IT:1UMBF / UMB Financial Corporation - Net Long/Short Value

UMB Financial Corporation
IT ˙ BIT ˙ US9027881088
97,50 € ↓ -7,50 (-7,14%)
2025-09-12
DEL PRIS
IT:1UMBF / UMB Financial Corporation - Net Long/Short Value
Denne side viser netto-lange/korte værdiansættelser for hver institutionel besiddelse, der er rapporteret via 13F- eller NPORT-ansøgninger. For at beregne netto lang/kort værdi tilføjer vi egenkapitalværdien til værdien af call-optionen og trækker put-optionsværdien fra. Fonde, der rapporterer korte lånte positioner, vil rapportere aktieværdier som negative. Lange nettopositioner vil have positive tal i kolonnen netto lange/korte, og korte nettopositioner vil have negative værdier i denne kolonne.
Ejer Egenkapitalværdi
($1000)
Opkaldsværdi
($1000)
Sæt værdi
($1000)
Netto Lang/Kort
($1000)
M&t Bank Corp
Dimensional Fund Advisors Lp
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
Koesten, Hirschmann & Crabtree, INC.
Jpmorgan Chase & Co
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class
Guggenheim Capital Llc
MLPIX - Profunds - Mid-cap Value Profund Investor Class
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
Norges Bank
Umb Bank N A/mo
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
Amalgamated Bank
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
Country Club Bank /gfn
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
Russell Investments Group, Ltd.
Profund Advisors Llc
Virginia Retirement Systems Et Al
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
MAI Capital Management
Northwestern Mutual Wealth Management Co
Diversified Portfolios, Inc.
Citigroup Inc
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF
Optiver Holding B.V.
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
RSSL - Global X Funds - Global X Russell 2000 ETF
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Goldman Sachs Group Inc
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
VMIDX - VALIC Co I - Mid Cap Index Fund
Tower Research Capital LLC (TRC)
Johnson Investment Counsel Inc
Simplex Trading, Llc
Paragon Capital Management LLC
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
Accredited Investors Inc.
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class
Nomura Asset Management Co Ltd
Massachusetts Financial Services Co /ma/
Envestnet Asset Management Inc
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
LexAurum Advisors, LLC
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
VCSLX - VALIC Co I - Small Cap Index Fund
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
Envestnet Portfolio Solutions, Inc.
Private Trust Co Na
AdvisorNet Financial, Inc
Thrivent Core Funds - Thrivent Core Small Cap Value Fund
Legal & General Group Plc
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
Douglass Winthrop Advisors, LLC
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2
Atria Investments Llc
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
King Luther Capital Management Corp
WealthPlan Investment Management, LLC
Point72 (DIFC) Ltd
Adage Capital Partners Gp, L.l.c.
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
SLPIX - Profunds - Small-cap Profund Investor Class
New York State Teachers Retirement System
Wedge Capital Management L L P/nc
New Mexico Educational Retirement Board
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I
Cibc World Markets Corp
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
Symphony Financial, Ltd. Co.
NOMIX - Northern Funds - Northern Mid Cap Index Fund
Farringdon Capital, Ltd.
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
IWM - iSHARES TRUST - iShares Russell 2000 ETF
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
NSIDX - Northern Funds - Northern Small Cap Index Fund
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
Securian Asset Management, Inc
Kavar Capital Partners Group, Llc
True Wealth Design, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
Heritage Family Offices, LLP
Commonwealth Equity Services, Llc
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
Jones Financial Companies Lllp
IWV - iSHARES TRUST - iShares Russell 3000 ETF
American Century Companies Inc
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
Louisiana State Employees Retirement System
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Merit Financial Group, LLC
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
Avion Wealth
Persistent Asset Partners Ltd
Hsbc Holdings Plc
Balyasny Asset Management Llc
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
Kennedy Capital Management, Inc.
Old National Bancorp /in/
Rialto Wealth Management, LLC
Mml Investors Services, Llc
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
Tributary Capital Management, LLC
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
Quadrant Capital Group Llc
Global Alpha Capital Management Ltd.
Hartland & Co., LLC
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A
Profunds - Profund Vp Ultramid-cap
HighTower Advisors, LLC
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
IHT Wealth Management, LLC
Geode Capital Management, Llc
Millennium Management Llc
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
State Street Corp
Third Avenue Management Llc
MetLife Investment Management, LLC
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Aptus Capital Advisors, LLC
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class
Comerica Bank
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
Wellington Management Group Llp
Papp L Roy & Associates
Franklin Resources Inc
State of Tennessee, Treasury Department
Holocene Advisors, LP
Avantax Planning Partners, Inc.
