Ship And Boat Building And Repairing - 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
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 31
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 27
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 26
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 26
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 25
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 25
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 25
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 23
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 22
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 22
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 21
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 20
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 20
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 20
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 20
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 19
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 19
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 19
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 18
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 18
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 17
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 17
MASTER BOND LLC - Master Total Return Portfolio 17
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 15
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 15
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 14
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 14
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 14
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 14
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 14
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 14
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 14
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 13
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 13
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 13
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 13
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 13
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 13
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 12
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 12
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 12
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 12
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 12
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 12
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 12
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 12
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 12
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 11
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 11
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 11
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 11
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 10
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 10
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 10
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 10
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 10
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 10
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 9
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 9
UBS Group AG 9
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 9
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 9
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 9
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 9
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 9
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 9
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 9
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 9
Tower Research Capital LLC (TRC) 9
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 9
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 9
Proequities, Inc. 9
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 9
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 9
Wells Fargo & Company/mn 8
Advisor Group Holdings, Inc. 8
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 8
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 8
Hrt Financial Lp 8
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 8
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 8
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 8
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 8
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 8
NOBOX - Northern Funds - Northern Bond Index Fund 8
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 8
Jane Street Group, Llc 8
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 8
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 8
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 8
Geode Capital Management, Llc 8
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 8
Morgan Stanley 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 8
Bank Of America Corp /de/ 8
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 8
Citadel Advisors Llc 8
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 8
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 8
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 8
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 8
Vanguard Group Inc 8
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 8
Renaissance Technologies Llc 8
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 7
Susquehanna International Group, Llp 7
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 7
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 7
BlackRock, Inc. 7
Goldman Sachs Group Inc 7
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 7
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 7
Virtu Financial LLC 7
Raymond James Financial Inc 7
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 7
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 7
Royal Bank Of Canada 7
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 7
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 7
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 7
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 7
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 7
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 7
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 7
Two Sigma Advisers, Lp 7
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 7
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 7
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 7
Two Sigma Investments, Lp 7
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 7
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 7
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 7
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 7
Jpmorgan Chase & Co 7
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 6
Principal Funds Inc 6
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 6
Amalgamated Bank 6
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 6
Bank Of Montreal /can/ 6
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 6
Raymond James Financial Services Advisors, Inc. 6
STFBX - Advisers Investment Trust - State Farm Balanced Fund 6
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 6
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 6
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 6
Signaturefd, Llc 6
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 6
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 6
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 6
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 6
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 6
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 6
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 6
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 6
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 6
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 6
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 6
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 6
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 6
