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| Description | Symbol | Type | #Stocks | Cap (M) | 1Day %* | 1Wk %* | 1Mo %* | 3Mo %* | 6Mo %* | 1Yr %* |
|---|---|---|---|---|---|---|---|---|---|---|
| North America (Primary) | PRIMARYNOAM | Univ | 7,964 | 70,402,350 | -0.03% | 0.72% | 5.34% | 17.56% | 3.83% | 17.69% |
| Finance | FINANCIAL | Sector | 1,876 | 12,561,120 | 0.07% | 1.13% | 5.46% | 12.61% | 4.22% | 22.80% |
| Investment Services | INVESTSVCESS | SubSec | 597 | 2,821,307 | 0.12% | 2.77% | 10.77% | 26.31% | 6.08% | 34.59% |
| Investment Services | INVESTSVCE | Industry | 597 | 2,821,307 | 0.12% | 2.77% | 10.77% | 26.31% | 6.08% | 37.09% |
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| Description | Symbol | Type | #Stocks | Cap (M) | 1Day %* | 1Wk %* | 1Mo %* | 3Mo %* | 6Mo %* | 1Yr %* |
|---|---|---|---|---|---|---|---|---|---|---|
| Webull Corp. | BULL:USABULL:USA | Stock | 1 | 2,353 | 17.05% | 35.34% | 62.72% | -35.85% | 45.17% | 51.34% |
| Robinhood Markets, Inc. | HOOD:USAHOOD:USA | Stock | 1 | 97,073 | 4.07% | 11.59% | 46.42% | 166.49% | 138.15% | 353.85% |
| Invesco Ltd. | IVZ:USAIVZ:USA | Stock | 1 | 8,915 | 15.28% | 14.29% | 37.19% | 57.74% | 21.03% | 27.13% |
| P10, Inc. | PX:USAPX:USA | Stock | 1 | 1,299 | -0.51% | 8.59% | 30.52% | 7.09% | -11.89% | 19.52% |
| The Carlyle Group Inc. | CG:USACG:USA | Stock | 1 | 21,714 | 0.10% | 3.12% | 30.52% | 69.13% | 12.45% | 36.29% |
| WisdomTree, Inc. | WT:USAWT:USA | Stock | 1 | 1,904 | 0.15% | 1.73% | 27.84% | 57.85% | 35.60% | 21.38% |
| Acadian Asset Management, Inc. | AAMI:USAAAMI:USA | Stock | 1 | 1,471 | -0.02% | 1.93% | 27.66% | 50.48% | 59.40% | 60.35% |
| Lazard, Inc. | LAZ:USALAZ:USA | Stock | 1 | 5,117 | 0.35% | 4.68% | 26.54% | 54.80% | 11.77% | 24.54% |
| Moelis & Co. | MC:USAMC:USA | Stock | 1 | 5,226 | -1.92% | 1.41% | 25.65% | 38.09% | -6.08% | 9.60% |
| Blackstone, Inc. | BX:USABX:USA | Stock | 1 | 206,093 | -2.19% | 4.15% | 24.34% | 30.31% | -3.03% | 28.47% |
| Piper Sandler Cos. | PIPR:USAPIPR:USA | Stock | 1 | 5,169 | -0.22% | 3.53% | 23.44% | 39.41% | 5.08% | 24.07% |
| Interactive Brokers Group, Inc. | IBKR:USAIBKR:USA | Stock | 1 | 27,911 | 7.77% | 9.30% | 23.07% | 60.85% | 36.54% | 108.93% |
| Evercore, Inc. | EVR:USAEVR:USA | Stock | 1 | 11,540 | -0.14% | 2.40% | 22.21% | 65.26% | 7.61% | 24.25% |
| Virtus Investment Partners, Inc. | VRTS:USAVRTS:USA | Stock | 1 | 1,433 | -1.43% | 1.24% | 20.80% | 41.24% | 0.79% | -11.54% |
| Citigroup, Inc. | C:USAC:USA | Stock | 1 | 172,032 | 0.39% | 7.75% | 20.80% | 48.93% | 20.81% | 42.90% |
| Grayscale Digital Large Cap Fund LLC | GDLC:USAGDLC:USA | Stock | 1 | 843 | -0.95% | 2.62% | 20.73% | 57.39% | 20.59% | 122.54% |
| KKR & Co., Inc. | KKR:USAKKR:USA | Stock | 1 | 129,667 | -1.10% | 3.50% | 20.58% | 41.44% | -4.47% | 29.03% |
| PJT Partners, Inc. | PJT:USAPJT:USA | Stock | 1 | 4,530 | -0.58% | 4.01% | 20.02% | 41.21% | 15.47% | 54.00% |
| StepStone Group, Inc. | STEP:USASTEP:USA | Stock | 1 | 4,821 | -0.68% | 5.09% | 19.25% | 35.00% | 4.44% | 31.14% |
| Fiera Capital Corp. | FSZ:CANFSZ:CAN | Stock | 1 | 552 | -0.57% | 4.94% | 18.01% | 17.39% | -12.58% | -7.33% |
| Canaccord Genuity Group, Inc. | CF:CANCF:CAN | Stock | 1 | 785 | -0.62% | 3.89% | 18.00% | 42.17% | 20.62% | 27.54% |
| Northern Trust Corp. | NTRS:USANTRS:USA | Stock | 1 | 24,887 | 0.68% | 1.60% | 16.69% | 45.92% | 21.94% | 53.02% |
| Oppenheimer Holdings, Inc. | OPY:USAOPY:USA | Stock | 1 | 756 | 1.83% | 8.62% | 16.22% | 26.54% | 6.20% | 36.88% |
