Specialty Outpatient Facilities, Not Elsewhere Classified - 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
Proequities, Inc. 12
Citadel Advisors Llc 12
Morgan Stanley 11
Susquehanna International Group, Llp 10
UBS Group AG 10
Millennium Management Llc 9
Renaissance Technologies Llc 9
Goldman Sachs Group Inc 9
Jpmorgan Chase & Co 9
Bank Of America Corp /de/ 9
Barclays Plc 9
Vanguard Group Inc 8
Virtu Financial LLC 8
Ladenburg Thalmann Financial Services Inc 8
Hrt Financial Lp 8
Marshall Wace, Llp 8
Wells Fargo & Company/mn 8
Geode Capital Management, Llc 8
Tower Research Capital LLC (TRC) 8
Dimensional Fund Advisors Lp 8
Verition Fund Management LLC 8
Northern Trust Corp 8
D. E. Shaw & Co., Inc. 8
BlackRock, Inc. 8
State Street Corp 8
Royal Bank Of Canada 8
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 7
Victory Capital Management Inc 7
Prelude Capital Management, Llc 7
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 7
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 7
Ameriprise Financial Inc 7
Credit Suisse Ag/ 7
Point72 Asset Management, L.P. 7
Alliancebernstein L.p. 7
Walleye Trading LLC 7
Marshall Wace North America L.P. 7
Bank Of Montreal /can/ 7
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 7
Citigroup Inc 7
Squarepoint Ops LLC 7
Advisor Group Holdings, Inc. 7
Manufacturers Life Insurance Company, The 6
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 6
Two Sigma Investments, Lp 6
Aqr Capital Management Llc 6
Balyasny Asset Management Llc 6
Blackrock Corporate High Yield Fund, Inc. 6
Glenmede Trust Co Na 6
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 6
Group One Trading, L.p. 6
Pnc Financial Services Group, Inc. 6
BlackRock Institutional Trust Company, N.A. 6
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 6
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 6
Griffin Institutional Access Credit Fund 6
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 6
Eaton Vance Ltd Duration Income Fund 6
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 6
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 6
Neuberger Berman Group LLC 6
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 6
Rhumbline Advisers 6
BlackRock Advisors LLC 6
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 6
Us Bancorp \de\ 6
Deutsche Bank Ag\ 6
BlackRock Fund Advisors 6
Simplex Trading, Llc 6
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 6
Wellington Management Group Llp 6
Bnp Paribas Arbitrage, Sa 6
Gsa Capital Partners Llp 6
Nomura Holdings Inc 6
FEDERATED CORE TRUST - High Yield Bond Portfolio 6
PEAK6 Investments, L.P. 6
Ellington Management Group Llc 6
Cubist Systematic Strategies, LLC 6
Tudor Investment Corp Et Al 6
Blackrock Ltd Duration Income Trust 6
Guggenheim Capital Llc 6
Ancora Advisors, LLC 6
Meeder Asset Management Inc 6
Bank of New York Mellon Corp 6
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 6
Oxford Asset Management Llp 5
Envestnet Asset Management Inc 5
Metropolitan Life Insurance Co/ny 5
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 5
FNY Investment Advisers, LLC 5
Landscape Capital Management, L.l.c. 5
Swiss National Bank 5
California Public Employees Retirement System 5
EAM Investors, LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 5
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 5
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 5
Qube Research & Technologies Ltd 5
Rockefeller Capital Management L.P. 5
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 5
State Farm Variable Product Trust 5
State Farm Mutual Fund Trust 5
Vanguard Index Funds 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 5
IFP Advisors, Inc 5
Teachers Advisors, Llc 5
Tiaa Cref Investment Management Llc 5
Fmr Llc 5
Teacher Retirement System Of Texas 5
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 5
State of Tennessee, Treasury Department 5
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 5
Price T Rowe Associates Inc /md/ 5
BlackRock Group LTD 5
Great West Life Assurance Co /can/ 5
Paloma Partners Management Co 5
Bridgeway Capital Management Inc 5
Northwestern Mutual Wealth Management Co 5
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 5
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 5
Cnh Partners Llc 5
American International Group, Inc. 5
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 5
Highbridge Capital Management Llc 5
Charles Schwab Investment Management Inc 5
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 5
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 5
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 5
Jefferies Group LLC 5
Polar Asset Management Partners Inc. 5
A.R.T. Advisors, LLC 5
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 5
GABELLI & Co INVESTMENT ADVISERS, INC. 5
Hbk Investments L P 5
Glazer Capital, Llc 5
Jane Street Group, Llc 5
Russell Frank Co/ 5
Monarch Partners Asset Management LLC 5
New York State Common Retirement Fund 5
Strs Ohio 5
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 5
Point72 Hong Kong Ltd 5
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 5
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 5
Invesco Ltd. 5
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 5
Public Sector Pension Investment Board 5
California State Teachers Retirement System 5
Ubs Ag 5
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 5
Prudential Financial Inc 5
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 5
PDT Partners, LLC 5
Cwm, Llc 5
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 5
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 5
American Century Companies Inc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 5
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 5
Schonfeld Strategic Advisors LLC 5
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 5
Adage Capital Partners Gp, L.l.c. 5
Vanguard World Fund 5
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 5
Panagora Asset Management Inc 5
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 5
Gabelli Funds Llc 5
Nisa Investment Advisors, Llc 5
Nationwide Fund Advisors 5
BlackRock Investment Management, LLC 5
SG Americas Securities, LLC 5
Russell Investments Group, Ltd. 5
Turner Investments, L.p. 5
Parallax Volatility Advisers, L.P. 5
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 5
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 5
Wolverine Trading, Llc 5
Legal & General Group Plc 5
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 5
Employees Retirement System of Texas 5
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 5
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 5
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 5
Acadian Asset Management Llc 5
