Motion Picture Theaters - 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
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 16
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 15
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 14
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 14
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 13
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 13
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 13
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 13
Eaton Vance Ltd Duration Income Fund 12
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 12
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 12
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 12
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 12
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 12
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 11
AHIVX - American Century Investment Trust - High Income Fund Investor Class 11
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 11
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 11
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 10
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 10
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 10
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 10
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 10
Advanced Series Trust - Ast High Yield Portfolio 10
High Income Opportunities Portfolio - High Income Opportunities Portfolio 10
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 10
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 10
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 10
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 10
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 10
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 10
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 10
Citigroup Inc 9
Invesco High Income Trust Ii 9
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 9
Bank Of America Corp /de/ 9
Pacer Advisors, Inc. 9
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 9
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 9
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 9
Jpmorgan Chase & Co 9
Barclays Plc 9
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 9
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 9
Morgan Stanley 9
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 9
Citadel Advisors Llc 8
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 8
Royal Bank Of Canada 8
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 8
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 8
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 8
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 8
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 8
Gabelli Funds Llc 8
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 8
Global Income Builder Portfolio - Global Income Builder Portfolio 8
Tower Research Capital LLC (TRC) 8
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 8
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 8
Invesco Bond Fund 8
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 8
Geode Capital Management, Llc 8
Gamco Investors, Inc. Et Al 8
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 8
Wells Fargo & Company/mn 8
Susquehanna International Group, Llp 8
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 8
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 8
Millennium Management Llc 8
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 7
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 7
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 7
Paloma Partners Management Co 7
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 7
Prelude Capital Management, Llc 7
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 7
Manufacturers Life Insurance Company, The 7
Griffin Institutional Access Credit Fund 7
Ancora Advisors, LLC 7
Proequities, Inc. 7
Jane Street Group, Llc 7
Verition Fund Management LLC 7
Bank of New York Mellon Corp 7
Credit Suisse Asset Management Income Fund Inc 7
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 7
Prudential Short Duration High Yield Fund, Inc. 7
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 7
Credit Suisse Ag/ 7
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 7
State Street Corp 7
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 7
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 7
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 7
BlackRock Investment Management, LLC 7
Bank Of Montreal /can/ 7
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 7
Putnam Premier Income Trust 7
Putnam Master Intermediate Income Trust 7
Oxford Asset Management Llp 7
Simplex Trading, Llc 7
Invesco Ltd. 7
Wells Fargo Multi-sector Income Fund 7
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 7
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 7
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 7
Ubs Ag 7
Deutsche Bank Ag\ 7
Vanguard Group Inc 7
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 7
Fmr Llc 7
Pnc Financial Services Group, Inc. 7
Dimensional Fund Advisors Lp 7
Credit Suisse High Yield Bond Fund 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 7
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 7
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 7
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 7
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 7
SG Americas Securities, LLC 7
BlackRock, Inc. 7
Balyasny Asset Management Llc 7
Russell Frank Co/ 7
UBS Group AG 7
Bnp Paribas Arbitrage, Sa 7
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 7
Goldman Sachs Group Inc 7
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 7
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 6
Renaissance Technologies Llc 6
Rhumbline Advisers 6
First Trust Advisors Lp 6
Sei Investments Co 6
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 6
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 6
Gsa Capital Partners Llp 6
Acrospire Investment Management LLC 6
Jefferies Group LLC 6
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 6
Tudor Investment Corp Et Al 6
Alliancebernstein Global High Income Fund Inc 6
Raymond James & Associates 6
Ladenburg Thalmann Financial Services Inc 6
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 6
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 6
Aqr Capital Management Llc 6
Arrowstreet Capital, Limited Partnership 6
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 6
Nomura Holdings Inc 6
