Mortgage Bankers And Brokers - 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
UBS Group AG 32
Millennium Management Llc 29
Proequities, Inc. 29
Morgan Stanley 27
Goldman Sachs Group Inc 26
Jpmorgan Chase & Co 25
Deutsche Bank Ag\ 24
Bank Of America Corp /de/ 24
Tower Research Capital LLC (TRC) 24
Citigroup Inc 23
Wells Fargo & Company/mn 23
Susquehanna International Group, Llp 23
Barclays Plc 23
Wolverine Asset Management Llc 22
BlackRock, Inc. 22
Jane Street Group, Llc 22
Citadel Advisors Llc 22
Royal Bank Of Canada 22
D. E. Shaw & Co., Inc. 21
Virtu Financial LLC 20
Fmr Llc 19
Bnp Paribas Arbitrage, Sa 19
Bank Of Montreal /can/ 18
Geode Capital Management, Llc 18
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 18
Credit Suisse Ag/ 18
State Street Corp 18
Invesco Ltd. 18
Northern Trust Corp 18
Vanguard Group Inc 17
Bank of New York Mellon Corp 17
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 16
Ameriprise Financial Inc 16
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 16
Renaissance Technologies Llc 16
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 16
Cnh Partners Llc 16
Boothbay Fund Management, Llc 15
Federated Hermes, Inc. 15
Marshall Wace, Llp 15
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 15
SG Americas Securities, LLC 15
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 15
Cubist Systematic Strategies, LLC 15
New York State Common Retirement Fund 15
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 15
Walleye Trading LLC 15
Nomura Holdings Inc 15
Two Sigma Investments, Lp 15
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 15
Verition Fund Management LLC 15
Parametric Portfolio Associates Llc 15
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 15
Manufacturers Life Insurance Company, The 15
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 14
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 14
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 14
Us Bancorp \de\ 14
Hrt Financial Lp 14
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 14
IFP Advisors, Inc 14
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 14
American International Group, Inc. 14
Dimensional Fund Advisors Lp 14
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 14
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 14
Alpine Global Management, LLC 14
Stifel Financial Corp 14
Sei Investments Co 14
Prudential Short Duration High Yield Fund, Inc. 14
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 14
Advisor Group Holdings, Inc. 14
Dupont Capital Management Corp 14
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 14
Rhumbline Advisers 14
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 14
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 14
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 14
Balyasny Asset Management Llc 14
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 14
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 14
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 14
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 14
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 14
Walleye Capital LLC 14
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 14
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 14
California State Teachers Retirement System 13
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 13
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 13
Allianz Asset Management GmbH 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 13
Pacer Advisors, Inc. 13
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 13
Russell Investments Group, Ltd. 13
Pnc Financial Services Group, Inc. 13
LMR Partners LLP 13
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 13
First Trust Advisors Lp 13
Bridgeway Capital Management Inc 13
College Retirement Equities Fund 13
Raymond James & Associates 13
Magnetar Financial LLC 13
Paloma Partners Management Co 13
Weiss Asset Management LP 13
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 13
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 13
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 13
Charles Schwab Investment Management Inc 13
Legal & General Group Plc 13
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 13
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 13
Ubs Oconnor Llc 12
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 12
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 12
Creative Planning 12
Northwestern Mutual Wealth Management Co 12
Wolverine Trading, Llc 12
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 12
NOSGX - Northern Funds - Northern Small Cap Value Fund 12
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 12
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 12
Panagora Asset Management Inc 12
Gsa Capital Partners Llp 12
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 12
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 12
BlackRock ETF Trust II - BlackRock Flexible Income ETF 12
Cambridge Investment Research Advisors, Inc. 12
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 12
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 12
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 12
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 12
Jefferies Group LLC 12
Simplex Trading, Llc 12
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 12
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 12
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 12
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 12
Macquarie Group Ltd 12
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 12
Dreyfus High Yield Strategies Fund 12
Group One Trading, L.p. 12
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 12
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 12
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 12
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 12
Alliancebernstein L.p. 12
Squarepoint Ops LLC 12
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 12
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 12
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 12
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 12
LPL Financial LLC 12
Aqr Capital Management Llc 11
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 11
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 11
Landscape Capital Management, L.l.c. 11
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 11
Tiaa-cref Funds 11
AHIVX - American Century Investment Trust - High Income Fund Investor Class 11
Prelude Capital Management, Llc 11
Ubs Asset Management Americas Inc 11
Blackrock Ltd Duration Income Trust 11
Putnam Premier Income Trust 11
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 11
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 11
Comerica Bank 11
Blackrock Debt Strategies Fund, Inc. 11
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 11
Whitebox Advisors Llc 11
Oaktree Capital Management Lp 11
Price T Rowe Associates Inc /md/ 11
Putnam Master Intermediate Income Trust 11
Six Circles Trust - Six Circles Credit Opportunities Fund 11
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 11
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 11
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 11
Quantbot Technologies LP 11
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 11
Blackrock Core Bond Trust 11
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 11
Blackrock Multi-sector Income Trust 11
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 11
Lazard Asset Management Llc 11
Advanced Series Trust - Ast High Yield Portfolio 11
Healthcare Of Ontario Pension Plan Trust Fund 11
Ancora Advisors, LLC 11
Blackrock Corporate High Yield Fund, Inc. 11
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 11
Cutler Group LP 11
Blackrock Credit Allocation Income Trust 11
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 11
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 11
Raymond James Financial Services Advisors, Inc. 11
Nuveen Asset Management, LLC 11
State Board Of Administration Of Florida Retirement System 11
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 11
Davidson Kempner Capital Management Lp 11
Wellington Management Group Llp 11
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 11
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 11
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 11
Parallax Volatility Advisers, L.P. 11
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 11
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 11
Raymond James Financial Inc 11
American Century Companies Inc 10
Putnam Investments Llc 10
Advisory Services Network, LLC 10
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 10
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 10
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 10
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 10
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 10
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 10
Envestnet Asset Management Inc 10
Sterling Capital Management LLC 10
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 10
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 10
Steward Partners Investment Advisory, Llc 10
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 10
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 10
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 10
Capstone Investment Advisors, Llc 10
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 10
FNY Investment Advisers, LLC 10
Point72 Hong Kong Ltd 10
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 10
Hbk Investments L P 10
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 10
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 10
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 10
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 10
HighTower Advisors, LLC 10
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 10
Cwm, Llc 10
Blackstone / Gso Long-short Credit Income Fund 10
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 10
Ergoteles LLC 10
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 10
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 10
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 10
