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

UMB Financial Corporation
IT ˙ BIT ˙ US9027881088
105,00 € ↑1,00 (0,96%)
2025-09-05
PREZZO DELLE AZIONI
IT:1UMBF / UMB Financial Corporation - Net Long/Short Value
In questa pagina sono riportate le valutazioni nette long/short per ogni partecipazione istituzionale segnalata tramite i depositi 13F o NPORT. Per calcolare il valore netto long/short, aggiungiamo il valore delle azioni al valore delle opzioni call e sottraiamo il valore delle opzioni put. I fondi che segnalano posizioni corte prese in prestito riporteranno i valori azionari come negativi. Le posizioni nette lunghe avranno numeri positivi nella colonna valore netto long/short, mentre le posizioni nette corte avranno valori negativi nella stessa colonna.
Proprietario Valore azionario
($1000)
Valore call
($1000)
Valore put
($1000)
Valore netto long/short
($1000)
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
Parallel Advisors, LLC
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
True Wealth Design, LLC
VMIDX - VALIC Co I - Mid Cap Index Fund
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
Pathstone Holdings, LLC
Tower Research Capital LLC (TRC)
Accredited Investors Inc.
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
Cambridge Investment Research Advisors, Inc.
Strs Ohio
Johnson Investment Counsel Inc
Citigroup Inc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A
Nomura Asset Management Co Ltd
Interval Partners, LP
New York State Teachers Retirement System
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
CenterBook Partners LP
Emerald Mutual Fund Advisers Trust
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Hilltop National Bank
Holocene Advisors, LP
AdvisorNet Financial, Inc
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
Wells Fargo & Company/mn
Russell Investments Group, Ltd.
Old National Bancorp /in/
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
First National Advisers, LLC
Profund Advisors Llc
Quadrant Capital Group Llc
High Net Worth Advisory Group LLC
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
State Street Corp
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
Guggenheim Capital Llc
RSSL - Global X Funds - Global X Russell 2000 ETF
Gts Securities Llc
Norges Bank
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
Gallagher Fiduciary Advisors, LLC
LexAurum Advisors, LLC
Country Club Bank /gfn
Northwestern Mutual Wealth Management Co
MAI Capital Management
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class
Squarepoint Ops LLC
Thrivent Financial For Lutherans
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Blueshift Asset Management, LLC
Merit Financial Group, LLC
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I
Louisiana State Employees Retirement System
Jones Financial Companies Lllp
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
New Mexico Educational Retirement Board
Amalgamated Bank
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
Heritage Family Offices, LLP
Adage Capital Partners Gp, L.l.c.
Wedge Capital Management L L P/nc
Farringdon Capital, Ltd.
Securian Asset Management, Inc
IWM - iSHARES TRUST - iShares Russell 2000 ETF
Ieq Capital, Llc
NOMIX - Northern Funds - Northern Mid Cap Index Fund
State of Alaska, Department of Revenue
Symphony Financial, Ltd. Co.
Rialto Wealth Management, LLC
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
Commonwealth Equity Services, Llc
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
Atria Investments Llc
WealthPlan Investment Management, LLC
Point72 (DIFC) Ltd
Fieldview Capital Management, LLC
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
SLPIX - Profunds - Small-cap Profund Investor Class
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
Kavar Capital Partners Group, Llc
Kennedy Capital Management, Inc.
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
Dimensional Fund Advisors Lp
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund
Envestnet Asset Management Inc
Massachusetts Financial Services Co /ma/
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A
Pnc Financial Services Group, Inc.
Neuberger Berman Group LLC
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
Profunds - Profund Vp Banks
JNBA Financial Advisors
CIBC Private Wealth Group, LLC
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
Tortoise Investment Management, LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
Simplex Trading, Llc
Jackson Creek Investment Advisors LLC
ABASX - AB TRUST - AB Discovery Value Fund Class A
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
Papp L Roy & Associates
Paragon Capital Management LLC
Hancock Whitney Corp
Legal & General Group Plc
Principal Securities, Inc.
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Wellington Management Group Llp
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
Geode Capital Management, Llc
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
HighTower Advisors, LLC
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Diversified Portfolios, Inc.
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
MetLife Investment Management, LLC
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
EP Wealth Advisors, Inc.
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
Global Alpha Capital Management Ltd.
