Petroleum And Petroleum Products - 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
Deutsche Bank Ag\ 15
UBS Group AG 15
Morgan Stanley 15
Wells Fargo & Company/mn 14
Bank Of America Corp /de/ 14
Citadel Advisors Llc 14
Royal Bank Of Canada 14
Citigroup Inc 14
Credit Suisse Ag/ 13
Goldman Sachs Group Inc 13
Tower Research Capital LLC (TRC) 13
Barclays Plc 13
Jpmorgan Chase & Co 13
Bnp Paribas Arbitrage, Sa 12
Invesco Ltd. 12
Proequities, Inc. 12
Renaissance Technologies Llc 12
Kcg Holdings, Inc. 11
Susquehanna International Group, Llp 11
Jane Street Group, Llc 11
California Public Employees Retirement System 11
Ameriprise Financial Inc 11
Creative Planning 10
Prelude Capital Management, Llc 10
Russell Investments Group, Ltd. 10
Ladenburg Thalmann Financial Services Inc 10
Manufacturers Life Insurance Company, The 10
Bank of New York Mellon Corp 10
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 10
Bank Of Montreal /can/ 10
Ubs Ag 10
State Street Corp 9
Millennium Management Llc 9
Raymond James Financial Services Advisors, Inc. 9
Northern Trust Corp 9
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 9
Nuveen Real Asset Income & Growth Fund 9
Advisor Group, Inc. 9
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 9
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 9
Raymond James & Associates 9
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 9
Fmr Llc 9
Acadian Asset Management Llc 9
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 9
Gsa Capital Partners Llp 9
Stifel Financial Corp 9
Toronto Dominion Bank 9
HighTower Advisors, LLC 9
Acrospire Investment Management LLC 9
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 8
Hrt Financial Lp 8
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 8
Advisory Research Inc 8
Wolverine Trading, Llc 8
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 8
Walleye Trading LLC 8
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 8
BlackRock, Inc. 8
Advisor Group Holdings, Inc. 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 8
Pnc Financial Services Group, Inc. 8
Geode Capital Management, Llc 8
American International Group, Inc. 8
First Trust Advisors Lp 8
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 8
Arrowstreet Capital, Limited Partnership 8
LPL Financial LLC 8
Fifth Third Bancorp 8
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 7
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 7
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 7
Simplex Trading, Llc 7
Kayne Anderson Capital Advisors Lp 7
Clearbridge Investments, LLC 7
Us Bancorp \de\ 7
Wellington Management Group Llp 7
Victory Capital Management Inc 7
Advanced Series Trust - Ast High Yield Portfolio 7
HITE Hedge Asset Management LLC 7
Group One Trading, L.p. 7
Captrust Financial Advisors 7
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 7
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 7
Allianz Asset Management GmbH 7
Nuveen Asset Management, LLC 7
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 7
Oppenheimer Funds Inc 7
PEAK6 Investments LLC 7
Bessemer Group Inc 7
D.a. Davidson & Co. 7
Cutler Group LP 7
SG Americas Securities, LLC 7
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 7
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 7
Sei Investments Co 7
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 7
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 7
Cwm, Llc 7
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 7
BlackRock Investment Management, LLC 7
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 7
Metropolitan Life Insurance Co/ny 6
Parallax Volatility Advisers, L.P. 6
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 6
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 6
Thrivent Financial For Lutherans 6
Goldman Sachs Mlp & Energy Renaissance Fund 6
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 6
Cushing Asset Management, Lp 6
Macquarie Group Ltd 6
Mirae Asset Global Investments Co., Ltd. 6
Guggenheim Strategic Opportunities Fund 6
Susquehanna Fundamental Investments, Llc 6
BlackRock Institutional Trust Company, N.A. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 6
IFP Advisors, Inc 6
M&t Bank Corp 6
Neuberger Berman High Yield Strategies Fund Inc. 6
IMA Wealth, Inc. 6
Oppenheimer Steelpath Mlp Funds Trust 6
Guggenheim Credit Allocation Fund 6
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 6
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 6
PEAK6 Investments, L.P. 6
GWM Advisors LLC 6
Panagora Asset Management Inc 6
Putnam Investments Llc 6
Advisors Asset Management, Inc. 6
MetLife Securities, Inc 6
Federation des caisses Desjardins du Quebec 6
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 6
Two Sigma Securities, Llc 6
Rockefeller Capital Management L.P. 6
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 6
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 6
Ing Groep Nv 6
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 6
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 6
CIBC Private Wealth Group, LLC 6
Guggenheim Capital Llc 6
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 6
Montage Managers Trust 6
Tortoise Index Solutions, LLC 6
Ground Swell Capital, LLC 6
Tfs Capital Investment Trust 6
Nomura Holdings Inc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 6
BlackRock Fund Advisors 6
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 6
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 6
Bb&t Securities, Llc 6
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 6
Alliancebernstein L.p. 6
Alliancebernstein Global High Income Fund Inc 6
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 6
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 6