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 6
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 6
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 6
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 6
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 6
Cwm, Llc 6
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 6
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 6
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 6
PENN SERIES FUNDS INC - International Equity Fund 6
Captrust Financial Advisors 6
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 6
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 6
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 6
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 6
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 6
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 6
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 6
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 6
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 6
Us Bancorp \de\ 6
SBI Securities Co., Ltd. 6
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 6
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 6
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 6
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 6
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 6
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 6
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 6
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 6
Vantagepoint Funds 6
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 6
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 6
Millennium Management Llc 6
John Hancock Income Securities Trust 6
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 6
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 6
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 6
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 6
NOSGX - Northern Funds - Northern Small Cap Value Fund 6
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 6
True Wealth Design, LLC 6
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 6
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 6
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 6
Citigroup Inc 6
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 6
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 6
Raymond James & Associates 6
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 6
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 6
XTX Topco Ltd 6
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 6
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 6
Jones Financial Companies Lllp 6
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 6
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 6
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 6
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 6
State Farm Mutual Fund Trust 6
Fmr Llc 6
State Farm Variable Product Trust 6
VDAFX - VALIC Co I - Dynamic Allocation Fund 6
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 6
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 6
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 6
Connor, Clark & Lunn Investment Management Ltd. 5
Allspring Global Investments Holdings, LLC 5
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 5
BlackRock Fund Advisors 5
Deutsche Bank Ag\ 5
Police & Firemen's Retirement System of New Jersey 5
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 5
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 5
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 5
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 5
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 5
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 5
Group One Trading, L.p. 5
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 5
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 5
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 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
State Street Corp 5
Guggenheim Active Allocation Fund 5
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 5
Credit Suisse Ag/ 5
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 5
Dorsey Wright & Associates 5
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 5
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 5
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 5
Manufacturers Life Insurance Company, The 5
EverSource Wealth Advisors, LLC 5
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 5
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 5
Ladenburg Thalmann Financial Services Inc 5
Dimensional Fund Advisors Lp 5
D. E. Shaw & Co., Inc. 5
Virginia Retirement Systems Et Al 5
Charles Schwab Investment Management Inc 5
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 5
Covestor Ltd 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 5
Meeder Asset Management Inc 5
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 5
Algert Global Llc 5
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 5
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 5
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 5
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 5
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 5
MetLife Investment Management, LLC 5
Piedmont Investment Advisors Llc 5
Blackrock Corporate High Yield Fund, Inc. 5
State of Tennessee, Treasury Department 5
Umb Bank N A/mo 5
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 5
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 5
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 5
Aperio Group, LLC 5
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 5
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 5
Nationwide Fund Advisors 5
Nisa Investment Advisors, Llc 5
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 5
Quadrature Capital Ltd 5
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 5
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 5
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 5
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 5
Six Circles Trust - Six Circles Global Bond Fund 5
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 5
FNY Managed Accounts LLC 5
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 5
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 5
CI Private Wealth, LLC 5
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 5
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 5
Cutler Group LP 5
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 5
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 5
Chicago Equity Partners Llc 5
Janney Montgomery Scott LLC 5
Lazard Asset Management Llc 5
California State Teachers Retirement System 5
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 5
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 5
Northern Trust Corp 5
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 5
Amalgamated Financial Corp. 5
Strs Ohio 5
Sterling Capital Management LLC 5
Corebridge Financial, Inc. 5
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 5
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 5
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5
Truist Financial Corp 5
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 5
Bank of New York Mellon Corp 5
Hillsdale Investment Management Inc. 5
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 5
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 5
Wolverine Trading, Llc 5
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 5
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 5
Comerica Bank 5
Vanguard Index Funds 5
SG Americas Securities, LLC 5
BlackRock Institutional Trust Company, N.A. 5
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 5
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 5
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 5
Marshall Wace North America L.P. 5
Prospera Financial Services Inc 5
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 5
Great West Life Assurance Co /can/ 5
American International Group, Inc. 5
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 5
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 5
