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| Description | Symbol | Type | #Stocks | Cap (M) | 1Day %* | 1Wk %* | 1Mo %* | 3Mo %* | 6Mo %* | 1Yr %* |
|---|---|---|---|---|---|---|---|---|---|---|
| North America (Primary) | PRIMARYNOAM | Univ | 7,952 | 70,299,951 | 0.00% | 1.93% | 5.78% | 16.20% | 8.58% | 15.57% |
| Finance | FINANCIAL | Sector | 1,870 | 12,639,557 | 0.01% | 2.60% | 5.71% | 14.70% | 12.05% | 23.26% |
| Investment Services | INVESTSVCESS | SubSec | 593 | 2,749,904 | -0.00% | 3.20% | 9.69% | 23.21% | 14.44% | 32.67% |
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| Description | Symbol | Type | #Stocks | Cap (M) | 1Day %* | 1Wk %* | 1Mo %* | 3Mo %* | 6Mo %* | 1Yr %* |
|---|---|---|---|---|---|---|---|---|---|---|
| Blue Gold Ltd. | BGL:USABGL:USA | Stock | 1 | 736 | -19.07% | 435.26% | >999.99% | 838.45% | 775.48% | 845.87% |
| Umbra Cos., Inc. | UCIX:USAUCIX:USA | Stock | 1 | 1,508 | 0.00% | 200.00% | >999.99% | -14.77% | -14.77% | -14.53% |
| Robinhood Markets, Inc. | HOOD:USAHOOD:USA | Stock | 1 | 83,504 | -3.65% | 11.69% | 31.62% | 146.73% | 153.35% | 320.30% |
| WisdomTree, Inc. | WT:USAWT:USA | Stock | 1 | 1,835 | 1.88% | 12.33% | 30.82% | 46.77% | 19.60% | 28.00% |
| Webull Corp. | BULL:USABULL:USA | Stock | 1 | 1,992 | 2.07% | 26.44% | 30.59% | 25.22% | 23.01% | 28.25% |
| Acadian Asset Management, Inc. | AAMI:USAAAMI:USA | Stock | 1 | 1,380 | 2.26% | 9.79% | 26.87% | 55.02% | 42.78% | 65.07% |
| Northern Trust Corp. | NTRS:USANTRS:USA | Stock | 1 | 25,621 | -0.27% | 7.10% | 23.90% | 46.43% | 30.42% | 61.14% |
| The Carlyle Group Inc. | CG:USACG:USA | Stock | 1 | 20,101 | 2.30% | 9.93% | 23.04% | 44.96% | 11.89% | 43.38% |
| Evercore, Inc. | EVR:USAEVR:USA | Stock | 1 | 11,114 | 1.68% | 5.89% | 21.93% | 62.46% | 4.44% | 37.75% |
| The Goldman Sachs Group, Inc. | GS:USAGS:USA | Stock | 1 | 222,625 | 1.09% | 5.31% | 19.85% | 42.26% | 27.64% | 58.69% |
| Canaccord Genuity Group, Inc. | CF:CANCF:CAN | Stock | 1 | 752 | 1.23% | 3.19% | 18.02% | 36.27% | 11.20% | 25.15% |
| Franklin Resources, Inc. | BEN:USABEN:USA | Stock | 1 | 13,072 | 0.36% | 7.43% | 17.98% | 40.52% | 26.41% | 18.97% |
| Perella Weinberg Partners | PWP:USAPWP:USA | Stock | 1 | 1,284 | 1.03% | 5.41% | 17.34% | 21.99% | -12.85% | 32.11% |
| BGC Group, Inc. | BGC:USABGC:USA | Stock | 1 | 5,290 | 0.84% | 8.94% | 16.92% | 26.58% | 20.26% | 27.22% |
| Virtus Investment Partners, Inc. | VRTS:USAVRTS:USA | Stock | 1 | 1,376 | -0.80% | 7.43% | 16.60% | 24.90% | -7.42% | -7.73% |
| Permian Basin Royalty Trust | PBT:USAPBT:USA | Stock | 1 | 602 | 1.49% | 5.07% | 16.53% | 31.41% | 17.68% | 18.84% |
| Stifel Financial Corp. | SF:USASF:USA | Stock | 1 | 11,256 | 1.72% | 5.87% | 16.07% | 27.58% | 3.90% | 33.25% |
| Citigroup, Inc. | C:USAC:USA | Stock | 1 | 165,705 | 2.26% | 5.16% | 15.93% | 41.84% | 27.93% | 41.81% |
| Invesco Ltd. | IVZ:USAIVZ:USA | Stock | 1 | 7,488 | 0.84% | 7.38% | 15.78% | 22.61% | -1.90% | 17.09% |
| Jefferies Financial Group, Inc. | JEF:USAJEF:USA | Stock | 1 | 11,745 | 0.57% | 1.52% | 15.59% | 19.66% | -26.40% | 14.98% |
| Lazard, Inc. | LAZ:USALAZ:USA | Stock | 1 | 4,742 | 0.70% | 5.84% | 15.32% | 32.02% | -0.02% | 34.28% |
| KKR & Co., Inc. | KKR:USAKKR:USA | Stock | 1 | 123,111 | 3.03% | 5.05% | 15.04% | 35.37% | -6.03% | 31.58% |
| Artisan Partners Asset Management, Inc. | APAM:USAAPAM:USA | Stock | 1 | 3,274 | -0.02% | 4.40% | 14.93% | 27.61% | 13.09% | 25.43% |
