MX:UPBD / Upbound Group, Inc. - Net Long/Short Value

Upbound Group, Inc.
MX ˙ BMV ˙ US76009N1000
MX:UPBD / Upbound Group, Inc. - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
American Century Companies Inc
Barrow Hanley Mewhinney & Strauss Llc
Jane Street Group, Llc
Erste Asset Management GmbH
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
Keebeck Alpha, LP
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
Jfs Wealth Advisors, Llc
Millennium Management Llc
Mork Capital Management, LLC
Invesco Ltd.
Handelsbanken Fonder AB
Wellington Management Group Llp
GAMMA Investing LLC
Algert Global Llc
Prudential Financial Inc
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund
Pnc Financial Services Group, Inc.
New York State Common Retirement Fund
Huntington National Bank
Renaissance Technologies Llc
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF
Schonfeld Strategic Advisors LLC
Farther Finance Advisors, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
BNP Paribas Asset Management Holding S.A.
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I
MetLife Investment Management, LLC
Brandywine Global Investment Management, LLC
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
Profunds - Profund Vp Small-cap Value
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Tower Research Capital LLC (TRC)
EverSource Wealth Advisors, LLC
Vanguard Group Inc
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Janus Henderson Group Plc
Azora Capital LP
Private Wealth Asset Management, LLC
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
New York State Teachers Retirement System
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
Krane Funds Advisors LLC
Rhumbline Advisers
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I
ProShare Advisors LLC
Mitsubishi UFJ Trust & Banking Corp
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Nomura Asset Management Co Ltd
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
Hantz Financial Services, Inc.
Canaan Partners XI LLC
Oregon Public Employees Retirement Fund
Sterling Capital Management LLC
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
California State Teachers Retirement System
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
Jacobs Levy Equity Management, Inc
Steward Partners Investment Advisory, Llc
Graham Capital Management, L.P.
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Royal Bank Of Canada
Lazard Asset Management Llc
BlackRock, Inc.
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Engineers Gate Manager LP
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
XTX Topco Ltd
CSM Advisors, LLC
Zurcher Kantonalbank (Zurich Cantonalbank)
Alliancebernstein L.p.
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class
Profunds - Profund Vp Ultrasmall-cap
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
Horizon Investments, LLC
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
Fmr Llc
Cubist Systematic Strategies, LLC
Front Row Advisors LLC
Two Sigma Advisers, Lp
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
Universal- Beteiligungs- und Servicegesellschaft mbH
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Smartleaf Asset Management LLC
Legal & General Group Plc
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
Bragg Financial Advisors, Inc
Larson Financial Group LLC
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF
CWM Advisors, LLC
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
Caitong International Asset Management Co., Ltd
Lsv Asset Management
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
SummitTX Capital, L.P.
Moody National Bank Trust Division
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF
Umb Bank N A/mo
Hancock Whitney Corp
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
Arizona State Retirement System
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
UMA Financial Services, Inc.
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
SJS Investment Consulting Inc.
Strs Ohio
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Dimensional Fund Advisors Lp
Manufacturers Life Insurance Company, The
State Street Corp
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
Optimist Retirement Group LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Profunds - Profund Vp Small-cap
Rothschild Investment Llc
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
TEXN - iSHARES TRUST - iShares Texas Equity ETF
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
SVPIX - Profunds - Small-cap Value Profund Investor Class
Kingstone Capital Partners Texas, LLC
Aquatic Capital Management LLC
Public Sector Pension Investment Board
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
DiNuzzo Private Wealth, Inc.
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
Bare Financial Services, Inc
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
VCSLX - VALIC Co I - Small Cap Index Fund
Charles Schwab Investment Management Inc
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
Virginia Retirement Systems Et Al
SLPIX - Profunds - Small-cap Profund Investor Class
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Global Retirement Partners, LLC
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
Thurston, Springer, Miller, Herd & Titak, Inc.
Northern Trust Corp
Kendall Capital Management
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
Kennedy Capital Management, Inc.
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
RSSL - Global X Funds - Global X Russell 2000 ETF
Cwm, Llc
Ieq Capital, Llc
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
Us Bancorp \de\
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
Ameritas Advisory Services, LLC
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
Ameriprise Financial Inc
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
Comerica Bank
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
Amundi
Victory Capital Management Inc
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
RBB FUND, INC. - Adara Smaller Companies Fund
HFM Investment Advisors, LLC
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H
Bessemer Group Inc
Ubs Asset Management Americas Inc
Public Employees Retirement System Of Ohio
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
SBI Securities Co., Ltd.
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
Nebula Research & Development LLC
SG Americas Securities, LLC
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
Axa S.a.
Aigen Investment Management, Lp
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Illinois Municipal Retirement Fund
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Russell Investments Group, Ltd.
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
Caxton Associates Llp
QRSVX - FPA FUNDS TRUST - FPA Queens Road Small Cap Value Fund Investor Class
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I
Morgan Stanley
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF
First National Bank Of Omaha
Cetera Investment Advisers
State Board Of Administration Of Florida Retirement System
NSIDX - Northern Funds - Northern Small Cap Index Fund
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
Bank of New York Mellon Corp
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Toroso Investments, LLC
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF
Proffitt & Goodson Inc
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
Covestor Ltd
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund
KBC Group NV
Skopos Labs, Inc.