Marshall Wace, Llp 5
Federated Hermes, Inc. 5
Arrowstreet Capital, Limited Partnership 5
Russell Investments Group, Ltd. 5
Victory Capital Management Inc 5
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 5
Barclays Plc 5
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 5
Pnc Financial Services Group, Inc. 5
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 5
Denali Advisors Llc 5
EntryPoint Capital, LLC 5
RMB Capital Management, LLC 5
SRS Capital Advisors, Inc. 5
Tiaa-cref Funds 5
College Retirement Equities Fund 5
Mfs Multimarket Income Trust 5
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 5
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 5
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 5
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 5
Tfs Capital Investment Trust 5
Smartleaf Asset Management LLC 5
National Bank Of Canada /fi/ 5
Navellier & Associates Inc 5
Creative Planning 5
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 5
PDT Partners, LLC 5
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 5
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 5
Bnp Paribas Arbitrage, Sa 5
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 5
Acadian Asset Management Llc 5
Verition Fund Management LLC 5
Nuveen, LLC 5
Alliancebernstein L.p. 5
Tiaa Cref Investment Management Llc 5
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 5
Teachers Advisors, Llc 5
Ergoteles LLC 5
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 5
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 5
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 5
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 5
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 5
Simplex Trading, Llc 5
IFP Advisors, Inc 5
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 5
New York State Teachers Retirement System 5
Polar Asset Management Partners Inc. 5
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 5
Municipal Employees' Retirement System of Michigan 5
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 5
California Public Employees Retirement System 5
GWM Advisors LLC 5
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 5
First Quadrant L P/ca 5
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 5
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 5
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 5
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 5
Price T Rowe Associates Inc /md/ 5
Acrospire Investment Management LLC 5
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 5
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 5
Squarepoint Ops LLC 5
Gsa Capital Partners Llp 5
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 5
GAMMA Investing LLC 5
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 5
Zurcher Kantonalbank (Zurich Cantonalbank) 5
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 5
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 5
O'shaughnessy Asset Management, Llc 5
PEAK6 Investments, L.P. 5
American Century Companies Inc 5
Los Angeles Capital Management Llc 5
PEAK6 Investments LLC 5
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 5
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 5
Invesco Ltd. 5
Rhumbline Advisers 5
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 5
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 5
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 5
First Trust Advisors Lp 5
Parametric Portfolio Associates Llc 5
Ameriprise Financial Inc 5
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 5
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 5
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 5
Employees Retirement System of Texas 5
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 5
NEXT Financial Group, Inc 5
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 5
Trexquant Investment LP 5
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 5
Winton Capital Group Ltd 5
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 5
New York State Common Retirement Fund 5
Engineers Gate Manager LP 5
BlackRock Investment Management, LLC 5
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 5
Oxford Asset Management Llp 5
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 5
IWC - iSHARES TRUST - iShares Micro-Cap ETF 5
Geneos Wealth Management Inc. 5
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 5
IWV - iSHARES TRUST - iShares Russell 3000 ETF 5
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 5
Nuveen Asset Management, LLC 5
Advisory Services Network, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 5
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 5
Walleye Trading LLC 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 5
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 5
TD Waterhouse Canada Inc. 5
Prelude Capital Management, Llc 5
Russell Frank Co/ 5
Legal & General Group Plc 5
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 5
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 5
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 5
Metropolitan Life Insurance Co/ny 5
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 5
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 5
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 5
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 5
Panagora Asset Management Inc 5
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 5
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 5
Bridgeway Capital Management Inc 5
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 5
BlackRock Advisors LLC 5
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 5
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 5
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 5
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 5
Macroview Investment Management Llc 5
Macquarie Group Ltd 5
Two Sigma Securities, Llc 5
Huntington National Bank 5
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 5
Swiss National Bank 5
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 5
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 5
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 5
Qube Research & Technologies Ltd 5
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 5
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 5
Teacher Retirement System Of Texas 5
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 5
Ameritas Investment Partners, Inc. 5
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 5
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 5
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 4
FNY Investment Advisers, LLC 4
Sofos Investments, Inc. 4
Private Wealth Management Group, LLC 4
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 4
Versant Capital Management, Inc 4
Cornerstone Investment Partners, LLC 4
Principal Securities, Inc. 4
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 4
Assured Investment Management LLC 4
Robeco Institutional Asset Management B.V. 4
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 4
Centiva Capital, LP 4
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 4
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 4
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 4
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 4
Private Advisor Group, LLC 4
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 4
Ci Investments Inc. 4
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 4
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 4
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 4
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 4
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 4
Zebra Capital Management LLC 4
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 4
State Board Of Administration Of Florida Retirement System 4
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 4
Coldstream Capital Management Inc 4
Clough Global Dividend & Income Fund 4
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 4
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 4
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 4
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 4
