|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
|
|
|
|
|
|
Graham Capital Management, L.P.
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
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|
GAMMA Investing LLC
|
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Erste Asset Management GmbH
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Raymond James Financial Inc
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
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|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
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|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Knights of Columbus Asset Advisors LLC
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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NSIDX - Northern Funds - Northern Small Cap Index Fund
|
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Capital Advisors, Ltd. LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Jones Financial Companies Lllp
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
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|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
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|
IFP Advisors, Inc
|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
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EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
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|
State of Wyoming
|
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|
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI
|
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|
Horizon Investments, LLC
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Smithfield Trust Co
|
|
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|
|
Voya Investment Management Llc
|
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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|
Fmr Llc
|
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RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
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|
New York State Teachers Retirement System
|
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Morgan Stanley
|
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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|
Northwestern Mutual Wealth Management Co
|
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SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
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|
Public Sector Pension Investment Board
|
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Counterpoint Mutual Funds LLC
|
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Umb Bank N A/mo
|
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Lindbrook Capital, Llc
|
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Cetera Investment Advisers
|
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URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
|
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Strs Ohio
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
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BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N
|
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VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
|
|
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|
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
|
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
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|
Golden State Wealth Management, LLC
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
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|
Wolverine Asset Management Llc
|
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FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF
|
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|
State of Alaska, Department of Revenue
|
|
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|
|
|
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
HighTower Advisors, LLC
|
|
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|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
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|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I
|
|
|
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|
|
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
|
|
|
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|
|
Hauser Family AG
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Algert Global Llc
|
|
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|
|
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class
|
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|
|
|
|
Nbc Securities, Inc.
|
|
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|
|
Ameritas Investment Partners, Inc.
|
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|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
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|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Small-cap Value
|
|
|
|
|
|
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Quantedge Capital Pte Ltd
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
|
|
|
|
|
|
Profunds - Profund Vp Small-cap
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
JCP Investment Management, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Valueworks Llc
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
|
|
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I
|
|
|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
|
|
|
|
|
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF
|
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Profunds - Profund Vp Ultrasmall-cap
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
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|
|
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|
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
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|
|
Rhumbline Advisers
|
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|
Citigroup Inc
|
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|
Manchester Capital Management LLC
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FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund
|
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|
SRS Capital Advisors, Inc.
|
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First Trust Advisors Lp
|
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Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
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|
IMC-Chicago, LLC
|
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IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
|
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Citadel Advisors Llc
|
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CWM Advisors, LLC
|
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PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
|
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|
GHP Investment Advisors, Inc.
|
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Goldman Sachs Group Inc
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ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I
|
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SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
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|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
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|
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CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
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|
Nia Impact Advisors, Llc
|
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|
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GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
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|
Sei Investments Co
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Edgestream Partners, L.P.
|
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Brighton Jones Llc
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Qube Research & Technologies Ltd
|
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Fifth Third Bancorp
|
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|
State Of Wisconsin Investment Board
|
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Scoggin Management Lp
|
|
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|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
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|
S&t Bank/pa
|
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|
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares
|
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|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
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|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
|
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SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
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Advisors Asset Management, Inc.
|
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DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
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|
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
|
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|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
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|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
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|
California State Teachers Retirement System
|
|
|
|
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|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
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|
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
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Engineers Gate Manager LP
|
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|
Illinois Municipal Retirement Fund
|
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|
Envestnet Asset Management Inc
|
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|
WealthCollab, LLC
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
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|
Wolverine Trading, Llc
|
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|
Colony Group, LLC
|
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Parkside Financial Bank & Trust
|
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|
Huntington National Bank
|
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
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|
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A
|
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
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|
Diversified Trust Co
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
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|
Jefferies Financial Group Inc.
|
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
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|
|
|
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
|
|
|
|
|
|
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
|
|
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
RSSL - Global X Funds - Global X Russell 2000 ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund
|
|
|
|
|
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
SVPIX - Profunds - Small-cap Value Profund Investor Class
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Aristeia Capital Llc
|
|
|
|
|
|
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N
|
|
|
|
|
|
Miller Value Partners, Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
|
|
|
|
|
|
VCSLX - VALIC Co I - Small Cap Index Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
RBB FUND, INC. - Adara Smaller Companies Fund
|
|
|
|
|
|
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
|
|
|
|
|
|
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Prentice Capital Management, LP
|
|
|
|
|
|
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
|
|
|
|
|
|
PENN SERIES FUNDS INC - Small Cap Index Fund
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
|
|
|
|
|
|
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
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TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
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MetLife Investment Management, LLC
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SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
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University Of Texas/texas Am Investment Managment Co
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
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Cerity Partners LLC
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Signaturefd, Llc
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Comerica Bank
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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Ameriprise Financial Inc
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VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
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Bfsg, Llc
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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ProShare Advisors LLC
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
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EverSource Wealth Advisors, LLC
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Parallel Advisors, LLC
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Mackenzie Financial Corp
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First Horizon Advisors, Inc.
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
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SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
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SLPIX - Profunds - Small-cap Profund Investor Class
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QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
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NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
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Jacobs Levy Equity Management, Inc
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Sterling Capital Management LLC
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SG Americas Securities, LLC
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Ubs Asset Management Americas Inc
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BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
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Bridgeway Capital Management Inc
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Quinn Opportunity Partners LLC
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BlackRock, Inc.
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Maryland State Retirement & Pension System
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Harvest Fund Management Co., Ltd
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RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H
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Jpmorgan Chase & Co
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Neuberger Berman Group LLC
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VVSCX - VALIC Co I - Small Cap Value Fund
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DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
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PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
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RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
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XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF
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LPL Financial LLC
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Kestra Private Wealth Services, Llc
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VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
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GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
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Alliancebernstein L.p.
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Senvest Management, LLC
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JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
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Captrust Financial Advisors
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Private Management Group Inc
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SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund
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DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
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Man Group plc
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Millennium Management Llc
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Principal Securities, Inc.
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Quadrant Capital Group Llc
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KBC Group NV
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Susquehanna International Group, Llp
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Deutsche Bank Ag\
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IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
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Commonwealth Equity Services, Llc
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DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
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Connor, Clark & Lunn Investment Management Ltd.
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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PSCC - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
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RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity
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Louisiana State Employees Retirement System
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J. Goldman & Co LP
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Advisor Group Holdings, Inc.
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Janus Henderson Group Plc
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Bruce G. Allen Investments, LLC
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Principal Financial Group Inc
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Trexquant Investment LP
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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Assetmark, Inc
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