Groceries, General Line - Largest Owners in this Industry

This is a list of institutions that have held positions in more than two companies within this industry since the beginning of our crawl horizon (somewhere in 2014). Industry is based on SIC codes reported with the SEC. Number of Known Investments is the total count of securities held as reported in filings with the SEC since the beginning of our crawl horizon.

Investor Number of Known Investments
Pacer Advisors, Inc. 10
UBS Group AG 8
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 8
Citigroup Inc 8
Morgan Stanley 8
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 8
Fmr Llc 8
Susquehanna International Group, Llp 8
Bank Of America Corp /de/ 8
Deutsche Bank Ag\ 8
Wells Fargo & Company/mn 8
BlackRock, Inc. 8
Proequities, Inc. 8
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 8
Jpmorgan Chase & Co 8
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 7
California Public Employees Retirement System 7
Ladenburg Thalmann Financial Services Inc 7
Tower Research Capital LLC (TRC) 7
Paradigm Asset Management Co Llc 7
Advisor Group Holdings, Inc. 7
Ameriprise Financial Inc 7
Barclays Plc 7
Citadel Advisors Llc 7
Geode Capital Management, Llc 7
Bridgeway Capital Management Inc 7
IFP Advisors, Inc 7
Envestnet Asset Management Inc 7
Royal Bank Of Canada 7
Vanguard Group Inc 7
O'shaughnessy Asset Management, Llc 7
Acadian Asset Management Llc 7
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 7
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 7
Ground Swell Capital, LLC 7
Renaissance Technologies Llc 7
Bank Of Montreal /can/ 7
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 6
Martingale Asset Management L P 6
Northern Trust Corp 6
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 6
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 6
Jefferies Group LLC 6
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 6
New York State Common Retirement Fund 6
Bessemer Group Inc 6
D. E. Shaw & Co., Inc. 6
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 6
Nomura Holdings Inc 6
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 6
Russell Investments Group, Ltd. 6
First Horizon Advisors, Inc. 6
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 6
Marshall Wace, Llp 6
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 6
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 6
Sofos Investments, Inc. 6
Qube Research & Technologies Ltd 6
Steward Partners Investment Advisory, Llc 6
Northwestern Mutual Wealth Management Co 6
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 6
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 6
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 6
Macquarie Group Ltd 6
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 6
Dimensional Fund Advisors Lp 6
Quadrant Capital Group Llc 6
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 6
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 6
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 6
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 6
MetLife Securities, Inc 6
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 6
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 6
Hantz Financial Services, Inc. 6
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 6
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 6
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 6
Cwm, Llc 6
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 6
SBI Securities Co., Ltd. 6
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 6
Invesco Ltd. 6
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 6
Verition Fund Management LLC 6
Glenmede Trust Co Na 6
Private Capital Group, LLC 6
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 6
Allianz Asset Management GmbH 6
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 6
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 6
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 6
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 6
BlackRock Institutional Trust Company, N.A. 6
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 6
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 6
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 6
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 6
Spire Wealth Management 6
Oregon Public Employees Retirement Fund 6
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 6
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 6
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 6
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 6
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 6
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 6
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 6
BlackRock Investment Management, LLC 6
Bank of New York Mellon Corp 6
Zurcher Kantonalbank (Zurich Cantonalbank) 6
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 6
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 6
Federated Hermes, Inc. 6
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
Pnc Financial Services Group, Inc. 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 6
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 6
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 6
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 6
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 6
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 6
Nuveen Asset Management, LLC 6
State of Tennessee, Treasury Department 6
Bnp Paribas Arbitrage, Sa 6
Ubs Asset Management Americas Inc 6
Nationwide Fund Advisors 6
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 6
First Trust High Income Long/short Fund 6
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 6
Credit Suisse Ag/ 6
Smithfield Trust Co 6
Rhumbline Advisers 6
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 6
MUFG Americas Holdings Corp 6
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 6
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 6
BlackRock Fund Advisors 6
Amalgamated Bank 6
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 6
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 6
Lazard Asset Management Llc 6
Aperio Group, LLC 6
Meeder Asset Management Inc 6
Jane Street Group, Llc 6
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 6
Sei Investments Co 6
Goldman Sachs Group Inc 6
Captrust Financial Advisors 6
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 6
Price T Rowe Associates Inc /md/ 6
Manufacturers Life Insurance Company, The 6
Parametric Portfolio Associates Llc 6
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 6
Creative Planning 6
TCI Wealth Advisors, Inc. 6
Schroder Investment Management Group 6
Lord, Abbett & Co. Llc 5
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 5
NSIDX - Northern Funds - Northern Small Cap Index Fund 5
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 5
First Quadrant L P/ca 5
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 5
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 5
Signaturefd, Llc 5
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 5
Exchange Traded Concepts, Llc 5
New York State Teachers Retirement System 5
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 5
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 5
FNY Investment Advisers, LLC 5
Simplex Trading, Llc 5
Public Employees Retirement System Of Ohio 5
Fifth Third Bancorp 5
Wolverine Trading, Llc 5
VDAFX - VALIC Co I - Dynamic Allocation Fund 5
Fox Run Management, L.l.c. 5
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF 5
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 5
SLPIX - Profunds - Small-cap Profund Investor Class 5
Sageworth Trust Co 5
Advisor Group, Inc. 5
NSGRX - Northern Funds - Northern Small Cap Core Fund 5
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 5
Oppenheimer Funds Inc 5
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 5
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 5
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 5
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 5
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 5
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 5
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 5