Brinker Capital Inc 4
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 4
QS Investors, LLC 4
Foresters Investment Management Company, Inc. 4
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 4
Lord, Abbett & Co. Llc 4
Rydex Etf Trust 4
SLIM - Janus Detroit Street Trust - The Obesity ETF 4
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 4
Farther Finance Advisors, LLC 4
CENTRAL TRUST Co 4
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 4
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 4
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 4
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 4
Mfs Charter Income Trust 4
Lsv Asset Management 4
Pnc Funds 4
Quadrant Capital Group Llc 4
Oppenheimer Global Multi Strategies Fund 4
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 4
Oppenheimer Etf Trust 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 4
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 4
Ubs Ag 4
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 4
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 4
AMP Capital Investors Ltd 4
Ground Swell Capital, LLC 4
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 4
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 4
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 4
Martingale Asset Management L P 4
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 4
Nebula Research & Development LLC 4
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 4
Alps Advisors Inc 4
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 4
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 4
Mckinley Capital Management Llc /delaware 4
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 4
Spark Investment Management LLC 4
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 4
Cadence Capital Management Llc 4
Janus Henderson Group Plc 4
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 4
AWM Investment Company, Inc. 4
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 4
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 4
ACK Asset Management LLC 4
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 4
Bayesian Capital Management, LP 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 4
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 4
FIL Ltd 4
Stone Ridge Asset Management LLC 4
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 4
Oberweis Asset Management Inc/ 4
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 4
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 4
Brandywine Global Investment Management, LLC 4
Parallax Volatility Advisers, L.P. 4
Petrus Trust Company, LTA 4
Hotchkis & Wiley Capital Management Llc 4
LPL Financial LLC 4
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 4
Schonfeld Strategic Advisors LLC 4
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 4
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 4
Tudor Investment Corp Et Al 4
Gotham Asset Management, LLC 4
Point72 Hong Kong Ltd 4
Cubist Systematic Strategies, LLC 4
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 4
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 4
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 4
Sei Investments Co 4
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 4
Neuberger Berman Group LLC 4
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
Cornerstone Capital Management Holdings Llc. 4
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 4
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 4
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 4
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 4
Forum Funds 4
Point72 Middle East FZE 4
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 4
Massachusetts Financial Services Co /ma/ 4
Hsbc Holdings Plc 4
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 4
BFOR - ALPS ETF Trust - Barron's 400 ETF 4
Jefferies Group LLC 4
Voya Infrastructure, Industrials & Materials Fund 4
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 4
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 4
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 4
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 4
Claymore Exchange-traded Fund Trust 4
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 4
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 4
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 4
Prudential Financial Inc 4
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 4
Emerald Acquisition Ltd. 4
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 4
Advisor Group, Inc. 4
Steward Partners Investment Advisory, Llc 4
Mesirow Financial Investment Management, Inc. 4
Capital Bank & Trust Co 4
Sowell Financial Services LLC 4
Ritholtz Wealth Management 4
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 4
Summit Global Investments 4
Cigna Investments Inc /new 4
Parallel Advisors, LLC 4
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 4
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 4
AE Wealth Management LLC 4
Hartford Mutual Funds Inc/ct 4
Empowered Funds, LLC 4
Versor Investments LP 4
Assetmark, Inc 4
Laurion Capital Management LP 4
Envestnet Asset Management Inc 4
Zacks Investment Management 4
Grantham, Mayo, Van Otterloo & Co. LLC 4
Wellington Management Group Llp 4
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 4
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 4
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 4
Man Group plc 4
Exchange Traded Concepts, Llc 4
Campbell & CO Investment Adviser LLC 4
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 4
Mackenzie Financial Corp 4
Systematic Financial Management Lp 4
Quarry LP 4
Stephens Consulting, LLC 4
Principal Financial Group Inc 4
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 4
Voloridge Investment Management, Llc 4
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 4
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 4
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 4
Clear Street Markets Llc 4
Rothschild Investment Llc 4
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 4
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 4
Globeflex Capital L P 4
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 4
Dynamic Technology Lab Private Ltd 4
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 4
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 4
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 4
Federation des caisses Desjardins du Quebec 4
BFIX - Build Funds Trust - Build Bond Innovation ETF 4
Guggenheim Capital Llc 4
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 4
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 4
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 4
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 4
Aquatic Capital Management LLC 4
Public Employees Retirement System Of Ohio 4
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 4
Massmutual Trust Co Fsb/adv 4
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 4
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 4
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 4
Capital Fund Management S.a. 4
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 4
Ativo Capital Management LLC 4
Cassady Schiller Wealth Management, LLC 4
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 4
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 4
ClariVest Asset Management LLC 4
State of Wyoming 4
Caxton Associates Lp 4
Quantbot Technologies LP 4
Ameritas Advisory Services, LLC 4
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 4
Thompson Davis & Co., Inc. 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 4
Carmel Capital Partners, LLC 4
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 4
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 4
Capital Performance Advisors Llp 4
Bessemer Group Inc 4
Hudson Bay Capital Management LP 4
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 4
Voya Investment Management Llc 4
Plante Moran Financial Advisors, LLC 4
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 4
Wedge Capital Management L L P/nc 4
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 4
BlackRock Group LTD 4
Glenmede Trust Co Na 4
Ajo, Lp 4