Sterling Capital Management LLC 5
Blackrock Core Bond Trust 5
Kcg Holdings, Inc. 5
Advisor Group, Inc. 5
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 5
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 5
Creative Planning 5
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 5
Thompson Davis & Co., Inc. 5
Walleye Capital LLC 5
Principal Funds Inc 5
First Trust Advisors Lp 5
Cutler Group LP 5
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 5
Parametric Portfolio Associates Llc 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 5
Allianz Asset Management GmbH 5
PEAK6 Investments LLC 5
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 5
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 5
Raymond James & Associates 5
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 5
Gotham Asset Management, LLC 4
Td Asset Management Inc 4
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 4
Quadrant Capital Group Llc 4
Norges Bank 4
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 4
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 4
Dynamic Technology Lab Private Ltd 4
Tocqueville Asset Management L.p. 4
Arrowstreet Capital, Limited Partnership 4
Blackrock Debt Strategies Fund, Inc. 4
Invesco High Income Trust Ii 4
Invesco Senior Loan Fund 4
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 4
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 4
Zacks Investment Management 4
Profund Advisors Llc 4
Stevens Capital Management Lp 4
Deerfield Management Company, L.p. (series C) 4
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 4
Texas Permanent School Fund 4
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 4
Reilly Financial Advisors, Llc 4
Waddell & Reed Financial Inc 4
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 4
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 4
Assenagon Asset Management S.A. 4
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 4
Macquarie Group Ltd 4
Acrospire Investment Management LLC 4
Voya Investment Management Llc 4
Diversified Trust Co 4
Columbus Circle Investors 4
State Board Of Administration Of Florida Retirement System 4
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 4
Clearbridge Investments, LLC 4
Tfs Capital Llc 4
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 4
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 4
Vident Investment Advisory, LLC 4
Highland Capital Management Lp 4
Putnam Investments Llc 4
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 4
Connor, Clark & Lunn Investment Management Ltd. 4
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 4
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 4
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 4
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 4
BlackRock Japan Co. Ltd 4
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 4
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 4
Dupont Capital Management Corp 4
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 4
Cortina Asset Management, LLC 4
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 4
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 4
Massmutual Trust Co Fsb/adv 4
Boothbay Fund Management, Llc 4
Managed Account Advisors Llc 4
Hancock Whitney Corp 4
Virginia Retirement Systems Et Al 4
ExodusPoint Capital Management, LP 4
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 4
Cupps Capital Management, LLC 4
Quantbot Technologies LP 4
Louisiana State Employees Retirement System 4
Emerald Acquisition Ltd. 4
Blackstone / Gso Strategic Credit Fund 4
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 4
Loomis Sayles & Co L P 4
Wealthspire Advisors, L.P. 4
Eaton Vance Senior Income Trust 4
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 4
MUFG Americas Holdings Corp 4
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 4
Ubs Asset Management Americas Inc 4
Hsbc Holdings Plc 4
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 4
Commonwealth Equity Services, Llc 4
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 4
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 4
Centiva Capital, LP 4
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 4
Huntington National Bank 4
Teachers Retirement System Of The State Of Kentucky 4
Spark Investment Management LLC 4
Moore Capital Management, Lp 4
Trexquant Investment LP 4
Sit Investment Associates Inc 4
Perceptive Advisors Llc 4
Mason Street Advisors, Llc 4
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 4
Palisade Capital Management Llc/nj 4
Nuveen Asset Management, LLC 4
RidgeWorth Capital Management LLC 4
PineBridge Investments, L.P. 4
M&t Bank Corp 4
Magnetar Financial LLC 4
Calamos Advisors LLC 4
ProShare Advisors LLC 4
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 4
Thrivent Financial For Lutherans 4
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 4
Ameritas Investment Partners, Inc. 4
Engineers Gate Manager LP 4
Vanguard Explorer Fund 4
Calamos Convertible & High Income Fund 4
Eagle Asset Management Inc 4
Bck Capital Management Lp 4
Calamos Convertible Opportunities & Income Fund 4
Gamco Investors, Inc. Et Al 4
Parkside Financial Bank & Trust 4
Comerica Bank 4
Wolverine Asset Management Llc 4
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 4
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 4
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 4
Royce & Associates Lp 4
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 4
Fred Alger Management, Llc 4
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 4
Two Sigma Advisers, Lp 4
State of Alaska, Department of Revenue 4
LPL Financial LLC 4
Zurcher Kantonalbank (Zurich Cantonalbank) 4
Blackstone / Gso Senior Floating Rate Term Fund 4
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 4
Oppenheimer Funds Inc 4
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 4
Signaturefd, Llc 4
Eaton Vance Senior Floating Rate Trust 4
Municipal Employees' Retirement System of Michigan 4
New York State Teachers Retirement System 4
Invesco Senior Income Trust 4
High Income Opportunities Portfolio - High Income Opportunities Portfolio 4
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 4
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 4
Global Income Builder Portfolio - Global Income Builder Portfolio 4
MetLife Securities, Inc 4
Captrust Financial Advisors 4
Eaton Vance Floating-rate Income Trust 4
Prudential Short Duration High Yield Fund, Inc. 4
Fifth Third Bancorp 4
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 4
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 4
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 4
Federated Hermes, Inc. 4
Six Circles Trust - Six Circles Credit Opportunities Fund 4