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 10
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 10
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 10
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 10
Toronto Dominion Bank 10
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 10
Metropolitan Life Insurance Co/ny 10
Two Sigma Securities, Llc 10
Principal Funds Inc 10
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 10
HAP Trading, LLC 10
Alberta Investment Management Corp 10
Picton Mahoney Asset Management 10
Captrust Financial Advisors 10
Blackstone / Gso Strategic Credit Fund 10
Zurcher Kantonalbank (Zurich Cantonalbank) 10
Glazer Capital, Llc 10
Cowen And Company, Llc 10
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 10
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 10
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 10
Schonfeld Strategic Advisors LLC 10
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 10
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 10
Man Group plc 10
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 10
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 10
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 10
Teacher Retirement System Of Texas 10
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 10
Centiva Capital, LP 10
Point72 Asset Management, L.P. 10
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 10
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 10
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 10
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 10
Voya Investment Management Llc 10
Allspring Global Investments Holdings, LLC 10
Prudential Global Short Duration High Yield Fund, Inc. 10
Aristeia Capital Llc 10
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 10
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 10
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 10
Advisor Group, Inc. 9
Alliancebernstein Global High Income Fund Inc 9
Strs Ohio 9
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 9
Vantagepoint Funds 9
BlackRock Fund Advisors 9
Ladenburg Thalmann Financial Services Inc 9
MetLife Investment Management, LLC 9
Amalgamated Bank 9
Truist Financial Corp 9
Teachers Advisors, Llc 9
BlackRock Credit Strategies Fund 9
Quadrant Capital Group Llc 9
K2 Principal Fund, L.p. 9
Tiaa Cref Investment Management Llc 9
Alyeska Investment Group, L.P. 9
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 9
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 9
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 9
Highbridge Capital Management Llc 9
Qube Research & Technologies Ltd 9
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 9
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 9
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 9
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 9
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 9
BlackRock Investment Management, LLC 9
Pioneer High Income Trust 9
California Public Employees Retirement System 9
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 9
Principal Financial Group Inc 9
Swiss National Bank 9
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 9
Ameritas Investment Partners, Inc. 9
Trexquant Investment LP 9
ExodusPoint Capital Management, LP 9
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 9
BlueCrest Capital Management Ltd 9
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 9
Driehaus Capital Management Llc 9
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 9
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 9
Fifth Third Bancorp 9
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 9
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 9
Meeder Asset Management Inc 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 9
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 9
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 9
Calamos Advisors LLC 9
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 9
PEAK6 Investments, L.P. 9
First Horizon Advisors, Inc. 9
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 9
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 9
683 Capital Management, LLC 9
Engineers Gate Manager LP 9
Hartford Mutual Funds Inc/ct 9
Farther Finance Advisors, LLC 9
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 9
Public Employees Retirement System Of Ohio 9
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 9
PDT Partners, LLC 9
Janus Henderson Group Plc 9
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 9
Nisa Investment Advisors, Llc 9
BlackRock Capital Allocation Trust 9
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 9
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 9
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 9
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 9
OMERS ADMINISTRATION Corp 9
BlackRock Advisors LLC 9
MASTER BOND LLC - Master Total Return Portfolio 9
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 9
Hartland & Co., LLC 9
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 8
Pioneer Diversified High Income Trust 8
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 8
TCI Wealth Advisors, Inc. 8
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 8
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 8
Ubs Ag 8
Calamos Global Dynamic Income Fund 8
Caas Capital Management Lp 8
Clough Global Dividend & Income Fund 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 8
Mangrove Partners 8
Calamos Global Total Return Fund 8
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 8
Connor, Clark & Lunn Investment Management Ltd. 8
Clough Global Opportunities Fund 8
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 8
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 8
BlackRock Institutional Trust Company, N.A. 8
NEXT Financial Group, Inc 8
EJF Capital LLC 8
Fortitude Family Office, LLC 8
Allworth Financial LP 8
Hsbc Holdings Plc 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 8
Nationwide Fund Advisors 8
Bessemer Group Inc 8
Quadrature Capital Ltd 8
Oxford Asset Management Llp 8
Guggenheim Active Allocation Fund 8
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 8
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 8
Blackstone / Gso Senior Floating Rate Term Fund 8
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 8
TENOR CAPITAL MANAGEMENT Co., L.P. 8
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 8
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 8
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 8
Norges Bank 8
Vident Investment Advisory, LLC 8
Ellington Management Group Llc 8
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 8
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 8
BlackRock ESG Capital Allocation Trust 8
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 8
Huntington National Bank 8
Polar Asset Management Partners Inc. 8
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 8
BlackRock Group LTD 8
Hudson Bay Capital Management LP 8
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 8
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 8
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 8
Janney Montgomery Scott LLC 8
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 8
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 8
Victory Capital Management Inc 8
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 8
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 8
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 8
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 8
Kcg Holdings, Inc. 8
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 8
Principal Securities, Inc. 8
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 8
VHYLX - VALIC Co I - High Yield Bond Fund 8
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 8
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 8
IWC - iSHARES TRUST - iShares Micro-Cap ETF 8
Saba Capital Management, L.P. 8
Vanguard Index Funds 8
Mariner, LLC 8
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 8
Palisade Capital Management Llc/nj 8
Bayesian Capital Management, LP 8
Shaolin Capital Management LLC 8
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 8
Oppenheimer & Co Inc 8
Element Capital Management Llc 8
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 8
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 8
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 8
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 8
EverSource Wealth Advisors, LLC 8
Sculptor Capital LP 8
Arrowstreet Capital, Limited Partnership 8
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 8
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 8
New America High Income Fund Inc 8
Advisors Asset Management, Inc. 8
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 8
Assetmark, Inc 8
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 8
Two Sigma Advisers, Lp 8
Jump Financial, LLC 8
Pine River Capital Management L.P. 8
Prudential Financial Inc 8
Tudor Investment Corp Et Al 8
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 8
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 8
Los Angeles Capital Management Llc 8
Gotham Asset Management, LLC 8
Periscope Capital Inc. 8
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 8
Penserra Capital Management LLC 8
Virginia Retirement Systems Et Al 8
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 8
Hennessy Advisors Inc 8
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 7
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 7
Jacobs Levy Equity Management, Inc 7
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 7
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 7
Rehmann Capital Advisory Group 7
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 7
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 7
IWM - iSHARES TRUST - iShares Russell 2000 ETF 7
IWV - iSHARES TRUST - iShares Russell 3000 ETF 7
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 7
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 7
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 7
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 7
Boston Partners 7
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 7
