Miscellaneous business Credit Institutions - 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
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 98
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 96
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 88
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 87
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 78
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 75
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 75
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 74
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 73
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 73
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 72
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 71
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 71
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 70
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 65
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 64
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 61
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 57
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 55
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 55
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 55
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 48
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 48
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 48
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 47
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 45
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 43
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 37
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 36
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 36
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 34
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 33
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 33
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 32
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 32
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 30
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 30
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 29
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 28
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 27
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 27
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 27
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 27
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 26
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 25
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 24
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 24
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 23
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 22
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 22
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 22
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 21
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 20
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 20
MASTER BOND LLC - Master Total Return Portfolio 20
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 20
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 19
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 19
Aberdeen Asia-pacific Income Fund Inc 19
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 19
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 19
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 19
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 19
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 18
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 18
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 18
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 18
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 18
STFBX - Advisers Investment Trust - State Farm Balanced Fund 17
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 17
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 17
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 17
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 17
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 17
VCBDX - VALIC Co I - Core Bond Fund 16
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 15
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 15
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 15
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 15
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 15
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 15
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 15
NOBOX - Northern Funds - Northern Bond Index Fund 14
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 14
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 14
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 14
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 14
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 13
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 13
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 13
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 13
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 13
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 12
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 12
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 12
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 12
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 12
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 12
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 12
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 12
UBS Group AG 12
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 12
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 12
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 12
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 12
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 12
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 12
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 11
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 11
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 11
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 11
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 11
Proequities, Inc. 11
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 11
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 11
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 11
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 11
Susquehanna International Group, Llp 11
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 11
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 11
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 11
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 11
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 11
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 11
Six Circles Trust - Six Circles Global Bond Fund 11
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 10
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 10
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 10
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 10
Oppenheimer Etf Trust 10
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 10
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 10
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 10
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 10
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 10
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 10
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 10
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 10
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 10
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 10
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 10
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 10
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 10
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 10
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 10
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 10
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 10
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 10
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 10
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 10
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 10
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 10
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 10
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 10
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 10
NOSGX - Northern Funds - Northern Small Cap Value Fund 10
Advanced Series Trust - Ast Advanced Strategies Portfolio 10
Citadel Advisors Llc 10
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 10
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 10
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 10
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 10
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 10
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 10
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 10
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 10
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 10
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 10
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 10
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 10
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 10
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 10
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 10
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 10
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 9
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 9
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 9
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 9
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 9
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 9
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 9
PIMCO FUNDS - PIMCO Short Asset Portfolio 9
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 9
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 9
Deutsche Bank Ag\ 9
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 9
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 9
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 9
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 9
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 9
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 9
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 9
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 9
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 9
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 9
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 9
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 9
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 9
Royal Bank Of Canada 9
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 9
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 9
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 9
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 9
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 9
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 9
VCSBX - VALIC Co II - Strategic Bond Fund 9
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 9
Ubs Ag 9
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 9
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 9
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 9
Morgan Stanley 9
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 9
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 9
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 8
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 8
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 8
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 8
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 8
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 8
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 8
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 8
VDAFX - VALIC Co I - Dynamic Allocation Fund 8
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 8
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 8
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 8
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 8
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 8
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 8
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 8
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 8
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 8
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 8
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 8
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 8
Tower Research Capital LLC (TRC) 8
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 8
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 8
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 8
Kcg Holdings, Inc. 8
Citigroup Inc 8
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 8
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 8
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 8
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 8
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 8
Wells Fargo & Company/mn 8