| Fiera Capital Corp. | FSZ:CANFSZ:CAN | Stock | 1 | 528 | 0.00% | 0.15% | 14.85% | 16.74% | -20.55% | -9.60% |
| Moelis & Co. | MC:USAMC:USA | Stock | 1 | 4,881 | 0.47% | 4.46% | 14.59% | 25.78% | -9.09% | 19.55% |
| Piper Sandler Cos. | PIPR:USAPIPR:USA | Stock | 1 | 4,846 | 0.16% | 4.58% | 14.57% | 27.89% | -0.64% | 29.64% |
| State Street Corp. | STT:USASTT:USA | Stock | 1 | 31,844 | 0.75% | 5.44% | 14.53% | 34.14% | 15.06% | 54.22% |
| OTC Markets Group, Inc. | OTCM:USAOTCM:USA | Stock | 1 | 685 | 1.42% | 5.32% | 14.13% | 22.36% | 12.13% | 20.31% |
| Patria Investments Ltd. | PAX:USAPAX:USA | Stock | 1 | 2,291 | 1.33% | 5.23% | 13.83% | 35.29% | 27.73% | 23.98% |
| Sprott, Inc. | SII:CANSII:CAN | Stock | 1 | 1,794 | 0.14% | 2.50% | 13.30% | 64.35% | 59.59% | 66.64% |
| Capital Southwest Corp | CSWC:USACSWC:USA | Stock | 1 | 1,206 | 1.20% | 4.68% | 12.98% | 7.94% | 10.95% | -3.88% |
| A-Mark Precious Metals, Inc. | AMRK:USAAMRK:USA | Stock | 1 | 562 | 0.48% | 4.24% | 12.57% | -0.72% | -15.29% | -27.41% |
| Morgan Stanley | MS:USAMS:USA | Stock | 1 | 231,605 | 0.90% | 3.14% | 12.01% | 34.62% | 16.34% | 49.27% |
| Affiliated Managers Group, Inc. | AMG:USAAMG:USA | Stock | 1 | 5,802 | 0.47% | 4.83% | 11.71% | 27.44% | 8.95% | 27.52% |
| Blackstone, Inc. | BX:USABX:USA | Stock | 1 | 189,492 | 1.02% | 4.69% | 11.60% | 17.37% | -8.62% | 29.28% |
| Interactive Brokers Group, Inc. | IBKR:USAIBKR:USA | Stock | 1 | 25,266 | -0.41% | 8.56% | 11.55% | 45.65% | 31.64% | 82.71% |
| PJT Partners, Inc. | PJT:USAPJT:USA | Stock | 1 | 4,171 | 0.96% | 1.27% | 11.18% | 27.96% | 7.11% | 55.77% |
| TPG, Inc. | TPG:USATPG:USA | Stock | 1 | 6,680 | 0.75% | 2.37% | 11.10% | 28.75% | -12.48% | 35.65% |
| Janus Henderson Group PLC | JHG:USAJHG:USA | Stock | 1 | 6,348 | 0.47% | 5.66% | 10.90% | 24.38% | -3.35% | 21.79% |
| BlackRock, Inc. | BLK:USABLK:USA | Stock | 1 | 167,758 | 1.08% | 4.98% | 10.77% | 22.56% | 6.70% | 40.12% |
| Brookfield Corp. | BN:USABN:USA | Stock | 1 | 96,454 | 2.67% | 5.24% | 10.67% | 27.90% | 12.30% | 53.86% |
| Virtu Financial, Inc. | VIRT:USAVIRT:USA | Stock | 1 | 3,817 | 0.13% | 1.74% | 10.53% | 19.72% | 26.34% | 106.35% |
| StoneX Group, Inc. | SNEX:USASNEX:USA | Stock | 1 | 4,575 | 1.19% | 3.22% | 10.42% | 26.39% | 43.63% | 82.89% |
| SEI Investments Co. | SEIC:USASEIC:USA | Stock | 1 | 11,617 | 1.24% | 4.30% | 10.20% | 27.41% | 13.53% | 44.56% |
| Apollo Global Management, Inc. | APO:USAAPO:USA | Stock | 1 | 82,410 | 1.18% | 3.67% | 10.20% | 17.44% | -11.97% | 21.98% |
| Grayscale Digital Large Cap Fund LLC | GDLC:USAGDLC:USA | Stock | 1 | 774 | -0.02% | 2.72% | 9.96% | 44.56% | 18.60% | 110.76% |
| Raymond James Financial, Inc. | RJF:USARJF:USA | Stock | 1 | 32,503 | 1.15% | 5.19% | 9.88% | 23.21% | 4.05% | 32.88% |
| Investment Services | INVESTSVCESS | SubSec | 593 | 2,749,904 | -0.00% | 3.20% | 9.69% | 23.21% | 14.44% | 32.67% |
| Main Street Capital Corp | MAIN:USAMAIN:USA | Stock | 1 | 5,420 | 1.61% | 3.05% | 9.31% | 11.42% | 8.31% | 28.48% |
| HA Sustainable Infrastructure Capital, Inc. | HASI:USAHASI:USA | Stock | 1 | 3,291 | 0.15% | -0.31% | 8.82% | -3.30% | 4.70% | 2.07% |
| T. Rowe Price Group, Inc. | TROW:USATROW:USA | Stock | 1 | 22,139 | 0.19% | 4.13% | 8.48% | 17.74% | -8.98% | -8.16% |
| S&P 500 | SPY:USASPY:USA | Benchmark | 14,270 | 90,243,059 | 0.79% | 2.20% | 5.22% | 16.86% | 7.34% | 15.32% |
* Colors indicate performance relative to the benchmark.