MERVX - MERGER FUND VL - The Merger Fund VL 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 7
XTX Topco Ltd 7
State Farm Variable Product Trust 7
Clear Street Markets Llc 7
Belpointe Asset Management LLC 7
Russell Frank Co/ 7
Visium Asset Management, LP 7
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 7
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 7
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 7
State Farm Mutual Fund Trust 7
Parkside Financial Bank & Trust 7
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 7
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 7
Advanced Series Trust - Ast Advanced Strategies Portfolio 7
Tfs Capital Llc 7
Lindbrook Capital, Llc 7
PGIM Short Duration High Yield Opportunities Fund 7
State of Wyoming 7
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 7
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 7
Aberdeen Asia-pacific Income Fund Inc 7
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 7
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 7
Vanguard World Fund 7
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 7
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 7
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 7
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 7
Global X Funds 7
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 7
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 7
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 7
Spark Investment Management LLC 7
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 7
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 7
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 7
RBF Capital, LLC 7
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 7
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 7
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 7
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 7
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 7
Ellevest, Inc. 7
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 7
Clear Street Llc 7
Guggenheim Capital Llc 7
Westchester Capital Management, LLC 7
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 7
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 7
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 7
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 7
Acrospire Investment Management LLC 7
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 7
MAI Capital Management 7
Parallel Advisors, LLC 7
NSIDX - Northern Funds - Northern Small Cap Index Fund 7
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 7
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 7
Police & Firemen's Retirement System of New Jersey 7
Signaturefd, Llc 7
Rockefeller Capital Management L.P. 7
Voya Prime Rate Trust 7
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 7
Sowell Financial Services LLC 7
ProShare Advisors LLC 7
Amalgamated Financial Corp. 7
Public Employees Retirement Association Of Colorado 7
Graham Capital Management, L.P. 7
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 7
Brookfield Asset Management Inc. 7
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 7
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 7
Loomis Sayles & Co L P 7
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 7
Commonwealth Equity Services, Llc 7
Laurion Capital Management LP 7
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 7
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 7
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 7
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 7
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 7
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 7
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 7
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 7
SBI Securities Co., Ltd. 7
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 7
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 7
PEAK6 Investments LLC 7
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 7
Capital Fund Management S.a. 7
John Hancock Income Securities Trust 7
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 7
Credit Agricole S A 7
Marshall Wace North America L.P. 7
Global Retirement Partners, LLC 7
Federation des caisses Desjardins du Quebec 7
Larson Financial Group LLC 7
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 7
Blackstone / Gso Floating Rate Enhanced Income Fund 7
Acadian Asset Management Llc 7
Fir Tree Capital Management Lp 7
Caption Management, LLC 7
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 7
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 7
Global X Management CO LLC 7
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 7
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 7
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 7
NumerixS Investment Technologies Inc 7
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 7
Great West Life Assurance Co /can/ 7
O'shaughnessy Asset Management, Llc 7
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 7
CIBC Private Wealth Group, LLC 7
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 7
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 7
GWM Advisors LLC 7
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 7
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 7
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 7
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 7
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 7
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 7
Clough Capital Partners L P 7
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 7
SG3 Management, LLC 7
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 7
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 7
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 7
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 7
National Asset Management, Inc. 7
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 7
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 7
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 7
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 7
State Of Wisconsin Investment Board 7
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 7
Quantitative Systematic Strategies LLC 7
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 6
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 6
Ionic Capital Management LLC 6
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 6
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 6
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 6
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 6
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 6
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 6
Miller Value Partners, Llc 6
Catalyst Funds Management Pty Ltd 6
Jane Street Holding, LLC 6
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 6
Spot Trading L.L.C 6
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 6
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 6
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 6
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 6
Symphony Asset Management Llc 6
Shell Asset Management Co 6
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 6
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 6
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 6
Maven Securities LTD 6
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 6
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 6
Dynamic Technology Lab Private Ltd 6
D.a. Davidson & Co. 6
Kepos Capital LP 6
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 6
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 6
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 6
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 6
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 6
Allianzgi Convertible & Income Fund Ii 6
Td Asset Management Inc 6
Basswood Capital Management, L.l.c. 6
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 6
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 6
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 6
Owl Creek Asset Management, L.P. 6
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 6
Allianzgi Convertible & Income Fund 6
Pnc Funds 6
VDAFX - VALIC Co I - Dynamic Allocation Fund 6
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 6
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 6
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 6
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 6
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 6
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 6
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 6
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 6
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 6
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 6
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 6
Stratos Wealth Partners, LTD. 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 6
Y-Intercept (Hong Kong) Ltd 6
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 6
Managed Account Advisors Llc 6
Css Llc/il 6
Ieq Capital, Llc 6
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 6
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 6
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 6
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 6
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 6
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 6
Mfs Intermediate High Income Fund 6
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 6
Guggenheim Strategic Opportunities Fund 6
Neuberger Berman High Yield Strategies Fund Inc. 6
Apollo Management Holdings, L.P. 6
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 6
Martingale Asset Management L P 6
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 6
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 6
Tfs Capital Investment Trust 6
American Portfolios Advisors 6
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 6
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 6
Dark Forest Capital Management Lp 6
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 6
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 6
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 6
