inc
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
ORG Wealth Partners, LLC
Empowered Funds, LLC
BIT Capital GmbH
111 Capital
Well Done, LLC
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
University Of Texas/texas Am Investment Managment Co
POM Investment Strategies, LLC
Envestnet Asset Management Inc
Eukles Asset Management
Gotham Asset Management, LLC
Bfsg, Llc
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
Gladstone Institutional Advisory LLC
Rise Advisors, LLC
Sandy Spring Bank
Bare Financial Services, Inc
Mutual Advisors, LLC
Resources Investment Advisors, LLC.
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
Northern Trust Corp
Binnacle Investments Inc
Beacon Pointe Advisors, LLC
Brevan Howard Capital Management LP
SOA Wealth Advisors, LLC.
We Are One Seven, LLC
Thoroughbred Financial Services, Llc
Merit Financial Group, LLC
Change Path, LLC
Waterloo Capital, L.P.
Vident Advisory, LLC
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Triumph Capital Management
Bogart Wealth, LLC
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
HAP Trading, LLC
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
Horizon Wealth Management, LLC
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
Ensign Peak Advisors, Inc
Harvest Fund Management Co., Ltd
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
Northwest Wealth Management, Llc
San Luis Wealth Advisors LLC
Janus Henderson Group Plc
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
Acorn Financial Advisory Services Inc /adv
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Wellington Management Group Llp
Larson Financial Group LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares
Burney Co/
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
Whittier Trust Co
Hilltop National Bank
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
Lazard Asset Management Llc
Geode Capital Management, Llc
CIBC World Markets Inc.
Wolff Wiese Magana Llc
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
Riggs Asset Managment Co. Inc.
Joule Financial, LLC
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
AllSquare Wealth Management LLC
Baader Bank INC
Intellus Advisors LLC
Caxton Associates Llp
RFG Advisory, LLC
Baird Financial Group, Inc.
Nuveen, LLC
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
Captrust Financial Advisors
Walleye Trading LLC
Capital Markets Trading UK LLP
Rialto Wealth Management, LLC
STXM - EA Series Trust - Strive Mid-Cap ETF
Avantax Advisory Services, Inc.
HighPoint Advisor Group LLC
Public Employees Retirement Association Of Colorado
Zurcher Kantonalbank (Zurich Cantonalbank)
Klp Kapitalforvaltning As
Gen-Wealth Partners Inc
Sequoia Financial Advisors, LLC
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
Assetmark, Inc
Virtue Capital Management, LLC
Ballentine Partners, LLC
IAG Wealth Partners, LLC
Trexquant Investment LP
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
HFM Investment Advisors, LLC
TD Capital Management LLC
Frazier Financial Advisors, LLC
Atlantic Union Bankshares Corp
Verition Fund Management LLC
Mayfair Advisory Group, LLC
Centaurus Financial, Inc.
Gf Fund Management Co. Ltd.
CNB Bank
Stratos Wealth Partners, LTD.
Axq Capital, Lp
Archer Investment Corp
Private Advisor Group, LLC
Td Private Client Wealth Llc
HighMark Wealth Management LLC
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
Trust Co Of Toledo Na /oh/
Norges Bank
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
Red Tortoise LLC
GWM Advisors LLC
Allworth Financial LP
SOFX - Tidal Trust II - Defiance Daily Target 2X Long SOFI ETF
Jpmorgan Chase & Co
Contrarius Group Holdings Ltd
New York State Common Retirement Fund
Azora Capital LP
Caitong International Asset Management Co., Ltd
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
Brookstone Capital Management
Bnp Paribas Arbitrage, Sa
Great West Life Assurance Co /can/
Capital Advisors, Ltd. LLC
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
Credit Agricole S A
Quantbot Technologies LP
Visionary Wealth Advisors
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
EBI - RBB Fund Trust - Longview Advantage ETF
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Par Capital Management Inc
Occudo Quantitative Strategies Lp
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
NorthRock Partners, LLC
Everence Capital Management Inc
Nuveen S&p 500 Dynamic Overwrite Fund
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Mv Capital Management, Inc.
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class
Moseley Investment Management Inc
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
Roble, Belko & Company, Inc
IMC-Chicago, LLC
CMT Capital Markets Trading GmbH
Moors & Cabot, Inc.