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 5
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 5
State of Alaska, Department of Revenue 5
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 5
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 5
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 5
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 5
Hrt Financial Lp 5
Versant Capital Management, Inc 5
Cutler Group LP 5
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 5
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 5
Us Bancorp \de\ 5
Wealthspire Advisors, L.P. 5
Quadrature Capital Ltd 5
Global Income Builder Portfolio - Global Income Builder Portfolio 5
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 5
Hsbc Holdings Plc 5
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 5
IWV - iSHARES TRUST - iShares Russell 3000 ETF 5
MetLife Investment Management, LLC 5
IWM - iSHARES TRUST - iShares Russell 2000 ETF 5
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 5
Dark Forest Capital Management Lp 5
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 5
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 5
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 5
High Income Opportunities Portfolio - High Income Opportunities Portfolio 5
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 5
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 5
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 5
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 5
Pinnacle Wealth Planning Services, Inc. 5
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 5
Teachers Advisors, Llc 5
Charles Schwab Investment Management Inc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 5
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 5
Centiva Capital, LP 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 5
M&t Bank Corp 5
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 5
Dynamic Technology Lab Private Ltd 5
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 5
Stifel Financial Corp 5
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 5
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 5
Chicago Equity Partners Llc 5
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 5
XTX Topco Ltd 5
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 5
Thrivent Financial For Lutherans 5
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 5
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 5
Cubist Systematic Strategies, LLC 5
BlackRock Group LTD 5
Point72 Hong Kong Ltd 5
Gotham Asset Management, LLC 5
NOSGX - Northern Funds - Northern Small Cap Value Fund 5
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 5
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 5
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 5
Tudor Investment Corp Et Al 5
Tiaa Cref Investment Management Llc 5
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 5
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 5
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 5
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 5
Harbour Investments, Inc. 5
Two Sigma Advisers, Lp 5
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 5
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 5
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 5
Great Lakes Advisors, Llc 5
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 5
Schonfeld Strategic Advisors LLC 5
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 5
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 5
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5
Ivy High Income Opportunities Fund 5
LPL Financial LLC 5
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 5
Jones Financial Companies Lllp 5
Panagora Asset Management Inc 5
HighTower Advisors, LLC 5
Voya Investment Management Llc 5
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5
EAM Investors, LLC 5
Parallax Volatility Advisers, L.P. 5
Brandywine Global Investment Management, LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 5
Legal & General Group Plc 5
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5
Norges Bank 5
Prelude Capital Management, Llc 5
Stone Ridge Asset Management LLC 5
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 5
Walleye Trading LLC 5
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 5
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 5
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 5
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 5
Capstone Investment Advisors, Llc 5
First Trust Advisors Lp 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 5
Principal Funds Inc 5
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 5
Nomura Asset Management Co Ltd 5
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 5
Oxford Asset Management Llp 5
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 5
Trexquant Investment LP 5
Yousif Capital Management, Llc 5
State Street Corp 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 5
Swiss National Bank 5
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 5
Spark Investment Management LLC 5
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 5
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 5
Principal Financial Group Inc 5
Sterling Capital Management LLC 5
Algert Global Llc 5
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 5
Profunds - Profund Vp Small-cap 5
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 5
BlackRock Advisors LLC 5
Ergoteles LLC 5
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 5
Jump Financial, LLC 5
Profunds - Profund Vp Ultrasmall-cap 5
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 5
BNP Paribas Asset Management Holding S.A. 5
Gsa Capital Partners Llp 5
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 5
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 5
Systematic Financial Management Lp 5
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5
Ubs Ag 5
Mirae Asset Global Investments Co., Ltd. 5
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 5
Raymond James & Associates 5
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 5
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 5
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 5
Advisory Research Inc 5
Arrowstreet Capital, Limited Partnership 5
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 5
Advanced Series Trust - Ast High Yield Portfolio 5
NumerixS Investment Technologies Inc 5
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 5
Aqr Capital Management Llc 5
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 5
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 5
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 5
Laurion Capital Management LP 5
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 5
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 5
Putnam Investments Llc 5
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 5
Great West Life Assurance Co /can/ 5
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 5
Man Group plc 5
Texas Permanent School Fund 5
Campbell & CO Investment Adviser LLC 5
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 5
Legato Capital Management LLC 5
American International Group, Inc. 5
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 5
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 5
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 5
Covestor Ltd 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5
SG Americas Securities, LLC 5
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 5
Wellington Management Group Llp 5
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 5
Sutton Wealth Advisors Inc. 5
QS Investors, LLC 5
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 5
South Dakota Investment Council 5
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 5
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 5
Voloridge Investment Management, Llc 5
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
Tfs Capital Llc 5
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 5
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 5
State Board Of Administration Of Florida Retirement System 5
Marshall Wace North America L.P. 5
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 5
Victory Capital Management Inc 5
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 5
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 5
Globeflex Capital L P 5
Mutual Of America Capital Management Llc 5
Orion Portfolio Solutions, LLC 5
ExodusPoint Capital Management, LP 5
FORA Capital, LLC 5
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 5
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 5
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 5
Alliancebernstein L.p. 5
Healthcare Of Ontario Pension Plan Trust Fund 5
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 5
Strs Ohio 5
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 5
Aigen Investment Management, Lp 5
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 5
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 5
California State Teachers Retirement System 5
Ameritas Investment Partners, Inc. 5
HAP Trading, LLC 5
PEAK6 Investments, L.P. 5
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 5
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 5
Guggenheim Capital Llc 5
Quantinno Capital Management LP 5
Weld Capital Management Llc 5
Squarepoint Ops LLC 5
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 5
Sowell Financial Services LLC 5
Comerica Bank 5
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5
Innealta Capital, Llc 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5
Nisa Investment Advisors, Llc 5
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 5
Summit Global Investments 5
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 5
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 5
GWM Advisors LLC 5
Piedmont Investment Advisors Llc 5
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 5
Public Sector Pension Investment Board 5
PDT Partners, LLC 5
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 5
Advisory Services Network, LLC 5
Parallel Advisors, LLC 5
Virginia Retirement Systems Et Al 5
Enterprise Financial Services Corp 5
James Investment Research Inc 5
Natixis Advisors, L.p. 5
ClariVest Asset Management LLC 5
Virtu Financial LLC 5
KBC Group NV 5
Quantbot Technologies LP 5
Louisiana State Employees Retirement System 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 5
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 5
Balyasny Asset Management Llc 5
Highbridge Capital Management Llc 5
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 5
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 5
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 5
Los Angeles Capital Management Llc 5
Prudential Financial Inc 5
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 5
Mackay Shields Llc 5
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 5
Federation des caisses Desjardins du Quebec 5
Russell Frank Co/ 5
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 5
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 5
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 5
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 5
Canada Pension Plan Investment Board 5
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 5
Two Sigma Investments, Lp 5
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 5
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 5
Teacher Retirement System Of Texas 5
Blair William & Co/il 5
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 5
Truist Financial Corp 5
Lindbrook Capital, Llc 5
Jennison Associates Llc 5
Huntington National Bank 5
Teachers Retirement System Of The State Of Kentucky 5
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 5
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 5
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 5
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 5
SRS Capital Advisors, Inc. 5
State Of Wisconsin Investment Board 5
Eaton Vance Management 5
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 5
VCSLX - VALIC Co I - Small Cap Index Fund 5
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 5
Paloma Partners Management Co 5
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 5
Empowered Funds, LLC 5
Quantamental Technologies LLC 5
Skopos Labs, Inc. 5
Millennium Management Llc 5
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5
Suntrust Banks Inc 5
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 5
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 5
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 5
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 5
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 5
Hutchin Hill Capital, LP 5
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 5
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 5
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 5
PineBridge Investments, L.P. 5
A.R.T. Advisors, LLC 5
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 5
Winton Capital Group Ltd 5
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 5
PENN SERIES FUNDS INC - Small Cap Index Fund 5
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 5
Kennedy Capital Management, Inc. 5
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 5
ProShare Advisors LLC 5
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 5
Alberta Investment Management Corp 5
Engineers Gate Manager LP 5
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 5
ETRADE Capital Management LLC 5
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 5
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 5
Franklin Resources Inc 5
Metropolitan Life Insurance Co/ny 5
Parkside Financial Bank & Trust 5
Boston Partners 5
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 5
Raymond James Financial Services Advisors, Inc. 5
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 5
NEXT Financial Group, Inc 5
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 5
Loomis Sayles & Co L P 5
First Mercantile Trust Co 5
PEAK6 Investments LLC 5
Group One Trading, L.p. 5
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 5
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 5
GAMMA Investing LLC 5
Arizona State Retirement System 5
American Century Companies Inc 5
Point72 Asset Management, L.P. 5
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 5
Tarbox Family Office, Inc. 5
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 4
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 4
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 4
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 4
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 4
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 4
Peak6 Llc 4
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 4
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 4
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 4
Aquatic Capital Management LLC 4
Corton Capital Inc. 4
Police & Firemen's Retirement System of New Jersey 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 4
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 4
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 4
Advanced Series Trust - Ast Small-cap Growth Portfolio 4
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 4
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 4
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 4
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 4
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 4
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 4
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 4
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
Ubs Oconnor Llc 4
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 4
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 4
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 4
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 4
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 4
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 4
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 4
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 4
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 4
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 4
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) 4
State of Wyoming 4
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 4
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 4