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 6
PENN SERIES FUNDS INC - Small Cap Index Fund 6
Mfs Charter Income Trust 6
Cetera Investment Advisers 6
BNP Paribas Asset Management Holding S.A. 6
Linden Advisors Lp 6
John Hancock Hedged Equity & Income Fund 6
MetLife Securities, Inc 6
Counterpoint Mutual Funds LLC 6
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 6
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 6
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 6
Lord, Abbett & Co. Llc 6
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 6
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 6
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 6
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6
DekaBank Deutsche Girozentrale 6
Beach Point Capital Management LP 6
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 6
Glenmede Trust Co Na 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 6
Mfs Special Value Trust 6
National Bank Of Canada /fi/ 6
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 6
Winton Capital Group Ltd 6
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 6
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 6
Howe & Rusling Inc 6
QS Investors, LLC 6
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 6
Schroder Investment Management Group 6
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 6
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 6
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 6
Mackenzie Financial Corp 6
Glassman Wealth Services 6
Mackay Shields Llc 6
Moore Capital Management, Lp 6
A.R.T. Advisors, LLC 6
Mfs Multimarket Income Trust 6
Sawtooth Solutions, LLC 6
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 6
Oppenheimer Etf Trust 6
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 6
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 6
Yakira Capital Management, Inc. 6
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6
Weiss Multi-Strategy Advisers LLC 6
Analytic Investors, LLC 6
J. Goldman & Co LP 6
Private Trust Co Na 6
Profunds - Profund Vp Small-cap 6
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 6
Profunds - Profund Vp Ultrasmall-cap 6
Cetera Advisor Networks LLC 6
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 6
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 6
Cvi Holdings, Llc 6
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 6
Susquehanna Fundamental Investments, Llc 6
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 6
VCSLX - VALIC Co I - Small Cap Index Fund 6
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 6
Jacobs Asset Management, Llc 6
Versant Capital Management, Inc 6
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 6
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 6
Private Capital Group, LLC 6
AdvisorNet Financial, Inc 6
Carroll Financial Associates, Inc. 6
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 6
Cornerstone Capital Management Holdings Llc. 6
Menta Capital Llc 6
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 6
Telemus Capital, Llc 6
Canada Pension Plan Investment Board 6
Tortoise Investment Management, LLC 6
Berman Capital Advisors, LLC 6
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 6
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 6
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 6
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 6
Clough Global Equity Fund 6
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 6
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 6
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 6
Vanguard Whitehall Funds 6
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 6
Vestcor Inc 6
Prospera Financial Services Inc 6
Cipher Capital LP 6
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 6
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 6
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 6
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 6
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 6
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 6
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 6
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 6
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 6
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 6
Covestor Ltd 6
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 6
BlackRock Japan Co. Ltd 6
Osterweis Capital Management Inc 6
Massmutual Trust Co Fsb/adv 6
Nuveen, LLC 6
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 6
CoreCap Advisors, LLC 6
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 6
Wealthspire Advisors, L.P. 6
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 6
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 6
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 6
Caitong International Asset Management Co., Ltd 6
Peak6 Llc 6
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 6
GAMMA Investing LLC 5
JustInvest LLC 5
Wasatch Advisors Inc 5
CIBC World Markets Inc. 5
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 5
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 5
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 5
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 5
Caxton Associates Lp 5
Credit Suisse Asset Management Income Fund Inc 5
Profunds - Profund Vp Oil & Gas 5
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 5
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 5
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 5
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 5
EAM Investors, LLC 5
Elequin Capital Lp 5
Allianzgi Diversified Income & Convertible Fund 5
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 5
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 5
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 5
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 5
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 5
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 5
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 5
Samlyn Capital, Llc 5
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 5
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 5
PENN SERIES FUNDS INC - International Equity Fund 5
Hexagon Capital Partners LLC 5
Kestra Advisory Services, LLC 5
Ameritas Advisory Services, LLC 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 5
Capital Performance Advisors Llp 5
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 5
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 5
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
Marathon Trading Investment Management LLC 5
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 5
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 5
Mizuho Securities Usa Llc 5
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 5
Cooperman Leon G 5
Wipfli Financial Advisors Llc, 5
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 5
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 5
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 5
Bridgefront Capital, LLC 5
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 5
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 5
Agf Investments Inc. 5
Occudo Quantitative Strategies Lp 5
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 5
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 5
Coppell Advisory Solutions LLC 5
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I 5
Radcliffe Capital Management, L.P. 5
Natixis 5
Spire Wealth Management 5
Harbour Investments, Inc. 5
Seven Eight Capital, Lp 5
Money Concepts Capital Corp 5
Geneos Wealth Management Inc. 5
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 5
Dms Funds 5
Amundi 5
RidgeWorth Capital Management LLC 5
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 5
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 5
Invictus RG Pte. Ltd. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 5
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 5
IMC-Chicago, LLC 5
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 5
Mercer Global Advisors Inc /adv 5
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 5
Gabelli Funds Llc 5
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 5
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 5
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 5
Harvest Capital Strategies LLC 5
Focused Wealth Management, Inc 5
Toroso Investments, LLC 5
Ascend Capital, Llc 5
ETRADE Capital Management LLC 5
Berkley W R Corp 5
Brandywine Global Investment Management, LLC 5
Quantinno Capital Management LP 5
Blueshift Asset Management, LLC 5
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 5
Wiley Bros.-aintree Capital, Llc 5
Prescott Group Capital Management, L.l.c. 5
MUFG Americas Holdings Corp 5
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5
Jones Financial Companies Lllp 5
Arizona State Retirement System 5
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 5
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 5
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 5
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 5
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 5
Old Mission Capital Llc 5
Taconic Capital Advisors LP 5
Bluefin Trading, LLC 5
Private Advisor Group, LLC 5
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 5
Zacks Investment Management 5
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 5
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 5
CQS Cayman LP 5
Weiss Strategic Interval Fund 5
Point72 Asia (Singapore) Pte. Ltd. 5
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 5
Wunderlich Securities, Inc. 5
CENTRAL TRUST Co 5
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 5
Thrivent Financial For Lutherans 5
Stevens Capital Management Lp 5
Employees Retirement System of Texas 5
Sunbelt Securities, Inc. 5
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 5
Benjamin F. Edwards & Company, Inc. 5
Summit Trail Advisors, Llc 5
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 5
Fox Run Management, L.l.c. 5
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 5
Alps Advisors Inc 5
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 5
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 5
