XPONANCE, INC.
CRD #111126 SEC #801-51407 PHILADELPHIA, PA 215-567-1100
SEC Registered
Total AUM
$20.5B
Discretionary
$20.2B
Employees
42
Clients
0
Accounts
148
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 25, 2025
- Branch Offices
- 1
- LEI
- 549300ZKY3O1HBNH8Z58
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, LARRY, RICHARD | I | SENIOR VICE PRESIDENT | NA | Control |
| BERNSTEIN, LARRY, RICHARD | I | SENIOR VICE PRESIDENT | NA | Control |
| BERNSTEIN, LARRY, RICHARD | I | SENIOR VICE PRESIDENT | NA | Control |
| BERNSTEIN, LARRY, RICHARD | I | SENIOR VICE PRESIDENT | NA | Control |
| BERNSTEIN, LARRY, RICHARD | I | SENIOR VICE PRESIDENT | NA | Control |
| BERNSTEIN, LARRY, RICHARD | I | SENIOR VICE PRESIDENT | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| CHOATE, FRED, GLOVER | I | DIRECTOR | NA | Control |
| FORBES, MILDRED, O. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GONZALES, CESAR, JIMENEZ | I | SENIOR VICE PRESIDENT | NA | Control |
| GRAVES, ORIM | I | SENIOR VICE PRESIDENT | NA | Control |
| GRAVES, ORIM | I | SENIOR VICE PRESIDENT | NA | Control |
| GRAVES, ORIM | I | SENIOR VICE PRESIDENT | NA | Control |
| GRAVES, ORIM | I | SENIOR VICE PRESIDENT | NA | Control |
| GRAVES, ORIM | I | SENIOR VICE PRESIDENT | NA | Control |
| GRAVES, ORIM | I | SENIOR VICE PRESIDENT | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| GREEN, ISAAC, HUGHES | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JAMES, DONNA, ANITA | I | DIRECTOR | NA | Control |
| JOHNSON, LUCIOUS, DIALLO | I | SENIOR VICE PRESIDENT | NA | Control |
| JOHNSON, LUCIOUS, DIALLO | I | SENIOR VICE PRESIDENT | NA | Control |
| JOHNSON, LUCIOUS, DIALLO | I | SENIOR VICE PRESIDENT | NA | Control |
| JOHNSON, LUCIOUS, DIALLO | I | SENIOR VICE PRESIDENT | NA | Control |
| JOHNSON, LUCIOUS, DIALLO | I | SENIOR VICE PRESIDENT | NA | Control |
| JOHNSON, LUCIOUS, DIALLO | I | SENIOR VICE PRESIDENT | NA | Control |
| JOHNSON, LUCIOUS, DIALLO | I | SENIOR VICE PRESIDENT | NA | Control |
| JOHNSON, LUCIOUS, DINLLO | I | SENIOR VICE PRESIDENT | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| KENYON, ROGER, FREDERICK | I | DIRECTOR | NA | Control |
| KENYON, ROGER, FREDERICK | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| KINNEY, KURT, NICHOLAS | I | SENIOR VICE PRESIDENT | NA | Control |
| KINNEY, KURT, NICHOLAS | I | SENIOR VICE PRESIDENT | NA | Control |
| KINNEY, KURT, NICHOLAS | I | SENIOR VICE PRESIDENT | NA | Control |
| KINNEY, KURT, NICHOLAS | I | SENIOR VICE PRESIDENT | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOGUE, EUGENIE, GUTHRIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCKENZIE, OBIE, LEE | I | DIRECTOR | NA | Control |
| MCKENZIE, OBIE, LEE | I | DIRECTOR | NA | Control |
| MCKENZIE, OBIE, LEE | I | DIRECTOR | NA | Control |
| MCKENZIE, OBIE, LEE | I | DIRECTOR | NA | Control |
| MCKENZIE, OBIE, LEE | I | DIRECTOR | NA | Control |
| MCKENZIE, OBIE, LEE | I | DIRECTOR | NA | Control |
| MCKENZIE, OBIE, LEE | I | DIRECTOR | NA | Control |
| MCKENZIE, OBIE, LEE | I | DIRECTOR | NA | Control |
| MCKENZIE, OBIE, LEE | I | DIRECTOR | NA | Control |
| MCKENZIE, OBIE, LEE | I | DIRECTOR | NA | Control |
| QUINN, THOMAS, JOHN | I | SENIOR VICE PRESIDENT | NA | Control |
| QUINN, THOMAS, JOHN | I | SENIOR VICE PRESIDENT | NA | Control |
| QUINN, THOMAS, JOHN | I | SENIOR VICE PRESIDENT & DEPUTY CIO | NA | Control |
| QUINN, THOMAS, JOHN | I | SENIOR VICE PRESIDENT & DEPUTY CIO | NA | Control |
| QUINN, THOMAS, JOHN | I | SENIOR VICE PRESIDENT & DEPUTY CIO | NA | Control |
| QUINN, THOMAS, JOHN | I | SENIOR VICE PRESIDENT & DEPUTY CIO | NA | Control |
| RHEE, JAMES, CHARLES | I | DIRECTOR | NA | Control |
| RHEE, JAMES, CHARLES | I | DIRECTOR | NA | Control |
| RHEE, JAMES, CHARLES | I | DIRECTOR | NA | Control |
| RHEE, JAMES, CHARLES | I | DIRECTOR | NA | Control |
| RHEE, JAMES, CHARLES | I | DIRECTOR | NA | Control |
| RHEE, JAMES, CHARLES | I | DIRECTOR | NA | Control |
| RHEE, JAMES, CHARLES | I | DIRECTOR | NA | Control |
| RHEE, JAMES, CHARLES | I | DIRECTOR | NA | Control |
| SIMMS REED, SHELLEY | I | CHIEF COMPLIANCE OFFICER & COO | NA | Control |
| SIMMS REED, SHELLEY | I | CHIEF COMPLIANCE OFFICER & CLO | NA | Control |