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 4
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 4
WealthCollab, LLC 4
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 4
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 4
BlackRock Japan Co. Ltd 4
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 4
Amundi Pioneer Asset Management Inc 4
Ellington Management Group Llc 4
Paloma Partners Management Co 4
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 4
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 4
Northwestern Mutual Wealth Management Co 4
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 4
Aqr Capital Management Llc 4
Dark Forest Capital Management Lp 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 4
Aviva Plc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 4
Credit Agricole S A 4
Hutchin Hill Capital, LP 4
Pathstone Family Office, Llc 4
Psagot Investment House Ltd. 4
A.R.T. Advisors, LLC 4
Graham Capital Management, L.P. 4
Scopus Asset Management, L.p. 4
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 4
Clark Capital Management Group, Inc. 4
ProShare Advisors LLC 4
Alberta Investment Management Corp 4
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 4
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 4
Harbour Investments, Inc. 4
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 4
Parkside Financial Bank & Trust 4
Occudo Quantitative Strategies Lp 4
Putnam Investments Llc 4
Brinker Capital Investments, LLC 4
Menta Capital Llc 4
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 4
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 4
First Mercantile Trust Co 4
Numeric Investors Llc 4
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 4
First Republic Investment Management, Inc. 4
Capital World Investors 4
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 4
Trust Co Of Vermont 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 4
Y-Intercept (Hong Kong) Ltd 4
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 4
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 4
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 4
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 4
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 4
Point72 Asset Management, L.P. 4
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 4
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 4
FLDFX - Meeder Funds - BALANCED FUND Retail Class 4
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 4
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 4
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 4
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 4
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 4
MUFG Americas Holdings Corp 4
Six Circles Trust - Six Circles Credit Opportunities Fund 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 4
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 4
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 4
Jump Financial, LLC 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 4
Ubs Asset Management Americas Inc 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 4
Schroder Investment Management Group 4
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 4
Whittier Trust Co 4
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 4
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 4
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 4
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 4
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 4
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 4
CIBC Private Wealth Group, LLC 4
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 4
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 4
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 4
RidgeWorth Capital Management LLC 4
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 4
Allianz Asset Management GmbH 4
Franklin Resources Inc 4
Balyasny Asset Management Llc 4
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 4
Highbridge Capital Management Llc 4
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 4
Landscape Capital Management, L.l.c. 4
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 4
Ibex Investors LLC 4
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 4
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 4
FundVantage Trust - Verplanck Balanced Fund 4
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 4
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 4
Advanced Series Trust - Ast Small-cap Growth Portfolio 4
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 4
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 4
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 4
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 4
Bowling Portfolio Management LLC 4
First Horizon Advisors, Inc. 4
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 4
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 4
State Of Wisconsin Investment Board 4
Skopos Labs, Inc. 4
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 4
Cornercap Investment Counsel Inc 4
Canada Pension Plan Investment Board 4
Stanley-Laman Group, Ltd. 4
Quest Partners LLC 4
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 4
Stratos Wealth Partners, LTD. 4
Orion Portfolio Solutions, LLC 4
ExodusPoint Capital Management, LP 4
Quantinno Capital Management LP 4
Weld Capital Management Llc 4
Seizert Capital Partners, Llc 4
Lucus Advisors Llc 4
Healthcare Of Ontario Pension Plan Trust Fund 4
Ameritas Investment Corp 4
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4
FinTrust Capital Advisors, LLC 4
Lindbrook Capital, Llc 4
Mackay Shields Llc 4
Quantamental Technologies LLC 4
Aigen Investment Management, Lp 4
Walleye Capital LLC 4
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 3
Boston Private Wealth Llc 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
MQS Management LLC 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 3
CenterBook Partners LP 3
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 3
Metis Global Partners, LLC 3
SJS Investment Consulting Inc. 3
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 3
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 3
Morton Brown Family Wealth, LLC 3
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 3
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 3
Driehaus Capital Management Llc 3
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
Thurston, Springer, Miller, Herd & Titak, Inc. 3
Vanguard Explorer Fund 3
Erste Asset Management GmbH 3
American Portfolios Advisors 3
USA Financial Portformulas Corp 3
Ballentine Partners, LLC 3
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 3
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 3
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 3
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 3
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 3
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 3
Putnam Investors Fund 3
Eaton Vance Management 3
Gradient Investments LLC 3
Deere & Co 3
CoreCap Advisors, LLC 3
Moors & Cabot, Inc. 3
Capital Guardian Trust Co 3
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 3
Sumitomo Mitsui Trust Holdings, Inc. 3
Vestcor Inc 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
Nbc Securities, Inc. 3
Dean Investment Associates, Llc 3
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 3
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 3
Americafirst Capital Management, Llc 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 3
First Manhattan Co 3
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 3
M&t Bank Corp 3
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 3
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 3
VCAAX - VALIC Co I - Asset Allocation Fund 3
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 3
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 3
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 3
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 3
Eaton Vance Ltd Duration Income Fund 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 3
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 3
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 3
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 3
Harbor Capital Advisors, Inc. 3
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 3
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 3
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 3
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 3
Profunds - Profund Vp Ultrasmall-cap 3
Profunds - Profund Vp Small-cap 3
Peak6 Llc 3
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 3
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 3
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 3
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 3
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 3
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 3
People's United Financial, Inc. 3
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 3
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 3
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 3
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 3
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 3
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3
Dubuque Bank & Trust Co 3
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3
Winslow, Evans & Crocker, Inc. 3
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 3
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 3
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 3
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 3
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 3
VCSLX - VALIC Co I - Small Cap Index Fund 3
VCCCX - VALIC Co I - Capital Conservation Fund 3
Boston Advisors Llc 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 3
VGLSX - VALIC Co I - Global Strategy Fund 3
Mml Investors Services, Llc 3
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 3
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 3
Wealthbridge Capital Management, Llc 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 3
Atom Investors LP 3
Thrivent Financial For Lutherans 3
Vident Advisory, LLC 3
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 3
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 3
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 3
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 3
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 3
Venturi Wealth Management, LLC 3
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 3
Banque Cantonale Vaudoise 3
Howe & Rusling Inc 3
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 3
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 3
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 3
Waddell & Reed Financial Inc 3
Meritage Portfolio Management 3
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 3
Wakefield Asset Management LLLP 3
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
Studio Investment Management Llc 3
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 3
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 3
Advisory Research Inc 3
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3
FourThought Financial, LLC 3
Vermillion Wealth Management, Inc. 3
Optimum Investment Advisors 3
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 3
Skylands Capital, LLC 3
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 3
LMR Partners LLP 3
Teachers Retirement System Of The State Of Kentucky 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 3
OMERS ADMINISTRATION Corp 3
Brown Advisory Inc 3
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 3
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 3
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 3
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 3
Pzena Investment Management Llc 3
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 3
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 3
Advanced Series Trust - Ast Advanced Strategies Portfolio 3
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 3
Innealta Capital, Llc 3
CAPROCK Group, Inc. 3
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 3
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 3
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 3
Franklin Templeton ETF Trust - Western Asset Bond ETF 3
Css Llc/il 3
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 3
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 3
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 3
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 3
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 3
Newbridge Financial Services Group, Inc. 3
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 3
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 3
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 3
HAP Trading, LLC 3
HighTower Advisors, LLC 3
Boston Partners 3
Bailard, Inc. 3
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 3
361 Capital Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 3
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 3
Twin Peaks Wealth Advisors, LLC 3
Jacobs Levy Equity Management, Inc 3
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 3
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 3
Loomis Sayles & Co L P 3
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 3
Element Capital Management Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 3
Origin Asset Management LLP 3
Cambria Investment Management, L.P. 3
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 3
Advisor Resource Council 3
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 3
Tucker Asset Management Llc 3
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 3
Sunbelt Securities, Inc. 3
Private Capital Group, LLC 3
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 3
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 3
Zweig-DiMenna Associates LLC 3
Keebeck Alpha, LP 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 3
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 3
Thoroughbred Financial Services, Llc 3
Creative Financial Designs Inc /adv 3
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 3
IWM - iSHARES TRUST - iShares Russell 2000 ETF 3
Sandy Spring Bank 3
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 3
Invictus RG 3
Money Concepts Capital Corp 3
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 3
Kapitalo Investimentos Ltda 3
Magnetar Financial LLC 3
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 3
Koss-Olinger Consulting, LLC 3
Calamos Advisors LLC 3
Susquehanna Portfolio Strategies, LLC 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 3
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 3
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 3
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 3
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 3
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 3
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 3
Cornerstone Wealth Management, LLC 3
Adams Diversified Equity Fund, Inc. 3
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 3
VCCBX - VALIC Co II - Core Bond Fund 3
VCSBX - VALIC Co II - Strategic Bond Fund 3
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 3
AdvisorNet Financial, Inc 3
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 3
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 3
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 3
Dana Investment Advisors, Inc. 3
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 3
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 3
Eagle Asset Management Inc 3
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 3
Oppenheimer & Co Inc 3
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 3
Coppell Advisory Solutions LLC 3
AQGNX - AQR Funds - AQR Global Equity Fund Class N 3
First Interstate Bank 3
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 3
Nomura Holdings Inc 3
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 3
BlackRock ETF Trust II - BlackRock Total Return ETF 3
Verus Capital Partners, Llc 3
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 3
Global Retirement Partners, LLC 3
DekaBank Deutsche Girozentrale 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 3
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 3
MUFG Securities EMEA plc 3
