APPF / AppFolio, Inc. - Net Long/Short Value

AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

APPF / AppFolio, 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)
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
IYW - iSHARES TRUST - iShares U.S. Technology ETF
Jpmorgan Chase & Co
Bank of New York Mellon Corp
Cerity Partners LLC
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Skopos Labs, Inc.
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
Nuveen Nasdaq 100 Dynamic Overwrite Fund
Stanley-Laman Group, Ltd.
Illinois Municipal Retirement Fund
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
Vanguard Group Inc
M&t Bank Corp
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
Principal Securities, Inc.
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
New Mexico Educational Retirement Board
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
Norden Group Llc
Covestor Ltd
Fortitude Family Office, LLC
Janney Montgomery Scott LLC
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
Yousif Capital Management, Llc
Edgestream Partners, L.P.
Franklin Resources Inc
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
Royal Bank Of Canada
Susquehanna International Group, Llp
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
Barclays Plc
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
VCGAX - VALIC Co I - Growth & Income Fund
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
Envestnet Portfolio Solutions, Inc.
Mercer Global Advisors Inc /adv
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
Private Wealth Management Group, LLC
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Securian Asset Management, Inc
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund
SOUTH STATE Corp
Portside Wealth Group, LLC
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
State of Tennessee, Treasury Department
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
Geneos Wealth Management Inc.
HighTower Advisors, LLC
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
Summit Global Investments
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H
Azzad Asset Management Inc /adv
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
Capital Advisors, Ltd. LLC
Bessemer Group Inc
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
Harbor Investment Advisory, Llc
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares
Somerset Trust Co
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
Alliancebernstein L.p.
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Wells Fargo & Company/mn
Virginia Retirement Systems Et Al
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
Alamar Capital Management, LLC
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
Goldman Sachs Group Inc
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
Nuveen, LLC
Tidemark, LLC
Mml Investors Services, Llc
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
SRS Capital Advisors, Inc.
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
Point72 Asia (Singapore) Pte. Ltd.
New Age Alpha Advisors, LLC
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
William Blair Investment Management, Llc
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio
Global Retirement Partners, LLC
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
Daiwa Securities Group Inc.
Brown Advisory Inc
Ranger Investment Management, L.P.
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
First Bank & Trust
BlackRock, Inc.
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
TFJ Management, LLC
Squarepoint Ops LLC
Elevation Series Trust - RiverNorth Patriot ETF
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
Wallace Advisory Group, LLC
PTEC - Global X Funds - Global X PropTech ETF
Cubist Systematic Strategies, LLC
ADJEX - AZZAD FUNDS - Azzad Ethical Fund
SJS Investment Consulting Inc.
Bogart Wealth, LLC
Public Employees Retirement System Of Ohio
Commerce Bank
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I
CWM Advisors, LLC
TRFM - ETF Series Solutions - AAM Transformers ETF
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
Stephens Consulting, LLC
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
Gilder Gagnon Howe & Co Llc
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
Evanson Asset Management, LLC
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
Group One Trading, L.p.
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
Aster Capital Management (DIFC) Ltd
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
Farmers & Merchants Investments Inc
Capstone Investment Advisors, Llc
HMS Capital Management, LLC
Macquarie Group Ltd
Commonwealth Equity Services, Llc
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF
Us Bancorp \de\
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
Mutual Of America Capital Management Llc
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
Brinker Capital Investments, LLC
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
Profunds - Profund Vp Mid-cap Growth
Captrust Financial Advisors
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund
Advanced Series Trust - Ast Small-cap Growth Portfolio
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Truist Financial Corp
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class
Entropy Technologies, LP
Pictet Asset Management Holding SA
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
Snowden Capital Advisors LLC
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
Northwestern Mutual Investment Management Company, Llc
Assenagon Asset Management S.A.
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
Rathbone Brothers plc
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
Thrivent Financial For Lutherans
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
Creative Planning
Steward Partners Investment Advisory, Llc
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
STXG - EA Series Trust - Strive 1000 Growth ETF
Aqr Capital Management Llc
California State Teachers Retirement System
Mutual Advisors, LLC
Burney Co/
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
Whittier Trust Co Of Nevada Inc
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
Spire Wealth Management
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
Invesco Ltd.