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 4
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 4
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 4
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 4
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 4
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 4
Janus Henderson Group Plc 4
Arizona State Retirement System 4
Invesco Dynamic Credit Opportunities Fund 4
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 4
Raymond James Financial Services Advisors, Inc. 4
Shepherd Kaplan Krochuk, Llc 4
LMR Partners LLP 4
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 4
BlueCrest Capital Management Ltd 4
Sei Investments Co 4
Lord, Abbett & Co. Llc 4
Pacer Advisors, Inc. 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 4
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 4
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 4
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 4
Systematic Financial Management Lp 4
Algert Global Llc 4
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 4
Invesco Bond Fund 4
LS Investment Advisors, LLC 4
Nicholas Company, Inc. 4
Whitebox Advisors Llc 4
Driehaus Capital Management Llc 4
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 4
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 4
Principal Financial Group Inc 4
Rydex Etf Trust 3
Tfs Capital Investment Trust 3
Neuberger Berman High Yield Strategies Fund Inc. 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 3
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 3
Foundry Partners, LLC 3
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 3
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 3
Atria Investments Llc 3
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 3
VDAFX - VALIC Co I - Dynamic Allocation Fund 3
Capstone Asset Management Co 3
Guggenheim Strategic Opportunities Fund 3
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 3
First Hawaiian Bank 3
Contravisory Investment Management, Inc. 3
Benjamin F. Edwards & Company, Inc. 3
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 3
Oppenheimer Etf Trust 3
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 3
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 3
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 3
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 3
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 3
PENN SERIES FUNDS INC - International Equity Fund 3
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 3
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 3
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 3
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 3
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 3
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 3
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 3
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 3
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 3
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 3
ETRADE Capital Management LLC 3
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 3
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 3
MERVX - MERGER FUND VL - The Merger Fund VL 3
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 3
Alyeska Investment Group, L.P. 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 3
Winton Capital Group Ltd 3
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 3
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 3
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 3
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 3
Clear Street Llc 3
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 3
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 3
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 3
Essex Investment Management Co Llc 3
Amalgamated Bank 3
Truist Financial Corp 3
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 3
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 3
Rs Investment Management Co Llc 3
Everence Capital Management Inc 3
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 3
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 3
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 3
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 3
Blackstone / Gso Long-short Credit Income Fund 3
Ergoteles LLC 3
Nuveen Global High Income Fund 3
Nuveen High Income November 2021 Target Term Fund 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 3
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 3
Advisory Services Network, LLC 3
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 3
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 3
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 3
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 3
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 3
Rotella Capital Management, Inc. 3
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 3
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 3
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 3
Farallon Capital Management Llc 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 3
Private Advisor Group, LLC 3
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 3
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 3
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 3
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 3
Kennedy Capital Management, Inc. 3
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 3
TCI Wealth Advisors, Inc. 3
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 3
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 3
Suntrust Banks Inc 3
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 3
Kestra Advisory Services, LLC 3
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 3
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 3
Harel Insurance Investments & Financial Services Ltd. 3
1832 Asset Management L.P. 3
QS Investors, LLC 3
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
Voya Senior Income Fund 3
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 3
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 3
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 3
Eaton Vance Management 3
Proficio Capital Partners LLC 3
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 3
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 3
APG Asset Management N.V. 3
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 3
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 3
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 3
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 3
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 3
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 3
NumerixS Investment Technologies Inc 3