Advisory Services Network, LLC 6
American Portfolios Advisors 6
Prudential Short Duration High Yield Fund, Inc. 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 6
NEXT Financial Group, Inc 6
Salient Capital Advisors, LLC 6
Sowell Financial Services LLC 6
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 6
Private Advisor Group, LLC 6
Cohen & Steers, Inc. 6
WFG Advisors, LP 6
Marshall Wace, Llp 6
Janney Montgomery Scott LLC 6
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 6
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 6
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 6
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 6
Ameritas Investment Partners, Inc. 6
Goldman Sachs Mlp Income Opportunities Fund 6
Private Trust Co Na 6
Wunderlich Securities, Inc. 5
Marshall Wace North America L.P. 5
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 5
Guggenheim Energy & Income Fund 5
Allworth Financial LP 5
AHIVX - American Century Investment Trust - High Income Fund Investor Class 5
Van Eck Associates Corp 5
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 5
Regions Financial Corp 5
FineMark National Bank & Trust 5
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 5
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 5
MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C 5
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 5
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF 5
Css Llc/il 5
Raymond James Financial Inc 5
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 5
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 5
Spot Trading L.L.C 5
Cohen & Steers Mlp Income & Energy Opportunity Fund 5
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 5
Prudential Global Short Duration High Yield Fund, Inc. 5
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 5
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 5
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 5
Great West Life Assurance Co /can/ 5
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 5
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 5
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 5
Huntington National Bank 5
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 5
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 5
Catalyst Capital Advisors LLC 5
Virtu Financial LLC 5
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 5
Texas Yale Capital Corp. 5
Cohen & Steers Capital Management Inc 5
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 5
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 5
Nuveen All Cap Energy Mlp Opportunities Fund 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 5
Schroder Investment Management Group 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 5
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 5
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 5
Mackay Shields Llc 5
Envestnet Asset Management Inc 5
Russell Frank Co/ 5
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 5
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 5
Stratos Wealth Partners, LTD. 5
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 5
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 5
Franklin Universal Trust 5
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 5
Bridgeway Capital Management Inc 5
Stephens Inc /ar/ 5
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 5
Truist Financial Corp 5
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 5
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 5
Sonora Investment Management, LLC 5
Emerald Acquisition Ltd. 5
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 5
Winslow, Evans & Crocker, Inc. 5
First Republic Investment Management, Inc. 5
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 5
DRW Securities, LLC 5
Commonwealth Equity Services, Inc 5
Quad-Cities Investment Group, LLC 5
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 5
Aqr Capital Management Llc 5
Deere & Co 5
National Asset Management, Inc. 5
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 5
Blackstone Group Inc 5
Geneos Wealth Management Inc. 5
Harbour Investments, Inc. 5
Solaris Asset Management Llc 5
Commonwealth Equity Services, Llc 5
First Horizon Advisors, Inc. 5
Vanguard Group Inc 5
CENTRAL TRUST Co 5
Lee Financial Co 5
Northwestern Mutual Wealth Management Co 5
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 5
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 5
Westwood Holdings Group Inc 5
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 5
Keybank National Association/oh 5
Glenmede Trust Co Na 5
New York State Common Retirement Fund 5
Cambridge Investment Research Advisors, Inc. 5
Franklin Ltd Duration Income Trust 5
Tfs Capital Llc 5
Fort Washington Investment Advisors Inc /oh/ 5
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 5
Parkside Financial Bank & Trust 5
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 5
First Manhattan Co 5
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 5
Jefferies Group LLC 5
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 4
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 4
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 4
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 4
Man Group plc 4
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 4
Ubs Asset Management Americas Inc 4
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 4
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 4
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 4
Public Employees Retirement System Of Ohio 4
Pacer Advisors, Inc. 4
Jacobs Levy Equity Management, Inc 4
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 4