Iron Horse Wealth Management, LLC
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
Advisor Group Holdings, Inc.
Rise Advisors, LLC
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
Atria Investments Llc
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
King Luther Capital Management Corp
Pnc Financial Services Group, Inc.
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
Advisors Capital Management, LLC
Maryland State Retirement & Pension System
Millennium Management Llc
Jacobs Levy Equity Management, Inc
Burns Matteson Capital Management, LLC
Davidson Kahn Capital Management, LLC
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
CoreCap Advisors, LLC
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
Signaturefd, Llc
Federated Hermes, Inc.
State of New Jersey Common Pension Fund D
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
BFOR - ALPS ETF Trust - Barron's 400 ETF
Cottonwood Capital Advisors, Llc
Park Avenue Securities Llc
Klp Kapitalforvaltning As
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
Caisse De Depot Et Placement Du Quebec
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
Fmr Llc
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
Point72 Asset Management, L.P.
Handelsbanken Fonder AB
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Grandeur Peak Global Advisors, LLC
Hemington Wealth Management
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
Zurcher Kantonalbank (Zurich Cantonalbank)
Orion Portfolio Solutions, LLC
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
MDPIX - Profunds - Mid-cap Profund Investor Class
Crossmark Global Holdings, Inc.
Amalgamated Bank
Spdr S&p Midcap 400 Etf Trust
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
JISOX - John Hancock Funds II - New Opportunities Fund Class 1
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
Capital Impact Advisors, LLC
Vident Advisory, LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
EFG Asset Management (North America) Corp.
Man Group plc
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
Xponance, Inc.
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
Channel Wealth Llc
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
UBS Group AG
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Wiley Bros.-aintree Capital, Llc
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
Citigroup Inc
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
Engineers Gate Manager LP
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Bridgefront Capital, LLC
XTX Topco Ltd
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class
Norges Bank
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
Brown Capital Management Llc
Strategic Advocates LLC
Insight Holdings Group, LLC
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
WPG Advisers, LLC
Voya Investment Management Llc
AdvisorNet Financial, Inc
Baird Financial Group, Inc.
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A
State Street Corp
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
DekaBank Deutsche Girozentrale
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
PENN SERIES FUNDS INC - Mid Cap Growth Fund
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
UMPIX - Profunds - Ultramid-cap Profund Investor Class
IWB - iSHARES TRUST - iShares Russell 1000 ETF
ISAM Funds (UK) Ltd
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares
Ashton Thomas Private Wealth, LLC
American Century Companies Inc
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
Ronald Blue Trust, Inc.
Reyes Financial Architecture, Inc.
South Dakota Investment Council
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
Mach-1 Financial Group, Inc.
Manufacturers Life Insurance Company, The
Caitong International Asset Management Co., Ltd
Cwm, Llc
Banque Pictet & Cie Sa
Neuberger Berman Group LLC
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
Townsquare Capital Llc
Nisa Investment Advisors, Llc
NorthCrest Asset Manangement, LLC
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
Abound Wealth Management
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
Index Fund Advisors, Inc.
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2
Tower Research Capital LLC (TRC)
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Treasurer of the State of North Carolina
Fiduciary Trust Co
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
Legato Capital Management LLC
Smartleaf Asset Management LLC
Ing Groep Nv
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Cromwell Holdings LLC
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
New York State Common Retirement Fund
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
Marshall Wace, Llp
Lindbrook Capital, Llc
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
Amundi
Natixis Advisors, L.p.
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Huntington National Bank
VMIDX - VALIC Co I - Mid Cap Index Fund
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
Great West Life Assurance Co /can/
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
Optiver Holding B.V.
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
Prudential Financial Inc
SBI Securities Co., Ltd.