Deutsche Bank Ag\
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
Huber Capital Management LLC
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
Public Employees Retirement Association Of Colorado
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
Alps Advisors Inc
Bradley Foster & Sargent Inc/ct
Fifth Third Bancorp
Allianz Asset Management GmbH
Principal Financial Group Inc
Prelude Capital Management, Llc
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
Stoneridge Investment Partners Llc
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
Parkside Financial Bank & Trust
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares
Vestcor Inc
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
Prosperity Wealth Management, Inc.
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class
Quantbot Technologies LP
Geode Capital Management, Llc
Barclays Plc
True Wealth Design, LLC
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
Humankind Benefit Corp - Humankind US Stock ETF
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
Voya Investment Management Llc
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Police & Firemen's Retirement System of New Jersey
IWM - iSHARES TRUST - iShares Russell 2000 ETF
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
Ameritas Investment Partners, Inc.
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
Hartland & Co., LLC
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF
Jones Financial Companies Lllp
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I
Bnp Paribas Arbitrage, Sa
DekaBank Deutsche Girozentrale
Y-Intercept (Hong Kong) Ltd
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
LPL Financial LLC
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A
IFP Advisors, Inc
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund
Campbell & CO Investment Adviser LLC
Sei Investments Co
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
Aqr Capital Management Llc
Mount Yale Investment Advisors, LLC
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF
Banco Bilbao Vizcaya Argentaria, S.a.
Walleye Trading LLC
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
AdvisorNet Financial, Inc
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
UBS Group AG
Amalgamated Bank
Napatree Capital Llc
Advanced Series Trust - Ast Small-cap Growth Portfolio
Nuveen, LLC
Parallel Advisors, LLC
Financial Management Professionals, Inc.
Teachers Retirement System Of The State Of Kentucky
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Advisors Asset Management, Inc.
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
Louisiana State Employees Retirement System
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
Hsbc Holdings Plc
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares
First Horizon Advisors, Inc.
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF
Creative Planning
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
O'shaughnessy Asset Management, Llc
Wells Fargo & Company/mn
Martingale Asset Management L P
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Texas Permanent School Fund
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
Cerity Partners LLC
Yousif Capital Management, Llc
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
Norges Bank
Great West Life Assurance Co /can/
Harbour Investments, Inc.
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
Capital Fund Management S.a.
Atlantic Trust, LLC
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
Canada Pension Plan Investment Board
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A
Squarepoint Ops LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
Hemington Wealth Management
Envestnet Portfolio Solutions, Inc.
Federated Hermes, Inc.
Farmers & Merchants Investments Inc
Man Group plc
Rafferty Asset Management, LLC
Susquehanna International Group, Llp
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
Bank Of America Corp /de/
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Marshall Wace, Llp
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
Vident Advisory, LLC
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
EntryPoint Capital, LLC
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
State of Tennessee, Treasury Department
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
Twin Peaks Wealth Advisors, LLC
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
State of Alaska, Department of Revenue
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C
Intech Investment Management Llc
Fortitude Family Office, LLC
Qube Research & Technologies Ltd
Klp Kapitalforvaltning As
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
Guggenheim Active Allocation Fund
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
Price T Rowe Associates Inc /md/
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
Fuller & Thaler Asset Management, Inc.
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
Goldman Sachs Group Inc
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
Shell Asset Management Co
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
Parkworth Wealth Management, Inc.
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Teacher Retirement System Of Texas
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Harbor Capital Advisors, Inc.
Thrivent Financial For Lutherans
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
Citigroup Inc
Panagora Asset Management Inc
Wolverine Trading, Llc
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
Maryland State Retirement & Pension System
Rialto Wealth Management, LLC
Guggenheim Capital Llc
Swiss National Bank
Inspire Advisors, LLC
Massmutual Trust Co Fsb/adv
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF
Jpmorgan Chase & Co
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
Citadel Advisors Llc
Versant Capital Management, Inc
Advisor Group Holdings, Inc.
SRS Capital Advisors, Inc.
First Trust Advisors Lp
Arrowstreet Capital, Limited Partnership
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF
Fox Run Management, L.l.c.
Nisa Investment Advisors, Llc
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
Allworth Financial LP
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
Bay Harbor Wealth Management, LLC
Connor, Clark & Lunn Investment Management Ltd.
Summit Global Investments
Quarry LP
Diversified Trust Co
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
Teza Capital Management LLC
Signaturefd, Llc
Wbi Investments, Inc.
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Wolverine Asset Management Llc
Picton Mahoney Asset Management
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Headlands Technologies LLC
Franklin Resources Inc
Capital Advisors, Ltd. LLC
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
Palouse Capital Management, Inc.
Clark Estates Inc/ny
Td Private Client Wealth Llc
Main Street Group, LTD
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
Brevan Howard Capital Management LP
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
MAI Capital Management
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
CoreCap Advisors, LLC
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
Ronald Blue Trust, Inc.
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
Corton Capital Inc.
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Point72 Asia (Singapore) Pte. Ltd.
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund
Wolff Wiese Magana Llc
Quest Partners LLC
First Citizens Bank & Trust Co
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
Quantinno Capital Management LP
EBI - RBB Fund Trust - Longview Advantage ETF
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF
Segall Bryant & Hamill, Llc
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
Raymond James Financial Inc
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares
PENN SERIES FUNDS INC - Small Cap Index Fund
State of Wyoming
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
D. E. Shaw & Co., Inc.
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
Los Angeles Capital Management Llc
Interval Partners, LP
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI
Verition Fund Management LLC
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Lindbrook Capital, Llc
HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class
Other Listings
US:UPBD US$ 25.40
DE:RAC € 21.80
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista