MX:STWD / Starwood Property Trust, Inc. - Net Long/Short Value

Starwood Property Trust, Inc.
MX ˙ BMV ˙ US85571B1052
MX:STWD / Starwood Property Trust, Inc. - 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)
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
MDPIX - Profunds - Mid-cap Profund Investor Class
California Public Employees Retirement System
Envestnet Asset Management Inc
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares
IFP Advisors, Inc
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
AllSquare Wealth Management LLC
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
DAVENPORT & Co LLC
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Mariner, LLC
Hm Payson & Co
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
CIBC Private Wealth Group, LLC
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
We Are One Seven, LLC
Susquehanna International Group, Llp
Rockefeller Capital Management L.P.
Equitable Holdings, Inc.
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
GWM Advisors LLC
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
Focus Financial Network, Inc.
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
VCGAX - VALIC Co I - Growth & Income Fund
Creative Capital Management Investments LLC
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
SOA Wealth Advisors, LLC.
Cary Street Partner Investment Advisory Llc
GoalVest Advisory LLC
Strs Ohio
DoubleLine ETF Adviser LP
Bleakley Financial Group, LLC
Heritage Wealth Advisors
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
Larson Financial Group LLC
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
Trust Co Of Toledo Na /oh/
Kingsview Wealth Management, LLC
Wood Tarver Financial Group, LLC
Tower Research Capital LLC (TRC)
GAMMA Investing LLC
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
Aigen Investment Management, Lp
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
Ilex Capital Partners (UK) LLP
Premier Fund Managers Ltd
Nisa Investment Advisors, Llc
Capital Advisors, Ltd. LLC
Columbus Macro, LLC
Bank Of America Corp /de/
Frank, Rimerman Advisors LLC
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
Ssa Swiss Advisors Ag
ProShare Advisors LLC
GPS Wealth Strategies Group, LLC
Plante Moran Financial Advisors, LLC
Wealth Preservation Advisors, LLC
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
Wolverine Trading, Llc
Rothschild Investment Llc
Shelton Capital Management
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Mercer Global Advisors Inc /adv
Westbourne Investment Advisors, Inc.
MAI Capital Management
TD Capital Management LLC
HYIN - WisdomTree Trust - WisdomTree Alternative Income Fund N/A
HHM Wealth Advisors, LLC
Barrett & Company, Inc.
Hantz Financial Services, Inc.
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
Custom Index Systems, Llc
Focused Wealth Management, Inc
Morey & Quinn Wealth Partners, LLC
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Carmel Capital Partners, LLC
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Skaana Management L.P.
Steward Partners Investment Advisory, Llc
Calamos Strategic Total Return Fund
Van Eck Associates Corp
Riverview Capital Advisers, LLC
Russell Investments Group, Ltd.
Ethic Inc.
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
WMG Financial Advisors, LLC
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
Quest Partners LLC
Covestor Ltd
Newbridge Financial Services Group, Inc.
EverSource Wealth Advisors, LLC
Cornerstone Planning Group LLC
Pinnacle Financial Partners Inc
Country Trust Bank
Hallmark Capital Management Inc
Raymond James Financial Inc
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Walker Asset Management, LLC
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
NOLVX - Northern Funds - Northern Large Cap Value Fund
Wealth Enhancement Advisory Services, Llc
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
Charles Schwab Investment Management Inc
Mmbg Investment Advisors Co.
XTX Topco Ltd
Oppenheimer & Co Inc
Sunbelt Securities, Inc.
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Envestnet Portfolio Solutions, Inc.
Fourth Dimension Wealth, LLC
Pacific Center for Financial Services
SummitTX Capital, L.P.
Am Investment Strategies Llc
Transce3nd, LLC
Acorn Wealth Advisors, LLC
Aristeia Capital Llc
Cerity Partners LLC
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
Interval Partners, LP
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
Prevail Innovative Wealth Advisors, Llc
Hartland & Co., LLC
Level Four Advisory Services, Llc
Commerce Bank
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
Fifth Third Wealth Advisors LLC
Us Bancorp \de\
Smallwood Wealth Investment Management, LLC
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Cercano Management LLC
Centaurus Financial, Inc.
International Assets Investment Management, Llc
Murphy & Mullick Capital Management Corp
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
Mv Capital Management, Inc.