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 6
Nationwide Fund Advisors 6
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 6
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 6
Point72 Asset Management, L.P. 6
Axa S.a. 6
BlackRock Institutional Trust Company, N.A. 6
California State Teachers Retirement System 6
Asset Management One Co., Ltd. 6
Alliancebernstein L.p. 6
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 6
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 6
Tfs Capital Llc 6
Stifel Financial Corp 6
Two Sigma Advisers, Lp 6
Neuberger Berman High Yield Strategies Fund Inc. 6
California Public Employees Retirement System 6
John Hancock Investors Trust 6
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 6
Wolverine Asset Management Llc 6
LPL Financial LLC 6
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 6
Guggenheim Capital Llc 6
New America High Income Fund Inc 6
Wolverine Trading, Llc 6
Charles Schwab Investment Management Inc 6
BlackRock Advisors LLC 6
Voya Investment Management Llc 6
Teachers Advisors, Llc 6
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 6
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 6
PEAK6 Investments, L.P. 6
Tiaa Cref Investment Management Llc 6
Panagora Asset Management Inc 6
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 6
D. E. Shaw & Co., Inc. 6
Parallax Volatility Advisers, L.P. 6
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 6
Legal & General Group Plc 6
Boothbay Fund Management, Llc 6
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 6
Advisory Services Network, LLC 6
Wells Fargo Utilities & High Income Fund 6
Pioneer High Income Trust 6
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 6
Us Bancorp \de\ 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 6
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 6
Walleye Trading LLC 6
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 6
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 6
Metropolitan Life Insurance Co/ny 6
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 6
RidgeWorth Capital Management LLC 6
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 6
Group One Trading, L.p. 6
Allianz Asset Management GmbH 6
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 6
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 6
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 6
Victory Capital Management Inc 6
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 6
Cornerstone Capital Management Holdings Llc. 6
Wells Fargo Income Opportunities Fund 6
Blackrock Corporate High Yield Fund, Inc. 6
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 6
Acadian Asset Management Llc 6
Northern Trust Corp 6
Trexquant Investment LP 6
Nuveen Floating Rate Income Fund 6
Nuveen Floating Rate Income Opportunity Fund 6
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 6
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 6
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 6
Spark Investment Management LLC 6
Nine Chapters Capital Management LLC 6
Spot Trading L.L.C 6
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 6
Parametric Portfolio Associates Llc 6
Zurcher Kantonalbank (Zurich Cantonalbank) 6
Two Sigma Investments, Lp 6
American Century Companies Inc 6
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 6
Numeric Investors Llc 6
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 6
Dreyfus High Yield Strategies Fund 6
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 6
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 6
New York State Common Retirement Fund 6
BlackRock Fund Advisors 6
Cutler Group LP 6
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 6
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 6
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 6
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 6
American International Group, Inc. 6
Nuveen Asset Management, LLC 6
Ameriprise Financial Inc 6
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 6
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 6
Northwestern Mutual Wealth Management Co 6
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 6
Picton Mahoney Asset Management 5
Stratos Wealth Partners, LTD. 5
Highbridge Capital Management Llc 5
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 5
John Hancock Hedged Equity & Income Fund 5
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 5
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 5
State Of Wisconsin Investment Board 5
Kennedy Capital Management, Inc. 5
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 5
Dupont Capital Management Corp 5
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 5
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 5
Marshall Wace, Llp 5
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 5
Wellington Management Group Llp 5
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 5
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 5
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 5
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 5
Dynamic Technology Lab Private Ltd 5
Nisa Investment Advisors, Llc 5
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 5
SBI Securities Co., Ltd. 5
Capstone Investment Advisors, Llc 5
Alambic Investment Management, L.P. 5
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 5
Raymond James Financial Services Advisors, Inc. 5
Chicago Equity Partners Llc 5
Federated Hermes, Inc. 5
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 5
FNY Partners Fund LP 5
Stevens Capital Management Lp 5
Engineers Gate Manager LP 5
Penn Capital Management Co Inc 5
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 5
Great West Life Assurance Co /can/ 5
Ellington Management Group Llc 5
Gotham Asset Management, LLC 5
Kcg Holdings, Inc. 5
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 5
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 5
Massmutual Trust Co Fsb/adv 5
Ameritas Investment Partners, Inc. 5
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 5
Zacks Investment Management 5
Envestnet Asset Management Inc 5
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 5
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 5
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 5
Blackrock Debt Strategies Fund, Inc. 5
Mfs Multimarket Income Trust 5
Alberta Investment Management Corp 5
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 5
Css Llc/il 5
Manatuck Hill Partners, LLC 5
Assetmark, Inc 5
Vanguard Global Advisers, LLC 5
Prudential Financial Inc 5
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 5