EverSource Wealth Advisors, LLC 4
State Farm Mutual Fund Trust 4
State Farm Variable Product Trust 4
FEDERATED CORE TRUST - High Yield Bond Portfolio 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 4
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 4
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 4
National Bank Of Canada /fi/ 4
Capital Performance Advisors Llp 4
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 4
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 4
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 4
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 4
Allspring Global Investments Holdings, LLC 4
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 4
QCVAX - Clearwater Investment Trust - Clearwater International Fund 4
William Blair Investment Management, Llc 4
Klp Kapitalforvaltning As 4
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 4
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 4
Toroso Investments, LLC 4
RidgeWorth Capital Management LLC 4
Salomon & Ludwin, LLC 4
Amundi 4
Atom Investors LP 4
PENN SERIES FUNDS INC - International Equity Fund 4
Cresset Asset Management, LLC 4
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 4
Brown Advisory Inc 4
Blueshift Asset Management, LLC 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 4
Alphacrest Capital Management Llc 4
Oppenheimer Etf Trust 4
Ellevest, Inc. 4
Guggenheim Strategic Opportunities Fund 4
Walleye Capital LLC 4
Vanguard Fiduciary Trust Co 4
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 4
Cornercap Investment Counsel Inc 4
Global Retirement Partners, LLC 4
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 4
Raymond James Financial Inc 4
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 4
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 4
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 4
Rockefeller Capital Management L.P. 4
Castleview Partners, Llc 4
Robeco Institutional Asset Management B.V. 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
CWM Advisors, LLC 4
Holocene Advisors, LP 4
Caption Management, LLC 4
Larson Financial Group LLC 4
VVSCX - VALIC Co I - Small Cap Value Fund 4
Counterpoint Mutual Funds LLC 4
Investors Research Corp 4
Tfs Capital Investment Trust 4
Financial Gravity Companies, Inc. 4
Sageworth Trust Co of South Dakota 4
Coldstream Capital Management Inc 4
Jefferies Financial Group Inc. 4
Commonwealth Equity Services, Llc 4
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 4
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 4
Geneos Wealth Management Inc. 4
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 4
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 4
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 4
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 4
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 4
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 4
Hillsdale Investment Management Inc. 4
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 4
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 4
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 4
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 4
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 4
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 4
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 4
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 4
Humankind Benefit Corp - Humankind US Stock ETF 4
Vanguard Capital Management Llc 4
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
Barrow Hanley Mewhinney & Strauss Llc 4
Tocqueville Asset Management L.p. 4
Occudo Quantitative Strategies Lp 4
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 4
Janus Henderson Group Plc 4
Vantage Consulting Group Inc 4
Veriti Management LLC 4
Y-Intercept (Hong Kong) Ltd 4
Maryland State Retirement & Pension System 4
Rehmann Capital Advisory Group 4
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 4
Six Circles Trust - Six Circles Credit Opportunities Fund 4
Driehaus Capital Management Llc 4
C M Bidwell & Associates Ltd 4
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4
Hexagon Capital Partners LLC 4
Jackson Creek Investment Advisors LLC 4
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 4
Mariner, LLC 4
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 4
Irish Life Investment Managers Ltd. 4
Wedge Capital Management L L P/nc 4
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 4
Bogle Investment Management L P /de/ 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 4
RBB FUND, INC. - Adara Smaller Companies Fund 4
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 4
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 4
Assetmark, Inc 4
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 4
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 4
Zacks Investment Management 4
Oppenheimer Asset Management Inc. 4
Erste Asset Management GmbH 4
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 4
Catalyst Funds Management Pty Ltd 4
Profund Advisors Llc 4
Stevens Capital Management Lp 4
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 4
GV Financial Advisors 4
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 4
Asset Management One Co., Ltd. 4
PPM Funds - PPM High Yield Core Fund (Inst) 4
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 4
Aster Capital Management (DIFC) Ltd 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
Allworth Financial LP 4
Convergence Investment Partners, LLC 4
Clear Street Markets Llc 4
Airain ltd 4
Eqis Capital Management, Inc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 4
Ensign Peak Advisors, Inc 4
Hennessy Advisors Inc 4
Manchester Capital Management LLC 4
Vestcor Inc 4
Keebeck Alpha, LP 4
Illinois Municipal Retirement Fund 4
Dupont Capital Management Corp 4
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares 4
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 4
Shell Asset Management Co 4
FNY Managed Accounts LLC 4
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 4
Rothschild Investment Llc 4
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 4
Massmutual Trust Co Fsb/adv 4
Corebridge Financial, Inc. 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 4
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 4
Point72 (DIFC) Ltd 4
Vanguard Global Advisers, LLC 4
GIMFX - GMO TRUST - GMO Implementation Fund 4
Lisanti Capital Growth, LLC 4
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 4
VCSVX - VALIC Co II - Small Cap Value Fund 4
World Asset Management Inc 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 4
Boston Advisors Llc 4
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 4
nVerses Capital, LLC 4
EntryPoint Capital, LLC 4
Nordea Investment Management Ab 4
Vanguard Portfolio Management Llc 4
Susquehanna Portfolio Strategies, LLC 4
Keybank National Association/oh 4
Ellington Management Group Llc 4
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 4
Smartleaf Asset Management LLC 4
Mason Street Advisors, Llc 4
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 4
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 4
Natixis 4
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 4
Graham Capital Management, L.P. 4
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 4
Magnetar Financial LLC 4
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 4
Quest Partners LLC 4
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 4
Alambic Investment Management, L.P. 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
Public Employees Retirement Association Of Colorado 4
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 4
Hanseatic Management Services Inc 4
Rice Hall James & Associates, Llc 4
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 4
Twin Peaks Wealth Advisors, LLC 4
MAI Capital Management 4
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 4
Municipal Employees' Retirement System of Michigan 4
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 4
Commonwealth Bank Of Australia 4
Foundry Partners, LLC 4
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 4
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 4
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
Atria Investments Llc 4
