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| Description | Symbol | Type | #Stocks | Cap (M) | 1Day %* | 1Wk %* | 1Mo %* | 3Mo %* | 6Mo %* | 1Yr %* |
|---|---|---|---|---|---|---|---|---|---|---|
| United States (Primary) | PRIMARYUSA | Univ | 6,206 | 64,904,908 | 0.97% | 0.38% | 1.26% | 6.93% | 1.65% | 12.83% |
| Finance | FINANCIAL | Sector | 1,644 | 11,041,772 | 1.03% | -0.75% | -1.58% | 2.60% | 3.28% | 22.67% |
| Investment Services | INVESTSVCESS | SubSec | 493 | 2,489,645 | 1.39% | 0.28% | -0.61% | 5.74% | 2.82% | 24.26% |
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| Description | Symbol | Type | #Stocks | Cap (M) | 1Day %* | 1Wk %* | 1Mo %* | 3Mo %* | 6Mo %* | 1Yr %* |
|---|---|---|---|---|---|---|---|---|---|---|
| Abacus Global Management, Inc. | ABL:USAABL:USA | Stock | 1 | 582 | 0.17% | -1.78% | -32.25% | -22.68% | -23.07% | -43.56% |
| P10, Inc. | PX:USAPX:USA | Stock | 1 | 1,031 | -0.32% | -5.56% | -23.18% | -19.69% | -29.23% | 17.31% |
| Texas Pacific Land Corp. | TPL:USATPL:USA | Stock | 1 | 25,125 | -2.37% | -1.09% | -22.76% | -18.54% | -8.44% | 45.75% |
| Hamilton Lane, Inc. | HLNE:USAHLNE:USA | Stock | 1 | 5,982 | -1.02% | -9.36% | -19.15% | -4.98% | -19.16% | 17.95% |
| DigitalBridge Group, Inc. | DBRG:USADBRG:USA | Stock | 1 | 1,791 | -1.65% | -5.22% | -14.12% | 4.32% | -17.70% | -20.66% |
| Webull Corp. | BULL:USABULL:USA | Stock | 1 | 1,489 | 2.89% | -0.19% | -13.02% | -8.87% | -8.00% | -3.69% |
| LandBridge Co. LLC | LB:USALB:USA | Stock | 1 | 1,643 | -2.58% | -3.25% | -11.94% | -2.24% | 17.84% | N/A |
| Crescent Capital BDC, Inc. | CCAP:USACCAP:USA | Stock | 1 | 531 | -3.18% | -4.91% | -9.81% | -16.02% | -24.19% | -13.84% |
| Prospect Capital Corp. | PSEC:USAPSEC:USA | Stock | 1 | 1,449 | -1.52% | -2.11% | -9.80% | -22.05% | -22.63% | -33.56% |
| Cohen & Steers, Inc. (New York) | CNS:USACNS:USA | Stock | 1 | 3,844 | -0.36% | -2.05% | -9.71% | -3.79% | -23.97% | 8.95% |
| Lionsgate Studios Holding Corp. | LION:USALION:USA | Stock | 1 | 1,792 | -1.26% | -3.54% | -7.52% | -17.80% | -4.29% | -5.23% |
| StepStone Group, Inc. | STEP:USASTEP:USA | Stock | 1 | 4,124 | -0.24% | -6.36% | -7.49% | -0.35% | -12.00% | 27.73% |
| Brookfield Asset Management Ltd. | BAM:USABAM:USA | Stock | 1 | 88,417 | 0.42% | -0.40% | -7.20% | 13.99% | -4.36% | 46.81% |
| Moelis & Co. | MC:USAMC:USA | Stock | 1 | 4,205 | 1.23% | -3.06% | -7.19% | -3.45% | -22.96% | 12.71% |
| Apollo Global Management, Inc. | APO:USAAPO:USA | Stock | 1 | 76,495 | 1.51% | 0.44% | -6.54% | -2.08% | -23.50% | 16.88% |
| Blackstone, Inc. | BX:USABX:USA | Stock | 1 | 168,886 | 1.36% | -1.23% | -5.79% | -4.76% | -26.21% | 16.17% |
| GCM Grosvenor, Inc. | GCMG:USAGCMG:USA | Stock | 1 | 535 | -1.01% | -6.41% | -5.21% | -10.07% | -2.69% | 27.20% |
| Principal Financial Group, Inc. | PFG:USAPFG:USA | Stock | 1 | 17,262 | 1.09% | -0.14% | -4.83% | -6.91% | -1.38% | 2.83% |
| Perella Weinberg Partners | PWP:USAPWP:USA | Stock | 1 | 1,126 | 2.66% | -4.63% | -4.53% | -4.99% | -27.75% | 29.22% |
| Lazard, Inc. | LAZ:USALAZ:USA | Stock | 1 | 4,158 | 2.39% | 0.52% | -4.41% | -3.10% | -15.67% | 22.87% |
| Federal Agricultural Mortgage Corp. | AGM:USAAGM:USA | Stock | 1 | 2,041 | 1.30% | -1.66% | -4.24% | -2.40% | -9.67% | 11.86% |
| Houlihan Lokey, Inc. | HLI:USAHLI:USA | Stock | 1 | 12,061 | 0.76% | -1.85% | -3.78% | 6.86% | -3.46% | 36.61% |
| Janus Henderson Group PLC | JHG:USAJHG:USA | Stock | 1 | 5,820 | 2.21% | 0.46% | -3.78% | 0.79% | -14.61% | 16.97% |