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
Farther Finance Advisors, LLC
PENN SERIES FUNDS INC - Small Cap Value Fund
Anb Bank
Goldman Sachs Group Inc
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional
Franklin Resources Inc
First Community Trust Na
Covestor Ltd
Rothschild Investment Llc
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
Millennium Management Llc
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
Sterling Capital Management LLC
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
Balyasny Asset Management Llc
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
RBB FUND, INC. - Adara Smaller Companies Fund
Persistent Asset Partners Ltd
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Tributary Capital Management, LLC
California Public Employees Retirement System
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class
Profunds - Profund Vp Ultramid-cap
Bay Harbor Wealth Management, LLC
PMC FIG Opportunities LLC
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
Mml Investors Services, Llc
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional
Charles Schwab Investment Management Inc
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
Bayview Asset Management, Llc
Aqr Capital Management Llc
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
Shelton Capital Management
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Avantax Planning Partners, Inc.
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund
Winch Advisory Services, LLC
BFOR - ALPS ETF Trust - Barron's 400 ETF
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N
1620 Investment Advisors, Inc.
M&t Bank Corp
Federated Hermes, Inc.
Bank Of America Corp /de/
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
DiNuzzo Private Wealth, Inc.
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class
Clarity Asset Management, Inc.
GAMMA Investing LLC
Signaturefd, Llc
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
Mutual Of America Capital Management Llc
Hillsdale Investment Management Inc.
Congress Asset Management Co /ma
Alps Advisors Inc
Park Avenue Securities Llc
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
HHM Wealth Advisors, LLC
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
Advisor Group Holdings, Inc.
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
First Horizon Advisors, Inc.
Horizon Financial Services, Llc
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
Huntington National Bank
State Of Wisconsin Investment Board
Oppenheimer & Co Inc
State of Tennessee, Treasury Department
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
Profunds - Profund Vp Small-cap
Fortitude Family Office, LLC
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
HFM Investment Advisors, LLC
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A
ETF Store, Inc.
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
Shell Asset Management Co
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
Retirement Systems of Alabama
Evergreen Capital Management Llc
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
Third Avenue Management Llc
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
Harbor Capital Advisors, Inc.
Renaissance Technologies Llc
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
Marquette Asset Management, LLC
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
Orion Portfolio Solutions, 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
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
Spdr S&p Midcap 400 Etf Trust
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF
Smartleaf Asset Management LLC
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
Spire Wealth Management
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares
Rsm Us Wealth Management Llc
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
GeoWealth Management, LLC
Neumeier Poma Investment Counsel Llc
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
Guardian Wealth Advisors, Llc / Nc
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Morgan Stanley
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
National Asset Management, Inc.
McIlrath & Eck, LLC
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
Swiss National Bank
Bank of New York Mellon Corp
Universal- Beteiligungs- und Servicegesellschaft mbH
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
King Luther Capital Management Corp
Keeley-Teton Advisors, LLC
Angel Oak Capital Advisors, LLC
Advanced Series Trust - Ast Small-cap Growth Portfolio
Private Trust Co Na
Verition Fund Management LLC
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Federation des caisses Desjardins du Quebec
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
VSSVX - VALIC Co I - Small Cap Special Values Fund
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
Invesco Ltd.
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF
California State Teachers Retirement System
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
VCSLX - VALIC Co I - Small Cap Index Fund
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
Virginia Retirement Systems Et Al
Captrust Financial Advisors
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
Larson Financial Group LLC
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
Headlands Technologies LLC
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
Moors & Cabot, Inc.
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class
Lazard Asset Management Llc
Boston Trust Walden Corp
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
Oregon Public Employees Retirement Fund
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
Connable Office Inc
RMG Wealth Management LLC
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Janus Henderson Group Plc
Umb Bank N A/mo
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
Miramar Capital, LLC
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
Envestnet Portfolio Solutions, Inc.
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund
VVMCX - VALIC Co I - Mid Cap Value Fund
UBS Group AG
Optiver Holding B.V.
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Lindbrook Capital, Llc
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
Engineers Gate Manager LP
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
BI Asset Management Fondsmaeglerselskab A/S
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
Axa S.a.
PENN SERIES FUNDS INC - Small Cap Index Fund
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF
Principal Financial Group Inc
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
State of New Jersey Common Pension Fund D
Janney Montgomery Scott LLC
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
Whelan Financial
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
Dynamic Technology Lab Private Ltd
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
Intech Investment Management Llc
Fiduciary Trust Co
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
Handelsbanken Fonder AB
ISAM Funds (UK) Ltd
Barclays Plc
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
MDPIX - Profunds - Mid-cap Profund Investor Class
Zurcher Kantonalbank (Zurich Cantonalbank)
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
Plante Moran Financial Advisors, LLC
EBI - RBB Fund Trust - Longview Advantage ETF
VMAX - Lattice Strategies Trust - Hartford US Value ETF
Bell Investment Advisors, Inc
JustInvest LLC
Fifth Third Bancorp
Cetera Investment Advisers
Whalen Wealth Management Inc.