Wells Fargo Global Dividend Opportunity Fund 5
Vanguard Capital Management Llc 5
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 5
Putnam Investments Llc 5
Advanced Series Trust - Ast Advanced Strategies Portfolio 5
Martingale Asset Management L P 5
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 5
Quantbot Technologies LP 5
Nuveen Senior Income Fund 5
MetLife Securities, Inc 5
ProShare Advisors LLC 5
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 5
Nuveen Short Duration Credit Opportunities Fund 5
Glenmede Trust Co Na 5
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 5
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 5
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 5
Lord, Abbett & Co. Llc 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 5
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 5
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 5
Teacher Retirement System Of Texas 5
Magnetar Financial LLC 5
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 5
Prudential Global Short Duration High Yield Fund, Inc. 5
Eaton Vance Management 5
BlackRock Group LTD 5
EAM Investors, LLC 5
A.R.T. Advisors, LLC 5
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares 5
Western Standard LLC 5
Lazard Asset Management Llc 5
Proficio Capital Partners LLC 5
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 5
Commonwealth Bank Of Australia 5
Emerald Acquisition Ltd. 5
MUFG Americas Holdings Corp 5
Mfs Intermediate High Income Fund 5
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 5
Advisor Group, Inc. 5
Cubist Systematic Strategies, LLC 5
State Board Of Administration Of Florida Retirement System 5
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 5
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 5
Mfs Charter Income Trust 5
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 5
BlueCrest Capital Management Ltd 5
Marshall Wace North America L.P. 5
Swiss National Bank 5
1492 Capital Management LLC 5
Private Advisor Group, LLC 5
D.a. Davidson & Co. 5
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 5
Td Asset Management Inc 5
Fuller & Thaler Asset Management, Inc. 5
Captrust Financial Advisors 5
Blackrock Credit Allocation Income Trust 5
Mfs Special Value Trust 5
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 5
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 5
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 5
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 5
Invesco Senior Loan Fund 5
O'shaughnessy Asset Management, Llc 5
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 5
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 5
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 5
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 5
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 5
Federation des caisses Desjardins du Quebec 5
Squarepoint Ops LLC 5
Principal Financial Group Inc 5
BlackRock Credit Strategies Fund 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 5
Vanguard Fiduciary Trust Co 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
Ground Swell Capital, LLC 5
PDT Partners, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 5
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 5
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 5
Public Employees Retirement Association Of Colorado 5
Hsbc Holdings Plc 5
Huntington National Bank 5
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 5
NumerixS Investment Technologies Inc 5
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 5
NEXT Financial Group, Inc 5
Alpine Global Management, LLC 5
Ubs Asset Management Americas Inc 5
Russell Investments Group, Ltd. 5
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 5
Bridgeway Capital Management Inc 5
Connor, Clark & Lunn Investment Management Ltd. 5
Meeder Asset Management Inc 5
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 5
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 5
Mackenzie Financial Corp 5
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 5
Boston Advisors Llc 5
NOSGX - Northern Funds - Northern Small Cap Value Fund 5
KBC Group NV 5
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 5
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 5
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 5
Berman Capital Advisors, LLC 4
Optimum Investment Advisors 4
Financial Gravity Companies, Inc. 4
Quadrature Capital Ltd 4
Wealthspire Advisors, L.P. 4
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 4
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 4
BlackRock Japan Co. Ltd 4
Formula Growth Ltd 4
Amundi Pioneer Asset Management Inc 4
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 4
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 4
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 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
Credit Agricole S A 4
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 4
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 4
Blackrock Multi-sector Income Trust 4
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 4
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 4
Healthcare Of Ontario Pension Plan Trust Fund 4
DLD Asset Management, LP 4
College Retirement Equities Fund 4
Tiaa-cref Funds 4
SRS Capital Advisors, Inc. 4
Scotia Capital Inc. 4
Oppenheimer Funds Inc 4
Parallel Advisors, LLC 4
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 4
Rydex Etf Trust 4
Advent Claymore Convertible Securities & Income Fund 4
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 4
Tfs Capital Investment Trust 4
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 4
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 4
Patriot Financial Group Insurance Agency, LLC 4
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 4
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 4
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 4
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 4
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 4
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 4
Steward Partners Investment Advisory, Llc 4
PENN SERIES FUNDS INC - International Equity Fund 4
SG3 Management, LLC 4
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 4
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 4
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 4
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 4
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 4
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 4
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 4
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 4
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 4
Claymore Exchange-traded Fund Trust 4
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 4
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 4
Advisors Asset Management, Inc. 4
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 4
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 4
Schroder Investment Management Group 4
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 4
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 4
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 4
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 4
Invesco Senior Income Trust 4
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 4
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 4
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 4
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 4
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 4
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 4
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 4
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 4
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 4
Blackrock Core Bond Trust 4
Blackrock Ltd Duration Income Trust 4
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 4
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 4
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 4
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 4
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 4
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 4
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 4
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 4
Blackstone / Gso Long-short Credit Income Fund 4
Los Angeles Capital Management Llc 4
Blackstone / Gso Strategic Credit Fund 4
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 4
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 4
Gabelli Multimedia Trust Inc. 4
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 4
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 4
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 4
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 4
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 4
Soros Fund Management Llc 4
Robeco Institutional Asset Management B.V. 4
Hrt Financial Lp 4
JIHDX - John Hancock Funds II - High Yield Fund Class 1 4
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 4
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 4
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 4
Princeton Alpha Management LP 4
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 4
K2 Principal Fund, L.p. 4
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 4
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 4
VCSLX - VALIC Co I - Small Cap Index Fund 4
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4
Gradient Investments LLC 4
Algert Global Llc 4
Driehaus Capital Management Llc 4
C M Bidwell & Associates Ltd 4
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 4
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 4
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 4
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 4
Wedge Capital Management L L P/nc 4
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 4
National Asset Management, Inc. 4
Macquarie Group Ltd 4
Clearbridge Investments, LLC 4
Laurion Capital Management LP 4
Campbell & CO Investment Adviser LLC 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
American Portfolios Advisors 4
True Wealth Design, LLC 4
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 4
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 4
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4
SECOR Capital Advisors, LP 4
Lombard Odier Asset Management (USA) Corp 4
Airain ltd 4
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 4
Globeflex Capital L P 4
Mutual Of America Capital Management Llc 4
Regentatlantic Capital Llc 4
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 4
K.J. Harrison & Partners Inc 4
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 4
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 4
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 4
Strs Ohio 4
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF 4
Fifth Third Bancorp 4
Thompson Siegel & Walmsley Llc 4
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 4
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 4
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF 4
Franklin Resources Inc 4
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 4
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 4
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 4
Aperio Group, LLC 4
Piedmont Investment Advisors Llc 4
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF 4
Capital Fund Management S.a. 4
Virginia Retirement Systems Et Al 4
Ci Investments Inc. 4
Byrne Asset Management LLC 4
Advent Capital Management /de/ 4
Canada Pension Plan Investment Board 4
CIBC World Markets Inc. 4
Cornerstone Advisors, Inc. 4
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 4
Price T Rowe Associates Inc /md/ 4
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 4
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 4
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 4
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 4
Cnh Partners Llc 4
Mason Street Advisors, Llc 4
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 4
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 4
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 4
Hutchin Hill Capital, LP 4
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 4
PineBridge Investments, L.P. 4
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 4
Sterling Capital Management LLC 4
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 4
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 4
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 4
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 4
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 4
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 4
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 4
Parkside Financial Bank & Trust 4
Toronto Dominion Bank 4
Suntrust Banks Inc 4
Cwm, Llc 4
First Quadrant L P/ca 4
Guggenheim Active Allocation Fund 4
Signaturefd, Llc 4
Municipal Employees' Retirement System of Michigan 4
New York State Teachers Retirement System 4
Massachusetts Financial Services Co /ma/ 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 4
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 4
Brookstone Capital Management 4
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 4