Deer Park Road Corp 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 5
Delta Asset Management Llc/tn 5
Karpus Management, Inc. 5
Luxor Capital Group, LP 5
APG Asset Management N.V. 5
Handelsbanken Fonder AB 5
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 5
Wealth Enhancement Advisory Services, Llc 5
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 5
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 5
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 5
First Manhattan Co 5
Asset Management One Co., Ltd. 5
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 5
Axa S.a. 5
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 5
Optimum Investment Advisors 5
Eaton Vance Management 5
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 5
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 5
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 5
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 5
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 5
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 5
Nine Chapters Capital Management LLC 5
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 5
Voloridge Investment Management, Llc 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 5
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 5
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 5
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 5
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 5
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 5
Equitec Proprietary Markets, Llc 5
Farmers & Merchants Investments Inc 5
Capital Advisors, Ltd. LLC 5
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 5
Sanctuary Advisors, LLC 5
Eaton Vance Ltd Duration Income Fund 5
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 5
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 5
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 5
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 5
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 5
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 5
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 5
Corebridge Financial, Inc. 5
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 5
Point72 (DIFC) Ltd 5
Globeflex Capital L P 5
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 5
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 5
Great Lakes Advisors, Llc 5
Monarch Partners Asset Management LLC 5
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 5
SLPIX - Profunds - Small-cap Profund Investor Class 5
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 5
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 5
Calamos Dynamic Convertible & Income Fund 5
Calamos Convertible & High Income Fund 5
Calamos Strategic Total Return Fund 5
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 5
Thompson Siegel & Walmsley Llc 5
Calamos Convertible Opportunities & Income Fund 5
Brigade Capital Management, Lp 5
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 5
Nomura Asset Management Co Ltd 5
Arrowgrass Capital Partners (us) Lp 5
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 5
Credit Suisse High Yield Bond Fund 5
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 5
Quest Partners LLC 5
SRS Capital Advisors, Inc. 5
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5
FNY Managed Accounts LLC 5
First Mercantile Trust Co 5
Aperio Group, LLC 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 5
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 5
Mirae Asset Global Investments Co., Ltd. 5
TD Waterhouse Canada Inc. 5
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 5
Grantham, Mayo, Van Otterloo & Co. LLC 5
Mather Group, Llc. 5
Piedmont Investment Advisors Llc 5
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 5
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 5
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 5
Jupiter Asset Management Ltd 5
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 5
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 5
ClariVest Asset Management LLC 5
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 5
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 5
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 5
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 5
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 5
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 5
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 5
Systematic Financial Management Lp 5
Coldstream Capital Management Inc 5
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 5
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 5
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 5
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 5
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 5
Advent Capital Management /de/ 5
Putnam ETF Trust - Putnam ESG High Yield ETF - 5
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 5
Rydex Etf Trust 5
Advent Claymore Convertible Securities & Income Fund 5
Algert Global Llc 5
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 5
True Wealth Design, LLC 5
Numerai GP LLC 5
Cornerstone Planning Group LLC 5
Phoenix Investment Adviser LLC 5
Headlands Technologies LLC 5
Aigen Investment Management, Lp 5
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 5
Greenland Capital Management LP 5
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 5
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 5
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 5
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 5
United Services Automobile Association 5
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 5
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 5
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 5
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 5
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 5
Ronald Blue Trust, Inc. 5
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 5
Calamos Long/Short Equity & Dynamic Income Trust 5
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 5
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 5
Polymer Capital Management (US) LLC 4
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 4
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 4
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 4
SAC Capital Advisors LP 4
Wells Fargo Income Opportunities Fund 4
Ellsworth Growth & Income Fund Ltd 4
Integral Derivatives, LLC 4
Alpine Series Trust 4
Bank Of Nova Scotia 4
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 4
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 4
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 4
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 4
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4
Seacrest Wealth Management, Llc 4
New York State Teachers Retirement System 4
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 4
Ayrton Capital LLC 4
Allianzgi Equity & Convertible Income Fund 4
Amundi Pioneer Asset Management Inc 4
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 4
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 4
Wells Fargo Multi-sector Income Fund 4
Patriot Financial Group Insurance Agency, LLC 4
CenterStar Asset Management, LLC 4
Boston Private Wealth Llc 4
Wedbush Securities Inc 4
Plante Moran Financial Advisors, LLC 4
Sigma Planning Corp 4
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 4
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 4
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 4
Wells Fargo Global Dividend Opportunity Fund 4
Clinton Group Inc 4
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 4
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 4
Pictet Asset Management Holding SA 4
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 4
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class 4
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 4
Centaurus Financial, Inc. 4
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 4
Trustcore Financial Services, Llc 4
Myriad Asset Management Ltd. 4
AHL Partners LLP 4
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 4
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 4
Segall Bryant & Hamill, Llc 4
Holocene Advisors, LP 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 4
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 4
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 4
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 4
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 4
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
PenderFund Capital Management Ltd. 4
Kennedy Capital Management, Inc. 4
Eos Management, L.P. 4
Athanor Capital, Lp 4
Campbell & CO Investment Adviser LLC 4
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 4
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 4
Prana Capital Management, LP 4
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 4
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 4
First Hawaiian Bank 4
CWM Advisors, LLC 4
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 4
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 4
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 4
Gardner Lewis Asset Management L P 4
Vivaldi Opportunities Fund 4
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 4
KBC Group NV 4
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 4
Mml Investors Services, Llc 4
Profund Advisors Llc 4
Stifel Nicolaus & Co Inc \mo\ 4
Edge Wealth Management LLC 4
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 4
FIL Ltd 4
Flagship Harbor Advisors, Llc 4
Raging Capital Management, LLC 4
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 4
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 4
First Republic Investment Management, Inc. 4
Oppenheimer Asset Management Inc. 4
GBVAX - Allianz Funds Multi-Strategy Trust - AllianzGI Retirement 2045 Fund Class A 4
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 4
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 4
GVRAX - Allianz Funds Multi-Strategy Trust - AllianzGI Retirement 2035 Fund Class A 4
AVSAX - Allianz Funds Multi-Strategy Trust - AllianzGI Retirement 2040 Fund A 4
Gts Securities Llc 4
ASNAX - Allianz Funds Multi-Strategy Trust - AllianzGI Retirement 2050 Fund A 4