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
Louisiana State Employees Retirement System
Ashe Capital Management, LP
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Callan Family Office, LLC
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
Park Place Capital Corp
PDT Partners, LLC
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
Precision Wealth Strategies, LLC
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
Retirement Systems of Alabama
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
Farther Finance Advisors, LLC
KBC Group NV
Atika Capital Management LLC
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
Freestone Grove Partners LP
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
Parkside Financial Bank & Trust
Verdence Capital Advisors LLC
Massmutual Trust Co Fsb/adv
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares
Bayforest Capital Ltd
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
Ameritas Investment Partners, Inc.
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
Baker Avenue Asset Management, LP
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
Johnson Investment Counsel Inc
Versor Investments LP
Linden Thomas Advisory Services, LLC
Jupiter Asset Management Ltd
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
Cetera Investment Advisers
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A
Hollencrest Capital Management
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C
Sei Investments Co
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
State Of Wisconsin Investment Board
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
Nebula Research & Development LLC
Bare Financial Services, Inc
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
Cape Investment Advisory, Inc.
Horizon Investments, LLC
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Woodline Partners LP
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Alliance Wealth Advisors, LLC /UT
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Agf Management Ltd
Texas Permanent School Fund
denkapparat Operations GmbH
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
Oliver Lagore Vanvalin Investment Group
Sierra Ocean, Llc
Kensington Investment Counsel, LLC
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
Cache Advisors, LLC
Anfield Capital Management, LLC
Teachers Retirement System Of The State Of Kentucky
BNP Paribas Asset Management Holding S.A.
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
Atlantic Trust, LLC
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
Janus Henderson Group Plc
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Price T Rowe Associates Inc /md/
St Germain D J Co Inc
Park Square Financial Group, LLC
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
Mount Yale Investment Advisors, LLC
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
Intech Investment Management Llc
North Capital, Inc.
Aviva Plc
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
Graham Capital Management, L.P.
Jane Street Group, Llc
JustInvest LLC
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
Ami Asset Management Corp
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
Bell Investment Advisors, Inc
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
Allworth Financial LP
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
Zions Bancorporation, National Association /ut/
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Custom Index Systems, Llc
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
Axa S.a.
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
Migdal Insurance & Financial Holdings Ltd.
Assetmark, Inc
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares
Nellore Capital Management LLC
Universal- Beteiligungs- und Servicegesellschaft mbH
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
State of Alaska, Department of Revenue
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
Public Employees Retirement Association Of Colorado
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
LPL Financial LLC
NewSquare Capital LLC
Moody Aldrich Partners Llc
Globeflex Capital L P
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Steel Peak Wealth Management LLC
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
State Board Of Administration Of Florida Retirement System
SG Americas Securities, LLC
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
Manchester Capital Management LLC
Oppenheimer Asset Management Inc.
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
Df Dent & Co Inc
State of Wyoming
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Arrowstreet Capital, Limited Partnership
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
EULAV Asset Management
Bank Of America Corp /de/
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
HFM Investment Advisors, LLC
VCBCX - VALIC Co I - Blue Chip Growth Fund
Allspring Global Investments Holdings, LLC
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Growth Series Class A
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
Ieq Capital, Llc
EBI - RBB Fund Trust - Longview Advantage ETF
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Citadel Advisors Llc
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Two Sigma Securities, Llc
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
Mission Wealth Management, Lp
Principal Financial Group Inc
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
Kayne Anderson Rudnick Investment Management Llc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I
Greenstone Partners & Co., LLC
Lazard Asset Management Llc
Navellier & Associates Inc
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares
Blair William & Co/il
Curbstone Financial Management Corp
Ubs Asset Management Americas Inc
Federation des caisses Desjardins du Quebec
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Envestnet Asset Management Inc
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
Martingale Asset Management L P
NOMIX - Northern Funds - Northern Mid Cap Index Fund
Bank Of Nova Scotia
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF
Russell Investments Group, Ltd.