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 4
Fox Run Management, L.l.c. 4
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 4
Benjamin F. Edwards & Company, Inc. 4
Creative Planning 4
Comerica Bank 4
Denali Advisors Llc 4
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
Regions Financial Corp 4
J. Goldman & Co LP 4
Adage Capital Partners Gp, L.l.c. 4
Moody National Bank Trust Division 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 4
BBT Capital Management, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 4
Focused Wealth Management, Inc 4
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 4
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 4
Gargoyle Investment Advisor L.L.C. 4
IWM - iSHARES TRUST - iShares Russell 2000 ETF 4
Western Asset Diversified Income Fund 4
IWV - iSHARES TRUST - iShares Russell 3000 ETF 4
Neuberger Berman Group LLC 4
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 4
DekaBank Deutsche Girozentrale 4
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 4
Man Group plc 4
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 4
Amalgamated Bank 4
Truist Financial Corp 4
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 4
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 4
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 4
PENN SERIES FUNDS INC - Small Cap Index Fund 4
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 4
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 4
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 4
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 4
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4
Candriam Luxembourg S.C.A. 4
Skylands Capital, LLC 4
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 4
James Investment Research Inc 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 4
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 4
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 4
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 4
FineMark National Bank & Trust 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 4
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 4
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 4
XTX Topco Ltd 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 4
Warren Averett Asset Management, LLC 4
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 4
TCI Wealth Advisors, Inc. 4
Principal Funds Inc 4
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 4
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 4
Norges Bank 4
Managed Account Advisors Llc 4
1832 Asset Management L.P. 4
QS Investors, LLC 4
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 4
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 4
FDx Advisors, Inc. 4
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 4
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 4
IFP Advisors, Inc 4
Quadrant Capital Group Llc 4
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 4
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 4
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 4
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 4
AMP Capital Investors Ltd 4
Brown Brothers Harriman & Co 4
Janney Montgomery Scott LLC 4
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 4
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 4
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 4
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 4
Public Employees Retirement System Of Ohio 4
State of New Jersey Common Pension Fund D 4
Coe Capital Management, LLC 4
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 4
Six Circles Trust - Six Circles Credit Opportunities Fund 4
First Trust High Yield Opportunities 2027 Term Fund 4
Jacobs Levy Equity Management, Inc 4
Brandywine Global Investment Management, LLC 4
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 4
Twin Tree Management, LP 4
Bardin Hill Management Partners Lp 4
HighTower Advisors, LLC 4
NSIDX - Northern Funds - Northern Small Cap Index Fund 4
NSGRX - Northern Funds - Northern Small Cap Core Fund 4
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 4
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 4
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 4
PineView Asset Management LP 4
Advisor Group Holdings, Inc. 4
Vantagepoint Funds 4
Point72 Hong Kong Ltd 4
Thrivent Financial For Lutherans 4
Commerce Bank 4
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 4
Bessemer Group Inc 4
M&t Bank Corp 4
PEAK6 Investments LLC 4
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 4
Global Retirement Partners, LLC 4
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 4
Sofos Investments, Inc. 4
EverPoint Asset Management, LLC 4
Versant Capital Management, Inc 4
Summit Trail Advisors, Llc 4
Ajo, Lp 4
MetLife Investment Management, LLC 4
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 4
Twin Peaks Wealth Advisors, LLC 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 3
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 3
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 3
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 3
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 3
Heartland Advisors Inc 3
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 3
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 3
Fs Credit Income Fund 3
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 3
Eagle Asset Management Inc 3
Waddell & Reed Financial Inc 3
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 3
Denver Investment Advisors Llc 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
Corebridge Financial, Inc. 3
Walleye Capital LLC 3
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 3
First Manhattan Co 3
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 3
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 3
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 3
Hussman Strategic Advisors, Inc. 3
First Mercantile Trust Co 3
Columbia Partners L L C Investment Management 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 3
FORA Capital, LLC 3
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 3
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 3
River Road Asset Management, LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 3
Icm Asset Management Inc/wa 3
Oregon Public Employees Retirement Fund 3
Profunds - Profund Vp Ultrasmall-cap 3
Trust Co Of Vermont 3
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 3
Profunds - Profund Vp Small-cap 3
Nuveen Global High Income Fund 3
Blackstone / Gso Senior Floating Rate Term Fund 3
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 3
Tarbox Family Office, Inc. 3
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 3
Rice Hall James & Associates, Llc 3
Invesco Dynamic Credit Opportunity Fund 3
Profunds - Profund Vp Oil & Gas 3
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 3
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 3
MAI Capital Management 3
Nomura Asset Management Co Ltd 3
Round Table Services, LLC 3
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 3
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 3
Capital Performance Advisors Llp 3
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 3
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 3
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 3
Ford Financial Group, LLC 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 3
Blackstone / Gso Floating Rate Enhanced Income Fund 3
Allspring Global Investments Holdings, LLC 3
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 3
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 3
Nuveen Credit Strategies Income Fund 3
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 3
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 3
DnB Asset Management AS 3
Brown Advisory Inc 3
Dynamic Advisor Solutions LLC 3
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 3
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 3
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 3
Jump Financial, LLC 3
Alpha Windward Llc 3
Teza Capital Management LLC 3
Hartland & Co., LLC 3
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 3
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 3
Three Peaks Capital Management, LLC 3
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 3
Boston Private Wealth Llc 3
Capstone Asset Management Co 3
Dalton Greiner Hartman Maher & Co 3
Allianzgi Convertible & Income Fund 3
Allianzgi Convertible & Income Fund Ii 3
Bayesian Capital Management, LP 3
Versor Investments LP 3
Quantitative Systematic Strategies LLC 3
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 3
Public Sector Pension Investment Board 3
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 3
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 3
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 3
Carroll Financial Associates, Inc. 3
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 3
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 3
SG Capital Management LLC 3
Element Capital Management Llc 3
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 3
Lenox Wealth Advisors, LLC 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 3
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 3
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 3
Northwestern Mutual Investment Management Company, Llc 3
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 3
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 3
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 3
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 3
Orbis Allan Gray Ltd 3
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 3
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 3
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 3
Amundi 3
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 3
Arizona State Retirement System 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 3
Aviva Plc 3
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 3
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 3
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 3
Weiss Asset Management LP 3
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 3
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
Voya Senior Income Fund 3
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 3
Hodges Capital Management Inc. 3
RSSL - Global X Funds - Global X Russell 2000 ETF 3
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 3
Landscape Capital Management, L.l.c. 3
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 3
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 3
Glade Brook Capital Partners Llc 3
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 3
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 3
Vanguard Portfolio Management Llc 3
Covalent Partners LLC 3
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 3
Winton Capital Group Ltd 3
Boussard & Gavaudan Investment Management LLP 3
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 3
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 3
Sand Grove Capital Management LLP 3
AdvisorNet Financial, Inc 3
Deere & Co 3
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 3
Susquehanna Fundamental Investments, Llc 3
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 3
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 3
Skandinaviska Enskilda Banken AB (publ) 3
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 3
Ssi Investment Management Llc 3
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 3
Weiss Multi-Strategy Advisers LLC 3
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 3
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 3
First Horizon Advisors, Inc. 3
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 3
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 3
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 3
Jefferies Financial Group Inc. 3
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 3
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 3
Sonora Investment Management, LLC 3
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) 3
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 3
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 3
State of New Jersey Common Pension Fund A 3
Pinnacle Wealth Planning Services, Inc. 3
Universal- Beteiligungs- und Servicegesellschaft mbH 3
Utah Retirement Systems 3
Elite Wealth Management, Inc. 3
Karp Capital Management Corp 3
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 3
Synovus Financial Corp 3
CIBC Private Wealth Group, LLC 3
Bank Of Nova Scotia 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 3
Northern Trust Co Of Connecticut 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
Quinn Opportunity Partners LLC 3
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 3
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3
Whittier Trust Co Of Nevada Inc 3
National Bank Of Canada /fi/ 3
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 3
Vident Investment Advisory, LLC 3
Wagner Wealth Management, Llc 3
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 3
GAMMA Investing LLC 3
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 3