| SIMMS REED, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS REED, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS REED, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS REED, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS REED, SHELLEY | I | CHIEF COMPLIANCE OFFICER & COO | NA | Control |
| SIMMS REED, SHELLEY | I | CCO & COO | NA | Control |
| SIMMS REED, SHELLEY | I | CHIEF COMPLIANCE OFFICER & COO | NA | Control |
| SIMMS REED, SHELLEY | I | CCO & COO | NA | Control |
| SIMMS REED, SHELLEY | I | CHIEF COMPLIANCE OFFICER & CLO | NA | Control |
| SIMMS REED, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS REED, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS REED, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS REED, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS REED, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL (RELYING ADVISER GENERAL COUNSEL) | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL (RELYING ADVISER GENERAL COUNSEL) | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL (RELYING ADVISER GENERAL COUNSEL) | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL (RELYING ADVISER GENERAL COUNSEL) | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL (RELYING ADVISER GENERAL COUNSEL) | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL (RELYING ADVISER GENERAL COUNSEL) | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SIMMS, SHELLEY | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| STEER, CYNTHIA, FRYER | I | DIRECTOR | NA | Control |
| STEER, CYNTHIA, FRYER | I | DIRECTOR | NA | Control |
| STEER, CYNTHIA, FRYER | I | DIRECTOR | NA | Control |
| STEER, CYNTHIA, FRYER | I | DIRECTOR | NA | Control |
| STEER, CYNTHIA, FRYER | I | DIRECTOR | NA | Control |
| STEER, CYNTHIA, FRYER | I | DIRECTOR | NA | Control |
| STEER, CYNTHIA, FRYER | I | DIRECTOR | NA | Control |
| STEER, CYNTHIA, FRYER | I | DIRECTOR | NA | Control |
| STEER, CYNTHIA, FRYER | I | DIRECTOR | NA | Control |
| STEER, CYNTHIA, FRYER | I | DIRECTOR | NA | Control |
| SWAN, EDWARD, MCCALLAN | I | PRESIDENT | NA | Control |
| SWAN, EDWARD, MCCALLAN | I | PRESIDENT | NA | Control |
| SWAN, EDWARD, MCCALLAN | I | PRESIDENT | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO) | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO) | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO) | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO) | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO) | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO) | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| WILLIAMS, MCCULLOUGH, ALPHONSO | I | PRESIDENT & COO/DIRECTOR | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| YANG, XIAOFAN | I | SENIOR VICE PRESIDENT | NA | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/DIRECTOR | E | Control |
| POITEVIEN, TINA, B | I | PRESIDENT & CEO | E | Control |
| POITEVIEN, TINA, B | I | CEO & CIO | E | Control |
| POITEVIEN, TINA, B | I | CEO & CIO | E | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/SHAREHOLDER/DIRECTOR | D | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/SHAREHOLDER/DIRECTOR | D | Control |
| BYLES WILLIAMS, TINA | I | CEO & CIO/SHAREHOLDER/DIRECTOR | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| TINA BYLES WILLIAMS REVOCABLE TRUST | DE | SHAREHOLDER | D | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | DE | SHAREHOLDER | C | Control |
| SWAN, EDWARD, MCCALLAN | I | PRESIDENT | B | Control |
| BLAIR, DONNA, JOHNSON | I | EXECUTIVE VICE PRESIDENT | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| BYLES WILLIAMS, TINA | I | TINA BYLES WILLIAMS REVOCABLE TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| URBACH, JAMES | I | XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST | F | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP TRUST & TRUSTEE | DE | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN | E | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP TRUST & TRUSTEE | DE | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN | E | Control |
| FIS GROUP EMPLOYEE STOCK OWNERSHIP TRUST & TRUSTEE | DE | FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN | E | Control |
Registrations
Federal
IA
Aug 25, 2025 REGISTERED
Notice Filings (12)
CA CO GA IL LA MD MI NC NY PA TX VA
Address
1845 WALNUT STREETSUITE 800
PHILADELPHIA, PA 19103
United States
Phone: 215-567-1100