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 8
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 8
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 8
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 8
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 8
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 8
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 8
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 8
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 8
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 8
Jane Street Group, Llc 8
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 8
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 8
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 8
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 8
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 7
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 7
Jpmorgan Chase & Co 7
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 7
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 7
IFP Advisors, Inc 7
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 7
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 7
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 7
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 7
VCCBX - VALIC Co II - Core Bond Fund 7
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 7
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 7
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 7
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 7
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 7
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 7
Vanguard Whitehall Funds 7
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 7
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 7
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 7
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 7
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 7
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 7
VCCCX - VALIC Co I - Capital Conservation Fund 7
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 7
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 7
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 7
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 7
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 7
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 7
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 7
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 7
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 7
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 7
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 7
Pnc Financial Services Group, Inc. 7
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 7
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 7
American International Group, Inc. 7
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 7
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 7
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 7
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 7
Goldman Sachs Group Inc 7
Bank Of America Corp /de/ 7
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 7
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 7
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 7
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 7
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 7
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 7
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 7
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 7
Tiaa-cref Funds 7
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 7
College Retirement Equities Fund 7
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 7
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 7
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 7
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 7
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 7
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 7
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 7
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 7
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 7
Barclays Plc 6
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 6
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 6
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 6
Advisor Group Holdings, Inc. 6
Hartford Mutual Funds Inc/ct 6
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 6
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 6
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 6
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 6
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 6
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 6
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 6
Renaissance Technologies Llc 6
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 6
JNL SERIES TRUST - JNL Bond Index Fund (I) 6
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 6
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 6
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 6
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 6
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 6
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 6
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 6
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 6
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 6
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 6
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 6
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 6
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 6
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 6
eCIO, Inc. 6
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 6
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 6
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 6
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 6
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 6
Huntington National Bank 6
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 6
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 6
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 6
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 6
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 6
Envestnet Asset Management Inc 6
Global X Funds 6
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 6
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 6
Aqr Capital Management Llc 6
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 6
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 6
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 6
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 6
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 6
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 6
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 6
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 6
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 6
QCVAX - Clearwater Investment Trust - Clearwater International Fund 6
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 6
GGBFX - GuideStone Funds - Global Bond Fund Investor 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 6
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 6
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 6
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 6
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 6
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 6
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 6
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 6
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 6
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 6
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 6
Virtu Financial LLC 6
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 6
Nomura Holdings Inc 6
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 6
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 6
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 6
Manager Directed Portfolios - Pemberwick Fund Shares 6
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 6
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 5
Jpmorgan Trust Iii 5
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 5
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 5
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 5
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 5
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 5
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 5
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 5
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 5
Millennium Management Llc 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 5
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 5
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 5
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 5
Pimco Dynamic Income Fund 5
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 5
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 5
Hrt Financial Lp 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 5
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 5
Old Mission Capital Llc 5
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 5
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 5
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 5
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 5
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 5
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 5
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 5
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 5
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 5
Mfs Charter Income Trust 5
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 5
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 5
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 5
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 5
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 5
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 5
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 5
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 5
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 5
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 5
Credit Suisse Ag/ 5
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 5
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 5
Principal Funds Inc 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 5
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 5
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 5
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 5
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 5
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 5
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 5
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 5
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 5
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 5
Ladenburg Thalmann Financial Services Inc 5
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 5
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 5
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 5
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 5
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 5
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 5
INDF - EXCHANGE TRADED CONCEPTS TRUST - Nifty India Financials ETF 5
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 5
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 5
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 5
Invesco Bond Fund 5
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 5
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 5
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 5
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 5
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 5
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 5
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 5
MetLife Securities, Inc 5
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 5
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 5
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 5
Northern Trust Corp 5
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 5
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 5
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 5
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 5
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 5
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 5
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 5
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 5
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 5
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 5
State Street Corp 5
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 5
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 5
Bnp Paribas Arbitrage, Sa 5
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 5
Pimco Corporate & Income Opportunity Fund 5
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 5
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 5
Bank of New York Mellon Corp 5
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 5
Global Macro Portfolio - Global Macro Portfolio 5
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 5
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 5
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 5
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 5