Jones Financial Companies Lllp 3
Nuveen, LLC 3
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 3
Mackay Shields Llc 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
Mount Yale Investment Advisors, LLC 3
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 3
Societe Generale 3
Cable Hill Partners, LLC 3
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 3
Ubs Oconnor Llc 3
Hatteras Funds, LLC 3
Bryn Mawr Capital Management Inc 3
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 3
Koshinski Asset Management, Inc. 3
Levin Capital Strategies, L.p. 3
Eagle Bay Advisors LLC 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 3
Schonfeld Strategic Advisors LLC 3
Virtu Financial LLC 3
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 3
Qube Research & Technologies Ltd 3
Sei Trust Co 3
Smartleaf Asset Management LLC 3
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
Capital Guardian Trust Co 3
Koch Industries Inc 3
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 3
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 3
Invesco Dynamic Credit Opportunities Fund 3
Great Lakes Advisors, Llc 3
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 3
Capital Advisors, Ltd. LLC 3
Munder Capital Management 3
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 3
FLDFX - Meeder Funds - BALANCED FUND Retail Class 3
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 3
Counterpoint Mutual Funds LLC 3
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 3
Rotella Capital Management, Inc. 3
GWM Advisors LLC 3
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 3
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 3
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 3
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 3
S. Muoio & Co. Llc 3
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 3
DRW Securities, LLC 3
Vanguard Index Funds 3
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 3
HAP Trading, LLC 3
Qs Batterymarch Financial Management, Inc 3
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 3
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 3
Hbk Investments L P 3
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 3
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 3
Seven Eight Capital, Lp 3
Rothschild Investment Llc 3
P Schoenfeld Asset Management Lp 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3
OMERS ADMINISTRATION Corp 3
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 3
Harber Asset Management Llc 3
Belpointe Asset Management LLC 3
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 3
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 3
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 3
AHL Partners LLP 3
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 3
Rockefeller Capital Management L.P. 3
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 3
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 3
Td Private Client Wealth Llc 3
Valeo Financial Advisors, LLC 3
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 3
Wbi Investments, Inc. 3
Mercer Global Advisors Inc /adv 3
Point72 Asia (Singapore) Pte. Ltd. 3
United Services Automobile Association 3
Optiver Holding B.V. 3
Private Trust Co Na 3
Dynamic Technology Lab Pte Ltd 3
Elo Mutual Pension Insurance Co 3
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 3
Csenge Advisory Group 3
Underlying Funds Trust 3
Harbour Investments, Inc. 3
Blue Arrow Capital Management Llc 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
Easterly Investment Partners Llc 3
Spire Wealth Management 3
Wexford Capital Lp 3
Antara Capital LP 3
Atom Investors LP 3
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3
Sanders Morris Harris Llc 3
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 3
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 3
ExodusPoint Capital Management, LP 3
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 3
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 3
Pnc Funds 3
VDAFX - VALIC Co I - Dynamic Allocation Fund 3
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 3
Humankind Benefit Corp - Humankind US Stock ETF 3
Jnl Variable Fund Llc - Jnl/mellon Communication Services Sector Fund (a) 3
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 3
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 3
CENTRAL TRUST Co 3
Barings Llc 3
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 3
Flagship Harbor Advisors, Llc 3
Larson Financial Group LLC 3
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 3
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 3
APG Asset Management N.V. 3
Lido Advisors, LLC 3
Itau Unibanco Holding S.A. 3
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 3
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 3
SAC Capital Advisors LP 3
Ausdal Financial Partners, Inc. 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 3
Croft-leominster Inc 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 3
Cresset Asset Management, LLC 3
Moisand Fitzgerald Tamayo, LLC 3
Compagnie Lombard Odier SCmA 3
SkyView Investment Advisors, LLC 3
Riverhead Capital Management Llc 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 3
Quantinno Capital Management LP 3
Mint Tower Capital Management B.V. 3
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 3
Natixis Advisors, L.p. 3
Mml Investors Services, Llc 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
Boston Income Portfolio - Boston Income Portfolio 3
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
Police & Firemen's Retirement System of New Jersey 3
Financial Architects, Inc 3
Gemmer Asset Management LLC 3
Teton Advisors, Inc. 3
Convergence Investment Partners, LLC 3
Clear Street Markets Llc 3
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 3
Weld Capital Management Llc 3
Quarry LP 3
Voloridge Investment Management, Llc 3
Allworth Financial LP 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 3
Sowell Financial Services LLC 3
Cornerstone Planning Group LLC 3
Evercore Wealth Management, LLC 3
Gerber Kawasaki Wealth & Investment Management 3
Assenagon Asset Management S.A. 3
New Jersey Better Educational Savings Trust 3
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 3
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 3
Reilly Financial Advisors, Llc 3
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 3
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 3
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF 3
Blueshift Asset Management, LLC 3
Lindbrook Capital, Llc 3
Eaton Vance Short Duration Diversified Income Fund 3
Klp Kapitalforvaltning As 3
Worth Venture Partners, LLC 3