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 4
GLIAX - Allianz Funds Multi-Strategy Trust - AllianzGI Retirement 2055 Fund Class A 4
Integrated Wealth Concepts LLC 4
Second Curve Capital Llc 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 4
Sofos Investments, Inc. 4
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 4
Quantitative Investment Management, LLC 4
Angel Oak Strategic Credit Fund 4
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 4
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 4
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 4
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 4
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 4
Monashee Investment Management LLC 4
Adage Capital Partners Gp, L.l.c. 4
Aberdeen Global Income Fund Inc 4
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 4
Xponance, Inc. 4
Brown Brothers Harriman & Co 4
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 4
United Capital Financial Advisers, Llc 4
Bokf, Na 4
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 4
VCHYX - VALIC Co II - High Yield Bond Fund 4
Cinctive Capital Management LP 4
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 4
Freestone Capital Holdings, LLC 4
Flow Traders U.s. Llc 4
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 4
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 4
Vise Technologies, Inc. 4
Belvedere Trading LLC 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
Mitsubishi UFJ Trust & Banking Corp 4
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 4
Quinn Opportunity Partners LLC 4
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 4
Castle Creek Arbitrage, LLC 4
Maltese Capital Management Llc 4
Moors & Cabot, Inc. 4
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 4
Pearl River Capital, LLC 4
Lombard Odier Asset Management (USA) Corp 4
TIG Advisors, LLC 4
Salem Investment Counselors Inc 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 4
Valeo Financial Advisors, LLC 4
Pictet Asset Management Ltd 4
Signet Financial Management, Llc 4
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 4
Ensign Peak Advisors, Inc 4
Robeco Institutional Asset Management B.V. 4
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 4
GIMFX - GMO TRUST - GMO Implementation Fund 4
Cresset Asset Management, LLC 4
Brevan Howard Capital Management LP 4
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 4
Ci Investments Inc. 4
Oppenheimer Funds Inc 4
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 4
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 4
Quent Capital, LLC 4
Atom Investors LP 4
Thompson Davis & Co., Inc. 4
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 4
1832 Asset Management L.P. 4
Seawolf Capital, LLC 4
DeepCurrents Investment Group LLC 4
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 4
Hancock Whitney Corp 4
Parkwood LLC 4
Nebula Research & Development LLC 4
Archer Investment Corp 4
Zweig-DiMenna Associates LLC 4
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 4
Shenkman Capital Management Inc 4
Meteora Capital, LLC 4
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 4
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 4
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 4
Tcw Group Inc 4
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 4
Cornerstone Wealth Management, LLC 4
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4
Eagle Asset Management Inc 4
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 4
BRYN MAWR TRUST Co 4
Nicholas Investment Partners, LP 4
Fuller & Thaler Asset Management, Inc. 4
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 4
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 4
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 4
Rainier Investment Management Mutual Funds 4
Alydar Partners Llc 4
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 4
Coe Capital Management, LLC 4
Cowen Investment Management LLC 4
Herndon Capital Management Llc 4
Northern Trust Co Of Connecticut 4
UMA Financial Services, Inc. 4
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 4
FEDERATED CORE TRUST - High Yield Bond Portfolio 4
Optiver Holding B.V. 4
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 4
Eaton Vance Senior Floating Rate Trust 4
Atw Spac Management Llc 4
Neuberger Berman Group LLC 4
Humankind Benefit Corp - Humankind US Stock ETF 4
Franklin Resources Inc 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 4
Zazove Convertible Securities Fund Inc 4
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 4
CI Private Wealth, LLC 4
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 4
Mason Street Advisors, Llc 4
Newbridge Financial Services Group, Inc. 4
Stoneridge Investment Partners Llc 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 4
Pimco Dynamic Income Fund 4
Eaton Vance Floating-rate Income Trust 4
Sherbrooke Park Advisers Llc 4
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 4
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 4
Smallcap World Fund Inc 4
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 4
American Funds Insurance Series 4
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 4
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 4
Bell Investment Advisors, Inc 4
PPM Funds - PPM High Yield Core Fund (Inst) 4
First Trust High Income Long/short Fund 4
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 4
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 4
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 4
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
Wells Fargo Utilities & High Income Fund 4
Eaton Vance Senior Income Trust 4
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 4
Forum Funds 4
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 4
Hutchin Hill Capital, LP 4
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 4
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 4
Quarry LP 4
MMCAP International Inc. SPC 4
Sound Point Capital Management, LP 4
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
Oppenheimer Variable Account Funds 4
WealthTrust-Arizona, LLC 4
Pathstone Family Office, Llc 4
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 4
Axq Capital, Lp 4
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 4
Bluefin Capital Management, Llc 4
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 4
Harbor Capital Advisors, Inc. 4
Kestra Private Wealth Services, Llc 4
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 4
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 4
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 4
Griffin Institutional Access Credit Fund 4
Keebeck Alpha, LP 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 4
Gabelli Convertible & Income Securities Fund Inc 4
Amtrust Financial Services, Inc. 4
Liberty Mutual Group Asset Management Inc. 4
EntryPoint Capital, LLC 4
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 4
Royce & Associates Lp 4
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 4
nVerses Capital, LLC 4
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 4
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 4
Deer Park Road Management Company, LP 4
Public Sector Pension Investment Board 4
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 4
Regions Financial Corp 4
Bancroft Fund Ltd 4
Fifth Lane Capital, Lp 4
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 4
Nordea Investment Management Ab 4
Smartleaf Asset Management LLC 4
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 4
Mutual Of America Capital Management Llc 4
Stephens Consulting, LLC 4
Global Financial Private Client, LLC 4
Hanseatic Management Services Inc 4
Skopos Labs, Inc. 4
Trust Co Of Vermont 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 4
John Hancock Investors Trust 4
Crestline Management, LP 4
GoodHaven Capital Management, LLC 4
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 4
Wealthcare Advisory Partners LLC 4
Empowered Funds, LLC 4
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 4
Philadelphia Financial Management of San Francisco, LLC 4
Rothschild Investment Llc 4
Cerity Partners LLC 4
Td Private Client Wealth Llc 4
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 4
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 4
Airain ltd 4
Massachusetts Financial Services Co /ma/ 4
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 4
Emerald Acquisition Ltd. 4
Aquatic Capital Management LLC 4
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 4
Man Investments Ltd 4
Independent Advisor Alliance 4
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 4
Financial Architects, Inc 4
Eaton Vance Floating-rate Income Plus Fund 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 4
Segantii Capital Management Ltd 4
AE Wealth Management LLC 4
Qs Batterymarch Financial Management, Inc 4
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 4
IHT Wealth Management, LLC 4
Fortress Investment Group LLC 4
Numeric Investors Llc 4
Oppenheimer Global Strategic Income Fund 4
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 4
Zazove Associates Llc 4
FORA Capital, LLC 4
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 4
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 4
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 4
BlueCrest Capital Management LLP 4
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 4
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 4
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 4
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 4
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 4
Sandy Spring Bank 4
Klp Kapitalforvaltning As 4
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 3
Kazazian Asset Management, LLC 3
Chicago Equity Partners Llc 3
Context Capital Management, LLC 3
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
Hillsdale Investment Management Inc. 3
Daiwa Securities Group Inc. 3
Kornitzer Capital Management Inc /ks 3
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 3
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
FJ Capital Management LLC 3
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 3
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF 3
Dynamic Technology Lab Pte Ltd 3