Goldman Sachs Asset Management, L.p. 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 4
Mariner, LLC 4
Bard Associates Inc 4
Legal & General Group Plc 4
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 4
Sutton Wealth Advisors Inc. 4
TIMOTHY PLAN - Timothy Strategic Variable 4
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 4
Commonwealth Bank Of Australia 4
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 4
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 4
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 4
Forum Funds 4
Janus Henderson Group Plc 4
Eagle Global Advisors Llc 4
Arrow Investment Advisors, LLC 4
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 4
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 4
Oxford Asset Management Llp 4
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 4
Brookfield Real Assets Income Fund Inc. 4
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 4
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 4
RidgeWorth Capital Management LLC 4
Coastal Investment Advisors, Inc. 4
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 4
Suntrust Banks Inc 4
Denali Advisors Llc 4
Dimensional Fund Advisors Lp 4
Principal Funds Inc 4
Sumitomo Mitsui Trust Holdings, Inc. 4
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 4
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 4
Putnam Premier Income Trust 4
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 4
Benjamin F. Edwards & Company, Inc. 4
First Hawaiian Bank 4
United Capital Financial Advisers, Llc 4
National Bank Of Canada /fi/ 4
Natixis 4
State of Tennessee, Treasury Department 4
Rafferty Asset Management, LLC 4
Ameritas Investment Corp 4
Martingale Asset Management L P 4
California State Teachers Retirement System 4
Walleye Capital LLC 4
Eaton Vance Management 4
Blair William & Co/il 4
Franklin Resources Inc 4
Guggenheim Active Allocation Fund 4
AMP Capital Investors Ltd 4
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 4
Westport Resources Management Inc 4
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 4
Strs Ohio 4
Qube Research & Technologies Ltd 4
A.R.T. Advisors, LLC 4
New England Securities Corp /MA/ 4
Cutler Capital Management, LLC 4
Money Concepts Capital Corp 4
XTX Topco Ltd 4
Tortoise Capital Advisors, L.l.c. 4
Spire Wealth Management 4
Boston Private Wealth Llc 4
MetLife Investment Management, LLC 4
Lazard Asset Management Llc 4
Ausdal Financial Partners, Inc. 4
Mycio Wealth Partners, Llc 4
Verition Fund Management LLC 4
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4
Claraphi Advisory Network, LLC 4
Credit Agricole S A 4
Alpine Global Management, LLC 4
Jump Financial, LLC 4
Cetera Advisor Networks LLC 4
Loomis Sayles & Co L P 4
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4
Hsbc Holdings Plc 4
Advent Capital Management /de/ 4
Axa S.a. 4
Airain ltd 4
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 4
Neuberger Berman Group LLC 4
Clear Street Markets Llc 4
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 4
Putnam Master Intermediate Income Trust 4
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 4
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 4
Thompson Davis & Co., Inc. 4
BNP Paribas Investment Partners S.A. 4
Charles Schwab Investment Management Inc 4
Advantage Investment Management, Llc 4
International Assets Investment Management, Llc 4
Harvest Fund Advisors LLC 4
Patriot Financial Group Insurance Agency, LLC 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 4
Prudential Financial Inc 4
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 4
Pioneer High Income Trust 4
Amundi Pioneer Asset Management Inc 4
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 4
BlackRock Advisors LLC 4
BlackRock Japan Co. Ltd 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
Barings Llc 4
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 4
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 4
Kkr Income Opportunities Fund 4
L & S Advisors Inc 4
Bramshill Investments, LLC 4
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 4
Pioneer Diversified High Income Trust 4
American Century Companies Inc 4
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 4
Advent Claymore Convertible Securities & Income Fund 4
Squarepoint Ops LLC 4
Sunbelt Securities, Inc. 4
Federated Hermes, Inc. 4
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 4
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 4
Veritable, L.P. 4
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 4
Global X Management CO LLC 4
GIMFX - GMO TRUST - GMO Implementation Fund 4
Lmp Capital & Income Fund Inc. 4
Global X Funds 4
Clearbridge Energy Mlp Opportunity Fund Inc. 4
Invesco High Income Trust Ii 4
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 4
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 4
Nine Chapters Capital Management LLC 4
HYLD - Exchange Listed Funds Trust - High Yield ETF 4
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 4
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 4
Kayne Anderson Midstream/energy Fund, Inc. 4
Kayne Anderson Energy Total Return Fund, Inc. 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
Jones Financial Companies Lllp 4
Nuveen Energy Mlp Total Return Fund 4
Fiduciary/claymore Mlp Opportunity Fund 4
Multi-strategy Growth & Income Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 4
Meeder Asset Management Inc 4
Candriam Luxembourg S.C.A. 4
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 4
Vident Investment Advisory, LLC 4
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 4
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 4
Advisors Capital Management, LLC 4
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 4
Exchange Traded Concepts, Llc 4