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 4
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 4
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 4
Lsv Asset Management 4
First Hawaiian Bank 4
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 4
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 4
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF 4
Benjamin F. Edwards & Company, Inc. 4
Carroll Financial Associates, Inc. 4
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 4
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 4
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 4
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 4
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 4
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 4
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 4
Landscape Capital Management, L.l.c. 4
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 4
Connor, Clark & Lunn Investment Management Ltd. 4
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 4
Bowling Portfolio Management LLC 4
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 4
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF 4
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 4
LS Investment Advisors, LLC 4
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 4
Karp Capital Management Corp 4
Stephens Inc /ar/ 4
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 4
Vident Investment Advisory, LLC 4
Massachusetts Financial Services Co /ma/ 4
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 4
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 4
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 4
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 4
Umb Bank N A/mo 4
Capital Advisors, Ltd. LLC 4
Navellier & Associates Inc 4
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 4
Boothbay Fund Management, Llc 4
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
FineMark National Bank & Trust 4
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 4
Private Advisor Group, LLC 4
Royce & Associates Lp 4
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 4
Regions Financial Corp 4
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 4
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
Grantham, Mayo, Van Otterloo & Co. LLC 4
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 4
Cetera Advisor Networks LLC 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 4
CENTRAL TRUST Co 4
Susquehanna Fundamental Investments, Llc 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
Jupiter Asset Management Ltd 4
APG Asset Management N.V. 4
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 4
BlueCrest Capital Management Ltd 4
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 4
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 4
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
Mackenzie Financial Corp 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 4
Acrospire Investment Management LLC 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
Brevan Howard Capital Management LP 4
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 4
Profunds - Profund Vp Small-cap Value 4
Hancock Whitney Corp 4
Farther Finance Advisors, LLC 4
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 4
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 4
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 4
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 4
Td Asset Management Inc 4
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 4
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 4
Invictus RG 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 4
United Services Automobile Association 4
Jacobs Levy Equity Management, Inc 4
361 Capital Llc 4
Bailard, Inc. 4
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 4
Petrus Trust Company, LTA 4
Nuveen, LLC 4
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 4
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 4
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 4
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 4
Two Sigma Securities, Llc 4
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 4
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 4
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 4
AHIVX - American Century Investment Trust - High Income Fund Investor Class 4
Deere & Co 4
USA Financial Portformulas Corp 4
Riverhead Capital Management Llc 4
Neuberger Berman Group LLC 4
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 4
Janney Montgomery Scott LLC 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
Bank Of Nova Scotia 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 4
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 4
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 4
Emerald Acquisition Ltd. 4
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 4
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 4
State of New Jersey Common Pension Fund D 4
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 4
Point72 Middle East FZE 4
EBI - RBB Fund Trust - Longview Advantage ETF 4
CI Private Wealth, LLC 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 4
Numerai GP LLC 4
Versor Investments LP 4
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 4
Sherbrooke Park Advisers Llc 4
Flinton Capital Management LLC 4
Harvest Fund Management Co., Ltd 4
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 4
Hbk Investments L P 4
Quarry LP 4
Glen Harbor Capital Management LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 4
Intrinsic Edge Capital Management LLC 4
Fortis Advisors, LLC 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 4
Toronto Dominion Bank 4
Assenagon Asset Management S.A. 4
Patriot Financial Group Insurance Agency, LLC 4
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 4
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4
Ancora Advisors, LLC 4
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 4
Fieldpoint Private Securities, LLC 4
Flagship Harbor Advisors, Llc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 4
Atlantic Trust, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 4
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 4
Stephens Consulting, LLC 4
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 4
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 4
FLDFX - Meeder Funds - BALANCED FUND Retail Class 4
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 4
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 4
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 4
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 4
Csenge Advisory Group 4
Standard Life Aberdeen plc 4
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 4
SG3 Management, LLC 4
Front Row Advisors LLC 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
Vanguard Index Funds 4
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 4
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 4
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 4
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 4
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 4
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 4
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 4
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 4
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 4
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 4
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 4
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 4
D.a. Davidson & Co. 4
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 4
Voya Prime Rate Trust 4
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 4
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 4
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 4
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 4
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 4
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 4
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 4
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 4
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 4
Voya Senior Income Fund 4
Ajo, Lp 4
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 4
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 4