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 3
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 3
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 3
Princeton Alpha Management LP 3
Chartwell Investment Partners, Llc 3
Maverick Capital Ltd 3
Corsair Capital Management, L.p. 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 3
WealthPLAN Partners, LLC 3
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 3
Proficio Capital Partners LLC 3
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 3
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 3
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 3
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
Moisand Fitzgerald Tamayo, LLC 3
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 3
Highland Capital Management Lp 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 3
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 3
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 3
Renaissance Group Llc 3
Mint Tower Capital Management B.V. 3
Gerber Kawasaki Wealth & Investment Management 3
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 3
Vivaldi Asset Management, LLC 3
Shapiro Robert N 3
Blackstone Group Inc 3
Corrado Advisors, Llc 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
New England Securities Corp /MA/ 3
WFG Advisors, LP 3
Archford Capital Strategies, LLC 3
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 3
Gradient Investments LLC 3
Ground Swell Capital, LLC 3
National Planning Corp 3
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 3
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 3
Turner Investments, L.p. 3
Shepherd Kaplan Krochuk, Llc 3
C M Bidwell & Associates Ltd 3
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 3
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 3
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 3
Manatuck Hill Partners, LLC 3
Citizens Financial Group Inc/ri 3
Rafferty Asset Management, LLC 3
Catalyst Capital Advisors LLC 3
BTG Pactual Global Asset Management Ltd 3
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
Bolton Lp 3
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 3
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 3
Dana Investment Advisors, Inc. 3
First Allied Advisory Services, Inc. 3
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3
Angelo Gordon & Co., L.p. 3
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 3
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 3
Gerstein Fisher 3
Dialectic Capital Management, Lp 3
SG Capital Management LLC 3
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 3
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 3
Bogle Investment Management L P /de/ 3
Northwestern Mutual Investment Management Company, Llc 3
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 3
Levin Capital Strategies, L.p. 3
Absolute Return Capital, LLC 3
Omega Advisors Inc. 3
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 3
Tegean Capital Management, Llc 3
IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A 3
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 3
Skandinaviska Enskilda Banken AB (publ) 3
Akanthos Capital Management Llc 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
Petrus Trust Company, LTA 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 3
New World Fund Inc 3
Lsv Asset Management 3
Edgestream Partners, L.P. 3
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 3
Kingstown Capital Management L.p. 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 3
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 3
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 3
Kovitz Investment Group Partners, LLC 3
Lion Point Capital, LP 3
Fred Alger Management, Llc 3
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 3
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 3
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 3
EMS Capital LP 3
Profunds - Profund Vp Financials 3
Sciencast Management LP 3
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 3
Key Colony Management, LLC 3
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 3
Baird Financial Group, Inc. 3
Venturi Wealth Management, LLC 3
Virtus Investment Advisers, Inc. 3
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 3
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 3
Westpac Banking Corp 3
Dubuque Bank & Trust Co 3
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 3
Capula Management Ltd 3
M&t Bank Corp 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 3
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 3
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 3
Deere & Co 3
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 3
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 3
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 3
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 3
Dfa Investment Trust Co - The Emerging Markets Series 3
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 3
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 3
Waddell & Reed Financial Inc 3
DRW Securities, LLC 3
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 3
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 3
Gamco Investors, Inc. Et Al 3
Van Den Berg Management I, Inc 3
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 3
Mcglinn Capital Management Inc 3
State of Tennessee, Treasury Department 3
Suntrust Banks Inc 3
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 3
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 3
Sumitomo Mitsui Trust Holdings, Inc. 3
Reilly Financial Advisors, Llc 3
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 3
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 3
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 3
Index Management Solutions, LLC 3
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 3
Canyon Capital Advisors Llc 3
Silver Rock Financial LP 3
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 3
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 3
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 3
IYF - iSHARES TRUST - iShares U.S. Financials ETF 3
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 3
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 3
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 3
Blair William & Co/il 3
SECOR Capital Advisors, LP 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 3
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 3
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 3
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 3
Teton Advisors, Inc. 3
Convergence Investment Partners, LLC 3
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 3
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 3
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 3
Societe Generale 3
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
Hatteras Alternative Mutual Funds, LLC 3
General Motors Investment Management Corp 3
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 3
HSBC FUNDS - HSBC High Yield Fund Class A 3
FS Global Credit Opportunities Fund 3
Bulldog Investors, LLP 3
Manchester Capital Management LLC 3
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 3
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 3
AGF Investments LLC 3
Rubric Capital Management LP 3
Private Advisory Group LLC 3
Versor Investments LP 3
FNY Partners Fund LP 3
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 3
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 3
Teza Capital Management LLC 3
Kettle Hill Capital Management, Llc 3
Rational Advisors Llc 3
Gainplan LLC 3
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 3
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 3
Harvest Fund Management Co., Ltd 3
Northpointe Capital Llc 3
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 3
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 3
Lee Financial Co 3
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 3
Chescapmanager LLC 3
Level Four Advisory Services, Llc 3
Financial Management Professionals, Inc. 3
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 3
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 3
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 3
Ritholtz Wealth Management 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
Emerald Advisers, Llc 3
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 3
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 3
Commonwealth Equity Services, Inc 3
Emerald Mutual Fund Advisers Trust 3
Long Pond Capital, LP 3
Lido Advisors, LLC 3
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 3
UYG - PROSHARES TRUST - ProShares Ultra Financials 3
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 3
HGC Investment Management Inc. 3
Independent Portfolio Consultants, Inc. 3
First Dallas Securities Inc. 3
Bb&t Investment Services, Inc. 3
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 3
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 3
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 3
Highland Capital Management Fund Advisors, L.p. 3
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 3
Long Focus Capital Management, Llc 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 3
XR Securities LLC 3
Lighthouse Investment Partners, LLC 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
Kovack Advisors, Inc. 3
Van Eck Associates Corp 3
Invesco High Income Trust Ii 3
Sugarloaf Wealth Management, LLC 3
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 3
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 3
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
Dorsey Wright & Associates 3
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 3
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 3
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 3
Venture Visionary Partners LLC 3
CPSIX - Unified Series Trust - Fci Bond Fund 3
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 3
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 3
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 3
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 3
No Street GP LP 3
Orion Portfolio Solutions, LLC 3
Arkadios Wealth Advisors 3
Twinbeech Capital Lp 3
Voya Emerging Markets High Dividend Equity Fund 3