Catalyst Capital Advisors LLC 3
Alpha DNA Investment Management LLC 3
Tradition Wealth Management, LLC 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
Artemis Investment Management LLP 3
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 3
Harvey Partners, LLC 3
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 3
Vontobel Holding Ltd. 3
Blueshift Asset Management, LLC 3
Penn Capital Management Co Inc 3
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 3
Inspire Advisors, LLC 3
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 3
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3
Lodge Hill Capital, LLC 3
Cetera Investment Advisers 3
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 3
Kcg Holdings, Inc. 3
Hancock Whitney Corp 3
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 3
PENN SERIES FUNDS INC - Small Cap Index Fund 3
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 3
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3
Cypress Capital Management LLC (WY) 3
Sawgrass Asset Management Llc 3
QCVAX - Clearwater Investment Trust - Clearwater International Fund 3
Pearl River Capital, LLC 3
Cavalier Investments, LLC 3
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 3
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 3
NSIDX - Northern Funds - Northern Small Cap Index Fund 3
Oregon Public Employees Retirement Fund 3
Smith Asset Management Group Lp 3
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 3
BNP Paribas Asset Management Holding S.A. 3
I.g. Investment Management, Ltd. 3
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 3
GPS Wealth Strategies Group, LLC 3
Aaron Wealth Advisors LLC 3
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 3
Syverson Strege & Co 3
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 3
Boothbay Fund Management, Llc 3
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 3
Brevan Howard Capital Management LP 3
Richardson Financial Services Inc. 3
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
Calton & Associates, Inc. 3
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 3
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 3
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 3
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 3
Nine Chapters Capital Management LLC 3
Penserra Capital Management LLC 3
MBOVX - M FUND INC - M Large Cap Value Fund 3
Fifth Third Bancorp 3
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 3
Wipfli Financial Advisors Llc, 3
Valley National Advisers Inc 3
Legacy Financial Advisors, Inc. 3
Coastal Capital Group, Inc. 3
MAI Capital Management 3
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 3
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 3
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 3
Commonwealth Equity Services, Llc 3
Glassman Wealth Services 3
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 3
NumerixS Investment Technologies Inc 3
Intrust Bank Na 3
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 3
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 3
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 3
Exane Derivatives 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3
Sonora Investment Management, LLC 3
Clearview Wealth Advisors LLC 3
EA Series Trust 3
GIMFX - GMO TRUST - GMO Implementation Fund 3
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 3
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 3
Castleview Partners, Llc 3
Horizon Bancorp Inc /in/ 3
Financial Gravity Companies, Inc. 3
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3
Oakworth Capital, Inc. 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 3
Larson Financial Group LLC 3
Rockefeller Capital Management L.P. 3
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 3
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 3
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 3
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 3
BlueCrest Capital Management Ltd 3
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 3
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 3
Global X Funds 3
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3
Wealth Enhancement Advisory Services, Llc 3
Caption Management, LLC 3
Pitcairn Co 3
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 3
Delta Asset Management Llc/tn 3
Holocene Advisors, LP 3
Tompkins Financial Corp 3
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 3
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 3
Creekmur Asset Management LLC 3
Argent Advisors, Inc. 3
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 3
ArrowMark Colorado Holdings LLC 3
UniSuper Management Pty Ltd 3
Berman Capital Advisors, LLC 3
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 3
First American Bank 3
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 3
Shellback Capital, LP 3
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 3
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 3
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 3
FDx Advisors, Inc. 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 3
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 3
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
Mount Yale Investment Advisors, LLC 3
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 3
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3
APG Asset Management N.V. 3
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 3
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3
Frazier Financial Advisors, LLC 3
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 3
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 3
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 3
Quantitative Systematic Strategies LLC 3
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 3
Synovus Financial Corp 3
CWM Advisors, LLC 3
First Hawaiian Bank 3
Ubs Oconnor Llc 3
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 3
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 3
First Horizon Corp 3
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 3
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 3
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3
Benjamin F. Edwards & Company, Inc. 3
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 3
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 3
Burney Co/ 3
URTH - iShares, Inc. - iShares MSCI World ETF 3
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 3
Universal- Beteiligungs- und Servicegesellschaft mbH 3
Cetera Advisors LLC 3
James Investment Research Inc 3
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 3
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 3
WealthPLAN Partners, LLC 3
nVerses Capital, LLC 3
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 3
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 3
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 3
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 3
GGBFX - GuideStone Funds - Global Bond Fund Investor 3
Whittier Trust Co Of Nevada Inc 3
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 3
Diversified Trust Co 3
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 3
Munder Series Trust 3
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 3
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 3
Meitav Dash Investments Ltd 3
Capital Investment Advisory Services, LLC 3
Vanguard World Fund 3
Hartland & Co., LLC 3
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 3
Cerity Partners LLC 3
IHT Wealth Management, LLC 3
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 3
Epoch Investment Partners, Inc. 3
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 3
Ancora Advisors, LLC 3
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 3
Cullen Capital Management, LLC 3
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 3
Sherbrooke Park Advisers Llc 3
Regions Financial Corp 3
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 3
Intellectus Partners, LLC 3
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 3
New York Life Investment Management Llc 3
Aster Capital Management (DIFC) Ltd 3
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
Bogle Investment Management L P /de/ 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 3