| HA Sustainable Infrastructure Capital, Inc. | HASI:USAHASI:USA | Stock | 1 | 3,297 | 1.07% | 5.16% | -3.67% | -5.91% | -6.30% | -8.52% |
| Tradeweb Markets, Inc. | TW:USATW:USA | Stock | 1 | 29,475 | 0.64% | 0.52% | -3.66% | -1.55% | 4.45% | 36.59% |
| Piper Sandler Cos. | PIPR:USAPIPR:USA | Stock | 1 | 4,224 | 1.54% | -3.03% | -3.41% | 1.43% | -18.98% | 26.53% |
| T. Rowe Price Group, Inc. | TROW:USATROW:USA | Stock | 1 | 20,605 | 1.78% | -0.53% | -3.25% | 0.94% | -19.98% | -15.07% |
| Invesco Ltd. | IVZ:USAIVZ:USA | Stock | 1 | 6,637 | 2.06% | 1.02% | -3.20% | -1.95% | -17.34% | 4.98% |
| Raymond James Financial, Inc. | RJF:USARJF:USA | Stock | 1 | 30,167 | 1.98% | 1.05% | -2.91% | 3.68% | -6.77% | 28.48% |
| Oppenheimer Holdings, Inc. | OPY:USAOPY:USA | Stock | 1 | 656 | -0.24% | -1.24% | -2.58% | 4.35% | -1.58% | 37.70% |
| Trinity Capital, Inc. | TRIN:USATRIN:USA | Stock | 1 | 919 | -0.48% | -1.84% | -2.38% | -7.54% | 7.16% | 11.70% |
| Kayne Anderson BDC, Inc. | KBDC:USAKBDC:USA | Stock | 1 | 1,115 | -0.89% | -0.89% | -2.30% | -3.99% | -2.14% | 8.90% |
| Dorchester Minerals LP | DMLP:USADMLP:USA | Stock | 1 | 1,310 | -1.53% | 0.07% | -2.30% | -5.05% | -11.51% | 0.59% |
| Blue Owl Capital, Inc. | OWL:USAOWL:USA | Stock | 1 | 11,812 | 0.96% | -1.62% | -2.28% | -3.71% | -21.64% | 12.98% |
| Vinci Partners Investments Ltd. | VINP:USAVINP:USA | Stock | 1 | 615 | 3.19% | 3.41% | -2.27% | -3.52% | -7.34% | -1.90% |
| Blackrock TCP Capital Corp. | TCPC:USATCPC:USA | Stock | 1 | 619 | -2.67% | -4.88% | -2.04% | -3.17% | -13.65% | -21.16% |
| New Mountain Finance Corp. | NMFC:USANMFC:USA | Stock | 1 | 1,095 | -1.07% | -3.36% | -2.00% | -5.11% | -5.64% | -6.84% |
| MidCap Financial Investment Corp | MFIC:USAMFIC:USA | Stock | 1 | 1,137 | -0.16% | -4.09% | -1.99% | -3.20% | -5.41% | -8.85% |
| Carlyle Secured Lending, Inc | CGBD:USACGBD:USA | Stock | 1 | 1,007 | -0.65% | -2.33% | -1.99% | -16.67% | -17.66% | -13.04% |
| Black Stone Minerals LP | BSM:USABSM:USA | Stock | 1 | 2,853 | -3.16% | -1.46% | -1.96% | -8.69% | -2.71% | -5.33% |
| CME Group, Inc. | CME:USACME:USA | Stock | 1 | 96,210 | -0.74% | -0.31% | -1.92% | 0.84% | 17.30% | 42.90% |
| Brookfield Corp. | BN:USABN:USA | Stock | 1 | 87,798 | 1.28% | 0.05% | -1.84% | 12.38% | -0.75% | 43.64% |
| KKR & Co., Inc. | KKR:USAKKR:USA | Stock | 1 | 109,610 | 1.71% | 0.12% | -1.78% | 8.40% | -20.55% | 13.48% |
| Bain Capital Specialty Finance, Inc. | BCSF:USABCSF:USA | Stock | 1 | 959 | -1.33% | -3.52% | -1.78% | -8.67% | -7.10% | 3.61% |
| AllianceBernstein Holding LP | AB:USAAB:USA | Stock | 1 | 4,399 | 0.99% | -2.26% | -1.58% | 7.35% | 15.45% | 30.99% |
| Victory Capital Holdings, Inc. | VCTR:USAVCTR:USA | Stock | 1 | 3,986 | 1.23% | -1.41% | -1.52% | 6.71% | -4.06% | 31.49% |
| Artisan Partners Asset Management, Inc. | APAM:USAAPAM:USA | Stock | 1 | 3,028 | 1.61% | 3.94% | -1.49% | 8.23% | -5.69% | 16.42% |
| TPG, Inc. | TPG:USATPG:USA | Stock | 1 | 6,196 | 0.66% | -0.50% | -1.44% | 2.74% | -25.39% | 25.88% |
| Ameriprise Financial, Inc. | AMP:USAAMP:USA | Stock | 1 | 49,002 | 2.24% | -1.00% | -1.28% | 5.25% | -5.81% | 21.68% |
| Morgan Stanley | MS:USAMS:USA | Stock | 1 | 210,331 | 1.09% | -0.80% | -1.22% | 11.72% | 3.85% | 41.88% |
| Investment Services | INVESTSVCESS | SubSec | 493 | 2,489,645 | 1.39% | 0.28% | -0.61% | 5.74% | 2.82% | 24.26% |
| S&P 500 | SPY:USASPY:USA | Benchmark | 14,313 | 87,092,404 | 0.95% | 0.50% | 2.07% | 7.75% | 0.36% | 12.52% |
* Colors indicate performance relative to the benchmark.