Signaturefd, Llc 4
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 4
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 4
QCVAX - Clearwater Investment Trust - Clearwater International Fund 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 4
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 3
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 3
Palisade Capital Management Llc/nj 3
CenterStar Fund, LLC 3
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 3
Teacher Retirement System Of Texas 3
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 3
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 3
Amundi 3
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 3
Nordea Investment Management Ab 3
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 3
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 3
Wealthspire Advisors, L.P. 3
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 3
Connor, Clark & Lunn Investment Management Ltd. 3
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 3
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3
Baird Robert W & Co Inc /wi/ 3
Kanaly Trust Co 3
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 3
Eidelman Virant Capital 3
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 3
Jane Street Holding, LLC 3
Brown Advisory Inc 3
Paloma Partners Management Co 3
Societe Generale 3
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 3
Cnh Partners Llc 3
Mason Street Advisors, Llc 3
Avalon Advisors, Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3
Two Sigma Investments, Lp 3
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 3
Adirondack Trust Co 3
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 3
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 3
Massachusetts Financial Services Co /ma/ 3
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 3
Magnetar Financial LLC 3
State of Alaska, Department of Revenue 3
Calamos Advisors LLC 3
Cerity Partners LLC 3
ProShare Advisors LLC 3
College Retirement Equities Fund 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 3
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 3
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3
Independent Advisor Alliance 3
Western Standard LLC 3
AE Wealth Management LLC 3
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 3
IHT Wealth Management, LLC 3
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 3
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 3
Parallel Advisors, LLC 3
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 3
GAM Holding AG 3
Conning Inc. 3
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 3
IWM - iSHARES TRUST - iShares Russell 2000 ETF 3
Public Sector Pension Investment Board 3
Gabelli Funds Llc 3
Public Employees Retirement Association Of Colorado 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 3
Numeric Investors Llc 3
Bb&t Investment Services, Inc. 3
Steward Partners Investment Advisory, Llc 3
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 3
Zurcher Kantonalbank (Zurich Cantonalbank) 3
IndexIQ Advisors LLC 3
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 3
Daiwa Securities Group Inc. 3
Vanguard Index Funds 3
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 3
Invesco Bond Fund 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 3
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 3
Claymore Exchange-traded Fund Trust 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 3
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 3
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 3
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 3
Weiss Multi-Strategy Advisers LLC 3
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 3
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 3
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 3
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 3
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 3
Profunds - Profund Vp Small-cap 3
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 3
Profunds - Profund Vp Ultrasmall-cap 3
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 3
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 3
Mackenzie Financial Corp 3
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 3
Wealth Enhancement Advisory Services, Llc 3
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 3
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 3
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 3
Alps Advisors Inc 3
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 3
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 3
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 3
Rhumbline Advisers 3
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 3
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 3
Tompkins Financial Corp 3
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 3
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 3
Wedbush Securities Inc 3
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 3
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 3
Spirit Of America Management Corp/ny 3
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 3
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 3
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 3
Sandy Spring Bank 3
Atria Investments Llc 3
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 3
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 3
Brookstone Capital Management 3
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 3
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 3
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 3
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 3
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 3