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 5
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 5
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 5
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 5
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 5
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 5
PENN SERIES FUNDS INC - Developed International Index Fund 5
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 5
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 5
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 5
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 5
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 5
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 5
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 5
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 5
Pimco Corporate & Income Strategy Fund 5
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 5
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 5
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 5
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 5
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 5
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 5
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 5
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 5
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 5
John Hancock Hedged Equity & Income Fund 5
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 5
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 5
Geode Capital Management, Llc 5
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 5
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 4
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 4
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 4
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 4
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 4
Ameriprise Financial Inc 4
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 4
National Asset Management, Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 4
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 4
Oppenheimer Variable Account Funds 4
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 4
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 4
Northwestern Mutual Wealth Management Co 4
WFG Advisors, LP 4
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 4
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 4
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 4
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 4
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 4
Ground Swell Capital, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 4
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 4
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 4
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 4
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 4
Bank Of Montreal /can/ 4
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 4
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 4
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 4
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 4
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 4
Parametric Portfolio Associates Llc 4
MUFG Americas Holdings Corp 4
State Farm Mutual Fund Trust 4
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 4
State Farm Variable Product Trust 4
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 4
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 4
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 4
John Hancock Collateral Trust - John Hancock Collateral Trust 4
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 4
KIFAX - Forward Funds - Salient Select Income Fund Class A 4
Eaton Vance Management 4
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 4
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 4
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 4
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 4
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 4
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 4
Ancora Advisors, LLC 4
Putnam Investments Llc 4
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 4
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 4
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 4
PENN SERIES FUNDS INC - International Equity Fund 4
Comerica Bank 4
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 4
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 4
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 4
Dfa Investment Trust Co - The Emerging Markets Series 4
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 4
HighTower Advisors, LLC 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 4
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 4
LPL Financial LLC 4
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 4
Two Sigma Securities, Llc 4
Two Sigma Advisers, Lp 4
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 4
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 4
Dimensional Fund Advisors Lp 4
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 4
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 4
Emerging Markets Local Income Portfolio - Emerging Markets Local Income Portfolio 4
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 4
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 4
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 4
Advent Claymore Convertible Securities & Income Fund 4
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 4
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 4
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 4
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 4
Alliancebernstein L.p. 4
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 4
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 4
Mfs Multimarket Income Trust 4
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 4
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 4
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 4
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 4
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 4
Aberdeen Global Income Fund Inc 4
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 4
Acadian Asset Management Llc 4
Two Sigma Investments, Lp 4
Hsbc Holdings Plc 4
Us Bancorp \de\ 4
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 4
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 4
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 4
Cutler Group LP 4
Creative Planning 4
Oppenheimer International Bond Fund 4
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 4
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 4
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 4
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 4
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 4
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 4
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 4
Oppenheimer Global Strategic Income Fund 4
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 4
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 4
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 4
Kassirer Asset Management Corp 4
Advisor Group, Inc. 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 4
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 4
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
GIMFX - GMO TRUST - GMO Implementation Fund 4
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 4
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 4
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 4
BKF - iShares, Inc. - iShares MSCI BRIC ETF 4
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 4
INDA - iSHARES TRUST - iShares MSCI India ETF 4
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 4
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 4
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 4
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 4
Vanguard World Fund 4
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 4
BlackRock Credit Strategies Fund 4
Old Mission Capital, Llc 4
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 4
Parallel Advisors, LLC 4
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 4
Fifth Third Bancorp 4
Cambridge Investment Research Advisors, Inc. 4
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 4
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 4
Rhumbline Advisers 4
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 4
Vantagepoint Funds 4
Campbell Multi-strategy Trust 4
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 4
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 4
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 4
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 4
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 4
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 4
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 4
D.a. Davidson & Co. 4
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 4
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 4
Captrust Financial Advisors 4
Nuveen Multi-Asset Income Fund 4
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 4
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 4
BFIX - Build Funds Trust - Build Bond Innovation ETF 4
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
Sei Investments Co 4
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 4
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 4
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 4
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 4
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 4
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 4
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 4
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 4
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 4
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 4
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 4
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 4
Blackrock Corporate High Yield Fund, Inc. 4
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 4
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 4
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 4
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 4
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 4
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 4
Manufacturers Life Insurance Company, The 4
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 4
BlackRock, Inc. 4
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 4
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 4
Fmr Llc 4
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 4
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 4
BlackRock Investment Management, LLC 4
Managed Account Advisors Llc 4
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 4
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 4
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 4
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 4
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 3
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 3
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 3
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 3
Harbour Investments, Inc. 3
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 3
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 3
Money Concepts Capital Corp 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
Geneos Wealth Management Inc. 3
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
PIMCO Dynamic Income Opportunities Fund 3
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 3
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 3
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 3
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 3
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 3
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 3
Hartland & Co., LLC 3
Blackrock Credit Allocation Income Trust 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
Paradigm Asset Management Co Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 3
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 3
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 3
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 3
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 3
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 3
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 3
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 3
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 3
BlackRock Advisors LLC 3
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 3
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 3
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 3
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 3
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 3
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 3
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 3
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 3
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 3
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
California State Teachers Retirement System 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 3
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 3
Compagnie Lombard Odier SCmA 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 3
BlackRock Multi-Sector Opportunities Trust II 3