| Brookfield Corp. | BN:USABN:USA | Stock | 1 | 100,909 | -1.28% | 6.51% | 16.02% | 35.56% | 17.22% | 44.91% |
| Sprott, Inc. | SII:CANSII:CAN | Stock | 1 | 1,945 | 1.74% | 6.70% | 15.55% | 42.12% | 71.34% | 70.12% |
| T. Rowe Price Group, Inc. | TROW:USATROW:USA | Stock | 1 | 23,382 | -0.60% | 4.24% | 15.49% | 24.50% | -3.05% | -5.92% |
| Affiliated Managers Group, Inc. | AMG:USAAMG:USA | Stock | 1 | 6,047 | -0.37% | 2.44% | 15.15% | 34.51% | 13.09% | 21.72% |
| Apollo Global Management, Inc. | APO:USAAPO:USA | Stock | 1 | 86,706 | -2.60% | 3.27% | 14.84% | 20.32% | -7.80% | 27.13% |
| TPG, Inc. | TPG:USATPG:USA | Stock | 1 | 6,930 | -1.06% | 0.81% | 14.82% | 29.94% | -12.90% | 23.38% |
| Stifel Financial Corp. | SF:USASF:USA | Stock | 1 | 11,337 | 0.35% | 1.67% | 14.61% | 29.84% | -0.74% | 32.69% |
| Janus Henderson Group PLC | JHG:USAJHG:USA | Stock | 1 | 6,548 | -0.26% | 0.75% | 14.49% | 36.82% | 0.74% | 21.57% |
| Hamilton Lane, Inc. | HLNE:USAHLNE:USA | Stock | 1 | 6,726 | -2.80% | 2.15% | 14.23% | 12.72% | 4.15% | 10.29% |
| Houlihan Lokey, Inc. | HLI:USAHLI:USA | Stock | 1 | 13,701 | -0.64% | 3.47% | 14.18% | 28.42% | 9.98% | 34.08% |
| BlackRock, Inc. | BLK:USABLK:USA | Stock | 1 | 170,836 | -0.16% | 0.18% | 13.87% | 26.68% | 12.03% | 34.07% |
| The Goldman Sachs Group, Inc. | GS:USAGS:USA | Stock | 1 | 220,623 | 0.34% | 0.47% | 13.39% | 39.71% | 16.69% | 44.00% |
| State Street Corp. | STT:USASTT:USA | Stock | 1 | 30,986 | 0.96% | -0.96% | 13.34% | 34.50% | 9.69% | 31.30% |
| Brookfield Asset Management Ltd. | BAM:USABAM:USA | Stock | 1 | 97,979 | -1.19% | 8.27% | 12.54% | 26.04% | 11.27% | 49.62% |
| Federated Hermes, Inc. | FHI:USAFHI:USA | Stock | 1 | 3,742 | 0.53% | 2.42% | 12.54% | 26.95% | 25.68% | 39.88% |
| Main Street Capital Corp | MAIN:USAMAIN:USA | Stock | 1 | 5,710 | -0.65% | 2.27% | 12.25% | 23.07% | 10.50% | 38.02% |
| Victory Capital Holdings, Inc. | VCTR:USAVCTR:USA | Stock | 1 | 4,403 | -2.94% | 6.46% | 11.89% | 23.34% | 6.57% | 35.34% |
| Perella Weinberg Partners | PWP:USAPWP:USA | Stock | 1 | 1,228 | 1.44% | -1.25% | 11.64% | 25.45% | -19.02% | 8.34% |
| Capital Southwest Corp | CSWC:USACSWC:USA | Stock | 1 | 1,231 | 0.04% | 0.97% | 11.64% | 22.84% | 10.60% | -2.03% |
| Franklin Resources, Inc. | BEN:USABEN:USA | Stock | 1 | 12,925 | 0.33% | -1.09% | 11.59% | 41.62% | 30.73% | 9.78% |
| SEI Investments Co. | SEIC:USASEIC:USA | Stock | 1 | 11,582 | -0.44% | 0.53% | 11.10% | 30.27% | 12.53% | 36.24% |
| Blue Owl Capital, Inc. | OWL:USAOWL:USA | Stock | 1 | 12,895 | -0.91% | 8.99% | 10.93% | 19.73% | -10.25% | 13.88% |
| Artisan Partners Asset Management, Inc. | APAM:USAAPAM:USA | Stock | 1 | 3,264 | -0.90% | -1.15% | 10.89% | 34.34% | 14.27% | 15.72% |
| Ares Management Corp. | ARES:USAARES:USA | Stock | 1 | 39,991 | -0.03% | 3.24% | 10.86% | 30.53% | -1.12% | 30.76% |
| Investment Services | INVESTSVCE | Industry | 597 | 2,821,307 | 0.12% | 2.77% | 10.77% | 26.31% | 6.08% | 37.09% |
| Fidus Investment Corp. | FDUS:USAFDUS:USA | Stock | 1 | 764 | -0.68% | 2.97% | 10.50% | 20.94% | 6.49% | 24.46% |
| OTC Markets Group, Inc. | OTCM:USAOTCM:USA | Stock | 1 | 697 | 0.87% | 1.03% | 10.48% | 28.31% | 8.23% | 24.82% |
| FS KKR Capital Corp. | FSK:USAFSK:USA | Stock | 1 | 6,265 | -0.49% | 2.71% | 10.31% | 18.31% | 7.99% | 25.71% |
| S&P 500 | SPY:USASPY:USA | Benchmark | 14,268 | 90,072,490 | -0.07% | 0.64% | 5.34% | 19.57% | 6.71% | 14.09% |
* Colors indicate performance relative to the benchmark.