Burt Wealth Advisors 3
Polar Asset Management Partners Inc. 3
Mirae Asset Global Investments Co., Ltd. 3
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 3
Teton Advisors, LLC 3
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 3
Chartwell Investment Partners/pa 3
Polymer Capital Management (US) LLC 3
SLPIX - Profunds - Small-cap Profund Investor Class 3
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 3
Intech Investment Management Llc 3
Ronald Blue Trust, Inc. 3
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 3
Quantamental Technologies LLC 3
Cigna Investments Inc /new 3
First New York Securities Llc /ny 3
Northpointe Capital Llc 3
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 3
Hantz Financial Services, Inc. 3
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 3
WFG Advisors, LP 3
Cipher Capital LP 3
FNY Managed Accounts LLC 3
Prospera Financial Services Inc 3
Westpac Banking Corp 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
Earnest Partners Llc 3
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 3
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 3
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 3
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 3
Root Financial Partners, LLC 3
Deprince Race & Zollo Inc 3
Profund Advisors Llc 3
Oppenheimer Asset Management Inc. 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 3
GHP Investment Advisors, Inc. 3
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 3
Amalgamated Financial Corp. 3
Pinnacle Summer Investments, Inc. 3
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 3
Tradition Wealth Management, LLC 3
Brevan Howard Capital Management LP 3
Caption Management, LLC 3
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 3
Emerald Mutual Fund Advisers Trust 3
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 3
Analytic Investors, LLC 3
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 3
Nuveen Multi-Asset Income Fund 3
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 3
Glen Harbor Capital Management LLC 3
Clinton Group Inc 3
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 3
IHT Wealth Management, LLC 3
Jpmorgan Trust Iii 3
Aquatic Capital Management LLC 3
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 3
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 3
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 3
Lord Abbett Floating Rate High Income Fund 3
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 3
Alyeska Investment Group, L.P. 3
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 3
Raymond James Financial Inc 3
Ascend Capital, Llc 3
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 3
Park West Asset Management LLC 3
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 3
BNP Paribas Asset Management Holding S.A. 3
Montecito Bank & Trust 3
Thomas White International Ltd 3
Clough Capital Partners L P 3
Vontobel Holding Ltd. 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
Skaana Management L.P. 3
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 3
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 3
Farther Finance Advisors, LLC 3
Caitong International Asset Management Co., Ltd 3
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
Sanctuary Wealth Advisors, LLC 3
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 3
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 3
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 3
Independent Advisor Alliance 3
Plante Moran Financial Advisors, LLC 3
Operose Advisors LLC 3
Rehmann Capital Advisory Group 3
Bridgefront Capital, LLC 3
Whitebox Advisors Llc 3
CenterStar Fund, LLC 3
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 3
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 3
Howe & Rusling Inc 3
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 3
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 3
VTL Associates, LLC 3
LMR Partners LLP 3
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 3
Nordea Investment Management Ab 3
Covestor Ltd 3
CoreCap Advisors, LLC 3
Essential Partners LLC 3
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 3
Water Island Capital Llc 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 3
State of Wyoming 3
Janus Henderson Group Plc 3
Davidson Kempner Capital Management Lp 3
Cadence Capital Management Llc 3
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 3
WealthTrust-Arizona, LLC 3
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 3
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 3
Centiva Capital, LP 3
Visionary Asset Management, Inc. 3
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 3
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 3
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 3
First Citizens Bank & Trust Co 3
Smith Asset Management Group Lp 3
Glassman Wealth Services 3
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 3
Chartwell Investment Partners, Llc 3
EverSource Wealth Advisors, LLC 3
RBF Capital, LLC 3
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 3
IndexIQ Advisors LLC 3
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 3
Lee Financial Co 3
Hartford Mutual Funds Inc/ct 3
Y-Intercept (Hong Kong) Ltd 3
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 3
Stoneridge Investment Partners Llc 3
Coldstream Capital Management Inc 3
Point72 (DIFC) Ltd 3
Perritt Capital Management Inc 3
Smithfield Trust Co 3
Natixis 3
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3
Loomis Sayles & Co L P 3
Hancock Whitney Corp 3
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 3
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 3
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 3
Sutton Wealth Advisors Inc. 3
Boston Partners 3
Cerity Partners LLC 3
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 3
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 3
Pathstone Family Office, Llc 3
Ellevest, Inc. 3
Quantitative Investment Management, LLC 3
Graham Capital Management, L.P. 3
Scopus Asset Management, L.p. 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 3
Wipfli Financial Advisors Llc, 3
Bokf, Na 3
Cooper Creek Partners Management Llc 3
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 3
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 3
TIG Advisors, LLC 3
Mckinley Capital Management Llc /delaware 3
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 3
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 3
Citizens Financial Group Inc/ri 3
Sculptor Capital LP 3
State of Alaska, Department of Revenue 3
Caxton Associates Lp 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3