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 3
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 3
We Are One Seven, LLC 3
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 3
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 3
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
Cnh Partners Llc 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 3
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 3
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 3
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 3
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 3
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 3
Pacer Advisors, Inc. 3
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 3
Stifel Financial Corp 3
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 3
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 3
Eaton Vance Ltd Duration Income Fund 3
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 3
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 3
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 3
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 3
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 3
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 3
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 3
Jane Street Holding, LLC 3
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 3
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 3
Charles Schwab Investment Management Inc 3
Blackrock Multi-sector Opportunities Trust 3
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 3
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 3
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 3
TGIAX - TIMOTHY PLAN - Timothy Plan Growth & Income Fund Class A 3
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 3
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 3
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 3
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
BlackRock Fund Advisors 3
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 3
GEMD - Goldman Sachs ETF Trust - Goldman Sachs Access Emerging Markets USD Bond ETF 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 3
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 3
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 3
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 3
Waddell & Reed Advisors Funds 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 3
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 3
DAACX - Adviser Managed Trust - Diversified Equity Fund 3
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 3
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 3
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 3
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
Plante Moran Financial Advisors, LLC 3
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 3
Advanced Series Trust - Ast International Growth Portfolio 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
Davidson Kempner Capital Management Lp 3
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 3
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 3
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 3
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 3
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 3
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 3
Vectors Research Management, LLC 3
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 3
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 3
MBEQX - M FUND INC - M International Equity Fund 3
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 3
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 3
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 3
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 3
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 3
Usaa Etf Trust 3
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 3
MBOVX - M FUND INC - M Large Cap Value Fund 3
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 3
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 3
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 3
Simplex Trading, Llc 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
BRASX - Blackrock Allocation Target Shares - Bats Series S 3
Bridgeway Capital Management Inc 3
Paloma Partners Management Co 3
Janney Montgomery Scott LLC 3
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 3
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 3
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 3
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 3
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 3
Evolution Wealth Advisors, LLC 3
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 3
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 3
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 3
Eqis Capital Management, Inc. 3
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 3
California Public Employees Retirement System 3
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 3
Wealthspire Advisors, L.P. 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 3
VCIEX - VALIC Co I - International Equities Index Fund 3
First American Bank 3
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 3
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 3
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 3
TFIAX - TIMOTHY PLAN - Timothy Fixed Income Fund Class A 3
Stratos Wealth Partners, LTD. 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 3
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 3
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 3
VGLSX - VALIC Co I - Global Strategy Fund 3
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 3
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 3
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 3
Nuveen Real Asset Income & Growth Fund 3
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 3
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 3
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 3
Brinker Capital Investments, LLC 3
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 3
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 3
Russell Frank Co/ 3
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
Css Llc/il 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 3
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 3
D. E. Shaw & Co., Inc. 3
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 3
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 3
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 3
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 3
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 3
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 3
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 3
Wolverine Trading, Llc 3
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 3
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 3
O'shaughnessy Asset Management, Llc 3
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 3
Resources Investment Advisors, LLC. 3
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3
Heck Capital Advisors, LLC 3
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 3
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 3
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 3
Wellington Management Group Llp 3
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 3
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 3
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 3
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 3
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 3
Greater India Portfolio - Greater India Portfolio 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 3
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 3
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 3
New York State Common Retirement Fund 3
Wolverine Asset Management Llc 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 3
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 3
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 3
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 3
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 3
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 3
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
Federation des caisses Desjardins du Quebec 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 3
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 3
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 3
JNBA Financial Advisors 3
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 3
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 3
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
Financial Partners Capital Management Llc 3
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 3
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 3
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 3
Symphony Asset Management Llc 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
CIBC Private Wealth Group, LLC 3
Advisory Services Network, LLC 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 3
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 3
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
Cwm, Llc 3
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 3
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 3
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 3
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 3
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 3
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 3
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 3
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 3
Carroll Financial Associates, Inc. 3
Ab Pooling Portfolios 3
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 3
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 3
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
Seacrest Wealth Management, Llc 3
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 3
Capital Analysts, Inc. 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
Farmers & Merchants Investments Inc 3
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 3
Gupta Wealth Management LLC 3
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 3
Winton Diversified Opportunities Fund 3
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 3
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 3
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 3
Walleye Trading LLC 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
OHIO NATIONAL FUND INC - ON International Equity Portfolio 3
BlackRock Institutional Trust Company, N.A. 3
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 3
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 3
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 3
SG Americas Securities, LLC 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 3
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 3
Ionic Capital Management LLC 3
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 3
Reilly Financial Advisors, Llc 3
Bokf, Na 3
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 3
Vanguard Group Inc 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 3
Cubist Systematic Strategies, LLC 3
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 3
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 3
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 3
Ubs Asset Management Americas Inc 3
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 3
Pimco Income Opportunity Fund 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
Signaturefd, Llc 3
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 3
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 3
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 3
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
Dfa Investment Trust Co - The Dfa International Value Series 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
Thrivent Financial For Lutherans 3
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 3
Allworth Financial LP 3
Parametric Market Neutral Portfolio 3
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 3
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 3
IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A 3
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 3
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 3
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 3
Invesco Ltd. 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 3
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 3
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
EWJ - iShares, Inc. - iShares MSCI Japan ETF 3
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 3
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 3
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 3
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 3
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 3
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 3
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 3
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 3
URTH - iShares, Inc. - iShares MSCI World ETF 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 3
Hudson Bay Capital Management LP 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 3
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
TRANSAMERICA FUNDS - Transamerica Core Bond I2 3
Russell Investments Group, Ltd. 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
NEXT Financial Group, Inc 3
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3