FNY Investment Advisers, LLC
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Qube Research & Technologies Ltd
Ronald Blue Trust, Inc.
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
Knights of Columbus Asset Advisors LLC
STXK - EA Series Trust - Strive Small-Cap ETF
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
Forum Financial Management, LP
Keybank National Association/oh
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
Nuveen, LLC
Cambria Investment Management, L.P.
Capital Advisors, Ltd. LLC
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
Aquatic Capital Management LLC
Cerity Partners LLC
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A
Susquehanna Portfolio Strategies, LLC
Rafferty Asset Management, LLC
Magnetar Financial LLC
Xponance, Inc.
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
Equitable Holdings, Inc.
Parkworth Wealth Management, Inc.
CI Private Wealth, LLC
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A
Vident Advisory, LLC
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
Mount Yale Investment Advisors, LLC
Victory Capital Management Inc
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
Crossmark Global Holdings, Inc.
Massmutual Trust Co Fsb/adv
State Of Michigan Retirement System
SJS Investment Consulting Inc.
BNP Paribas Asset Management Holding S.A.
Police & Firemen's Retirement System of New Jersey
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Rakuten Securities, Inc.
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
Humankind Benefit Corp - Humankind US Stock ETF
Readystate Asset Management Lp
Versant Capital Management, Inc
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
Pinney & Scofield, Inc.
Monument Capital Management
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Yousif Capital Management, Llc
PENN SERIES FUNDS INC - Smid Cap Value Fund
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
LPL Financial LLC
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
New York State Common Retirement Fund
Parkside Financial Bank & Trust
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
Healthcare Of Ontario Pension Plan Trust Fund
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
Midwest Trust Co
Price T Rowe Associates Inc /md/
Integrated Advisors Network LLC
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
Caliber Wealth Management, LLC / KS
Brown Brothers Harriman & Co
CWM Advisors, LLC
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
SummerHaven Investment Management, LLC
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
ExodusPoint Capital Management, LP
Fairman Group, LLC
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
First National Bank Of Omaha
Allspring Global Investments Holdings, LLC
Prudential Financial Inc
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
UMPIX - Profunds - Ultramid-cap Profund Investor Class
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
Quest Partners LLC
Accent Capital Management, LLC
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Meritage Portfolio Management
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class
Edgestream Partners, L.P.
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A
Public Employees Retirement Association Of Colorado
Arizona State Retirement System
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
PrairieView Partners, LLC
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
Empowered Funds, LLC
Rise Advisors, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
Everence Capital Management Inc
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Regions Financial Corp
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A
Farmers & Merchants Investments Inc
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
Steward Partners Investment Advisory, Llc
Private Wealth Management Group, LLC
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
Brown Advisory Inc
Teacher Retirement System Of Texas
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
Brant Point Investment Management Llc
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
Susquehanna International Group, Llp
Avantax Advisory Services, Inc.
SRS Capital Advisors, Inc.
Nisa Investment Advisors, Llc
Coldstream Capital Management Inc
Systematic Financial Management Lp
Trust Point Inc.
Citadel Advisors Llc
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
Deutsche Bank Ag\
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
Great West Life Assurance Co /can/
Public Employees Retirement System Of Ohio
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
Nfj Investment Group, Llc
Profunds - Profund Vp Mid-cap Growth
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund
Quantinno Capital Management LP
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
CBOE Vest Financial, LLC
Bank Of Montreal /can/
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Clearbridge Investments, LLC
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
Fmr Llc
Panagora Asset Management Inc
Bessemer Group Inc
Two Sigma Advisers, Lp
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
N.E.W. Advisory Services LLC
Atwood & Palmer Inc
Assetmark, Inc
Boothbay Fund Management, Llc
Us Bancorp \de\
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C
Friday Financial
Texas Permanent School Fund
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
Integrated Investment Consultants, LLC
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
Brinker Capital Investments, LLC
Hemington Wealth Management
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares
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
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
Commerce Bank
Buckingham Strategic Partners
Stieven Capital Advisors, L.P.
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
Diversify Advisory Services, LLC
First Citizens Bank & Trust Co
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
KLCM Advisors, Inc.
VVSCX - VALIC Co I - Small Cap Value Fund
Gamco Investors, Inc. Et Al
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
Voya Investment Management Llc
Manufacturers Life Insurance Company, The
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
KBC Group NV
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
Point72 Asset Management, L.P.
City State Bank
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
EverSource Wealth Advisors, LLC
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
Wiley Bros.-aintree Capital, Llc
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
MidWestOne Financial Group, Inc.