Sectoral Asset Management Inc 3
Mirae Asset Global Investments Co., Ltd. 3
Crossmark Global Holdings, Inc. 3
Resources Investment Advisors, LLC. 3
WFG Advisors, LP 3
Athos Capital Ltd 3
Patriot Financial Group Insurance Agency, LLC 3
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 3
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 3
Parallel Advisors, LLC 3
AMP Capital Investors Ltd 3
Ground Swell Capital, LLC 3
Spring Creek Capital Llc 3
Glen Harbor Capital Management LLC 3
Independent Advisor Alliance 3
Tiaa-cref Funds 3
Gilder Gagnon Howe & Co Llc 3
College Retirement Equities Fund 3
Davidson Kempner Capital Management Lp 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
Millrace Asset Group, Inc. 3
Formula Growth Ltd 3
Silver Rock Financial LP 3
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 3
Wall Street Associates 3
Axa S.a. 3
Next Century Growth Investors Llc 3
Riverhead Capital Management Llc 3
EverPoint Asset Management, LLC 3
AHL Partners LLP 3
Dana Investment Advisors, Inc. 3
Deere & Co 3
Gardner Lewis Asset Management L P 3
Stephens Investment Management Group LLC 3
Regions Financial Corp 3
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 3
Petrus Trust Company, LTA 3
Oberweis Asset Management Inc/ 3
Absolute Return Capital, LLC 3
Jacobs Levy Equity Management, Inc 3
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 3
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 3
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 3
Prosight Management, LP 3
Weiss Multi-Strategy Advisers LLC 3
Man Group plc 3
Newbridge Financial Services Group, Inc. 3
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 3
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 3
Mackenzie Financial Corp 3
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 3
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 3
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 3
United Services Automobile Association 3
Stifel Financial Corp 3
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 3
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 3
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 3
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 3
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 3
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 3
Public Employees Retirement System Of Ohio 3
State of New Jersey Common Pension Fund D 3
Castleark Management Llc 3
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 3
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 3
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 3
Segall Bryant & Hamill, Llc 3
Natixis Advisors, L.p. 3
Geneos Wealth Management Inc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 3
Bessemer Group Inc 3
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 3
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 3
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 3
Great Lakes Advisors, Llc 3
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 3
Bryn Mawr Capital Management Inc 3
Pine River Capital Management L.P. 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 3
OMERS ADMINISTRATION Corp 3
Icon Advisers Inc/co 3
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 3
Amundi Pioneer Asset Management Inc 3
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 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
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 3
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 3
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 3
Miles Capital, Inc. 3
TimesSquare Capital Management, LLC 3
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 3
Menta Capital Llc 3
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 3
KBC Group NV 3
First Republic Investment Management, Inc. 3
O'shaughnessy Asset Management, Llc 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
Old Mission Capital Llc 3
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 3
Money Concepts Capital Corp 3
Artisan Partners Limited Partnership 3
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 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
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 3
Advisors Asset Management, Inc. 3
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 3
Longfellow Investment Management Co Llc 3
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 3
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 3
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 3
William Blair Investment Management, Llc 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 3
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 3
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 3
Brown Advisory Inc 3
Los Angeles Capital Management Llc 3
Pembroke Management, LTD 3
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 3
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 3
Mariner Investment Group Llc 3
Cornercap Investment Counsel Inc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 3
Ensign Peak Advisors, Inc 3
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3
IWV - iSHARES TRUST - iShares Russell 3000 ETF 3
GAM Holding AG 3
Cantor Fitzgerald, L. P. 3
IWC - iSHARES TRUST - iShares Micro-Cap ETF 3
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 3
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 3
Orion Portfolio Solutions, LLC 3
Hillsdale Investment Management Inc. 3
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 3
Timpani Capital Management LLC 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 3
Woodline Partners LP 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
Chartwell Investment Partners, Llc 3
Glassman Wealth Services 3
Smith Asset Management Group Lp 3
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 3
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 3
Alps Advisors Inc 3
Cadence Capital Management Llc 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 3
Segantii Capital Management Ltd 3
Hood River Capital Management LLC 3
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 3
Healthcare Of Ontario Pension Plan Trust Fund 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 3
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 3
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 3
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 3
Apollo Management Holdings, L.P. 3
Lazard Asset Management Llc 3
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 3
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 3
C M Bidwell & Associates Ltd 3
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 3
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 3
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 3
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 3
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3
Aigen Investment Management, Lp 3
Childress Capital Advisors, Llc 3
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 3
Nicholas Investment Partners, LP 3
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 3
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 3
National Asset Management, Inc. 3
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 3
Soros Fund Management Llc 3
Sculptor Capital LP 3
Brant Point Investment Management Llc 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
Rise Advisors, LLC 3
Assetmark, Inc 3
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 3
SkyView Investment Advisors, LLC 3
Laurion Capital Management LP 3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 3
Oppenheimer Asset Management Inc. 3
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 3
Phocas Financial Corp. 3
Visium Asset Management, LP 3
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 3
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 3
Campbell & CO Investment Adviser LLC 3
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 3
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF 3
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 3
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 3
Asset Management One Co., Ltd. 3
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 3
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 3
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 3
Wedge Capital Management L L P/nc 3
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 3
K2 Principal Fund, L.p. 3
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
South Dakota Investment Council 3
Voloridge Investment Management, Llc 3
SECOR Capital Advisors, LP 3
Gemmer Asset Management LLC 3
Picton Mahoney Asset Management 3
Farmers & Merchants Investments Inc 3
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 3
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 3
Airain ltd 3
Eqis Capital Management, Inc. 3
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 3
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 3
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 3
Globeflex Capital L P 3
Mutual Of America Capital Management Llc 3
Advanced Series Trust - Ast High Yield Portfolio 3
Manchester Capital Management LLC 3
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 3
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 3
NSGRX - Northern Funds - Northern Small Cap Core Fund 3
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 3
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 3
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 3
Falcon Point Capital, Llc 3
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 3
Northpointe Capital Llc 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 3
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 3
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 3
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 3
Tradewinds Capital Management, LLC 3
Aperio Group, LLC 3
Vantagepoint Funds 3
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 3
Emerald Advisers, Llc 3
Silvercrest Asset Management Group Llc 3
Piedmont Investment Advisors Llc 3
Capital Fund Management S.a. 3
Tranquility Partners, LLC 3
Emerald Mutual Fund Advisers Trust 3
Quest Capital Management Inc /adv 3
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 3
Ameritas Investment Corp 3
ClariVest Asset Management LLC 3
FinTrust Capital Advisors, LLC 3
Quantamental Technologies LLC 3
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 3
Fifth Lane Capital, Lp 3
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 3
Vantage Consulting Group Inc 3
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 3
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 3
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 3
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 3
EAM Global Investors LLC 3
Sofos Investments, Inc. 3
Westchester Capital Management, LLC 3
Private Capital Group, LLC 3
Cowen And Company, Llc 3
MetLife Investment Management, LLC 3
Athanor Capital, Lp 3
Trustcore Financial Services, Llc 3
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 3
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 3
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 3
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 3
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 3
Alliancebernstein Global High Income Fund Inc 3
NOSGX - Northern Funds - Northern Small Cap Value Fund 3
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 3
Css Llc/il 3
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 3
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 3
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 3
Natixis 3
VCAAX - VALIC Co I - Asset Allocation Fund 3
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 3
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 3
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 3
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 3
Pathstone Family Office, Llc 3
Relative Value Fund 3
Aristeia Capital Llc 3
Turner Funds 3
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 3
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 3
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 3
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 3
Calamos Dynamic Convertible & Income Fund 3
Calamos Strategic Total Return Fund 3
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 3
Calamos Global Total Return Fund 3
Calamos Global Dynamic Income Fund 3
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 3
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 3
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 3
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 3
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 3
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 3
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 3
Blackrock Multi-sector Income Trust 3
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 3
Blackrock Credit Allocation Income Trust 3
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 3
Oregon Public Employees Retirement Fund 3
Hanseatic Management Services Inc 3
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 3
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 3
Spot Trading L.L.C 3
Sio Capital Management, LLC 3
Rice Hall James & Associates, Llc 3
Nine Chapters Capital Management LLC 3
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 3
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 3
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 3
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 3