Royce & Associates Lp 3
Greenleaf Trust 3
Oppenheimer Asset Management Inc. 3
Ensign Peak Advisors, Inc 3
Arden Investment Series Trust 3
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 3
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 3
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 3
Almanack Investment Partners, LLC. 3
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 3
Assenagon Asset Management S.A. 3
Susquehanna Fundamental Investments, Llc 3
Jupiter Asset Management Ltd 3
Stevens Capital Management Lp 3
Weiss Multi-Strategy Advisers LLC 3
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 3
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 3
Prime Capital Investment Advisors, LLC 3
Harel Insurance Investments & Financial Services Ltd. 3
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 3
Managed Account Advisors Llc 3
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 3
Vanguard Whitehall Funds 3
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 3
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 3
Zeke Capital Advisors, Llc 3
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 3
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 3
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 3
SLPIX - Profunds - Small-cap Profund Investor Class 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
YorkBridge Wealth Partners, LLC 3
Cornerstone Planning Group LLC 3
BDO Wealth Advisors, LLC 3
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 3
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 3
Alyeska Investment Group, L.P. 3
Resources Investment Advisors, LLC. 3
Mountain Capital Investment Advisors, Inc 3
Delphi Management Inc /ma/ 3
Crossmark Global Holdings, Inc. 3
Numerai GP LLC 3
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 3
Unison Advisors LLC 3
Asset Management One Co., Ltd. 3
Price Wealth Management, Inc. 3
Global Trust Asset Management, LLC 3
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 3
Inceptionr Llc 3
Formula Growth Ltd 3
Reilly Financial Advisors, Llc 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 3
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 3
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3
Blackrock Credit Allocation Income Trust 3
RSSL - Global X Funds - Global X Russell 2000 ETF 3
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 3
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 3
Td Asset Management Inc 3
Colonial Trust Co / SC 3
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 3
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 3
United Services Automobile Association 3
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 3
Allworth Financial LP 3
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 3
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
SECOR Capital Advisors, LP 3
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 3
Oppenheimer Funds Inc 3
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 3
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 3
Public Sector Pension Investment Board 3
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 3
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 3
Columbus Circle Investors 3
Farmers & Merchants Investments Inc 3
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 3
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 3
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 3
Toth Financial Advisory Corp 3
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 3
Norges Bank 3
Tfs Capital Llc 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
Clough Global Opportunities Fund 3
Sei Trust Co 3
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 3
Airain ltd 3
Eqis Capital Management, Inc. 3
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 3
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 3
Kayne Anderson Rudnick Investment Management Llc 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
Mariner, LLC 3
Fiera Capital Corp 3
Intech Investment Management Llc 3
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 3
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 3
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 3
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 3
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 3
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 3
Westwood Holdings Group Inc 3
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 3
CPSIX - Unified Series Trust - Fci Bond Fund 3
Compagnie Lombard Odier SCmA 3
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 3
Golden State Wealth Management, LLC 3
Mutual Of America Capital Management Llc 3
Ronald Blue Trust, Inc. 3
Stifel Financial Corp 3
Moneta Group Investment Advisors Llc 3
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
Next Financial Holdings 3
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 3
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 3
TCI Wealth Advisors, Inc. 3
DAACX - Adviser Managed Trust - Diversified Equity Fund 3
International Assets Investment Management, Llc 3
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 3
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 3
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 3
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 3
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 3
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 3
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 3
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 3
Aurora Investment Counsel 3
Arizona State Retirement System 3
Baader Bank INC 3
Fuller & Thaler Asset Management, Inc. 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 3
Readystate Asset Management Lp 3
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 3
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 3
Clark Estates Inc/ny 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 3
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 3
Thompson Siegel & Walmsley Llc 3
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 3
Dupont Capital Management Corp 3
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
Agf Investments Inc. 3
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 3
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 3
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 3
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 3
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 3
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 3
Kornitzer Capital Management Inc /ks 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 3
Wealthfront Inc 3
Northpointe Capital Llc 3
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 3
Jefferies Financial Group Inc. 3
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 3
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 3
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 3
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 3
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 3
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 3
SAC Capital Advisors LP 3
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 3
Comerica Securities,inc. 3
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 3
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 3
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 3
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 3
Friedenthal Financial 3
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 3
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 3
Perritt Capital Management Inc 3
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 3
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 3
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 3
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 3
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 3
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 3
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 3
Axa S.a. 3
Corton Capital Inc. 3
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 3
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 3
FORA Capital, LLC 3
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 3