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
Aviance Capital Partners, LLC
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
Quadrant Capital Group Llc
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
Red Spruce Capital, LLC
TD Waterhouse Canada Inc.
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
Promethium Advisors,llc
JustInvest LLC
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
Gables Capital Management Inc.
Assetmark, Inc
Janus Henderson Group Plc
Goldman Sachs Group Inc
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
SRS Capital Advisors, Inc.
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
Insigneo Advisory Services, Llc
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity
Jeppson Wealth Management, Llc
Hazlett, Burt & Watson, Inc.
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
Beaird Harris Wealth Management, LLC
CVA Family Office, LLC
Peak6 Llc
LM Advisors LLC
SRET - Global X Funds - Global X SuperDividend REIT ETF
Adams Asset Advisors, LLC
Jones Financial Companies Lllp
Neuberger Berman Group LLC
Arizona State Retirement System
Woodward Diversified Capital, Llc
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
GFS Advisors, LLC
Teacher Retirement System Of Texas
Pathstone Holdings, LLC
Jane Street Group, Llc
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
Collar Capital Management, LLC
STXV - EA Series Trust - Strive 1000 Value ETF
Creative Financial Designs Inc /adv
Bank OZK
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Stony Point Wealth Management Inc.
Certior Financial Group, Llc
Walleye Trading LLC
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
Boston Family Office Llc
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF
Carnegie Lake Advisors LLC
State of Tennessee, Treasury Department
Parallel Advisors, LLC
Versant Capital Management, Inc
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H
Holos Integrated Wealth LLC
Ensign Peak Advisors, Inc
AXS Investments LLC
SWAN Capital LLC
First Trust Advisors Lp
Provenance Wealth Advisors, LLC
Cary Street Partners Financial Llc
Captrust Financial Advisors
Quarry LP
Caption Management, LLC
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
Crewe Advisors LLC
Fifth Third Bancorp
Zurcher Kantonalbank (Zurich Cantonalbank)
Public Employees Retirement System Of Ohio
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
STXK - EA Series Trust - Strive Small-Cap ETF
Empowered Funds, LLC
SDIV - Global X Funds - Global X SuperDividend ETF
MORT - VanEck Vectors ETF Trust - VanEck Vectors Mortgage REIT Income ETF
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
ORG Partners LLC
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
Montag A & Associates Inc
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
VMIDX - VALIC Co I - Mid Cap Index Fund
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Treasurer of the State of North Carolina
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
Creative Planning
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
Edgemoor Investment Advisors, Inc.
Formidable Asset Management, LLC
Wolverine Asset Management Llc
CENTRAL TRUST Co
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
Twin Tree Management, LP
Profunds - Profund Vp Ultramid-cap
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Sachetta, LLC
Aqr Capital Management Llc
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
United Advisor Group, LLC
Apollon Wealth Management, LLC
Westmount Partners, LLC
Geode Capital Management, Llc
Voya Investment Management Llc
LPL Financial LLC
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
Louisiana State Employees Retirement System
Park Avenue Securities Llc
Hsbc Holdings Plc
Great West Life Assurance Co /can/
M&t Bank Corp
UMA Financial Services, Inc.
Corrado Advisors, Llc
Leeward Investments, LLC - MA
Bnp Paribas Arbitrage, Sa
Carson Advisory Inc.
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Huntington National Bank
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Longboard Asset Management, LP
Rsm Us Wealth Management Llc
Spdr S&p Midcap 400 Etf Trust
Janney Montgomery Scott LLC
North Star Investment Management Corp.
Snowden Capital Advisors LLC
Aubrey Capital Management Ltd
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
Securian Asset Management, Inc
Element Wealth, LLC
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
Private Trust Co Na
Summit Financial Strategies, Inc.
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
Manufacturers Life Insurance Company, The
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
Shell Asset Management Co
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
Waterloo Capital, L.P.
NEOS Investment Management LLC
NOIEX - Northern Funds - Northern Income Equity Fund
CIBC Asset Management Inc
MetLife Investment Management, LLC
Samalin Investment Counsel, LLC
Firethorn Wealth Partners, Llc
Parkside Financial Bank & Trust
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
Farmers & Merchants Investments Inc
E&G Advisors, LP
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Swiss National Bank
Sargent Investment Group, LLC
Morgan Stanley
KBC Group NV
HB Wealth Management, LLC
Meridian Wealth Advisors, LLC
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
Brown Brothers Harriman & Co
Lake Street Financial Llc
Sig Brokerage, Lp
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
Cascade Investment Group, Inc.