Voya International High Dividend Equity Income Fund 3
Voya Asia Pacific High Dividend Equity Income Fund 3
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 3
Arena Investors LP 3
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 3
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 3
Eudaimonia Partners, LLC 3
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
M&g Investment Management Ltd 3
Nuveen Senior Income Fund 3
Nuveen Floating Rate Income Fund 3
Nuveen Floating Rate Income Opportunity Fund 3
Pimco Corporate & Income Opportunity Fund 3
Nuveen Short Duration Credit Opportunities Fund 3
Palmer Square Opportunistic Income Fund 3
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 3
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 3
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 3
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 3
Nuveen Credit Strategies Income Fund 3
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 3
International Assets Investment Management, Llc 3
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 3
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 3
Greater India Portfolio - Greater India Portfolio 3
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 3
Irish Life Investment Managers Ltd. 3
Nuveen Multi-market Income Fund 3
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 3
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 3
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 3
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 3
Nuveen Credit Opportunities 2022 Target Term Fund 3
Compagnie Lombard Odier SCmA 3
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 3
Agf Management Ltd 3
Teachers Retirement System Of The State Of Kentucky 3
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 3
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 3
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 3
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 3
Nuveen Global High Income Fund 3
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 3
Hemington Wealth Management 3
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 3
GPS Wealth Strategies Group, LLC 3
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 3
Keybank National Association/oh 3
Ivory Investment Management, Llc 3
Morgan Stanley India Investment Fund, Inc. 3
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 3
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 3
QCM Cayman, Ltd. 3
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 3
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3
Shay Capital LLC 3
Guardian Wealth Advisors, LLC 3
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 3
Sargent Bickham Lagudis LLC 3
Novator Capital Sponsor Ltd. 3
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 3
GLG Partners LP 3
FourThought Financial, LLC 3
EMG Holdings, L.P. 3
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 3
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 3
State of New Jersey Common Pension Fund D 3
Amplius Wealth Advisors, LLC 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
Special Opportunities Fund, Inc. 3
Kamunting Street Capital Management, L.P. 3
MQS Management LLC 3
Snowden Capital Advisors LLC 3
Lazard Global Total Return & Income Fund Inc 3
Skaana Management L.P. 3
Lazard World Dividend & Income Fund, Inc. 3
Delphia (USA) Inc. 3
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 3
Sandler Capital Management 3
Rise Advisors, LLC 3
AlphaCentric Advisors LLC 3
Guggenheim Credit Allocation Fund 3
Oliver Lagore Vanvalin Investment Group 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
Oppenheimer Global Multi Strategies Fund 3
Virtus Global Multi-sector Income Fund 3
Pioneer Floating Rate Trust 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
Hantz Financial Services, Inc. 3
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 3
Intech Investment Management Llc 3
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 3
Colonial Trust Co / SC 3
Brewin Dolphin Ltd 3
Hartford Funds Master Fund 3
Commerce Bank 3
Tocqueville Asset Management L.p. 3
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 3
Oppenheimer Quest For Value Funds 3
Bleakley Financial Group, LLC 3
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 3
Coppell Advisory Solutions Corp. 3
Eaton Vance Short Duration Diversified Income Fund 3
Commerzbank Aktiengesellschaft /fi 3
PP - Tidal Trust II - The Meet Kevin Pricing Power ETF 3
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 3
Tucker Asset Management Llc 3
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 3
Pentwater Capital Management LP 3
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 3
ORG Partners LLC 3
PTEC - Global X Funds - Global X PropTech ETF 3
Savant Capital, LLC 3
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 3
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 3
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 3
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 3
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 3
Qrg Capital Management, Inc. 3
Vident Advisory, LLC 3
E. Ohman J:or Asset Management AB 3
Cion Ares Diversified Credit Fund 3
Winton Diversified Opportunities Fund 3
Pathstone Holdings, LLC 3
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 3
BlackRock ETF Trust II - BlackRock Total Return ETF 3
WealthCollab, LLC 3
Ashton Thomas Private Wealth, LLC 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF 3
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 3
Northwest & Ethical Investments L.P. 3
Kestra Investment Management, LLC 3
RSSL - Global X Funds - Global X Russell 2000 ETF 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 3
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 3
Franklin Ltd Duration Income Trust 3
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3
Ajo, Lp 3
R Squared Ltd 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 3
Bryce Point Capital, LLC 3
Sig Brokerage, Lp 3
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 3
Freestone Grove Partners LP 3
First Quadrant L P/ca 3
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 3
Asia Pacific Fund Inc 3
EBI - RBB Fund Trust - Longview Advantage ETF 3
WPG Advisers, LLC 3
Underlying Funds Trust 3
Victory Variable Insurance Funds II - Victory Pioneer High Yield VCT Portfolio Class II 3
Blue Bell Private Wealth Management, Llc 3
Steadfast Capital Management Lp 3
Sovarnum Capital L.p. 3
Pinnacle Wealth Planning Services, Inc. 3
Parisi Gray Wealth Management 3
Financial Gravity Companies, Inc. 3
Clear Harbor Asset Management, LLC 3
MYDA Advisors LLC 3
Azora Capital LP 3
Janus Capital Management Llc 3
Diametric Capital, LP 3
We Are One Seven, LLC 3
Cqs (us), Llc 3
Dakota Wealth Management 3
Creative Financial Designs Inc /adv 3
Nvwm, Llc 3
Baystate Wealth Management LLC 3
Cortina Asset Management, LLC 3
Hartford Funds Nextshares Trust 3
Capital Research Global Investors 3
Assured Investment Management LLC 3
Kistler-Tiffany Companies, LLC 3
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 3
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 3
O'Dell Group, LLC 3
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3
TrimTabs Asset Management, LLC 3
Destra International & Event-driven Credit Fund 3
Equitable Holdings, Inc. 3
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 3
Ardsley Advisory Partners Lp 3
Quantamental Technologies LLC 3
Ellis Investment Partners, LLC 3
QVT Financial LP 3
Enlightenment Research, LLC 3
P Schoenfeld Asset Management Lp 3
Bayview Asset Management, Llc 3
Ameritas Investment Corp 3
Weld Capital Management Llc 3
Nishkama Capital, LLC 3
Portolan Capital Management, LLC 3
Amici Capital, LLC 3
CTC Alternative Strategies, Ltd. 3
Whittier Trust Co 3
Boussard & Gavaudan Investment Management LLP 3
Alpine Woods Capital Investors, Llc 3
Europacific Growth Fund 3
Treasurer of the State of North Carolina 3
Veritable, L.P. 3
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 3
Kore Private Wealth LLC 3
Easterly Investment Partners Llc 3
Hodges Capital Management Inc. 3
Ing Groep Nv 3
Sonora Investment Management, LLC 3
Vanguard Horizon Funds 3
Arden Investment Series Trust 3
Utah Retirement Systems 3
Whitebox Mutual Funds 3
Vanguard Explorer Fund 3
Ramius Advisors Llc 3
Punch & Associates Investment Management, Inc. 3
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 3
JBF Capital, Inc. 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 3
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 3
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 3
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 3
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 3
Philadelphia Trust Co 3
Brown Advisory Inc 3
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
First Pacific Advisors, LP 3
Adirondack Trust Co 3
Cornercap Investment Counsel Inc 3
Park Avenue Securities Llc 3
Jnl Series Trust - Jnl/crescent High Income Fund (a) 3
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 3
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 3
Cowen Group, Inc. 3
NSGRX - Northern Funds - Northern Small Cap Core Fund 3
Umb Bank N A/mo 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 3
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 3
I.g. Investment Management, Ltd. 3
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
Advanced Series Trust - Ast Small-cap Growth Portfolio 3
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 3
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 3
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 3
Proxima Capital Management, LLC 3
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 3
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 3
GAM Holding AG 3
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 3
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 3
Centerbridge Partners, L.P. 3
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 3
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 3
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 3
Peregrine Asset Advisers, Inc. 3
FineMark National Bank & Trust 3
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 3
Smithfield Trust Co 3
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 3