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
Simplex Trading, Llc
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
Schonfeld Strategic Advisors LLC
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
Hartland & Co., LLC
Exchange Traded Concepts, Llc
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
Twin Peaks Wealth Advisors, LLC
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
Ameriprise Financial Inc
Comerica Bank
PSGAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Growth Fund Class A
Independent Advisor Alliance
Asset Dedication, LLC
Arizona State Retirement System
Dimensional Fund Advisors Lp
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
Redwood Investment Management, Llc
Legal & General Group Plc
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF
D. E. Shaw & Co., Inc.
Delap Wealth Advisory, Llc
VCULX - VALIC Co I - Growth Fund
Parnassus Investments /ca
Geode Capital Management, Llc
Wellington Management Group Llp
First Foundation Advisors
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
Profunds - Profund Vp Ultramid-cap
Gotham Asset Management, LLC
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
IWV - iSHARES TRUST - iShares Russell 3000 ETF
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A
Gallacher Capital Management LLC
Bryce Point Capital, LLC
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
Wolff Wiese Magana Llc
Beacon Pointe Advisors, LLC
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
Sellaronda Global Management LP
MJT & Associates Financial Advisory Group, Inc.
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
Stifel Financial Corp
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
Deutsche Bank Ag\
Motley Fool Asset Management LLC
Morgan Stanley
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
Brevan Howard Capital Management LP
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Victory Capital Management Inc
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
IFP Advisors, Inc
ProShare Advisors LLC
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
Alps Advisors Inc
Raymond James Financial Inc
Alpha Wealth Funds, LLC
Tortoise Investment Management, LLC
Advisors Asset Management, Inc.
Arlington Financial Advisors, LLC
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
Sterling Capital Management LLC
Parallel Advisors, LLC
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
Northwestern Mutual Wealth Management Co
Nicholas Investment Partners, LP
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P
First Citizens Bank & Trust Co
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
EverSource Wealth Advisors, LLC
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
Kerrisdale Advisers, LLC
EP Wealth Advisors, Inc.
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
First Trust Advisors Lp
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
Rhumbline Advisers
NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
Ci Investments Inc.
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
Natixis
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
True Wealth Design, LLC
Strs Ohio
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
Guggenheim Capital Llc
Umb Bank N A/mo
Larson Financial Group LLC
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc.
Melqart Asset Management (uk) Ltd
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A
Renaissance Technologies Llc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
MAI Capital Management
Cullinan Associates Inc
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class
Wolverine Trading, Llc
Td Private Client Wealth Llc
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C
GW&K Investment Management, LLC
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
MetLife Investment Management, LLC
Quantinno Capital Management LP
GAMMA Investing LLC
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
Long Walk Management Lp
Resona Asset Management Co.,Ltd.
Davis R M Inc
Versant Capital Management, Inc
Jennison Associates Llc
Fuller & Thaler Asset Management, Inc.
Summit Trail Advisors, Llc
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
Police & Firemen's Retirement System of New Jersey
Oregon Public Employees Retirement Fund
Private Trust Co Na
Swiss National Bank
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
LVZ Advisors, Inc.
DAACX - Adviser Managed Trust - Diversified Equity Fund
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class
Caledonia (Private) Investments Pty Ltd
Global Endowment Management, LP
Zevenbergen Capital Investments Llc
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
CTF Capital Management, LP
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Lewis Asset Management, LLC
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
Jfs Wealth Advisors, Llc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
New York Life Investment Management Llc
Bokf, Na
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
State Of Michigan Retirement System
Utah Retirement Systems
Fifth Third Bancorp
New York State Teachers Retirement System
Teacher Retirement System Of Texas
Pilgrim Partners Asia Pte Ltd
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
Bank Of Montreal /can/
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
Bnp Paribas Arbitrage, Sa
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
Allianz Asset Management GmbH
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
Quest Partners LLC
Charles Schwab Investment Management Inc
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
Readystate Asset Management Lp
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
Rialto Wealth Management, LLC
First Horizon Advisors, Inc.
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
Jones Financial Companies Lllp
Hantz Financial Services, Inc.
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
Rakuten Securities, Inc.
Ensign Peak Advisors, Inc
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Diversify Wealth Management, Llc
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
STXM - EA Series Trust - Strive Mid-Cap ETF
Northern Trust Corp
Fiera Capital Corp
Verition Fund Management LLC
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Other Listings
IT:1APPF €266.20
DE:4P0 €238.20
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