Profunds - Profund Vp Ultrasmall-cap
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
Mariner, LLC
Comerica Bank
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
Key FInancial Inc
Ceredex Value Advisors LLC
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class
GW&K Investment Management, LLC
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
Pacer Advisors, Inc.
Schroder Investment Management Group
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
First Trust Advisors Lp
Phocas Financial Corp.
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
Raymond James Financial Inc
Bokf, Na
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A
Allianz Asset Management GmbH
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
Skopos Labs, Inc.
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
Hartland & Co., LLC
Ethic Inc.
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Great Lakes Advisors, Llc
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
Stifel Financial Corp
ProShare Advisors LLC
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
Vanguard Group Inc
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
Sanibel Captiva Trust Company, Inc.
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF
IHT Wealth Management, LLC
Cwm, Llc
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
Prime Capital Investment Advisors, LLC
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
Ubs Asset Management Americas Inc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
American Century Companies Inc
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
IWV - iSHARES TRUST - iShares Russell 3000 ETF
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
Global Retirement Partners, LLC
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I
Quarry LP
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
Ameriprise Financial Inc
Aptus Capital Advisors, LLC
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
Hantz Financial Services, Inc.
Schonfeld Strategic Advisors LLC
Allworth Financial LP
Elizabeth Park Capital Advisors, Ltd.
Nbc Securities, Inc.
Campbell & CO Investment Adviser LLC
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class
Concurrent Investment Advisors, LLC
Avion Wealth
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
Hsbc Holdings Plc
Teachers Retirement System Of The State Of Kentucky
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
Cibc World Markets Corp
Savant Capital, LLC
Atria Wealth Solutions, Inc.
Two Sigma Investments, Lp
Emerald Advisers, Llc
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class
Wealth Enhancement Advisory Services, Llc
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Maltese Capital Management Llc
Ameritas Investment Partners, Inc.
NSIDX - Northern Funds - Northern Small Cap Index Fund
NJ State Employees Deferred Compensation Plan
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
UMA Financial Services, Inc.
TFO USA Ltd
Ci Investments Inc.
DRW Securities, LLC
Fortress Wealth Management, Inc.
Truist Financial Corp
Douglass Winthrop Advisors, LLC
State Board Of Administration Of Florida Retirement System
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
NOSGX - Northern Funds - Northern Small Cap Value Fund
High Note Wealth, LLC
Resources Investment Advisors, LLC.
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
O'shaughnessy Asset Management, Llc
TFC Financial Management
Financial Advisory Service, Inc.
CENTRAL TRUST Co
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
Royal Bank Of Canada
Fisher Asset Management, LLC
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
Angel Oak Financial Strategies Income Term Trust
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
Vontobel Holding Ltd.
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
Bnp Paribas Arbitrage, Sa
Thrivent Core Funds - Thrivent Core Small Cap Value Fund
Alliancebernstein L.p.
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
GWM Advisors LLC
Twin Peaks Wealth Advisors, LLC
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
Scientech Research LLC
SG Americas Securities, LLC
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
111 Capital
Earnest Partners Llc
Elevation Series Trust - RiverNorth Patriot ETF
State of Wyoming
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Ensign Peak Advisors, Inc
First Affirmative Financial Network
Profunds - Profund Vp Mid-cap Value
Manchester Capital Management LLC
Oppenheimer Asset Management Inc.
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Koesten, Hirschmann & Crabtree, INC.
Gator Capital Management, LLC
GHP Investment Advisors, Inc.
FORA Capital, LLC
Pictet Asset Management Holding SA
Kornitzer Capital Management Inc /ks
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
Rhumbline Advisers
Northwestern Mutual Investment Management Company, Llc
Susquehanna Fundamental Investments, Llc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
Creative Planning
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
Bridgewealth Advisory Group, LLC
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I
Basswood Capital Management, L.l.c.
MLPIX - Profunds - Mid-cap Value Profund Investor Class
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
Occudo Quantitative Strategies Lp
Jane Street Group, Llc
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
BlackRock, Inc.
Mackenzie Financial Corp
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
Jfs Wealth Advisors, Llc
Jpmorgan Chase & Co
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
Roubaix Capital, LLC
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
Klp Kapitalforvaltning As
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
CIBC Asset Management Inc
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I
Natixis Advisors, L.p.
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
Pitcairn Co
Peregrine Capital Management Llc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
IFP Advisors, Inc
Greenleaf Trust
Northern Trust Corp
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Sei Investments Co
Sequoia Financial Advisors, LLC
Geneos Wealth Management Inc.
Other Listings
US:UMBF 124,47 USD
DE:UMB 105,00 €
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