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 3
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 3
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 3
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 3
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 3
Principal Financial Group Inc 3
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 3
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 3
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 3
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 3
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 3
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 3
Td Asset Management Inc 3
Piper Jaffray Companies 3
Rehmann Capital Advisory Group 3
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 3
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 3
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 3
Hilton Capital Management, LLC 3
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 3
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 3
Norges Bank 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
Cbre Clarion Securities Llc 3
BRYN MAWR TRUST Co 3
Blackstone / Gso Strategic Credit Fund 3
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 3
Nuveen Global High Income Fund 3
Blackstone / Gso Long-short Credit Income Fund 3
Blackstone / Gso Senior Floating Rate Term Fund 3
Driehaus Capital Management Llc 3
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 3
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 3
Sawtooth Solutions, LLC 3
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 3
Cribstone Capital Management, LLC 3
Mitsubishi UFJ Trust & Banking Corp 3
DIV - Global X Funds - Global X SuperDividend U.S. ETF 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 3
Moors & Cabot, Inc. 3
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 3
D'Orazio & Associates, Inc. 3
Salem Investment Counselors Inc 3
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 3
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 3
Earnest Partners Llc 3
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 3
Winton Capital Group Ltd 3
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 3
Janney Capital Management LLC 3
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 3
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 3
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3
Bogle Investment Management L P /de/ 3
State of New Jersey Common Pension Fund D 3
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 3
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 3
SLPIX - Profunds - Small-cap Profund Investor Class 3
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 3
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 3
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 3
Valley National Advisers Inc 3
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 3
State Of Wisconsin Investment Board 3
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 3
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 3
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 3
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 3
D. E. Shaw & Co., Inc. 3
Amalgamated Bank 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 3
Stanley-Laman Group, Ltd. 3
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 3
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 3
Synovus Financial Corp 3
MLPA - Global X Funds - Global X MLP ETF 3
Assetmark, Inc 3
JBF Capital, Inc. 3
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 3
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 3
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 3
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 3
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 3
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 3
Analytic Investors, LLC 3
Diversified Real Asset Income Fund 3
Zacks Investment Management 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
Kayne Anderson Energy Development Co 3
Integrated Wealth Management 3
Kayne Anderson Mlp Investment Co 3
Oppenheimer Asset Management Inc. 3
VCSLX - VALIC Co I - Small Cap Index Fund 3
James Investment Research Inc 3
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 3
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 3
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 3
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 3
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 3
Salient Midstream & Mlp Fund 3
Usca Ria Llc 3
Canada Pension Plan Investment Board 3
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 3
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 3
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 3
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 3
Symphony Asset Management Llc 3
Balyasny Asset Management Llc 3
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 3
Navellier & Associates Inc 3
Nomura Asset Management Co Ltd 3
PDT Partners, LLC 3
Boothbay Fund Management, Llc 3
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund 3
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 3
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 3
S. Muoio & Co. Llc 3
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 3
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 3
Legato Capital Management LLC 3
HAP Trading, LLC 3
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 3
Healthcare Of Ontario Pension Plan Trust Fund 3
Voya Investment Management Llc 3
Great Lakes Advisors, Llc 3
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 3
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 3
Liberty Mutual Group Asset Management Inc. 3
Wolverine Asset Management Llc 3