Farther Finance Advisors, LLC
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
Principal Securities, Inc.
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares
Profunds - Profund Vp Banks
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
Hancock Whitney Corp
ABASX - AB TRUST - AB Discovery Value Fund Class A
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
Charles Schwab Investment Management Inc
Two Sigma Advisers, Lp
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund
Aqr Capital Management Llc
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Bayview Asset Management, Llc
Winch Advisory Services, LLC
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
Shelton Capital Management
Oppenheimer & Co Inc
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF
Cambridge Investment Research Advisors, Inc.
Point72 Asset Management, L.P.
Bank Of America Corp /de/
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Gator Capital Management, LLC
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund
Allworth Financial LP
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
Concurrent Investment Advisors, LLC
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
Nbc Securities, Inc.
Schonfeld Strategic Advisors LLC
Hantz Financial Services, Inc.
Ubs Asset Management Americas Inc
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
SG Americas Securities, LLC
Ameriprise Financial Inc
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares
Bridgewealth Advisory Group, LLC
NJ State Employees Deferred Compensation Plan
Global Retirement Partners, LLC
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I
Bay Harbor Wealth Management, LLC
BlackRock, Inc.
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class
Cwm, Llc
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF
EP Wealth Advisors, Inc.
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
Savant Capital, LLC
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
Alliancebernstein L.p.
Atwood & Palmer Inc
111 Capital
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
Ethic Inc.
Pictet Asset Management Holding SA
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
Sanibel Captiva Trust Company, Inc.
PENN SERIES FUNDS INC - Small Cap Value Fund
First Trust Advisors Lp
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
CIBC Private Wealth Group, LLC
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
Pnc Financial Services Group, Inc.
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
SRS Capital Advisors, Inc.
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
Accent Capital Management, LLC
Deutsche Bank Ag\
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
Truist Financial Corp
Neuberger Berman Group LLC
Twin Peaks Wealth Advisors, LLC
Great Lakes Advisors, Llc
Schroder Investment Management Group
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
ExodusPoint Capital Management, LP
Phocas Financial Corp.
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
Bnp Paribas Arbitrage, Sa
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
Maltese Capital Management Llc
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
UMA Financial Services, Inc.
Wiley Bros.-aintree Capital, Llc
Key FInancial Inc
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
Edgestream Partners, L.P.
CWM Advisors, LLC
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Wealth Enhancement Advisory Services, Llc
DRW Securities, LLC
Allianz Asset Management GmbH
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A
Two Sigma Investments, Lp
Brown Brothers Harriman & Co
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Mariner, LLC
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Resources Investment Advisors, LLC.
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
NOSGX - Northern Funds - Northern Small Cap Value Fund
Fortress Wealth Management, Inc.
Vontobel Holding Ltd.
Ci Investments Inc.
Allspring Global Investments Holdings, LLC
Readystate Asset Management Lp
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
Quarry LP
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
Jane Street Group, Llc
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
Teachers Retirement System Of The State Of Kentucky
ProShare Advisors LLC
Pitcairn Co
Peregrine Capital Management Llc
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
Atria Wealth Solutions, Inc.
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
Northwestern Mutual Investment Management Company, Llc
Rhumbline Advisers
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
TFO USA Ltd
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I
Gts Securities Llc
High Note Wealth, LLC
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Natixis Advisors, L.p.
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
Creative Planning
Emerald Mutual Fund Advisers Trust
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class
Earnest Partners Llc
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
Profunds - Profund Vp Mid-cap Value
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
CenterBook Partners LP
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
GHP Investment Advisors, Inc.
Interval Partners, LP
Kornitzer Capital Management Inc /ks
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
Qube Research & Technologies Ltd
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Campbell & CO Investment Adviser LLC
Scientech Research LLC
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
Knights of Columbus Asset Advisors LLC
Angel Oak Financial Strategies Income Term Trust
Ensign Peak Advisors, Inc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
High Net Worth Advisory Group LLC
Ceredex Value Advisors LLC
GWM Advisors LLC
Pathstone Holdings, LLC
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Pacer Advisors, Inc.
Royal Bank Of Canada
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
Xponance, Inc.
Cerity Partners LLC
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
Geneos Wealth Management Inc.
Oppenheimer Asset Management Inc.
Bell Investment Advisors, Inc
Raymond James Financial Inc
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
FORA Capital, LLC
TFC Financial Management
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Greenleaf Trust
Parallel Advisors, LLC
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
MidWestOne Financial Group, Inc.
O'shaughnessy Asset Management, Llc
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund
Fisher Asset Management, LLC
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
CENTRAL TRUST Co
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
GW&K Investment Management, LLC
Elevation Series Trust - RiverNorth Patriot ETF
State of Wyoming
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
Basswood Capital Management, L.l.c.