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 4
Intech Investment Management Llc 4
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 4
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 4
Ronald Blue Trust, Inc. 4
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 4
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 4
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 4
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 4
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 4
Blackrock Debt Strategies Fund, Inc. 4
Blackrock Ltd Duration Income Trust 4
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 4
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 4
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 4
BlackRock Japan Co. Ltd 4
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 4
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 4
Amundi Pioneer Asset Management Inc 4
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 4
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 4
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 4
Credit Agricole S A 4
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 4
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 4
Amalgamated Financial Corp. 4
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 4
TimesSquare Capital Management, LLC 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 4
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 4
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 4
Employees Retirement System of Texas 4
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 4
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 4
Caitong International Asset Management Co., Ltd 4
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 4
OP Asset Management Ltd 3
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 3
Clearbridge Investments, LLC 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 3
CenterBook Partners LP 3
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 3
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 3
International Assets Investment Management, Llc 3
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 3
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 3
Epoch Investment Partners, Inc. 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 3
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 3
Quantedge Capital Pte Ltd 3
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 3
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 3
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 3
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 3
First Horizon Corp 3
National Asset Management, Inc. 3
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 3
Washington Trust Bank 3
Veritable, L.P. 3
WFG Advisors, LP 3
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 3
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 3
CIBC Private Wealth Group, LLC 3
Archford Capital Strategies, LLC 3
MQS Management LLC 3
Century Capital Management, LLC 3
Danske Bank A/s 3
NN Investment Partners Holdings N.V. 3
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 3
AMP Capital Investors Ltd 3
Fuller & Thaler Asset Management, Inc. 3
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 3
Caxton Associates Llp 3
Ibex Investors LLC 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
Kestra Private Wealth Services, Llc 3
Cordant, Inc. 3
Brown Brothers Harriman & Co 3
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 3
Sanctuary Wealth Advisors, LLC 3
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 3
Turner Investments, L.p. 3
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 3
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 3
Kcg Holdings, Inc. 3
Cetera Investment Advisers 3
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 3
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 3
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 3
BRYN MAWR TRUST Co 3
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 3
Hemington Wealth Management 3
Insight Capital Research & Management Inc 3
WPG Advisers, LLC 3
Wipfli Financial Advisors Llc, 3
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 3
GPS Wealth Strategies Group, LLC 3
Jfs Wealth Advisors, Llc 3
Inspire Advisors, LLC 3
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 3
Dana Investment Advisors, Inc. 3
John Hancock Hedged Equity & Income Fund 3
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 3
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 3
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 3
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 3
Hudson Bay Capital Management LP 3
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 3
Alpha DNA Investment Management LLC 3
Advisors Preferred, LLC 3
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 3
EA Series Trust 3
Penn Capital Management Co Inc 3
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 3
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 3
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 3
Wedbush Securities Inc 3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 3
Bayesian Capital Management, LP 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 3
EMC Capital Management 3
Caxton Associates Lp 3
Coppell Advisory Solutions LLC 3
Gdl Fund 3
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 3
Cambria Investment Management, L.P. 3
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 3
Element Capital Management Llc 3
Glassman Wealth Services 3
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
Calamos Global Dynamic Income Fund 3
M&g Investment Management Ltd 3
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 3
Calamos Convertible Opportunities & Income Fund 3
Calamos Strategic Total Return Fund 3
Oberweis Asset Management Inc/ 3
Absolute Return Capital, LLC 3
Calamos Convertible & High Income Fund 3
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 3
Bartlett & Co. LLC 3
Calamos Dynamic Convertible & Income Fund 3
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 3
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 3
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 3
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 3
Skandinaviska Enskilda Banken AB (publ) 3
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 3
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 3
Guardian Wealth Advisors, LLC 3
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 3
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 3
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 3
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 3
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 3
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 3
Vanguard Investments Australia, Ltd. 3
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 3
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 3
Nebula Research & Development LLC 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 3
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 3
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 3
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 3
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 3
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 3
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 3
Eaton Vance Ltd Duration Income Fund 3
Blackrock Multi-sector Income Trust 3
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 3
IndexIQ Advisors LLC 3
Blackrock Credit Allocation Income Trust 3
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 3
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 3
Fred Alger Management, Llc 3
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 3
Allstate Corp 3
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 3
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 3
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 3
Doubleline Income Solutions Fund 3
Alliancebernstein Global High Income Fund Inc 3
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 3
Sciencast Management LP 3
PENN SERIES FUNDS INC - Small Cap Value Fund 3
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 3
Point72 Asia (Singapore) Pte. Ltd. 3
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 3
Mfs Multimarket Income Trust 3
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 3
Ropes Wealth Advisors Llc 3
Fiera Capital Corp 3
Venturi Wealth Management, LLC 3
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
Itau Unibanco Holding S.A. 3
Optiver Holding B.V. 3
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 3
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 3
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 3
Advisors Asset Management, Inc. 3
Root Financial Partners, LLC 3
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 3
Mfs Special Value Trust 3
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 3
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 3
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 3
25 Llc 3
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 3
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 3
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 3
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 3
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 3
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 3
Seacrest Wealth Management, Llc 3
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 3
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 3
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 3
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 3
Crewe Advisors LLC 3
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 3
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 3
North Fourth Asset Management, LP 3
Hm Payson & Co 3
AHL Partners LLP 3
Neuberger Berman High Yield Strategies Fund Inc. 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
Handelsbanken Fonder AB 3
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 3
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 3
Gabelli Funds Llc 3
6 Meridian 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
Berman Capital Advisors, LLC 3
Sound Income Strategies, LLC 3
Summit Trail Advisors, Llc 3
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 3
IWC - iSHARES TRUST - iShares Micro-Cap ETF 3
Agf Investments Inc. 3
Symons Capital Management Inc 3
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 3
Axa S.a. 3
Blackstone / Gso Strategic Credit Fund 3
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 3
We Are One Seven, LLC 3
Wall Street Associates 3
BNP Paribas Investment Partners S.A. 3
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 3
Boston Income Portfolio - Boston Income Portfolio 3
VTL Associates, LLC 3
AdvisorNet Financial, Inc 3
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 3
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 3
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 3
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 3
CoreCap Advisors, LLC 3
Creative Financial Designs Inc /adv 3
Johnson Financial Group, Inc. 3
Profunds - Profund Vp Oil & Gas 3
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 3
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 3
Balter Liquid Alternatives, LLC 3
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 3
Placemark Investments, Inc. 3
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 3
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 3
Jane Street Holding, LLC 3
GAM Holding AG 3
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 3
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 3
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 3
Mfs Charter Income Trust 3
American Portfolios Advisors 3
Weiss Strategic Interval Fund 3
Bryn Mawr Capital Management Inc 3
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 3
Mfs Intermediate High Income Fund 3
EAM Global Investors LLC 3
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 3
Old Mutual Global Investors (UK) Ltd. 3
Mount Yale Investment Advisors, LLC 3
Hughes Financial Services, LLC 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 3
Boulder Hill Capital Management Lp 3
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 3
Castleark Management Llc 3
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 3
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 3
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 3
Jacobi Capital Management LLC 3
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 3
Xact Kapitalforvaltning AB 3
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 3
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 3
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 3
Delaware Investments Dividend & Income Fund, Inc 3
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 3
SageView Advisory Group, LLC 3
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 3
Raleigh Capital Management Inc. 3
Private Advisory Group LLC 3
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 3
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 3
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 3
FNY Partners Fund LP 3
Avantax Planning Partners, Inc. 3
Hartland & Co., LLC 3
Oppenheimer Global Multi Strategies Fund 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
Delaware Enhanced Global Dividend & Income Fund 3
Teza Capital Management LLC 3
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 3
Universal- Beteiligungs- und Servicegesellschaft mbH 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 3
Mason Street Advisors, Llc 3
Vanguard World Fund 3
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 3
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 3
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 3
Guggenheim Credit Allocation Fund 3
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 3
American Beacon Sound Point Enhanced Income Fund 3
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 3
Inceptionr Llc 3
Cary Street Partner Investment Advisory Llc 3
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 3
New America High Income Fund Inc 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 3
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 3
FourThought Financial, LLC 3
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 3
Segall Bryant & Hamill, Llc 3
AE Wealth Management LLC 3
Axq Capital, Lp 3
Zions Bancorporation, N.A. 3
Cibc World Markets Corp 3
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 3
Tyers Asset Management LLC 3
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 3
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 3
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 3
Neuburgh Advisers LLC 3
Ameritas Investment Corp 3
Bruce G. Allen Investments, LLC 3
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 3
Alpha Windward Llc 3
GW&K Investment Management, LLC 3
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 3
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 3
Avantax Advisory Services, Inc. 3
Cigna Investments Inc /new 3
Bell Investment Advisors, Inc 3
Bridgewater Associates, LP 3
Contravisory Investment Management, Inc. 3
Greenhouse Funds LLLP 3
United Capital Financial Advisers, Llc 3
Old Mission Capital Llc 3
Fortitude Family Office, LLC 3
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 3
Eastern Bank 3
Royce Value Trust Inc 3
Lenox Wealth Advisors, LLC 3
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 3
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 3
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 3
Denali Advisors Llc 3
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 3
Menta Capital Llc 3
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 3
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 3
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 3
Pictet Asset Management Holding SA 3
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 3
Nine Chapters Capital Management LLC 3
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 3
Spot Trading L.L.C 3
Trust Co Of Vermont 3
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 3
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 3
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 3
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 3
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 3
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 3
Numeric Investors Llc 3
Hussman Strategic Advisors, Inc. 3
Sawtooth Solutions, LLC 3
Vanguard Horizon Funds 3
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 3
Mitsubishi UFJ Trust & Banking Corp 3
Tfo-tdc, Llc 3
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 3
Bare Financial Services, Inc 3
Private Wealth Management Group, LLC 3
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 3
Leuthold Group, Llc 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 3
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 3
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 3
Eagle Asset Management Inc 3
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF 3
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 3
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 3
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 3
Clinton Group Inc 3
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 3
Cim Investment Mangement Inc 3
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 3
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 3
Waddell & Reed Financial Inc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 3
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 3
Ci Investments Inc. 3
Pathstone Family Office, Llc 3
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 3
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 3
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 3
Vident Advisory, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 3
YorkBridge Wealth Partners, LLC 3
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 3
DekaBank Deutsche Girozentrale 3
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 3
Bartlett & Co. Wealth Management Llc 3
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 3
Mendota Financial Group, LLC 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 3
Css Llc/il 3
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 3
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 3
APBAX - Cavanal Hill Funds - Active Core Fund Investor 3
TD Capital Management LLC 3
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 3
Sonora Investment Management, LLC 3
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 3
Vigilant Capital Management, LLC 3
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 3
Bb&t Securities, Llc 3
Pathstone Holdings, LLC 3
Jain Global LLC 3
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 3
Synovus Financial Corp 3
Bayforest Capital Ltd 3
Entropy Technologies, LP 3
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 3
Howe & Rusling Inc 3
CenterStar Fund, LLC 3
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 3
Carlson Capital L P 3
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 3
Stratos Wealth Partners, LTD. 3
Plante Moran Financial Advisors, LLC 3
Picton Mahoney Asset Management 3
Water Island Capital Llc 3
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 3
Yorktown Management & Research Co Inc 3
Fidelis Capital Partners, LLC 3
VANGUARD ASSET MANAGEMENT, Ltd 3
Frontier Capital Management Co Llc 3
WealthCollab, LLC 3
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 3
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 3
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 3
TD Waterhouse Canada Inc. 3
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 3
Dorsey Wright & Associates 3
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 3
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
Keating Financial Advisory Services, Inc. 3
Skylands Capital, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 3
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 3
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 3
Xponance, Inc. 3
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 3
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 3
Henshaw Capital LLC 3
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3
PSCC - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF 3
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 3
Wealthspire Advisors, LLC 3
Koch Industries Inc 3
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 3
Diversified Trust Co 3
Snowden Capital Advisors LLC 3
Ballentine Partners, LLC 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 3
Annis Gardner Whiting Capital Advisors, LLC 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 3
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 3
IMC-Chicago, LLC 3
Capital Fund Management S.a. 3
Blackrock Core Bond Trust 3
Lombard Odier Asset Management (USA) Corp 3
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 3
Cambridge Investment Research Advisors, Inc. 3
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
Bb&t Investment Services, Inc. 3
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 3
Abound Wealth Management 3
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 3
Assured Investment Management LLC 3
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 3
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 3
Thompson Siegel & Walmsley Llc 3
Cedar Mountain Advisors, LLC 3
Calvert Investment Management, Inc. 3
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 3
Blackrock Corporate High Yield Fund, Inc. 3
BlackRock Credit Strategies Fund 3
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 3
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 3
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 3
Parametrica Management Ltd 3
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 3
Gamco Investors, Inc. Et Al 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
Crossmark Global Holdings, Inc. 3
Highland Capital Management, Llc 3
Cinctive Capital Management LP 3
RSSL - Global X Funds - Global X Russell 2000 ETF 3
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 3
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 3
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 3
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 3
Kornitzer Capital Management Inc /ks 3
Twinbeech Capital Lp 3
Mirabella Financial Services Llp 3
Cramer Rosenthal Mcglynn Llc 3
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 3
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 3
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 3
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 3
Bamco Inc /ny/ 3
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3
Earnest Partners Llc 3
Total Clarity Wealth Management, Inc. 3
Private Trust Co Na 3
Calamos Long/Short Equity & Dynamic Income Trust 3
Farmers & Merchants Investments Inc 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 3
Columbus Circle Investors 3
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 3
Everence Capital Management Inc 3
Gemmer Asset Management LLC 3
SECOR Capital Advisors, LP 3
Managed Account Advisors Llc 3
Wolverine Asset Management Llc 3
Harel Insurance Investments & Financial Services Ltd. 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
Meitav Dash Investments Ltd 3
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 3
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 3
Delphia (USA) Inc. 3
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 3
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 3
Golden State Wealth Management, LLC 3
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 3
Leap Investments Lp 3
Valeo Financial Advisors, LLC 3
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 3
CIBC Asset Management Inc 3
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 3
Icon Advisers Inc/co 3
Horizon Investments, LLC 3
Cipher Capital LP 3
Belpointe Asset Management LLC 3
Vantagepoint Funds 3
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 3
Allianzgi Convertible & Income Fund Ii 3
Proficio Capital Partners LLC 3
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 3
Prospera Financial Services Inc 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 3
Allianzgi Convertible & Income Fund 3
Boston Trust Walden Corp 3
Evoke Wealth, Llc 3
Guggenheim Active Allocation Fund 3
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 3
FDx Advisors, Inc. 3
Weiss Multi-Strategy Advisers LLC 3
Kalos Management, Inc. 3
Wexford Capital Lp 3
Moisand Fitzgerald Tamayo, LLC 3
Nbc Securities, Inc. 3
Highland Capital Management Fund Advisors, L.p. 3
Granite Investment Partners, LLC 3