Alliancebernstein L.p.
Nuveen, LLC
Vanguard Group Inc
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
Western Pacific Wealth Management, LP
State of Alaska, Department of Revenue
Nomura Asset Management Co Ltd
Spirit Of America Management Corp/ny
Red Door Wealth Management, LLC
Boston Partners
Change Path, LLC
Xponance, Inc.
Bank Of Montreal /can/
Retirement Wealth Solutions LLC
Skopos Labs, Inc.
Bramshill Investments, LLC
Kilter Group LLC
Universal- Beteiligungs- und Servicegesellschaft mbH
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
JTC Employer Solutions Trusteee Ltd
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
State Of Wisconsin Investment Board
Klp Kapitalforvaltning As
Bessemer Group Inc
IMC-Chicago, LLC
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
Bell Investment Advisors, Inc
Police & Firemen's Retirement System of New Jersey
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
1832 Asset Management L.P.
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
Geneos Wealth Management Inc.
Concurrent Investment Advisors, LLC
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Hrt Financial Lp
Squarepoint Ops LLC
Cwm, Llc
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
MCF Advisors LLC
Lazari Capital Management, Inc.
Utah Retirement Systems
Bayforest Capital Ltd
Garde Capital, Inc.
New York State Teachers Retirement System
New York State Common Retirement Fund
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
AIA Group Ltd
LDR Capital Management LLC
Cullen/frost Bankers, Inc.
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
Franklin Resources Inc
Gentry Private Wealth, Llc
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL
Group One Trading, L.p.
Hurley Capital, LLC
Caitong International Asset Management Co., Ltd
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
Sofos Investments, Inc.
Northwestern Mutual Wealth Management Co
NFC Investments, LLC
Belpointe Asset Management LLC
Knott David M Jr
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Fiduciary Group LLC
Capital Fund Management S.a.
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
Leo Wealth, LLC
Great Lakes Advisors, Llc
NEOS ETF Trust - NEOS Real Estate High Income ETF
Gabelli Funds Llc
Stifel Financial Corp
Global Retirement Partners, LLC
Tri-continental Corp
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
Victory Capital Management Inc
Archer Investment Corp
CoreCap Advisors, LLC
WPG Advisers, LLC
Crossmark Global Holdings, Inc.
Rise Advisors, LLC
Kingstone Capital Partners Texas, LLC
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
Penserra Capital Management LLC
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
Mutual Of America Capital Management Llc
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
Jennison Associates Llc
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
UMPIX - Profunds - Ultramid-cap Profund Investor Class
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
Bartlett & Co. Wealth Management Llc
Deutsche Bank Ag\
Legal & General Group Plc
Fmr Llc
Adage Capital Partners Gp, L.l.c.
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
SkyOak Wealth, LLC
LRI Investments, LLC
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
Dark Forest Capital Management Lp
Cambridge Investment Research Advisors, Inc.
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
Argosy-Lionbridge Management, LLC
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
SG Americas Securities, LLC
Quest 10 Wealth Builders, Inc.
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Brown Advisory Inc
Baird Financial Group, Inc.
Alpine Bank Wealth Management
Global Trust Asset Management, LLC
Invesco Ltd.
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
Tidemark, LLC
Wealth Quarterback LLC
Principal Financial Group Inc
Delta Asset Management Llc/tn
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
Citigroup Inc
Twin Lakes Capital Management, LLC
Whittier Trust Co Of Nevada Inc
Summit Trail Advisors, Llc
Norges Bank
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
Kmg Fiduciary Partners, Llc
Cornerstone Wealth Group, LLC
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
Wedbush Securities Inc
Trust Co Of Vermont
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
Neuberger Berman Real Estate Securities Income Fund Inc
Cetera Investment Advisers
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
Wellington Management Group Llp
McIlrath & Eck, LLC
Private Advisor Group, LLC
Retirement Systems of Alabama
Wells Fargo & Company/mn
Bruce G. Allen Investments, LLC
MAS Advisors LLC
Nuveen Real Asset Income & Growth Fund
Peddock Capital Advisors, Llc
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
Rathbone Brothers plc
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
Alteri Wealth LLC
Avion Wealth
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
California State Teachers Retirement System
Baker Ellis Asset Management LLC
Royal Bank Of Canada
NOMIX - Northern Funds - Northern Mid Cap Index Fund
Nbc Securities, Inc.