Jfs Wealth Advisors, Llc
Sequoia Financial Advisors, LLC
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Mackenzie Financial Corp
Sei Investments Co
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
CIBC Asset Management Inc
Northern Trust Corp
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
Forum Financial Management, LP
Profunds - Profund Vp Ultrasmall-cap
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
Roubaix Capital, LLC
Klp Kapitalforvaltning As
Strs Ohio
Susquehanna Fundamental Investments, Llc
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Occudo Quantitative Strategies Lp
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
LPL Financial LLC
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
Manchester Capital Management LLC
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
UBS Group AG
Citadel Advisors Llc
Integrated Advisors Network LLC
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
Meritage Portfolio Management
Public Employees Retirement System Of Ohio
Monument Capital Management
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
Fiduciary Trust Co
IFP Advisors, Inc
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
BNP Paribas Asset Management Holding S.A.
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Texas Permanent School Fund
Parkside Financial Bank & Trust
Vident Advisory, LLC
Massmutual Trust Co Fsb/adv
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
First Affirmative Financial Network
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Price T Rowe Associates Inc /md/
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares
Engineers Gate Manager LP
Lazard Asset Management Llc
Quantinno Capital Management LP
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
State Of Michigan Retirement System
Rakuten Securities, Inc.
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Panagora Asset Management Inc
Financial Advisory Service, Inc.
Humankind Benefit Corp - Humankind US Stock ETF
PENN SERIES FUNDS INC - Smid Cap Value Fund
Public Employees Retirement Association Of Colorado
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Rise Advisors, LLC
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF
Susquehanna Portfolio Strategies, LLC
Fifth Third Bancorp
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
Crossmark Global Holdings, Inc.
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
SJS Investment Consulting Inc.
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Rafferty Asset Management, LLC
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
Boston Trust Walden Corp
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
Police & Firemen's Retirement System of New Jersey
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
Quest Partners LLC
Angel Oak Capital Advisors, LLC
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
Swiss National Bank
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
Larson Financial Group LLC
Advanced Series Trust - Ast Small-cap Growth Portfolio
Victory Capital Management Inc
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
STXK - EA Series Trust - Strive Small-Cap ETF
Capital Advisors, Ltd. LLC
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
Parkworth Wealth Management, Inc.
Fairman Group, LLC
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
Everence Capital Management Inc
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
Ameritas Investment Partners, Inc.
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A
Connable Office Inc
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
Emerald Advisers, Llc
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
SummerHaven Investment Management, LLC
Midwest Trust Co
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
Universal- Beteiligungs- und Servicegesellschaft mbH
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
PrairieView Partners, LLC
Versant Capital Management, Inc
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
First National Bank Of Omaha
State Board Of Administration Of Florida Retirement System
Federation des caisses Desjardins du Quebec
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
KLCM Advisors, Inc.
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
Healthcare Of Ontario Pension Plan Trust Fund
Clearbridge Investments, LLC
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
Orion Portfolio Solutions, LLC
National Asset Management, Inc.
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Renaissance Technologies Llc
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
Prudential Financial Inc
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A
UMPIX - Profunds - Ultramid-cap Profund Investor Class
N.E.W. Advisory Services LLC
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
Caliber Wealth Management, LLC / KS
Buckingham Strategic Partners
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
Us Bancorp \de\
Bessemer Group Inc
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A
Fmr Llc
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
Elizabeth Park Capital Advisors, Ltd.
Yousif Capital Management, Llc
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
Brant Point Investment Management Llc
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
Profunds - Profund Vp Mid-cap Growth
Avantax Advisory Services, Inc.
Prime Capital Investment Advisors, LLC
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Mount Yale Investment Advisors, LLC
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N
Private Wealth Management Group, LLC
New York State Common Retirement Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Stifel Financial Corp
Assetmark, Inc
Pinney & Scofield, Inc.
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
JustInvest LLC
Systematic Financial Management Lp
Clarity Asset Management, Inc.
Teacher Retirement System Of Texas
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Coldstream Capital Management Inc
Steward Partners Investment Advisory, Llc
Susquehanna International Group, Llp
Vanguard Group Inc
Ronald Blue Trust, Inc.
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
Gamco Investors, Inc. Et Al
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
Huntington National Bank
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
VVSCX - VALIC Co I - Small Cap Value Fund
Cetera Investment Advisers
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
Cambria Investment Management, L.P.
VMAX - Lattice Strategies Trust - Hartford US Value ETF
Great West Life Assurance Co /can/
Voya Investment Management Llc
Arizona State Retirement System
Manufacturers Life Insurance Company, The
Boothbay Fund Management, Llc
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Commerce Bank
Skopos Labs, Inc.
Aquatic Capital Management LLC
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
Brinker Capital Investments, LLC
City State Bank
1620 Investment Advisors, Inc.
EverSource Wealth Advisors, LLC
Bokf, Na
KBC Group NV
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C
Brown Advisory Inc
Integrated Investment Consultants, LLC
CI Private Wealth, LLC
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
First Citizens Bank & Trust Co
Friday Financial
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
Diversify Advisory Services, LLC
Federated Hermes, Inc.
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
DiNuzzo Private Wealth, Inc.
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
CBOE Vest Financial, LLC
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Sterling Capital Management LLC
BFOR - ALPS ETF Trust - Barron's 400 ETF
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A
Stieven Capital Advisors, L.P.
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
Park Avenue Securities Llc
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
California Public Employees Retirement System
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
RBB FUND, INC. - Adara Smaller Companies Fund
Bank Of Montreal /can/
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
First Community Trust Na
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
California State Teachers Retirement System
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
Spdr S&p Midcap 400 Etf Trust
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
Rothschild Investment Llc
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF
Neumeier Poma Investment Counsel Llc
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N
Hemington Wealth Management
Nisa Investment Advisors, Llc
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
Smartleaf Asset Management LLC
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Verition Fund Management LLC
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
Regions Financial Corp
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Covestor Ltd
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
Shell Asset Management Co
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
PMC FIG Opportunities LLC
Anb Bank
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
HFM Investment Advisors, LLC
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
Guardian Wealth Advisors, Llc / Nc
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Whelan Financial
Spire Wealth Management
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
Rsm Us Wealth Management Llc
Fortitude Family Office, LLC
Harbor Capital Advisors, Inc.
RMG Wealth Management LLC
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
Marquette Asset Management, LLC
Trust Point Inc.
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
Advisor Group Holdings, Inc.
Evergreen Capital Management Llc
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
Nfj Investment Group, Llc
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
Jackson Creek Investment Advisors LLC
JNBA Financial Advisors
Congress Asset Management Co /ma
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
Mutual Of America Capital Management Llc
Miramar Capital, LLC
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
Farmers & Merchants Investments Inc
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
Empowered Funds, LLC
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
Alps Advisors Inc
Horizon Financial Services, Llc
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
Bank of New York Mellon Corp
Retirement Systems of Alabama
HHM Wealth Advisors, LLC
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
Profunds - Profund Vp Small-cap
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
Ieq Capital, Llc
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
Invesco Ltd.
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
Tortoise Investment Management, LLC
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
GeoWealth Management, LLC
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
Fieldview Capital Management, LLC
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
VSSVX - VALIC Co I - Small Cap Special Values Fund
Keeley-Teton Advisors, LLC
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
State of Alaska, Department of Revenue
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
State of New Jersey Common Pension Fund D
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
Principal Financial Group Inc
BI Asset Management Fondsmaeglerselskab A/S
Dynamic Technology Lab Private Ltd
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
Morgan Stanley
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
McIlrath & Eck, LLC
Wells Fargo & Company/mn
PENN SERIES FUNDS INC - Small Cap Index Fund
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
Thrivent Financial For Lutherans
Axa S.a.
State Of Wisconsin Investment Board
Gallagher Fiduciary Advisors, LLC
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
VVMCX - VALIC Co I - Mid Cap Value Fund
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
Lindbrook Capital, Llc
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
Squarepoint Ops LLC
Hillsdale Investment Management Inc.
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
ETF Store, Inc.
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
Blueshift Asset Management, LLC
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
Janus Henderson Group Plc
Signaturefd, Llc
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
First Horizon Advisors, Inc.
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF
Headlands Technologies LLC
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
Equitable Holdings, Inc.
Whalen Wealth Management Inc.
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
Magnetar Financial LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
GAMMA Investing LLC
Hilltop National Bank
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
FNY Investment Advisers, LLC
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
Captrust Financial Advisors
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
Nuveen, LLC
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
First National Advisers, LLC
MDPIX - Profunds - Mid-cap Profund Investor Class
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
Keybank National Association/oh
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Plante Moran Financial Advisors, LLC
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
Barclays Plc
Oregon Public Employees Retirement Fund
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
Janney Montgomery Scott LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y
EBI - RBB Fund Trust - Longview Advantage ETF
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
Handelsbanken Fonder AB
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
Moors & Cabot, Inc.
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
ISAM Funds (UK) Ltd
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
Zurcher Kantonalbank (Zurich Cantonalbank)
Intech Investment Management Llc
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
Other Listings
US:UMBF 120,35 $
DE:UMB 103,00 €
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