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 3
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 3
Crestwood Advisors Group LLC 3
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 3
BlackRock Group LTD 3
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 3
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 3
Reilly Financial Advisors, Llc 3
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 3
Evercore Wealth Management, LLC 3
Oaktree Capital Management Lp 3
Optimum Investment Advisors 3
tru Independence LLC 3
Disciplined Investments, LLC 3
Zebra Capital Management LLC 3
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 3
State Board Of Administration Of Florida Retirement System 3
OMERS ADMINISTRATION Corp 3
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 3
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 3
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 3
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 3
Farmers & Merchants Investments Inc 3
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 3
Chicago Capital Management, LLC 3
Managed Account Advisors Llc 3
Financial Architects, Inc 3
1832 Asset Management L.P. 3
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 3
Insight Select Income Fund 3
NOSGX - Northern Funds - Northern Small Cap Value Fund 3
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 3
First Horizon Corp 3
Brookfield Asset Management Inc. 3
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 3
KKR Credit Opportunities Portfolio 3
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 3
Cetera Advisors LLC 3
Ergoteles LLC 3
Proficio Capital Partners LLC 3
Chiron Capital Management, Llc 3
Six Circles Trust - Six Circles Credit Opportunities Fund 3
JNBA Financial Advisors 3
Pointe Capital Management LLC 3
Pinnacle Wealth Planning Services, Inc. 3
Globeflex Capital L P 3
Mutual Of America Capital Management Llc 3
Larson Financial Group LLC 3
GABELLI & Co INVESTMENT ADVISERS, INC. 3
Regentatlantic Capital Llc 3
Quadrant Capital Group Llc 3
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 3
Coppell Advisory Solutions LLC 3
Arrowgrass Capital Partners (us) Lp 3
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 3
We Are One Seven, LLC 3
Syntal Capital Partners, LLC 3
AdvisorNet Financial, Inc 3
NewEdge Wealth, LLC 3
Vivaldi Asset Management, LLC 3
SpiderRock Trading LLC 3
Sterling Capital Management LLC 3
Versant Capital Management, Inc 3
Counterpoint Mutual Funds LLC 3
Blackstone / Gso Floating Rate Enhanced Income Fund 3
KBC Group NV 3
Dark Forest Capital Management Lp 3
Sofos Investments, Inc. 3
Penserra Capital Management LLC 3
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 3
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 3
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 3
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 3
U.S. Capital Wealth Advisors, LLC 3
FourThought Financial, LLC 3
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 3
Global Retirement Partners, LLC 3
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 3
National Planning Corp 3
Thompson Siegel & Walmsley Llc 3
EverSource Wealth Advisors, LLC 3
State of Wyoming 3
Confluence Wealth Services, Inc. 3
Covestor Ltd 3
Brown Brothers Harriman & Co 3
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 3
Dupont Capital Management Corp 3
O'shaughnessy Asset Management, Llc 3
Shell Asset Management Co 3
North Star Investment Management Corp. 3
Apollon Wealth Management, LLC 3
Nbw Capital Llc 3
Old Mission Capital Llc 3
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 3
ExodusPoint Capital Management, LP 3
Ronald Blue Trust, Inc. 3
Tradewinds Capital Management, LLC 3
Nationwide Fund Advisors 3
Massmutual Trust Co Fsb/adv 3
Kore Private Wealth LLC 3
CI Private Wealth, LLC 3
Mercer Global Advisors Inc /adv 3
Pinnacle Summer Investments, Inc. 3
MUFG Americas Holdings Corp 3
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 3
Piedmont Investment Advisors Llc 3
River Road Asset Management, LLC 3
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 3
Essex Financial Services, Inc. 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 3
Northwestern Mutual Investment Management Company, Llc 3
Stone Ridge Asset Management LLC 3
Securian Asset Management, Inc 3
GPOW - Goldman Sachs ETF Trust - Goldman Sachs North American Pipelines & Power Equity ETF 3
Teachers Advisors, Llc 3
Brandywine Global Investment Management, LLC 3
Skandinaviska Enskilda Banken AB (publ) 3
Tiaa Cref Investment Management Llc 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 3
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 3
Lsv Asset Management 3
Quantbot Technologies LP 3
Schonfeld Strategic Advisors LLC 3
Two Sigma Advisers, Lp 3
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 3
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 3
Whittier Trust Co 3
Price T Rowe Associates Inc /md/ 3
NSIDX - Northern Funds - Northern Small Cap Index Fund 3
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 3
Baird Financial Group, Inc. 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 T. Rowe Price Diversified Real Growth Portfolio 3
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 3
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 3
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 3
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 3
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 3
Yorktown Management & Research Co Inc 3
Highlander Capital Management, LLC 3
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 3
Plante Moran Financial Advisors, LLC 3
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 3
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 3