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
D.a. Davidson & Co.
Whittier Trust Co
Hennion & Walsh Asset Management, Inc.
Maryland State Retirement & Pension System
Blue Owl Capital Holdings LP
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
PFG Investments, LLC
Gabelli Global Small & Mid Cap Value Trust
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
Limestone Investment Advisors LP
Simplex Trading, Llc
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
Mutual Advisors, LLC
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
Sterling Capital Management LLC
IFC Advisors LLC
Meridian Wealth Management, LLC
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
Northwestern Mutual Investment Management Company, Llc
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
Portman Square Capital LLP
Pensionmark Financial Group, Llc
KC Investment Advisors, LLC
RFG Advisory, LLC
National Bank Of Canada /fi/
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
Daymark Wealth Partners, Llc
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
Avantax Advisory Services, Inc.
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
Two Sigma Investments, Lp
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
RINC - Investment Managers Series Trust II - AXS Real Estate Income ETF
State Street Corp
Advanced Series Trust - Ast Small-cap Growth Portfolio
Texas Capital Bank Wealth Management Services Inc
Twin Peaks Wealth Advisors, LLC
Smartleaf Asset Management LLC
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
Massmutual Trust Co Fsb/adv
Schonfeld Strategic Advisors LLC
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
Price T Rowe Associates Inc /md/
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
Salem Investment Counselors Inc
Federated Hermes, Inc.
IYF - iSHARES TRUST - iShares U.S. Financials ETF
Connor, Clark & Lunn Investment Management Ltd.
Adell Harriman & Carpenter Inc
WFA of San Diego, LLC
Carnegie Capital Asset Management, LLC
Ubs Oconnor Llc
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
Oregon Public Employees Retirement Fund
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
NewSquare Capital LLC
Signature Resources Capital Management, LLC
Avenir Corp
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
Schechter Investment Advisors, LLC
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
Advisors Capital Management, LLC
Cetera Trust Company, N.A
Farther Finance Advisors, LLC
Atlantic Trust, LLC
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
Diversify Advisory Services, LLC
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Chilton Capital Management Llc
MeadowBrook Investment Advisors LLC
STFGX - Advisers Investment Trust - State Farm Growth Fund
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
Commonwealth Equity Services, Llc
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Truist Financial Corp
CBIZ Investment Advisory Services, LLC
IWB - iSHARES TRUST - iShares Russell 1000 ETF
Millennium Management Llc
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
State Of Michigan Retirement System
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
Icon Wealth Advisors, LLC
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
Principal Securities, Inc.
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
Advisor Group Holdings, Inc.
Washington Trust Advisors, Inc.
Barclays Plc
UBS Group AG
Highland Capital Management, Llc
Pnc Financial Services Group, Inc.
Tudor Investment Corp Et Al
Essex Financial Services, Inc.
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
City State Bank
FineMark National Bank & Trust
Sonora Investment Management Group, LLC
Stratos Wealth Advisors, LLC
Caldwell Securities, Inc
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
Crux Wealth Advisors
GHP Investment Advisors, Inc.
New Mexico Educational Retirement Board
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
Chung Wu Investment Group, LLC
Sei Investments Co
Alps Advisors Inc
Nomura Holdings Inc
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
State Board Of Administration Of Florida Retirement System
State of New Jersey Common Pension Fund D
Citadel Advisors Llc
Operose Advisors LLC
Colony Group, LLC
Wealthbridge Capital Management, Llc
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
New Age Alpha Advisors, LLC
TCG Advisory Services, LLC
Stratos Wealth Partners, LTD.
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Harbour Investments, Inc.
Optimum Investment Advisors
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
Parallax Volatility Advisers, L.P.
Spire Wealth Management
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
Ameritas Investment Partners, Inc.