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
Twin Tree Management, LP
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
Penserra Capital Management LLC
State Of Wisconsin Investment Board
Compagnie Lombard Odier SCmA
Anchor Investment Management, LLC
American National Bank
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
Truist Financial Corp
Pinnacle Associates Ltd
UBS Group AG
Manufacturers Life Insurance Company, The
Drive Wealth Management, Llc
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
Centerpoint Advisors, LLC
PKS Advisory Services, LLC
Worth Financial Advisory Group, LLC
Simplicity Wealth,LLC
Hexagon Capital Partners LLC
Pathway Financial Advisers, LLC
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R
MSS Series Trust - One Rock Fund
Edmond De Rothschild Holding S.a.
Massmutual Trust Co Fsb/adv
Federation des caisses Desjardins du Quebec
Traynor Capital Management, Inc.
Balyasny Asset Management Llc
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
Polen Capital Management Llc
Miracle Mile Advisors, LLC
Colonial Trust Co / SC
West Financial Advisors, LLC
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
Bank Of Montreal /can/
Miller Financial Services LLC
Aptus Capital Advisors, LLC
Tower Research Capital LLC (TRC)
Hudock, Inc.
Pin Oak Investment Advisors Inc
National Asset Management, Inc.
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
Rakuten Securities, Inc.
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Gilliland Jeter Wealth Management LLC
TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund
Grove Bank & Trust
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
Xcel Wealth Management, LLC
Options Solutions, Llc
Quantinno Capital Management LP
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
Firsthand Capital Management, Inc.
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
Transcend Wealth Collective, Llc
Morgan Stanley
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
W.G. Shaheen & Associates DBA Whitney & Co
Bay Harbor Wealth Management, LLC
Capital A Wealth Management, LLC
Advisory Services Network, LLC
Man Group plc
Prosperity Wealth Management, Inc.
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
Intech Investment Management Llc
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
Wealthfront Advisers Llc
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
Wealthspan Partners, Llc
Fortis Capital Advisors, LLC
Marshall Wace, Llp
Northwestern Mutual Wealth Management Co
STXG - EA Series Trust - Strive 1000 Growth ETF
XT - iSHARES TRUST - iShares Exponential Technologies ETF
Cetera Investment Advisers
Farmers & Merchants Investments Inc
Principal Financial Group Inc
KLCM Advisors, Inc.
Shelton Capital Management
Diversify Advisory Services, LLC
Bank Julius Baer & Co. Ltd, Zurich
Sowell Financial Services LLC
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
Main Street Group, LTD
Clarus Wealth Advisors
Twin Peaks Wealth Advisors, LLC
Mpwm Advisory Solutions, Llc
Verus Capital Partners, Llc
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
Oak Thistle LLC
Bank Of America Corp /de/
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Sittner & Nelson, Llc
Sagespring Wealth Partners, Llc
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
Kestra Advisory Services, LLC
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
Capital Fund Management S.a.
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Cullen/frost Bankers, Inc.
KBC Group NV
Sarver Vrooman Wealth Advisors
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class
B & T Capital Management DBA Alpha Capital Management
Umb Bank N A/mo
Huntington National Bank
Graham Capital Management, L.P.
Algert Global Llc
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
Utah Retirement Systems
Elevation Series Trust - RiverNorth Patriot ETF
Albion Financial Group /ut
Hartline Investment Corp/
Aspect Partners, LLC
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
Fermata Advisors, LLC
Solidarilty Wealth, LLC
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
Janney Montgomery Scott LLC
Millennium Management Llc
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
Jones Financial Companies Lllp
Legacy Investment Solutions, LLC
Susquehanna Advisors Group, Inc.
CIBC Asset Management Inc
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
Copia Wealth Management
Cubist Systematic Strategies, LLC
Pointe Capital Management LLC
BI Asset Management Fondsmaeglerselskab A/S
Colony Group, LLC
Krilogy Financial LLC
Hrt Financial Lp
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Advisor Group Holdings, Inc.
Greenwood Capital Associates Llc
Polymer Capital Management (HK) LTD
Old Second National Bank Of Aurora
Buckingham Strategic Partners
Peak6 Llc
Renaissance Technologies Llc
Hughes Financial Services, LLC
MRP Capital Investments, LLC
Citadel Advisors Llc
ARK Investment Management LLC
Nomura Asset Management Co Ltd
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
SageView Advisory Group, LLC
Other Listings
MX:SOFI
DE:6B0 €21.03
US:SOFI USD25.60
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