Ameriprise Financial Inc
Stephens Consulting, LLC
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Thrivent Financial For Lutherans
Yousif Capital Management, Llc
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
AdvisorNet Financial, Inc
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
Edgestream Partners, L.P.
Proathlete Wealth Management Llc
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
Allworth Financial LP
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
Activest Wealth Management
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
Vision Financial Markets Llc
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Northern Trust Corp
Verition Fund Management LLC
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
SlateStone Wealth, LLC
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
Roman Butler Fullerton & Co
Oak Thistle LLC
Grove Bank & Trust
Segall Bryant & Hamill, Llc
Colony Capital, Inc.
True Wealth Design, LLC
Future Financial Wealth Managment LLC
Prudential Financial Inc
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Blair William & Co/il
Mountain Hill Investment Partners Corp.
Rossby Financial, LCC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
Everence Capital Management Inc
Bank of New York Mellon Corp
Lowe Wealth Advisors, LLC
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
Left Brain Wealth Management, LLC
RiverFront Investment Group, LLC
DAACX - Adviser Managed Trust - Diversified Equity Fund
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
Financial Gravity Companies, Inc.
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Childress Capital Advisors, Llc
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
Handelsbanken Fonder AB
Palogic Value Management, L.P.
Pictet Asset Management Holding SA
Advisory Services Network, LLC
Two Sigma Advisers, Lp
J.w. Cole Advisors, Inc.
Cibc World Markets Corp
Signaturefd, Llc
Grange Capital, LLC
Ubs Asset Management Americas Inc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Qrg Capital Management, Inc.
Wiley Bros.-aintree Capital, Llc
Clough Capital Partners L P
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
Toroso Investments, LLC
SOUTH STATE Corp
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
BNP Paribas Asset Management Holding S.A.
Lido Advisors, LLC
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
CI Private Wealth, LLC
Lindbrook Capital, Llc
Umb Bank N A/mo
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
Quantinno Capital Management LP
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
Caisse Des Depots Et Consignations
Elo Mutual Pension Insurance Co
Teachers Retirement System Of The State Of Kentucky
IHT Wealth Management, LLC
Golden State Wealth Management, LLC
Clear Street Markets Llc
M Holdings Securities, Inc.
Ocean Capital Management, LLC
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
Mml Investors Services, Llc
Whipplewood Advisors, LLC
Kestra Advisory Services, LLC
STFBX - Advisers Investment Trust - State Farm Balanced Fund
Rhumbline Advisers
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Register Financial Advisors LLC
DLD Asset Management, LP
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
Optiver Holding B.V.
Prospera Financial Services Inc
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
Accel Wealth Management
Kovack Advisors, Inc.
Clough Global Dividend & Income Fund
Boreal Capital Management LLC
BlackRock, Inc.
Renaissance Technologies Llc
Centiva Capital, LP
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
HighTower Advisors, LLC
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
Annis Gardner Whiting Capital Advisors, LLC
Natixis Advisors, L.p.
Jpmorgan Chase & Co
CIBC World Markets Inc.
Profunds - Profund Vp Mid-cap Value
Peak Financial Advisors Llc
Fwl Investment Management, Llc
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
Truvestments Capital Llc
Corps Capital Advisors, LLC
Tradewinds Capital Management, LLC
MLPIX - Profunds - Mid-cap Value Profund Investor Class
Abound Wealth Management
Grassi Investment Management
DecisionPoint Financial, LLC
D. E. Shaw & Co., Inc.
National Asset Management, Inc.
Ci Investments Inc.
Golden State Equity Partners
Evolution Wealth Management Inc.
REM - iSHARES TRUST - iShares Mortgage Real Estate ETF
Kestra Investment Management, LLC
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
Armstrong Advisory Group, Inc
Kayne Anderson Rudnick Investment Management Llc
Illinois Municipal Retirement Fund
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
Public Employees Retirement Association Of Colorado
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
1620 Investment Advisors, Inc.
Amalgamated Bank
Cromwell Holdings LLC
Benjamin Edwards Inc
WealthTrust Axiom LLC
Ameritas Advisory Services, LLC
Fortitude Family Office, LLC
Center for Financial Planning, Inc.
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
Other Listings
US:STWD 20,18 $
GB:0L9F 20,22 $
DE:VSP 17,00 €
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista