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Market research · US catalogue

Financial Services

Compare sectors, industries and selected themes using completed trading sessions. These are equal-weight baskets of current members, with coverage and sources shown alongside the returns.

DailyWeeklyMonthly
All sector groups
US-only, non-exhaustive coverage. Current memberships are not historical index constituents.
Actual observation dates5 sessions2026-10-14 → 2026-10-21
NYSE calendar · USD · provider-adjusted closes
Paired members0 / 329Same-date endpoints. History is unavailable for this selection.
SPY ETF benchmarkUnavailableSame 2026-10-14 → 2026-10-21 dates
Reason: missing requested date

Basket evidence

GroupReturnvs SPYCoverageUp / down / flatVolume ratio
Financial Servicesunavailable UnavailableUnavailable 0 / 3290 / 0 / 0 Unavailable
0 usable

Industry breakdown · same period

IndustryReturnPaired members
Accident &Health InsuranceUnavailable0 / 4
BanksUnavailable0 / 1
Banks—DiversifiedUnavailable0 / 0
Banks—RegionalUnavailable0 / 0
Commercial BanksUnavailable0 / 27
Diversified Financial ServicesUnavailable0 / 2
Finance CompaniesUnavailable0 / 5
Finance: Consumer ServicesUnavailable0 / 39
Finance/Investors ServicesUnavailable0 / 6
Finance/Rental/LeasingUnavailable0 / 1
Financial Data & Stock ExchangesUnavailable0 / 0
Insurance BrokersUnavailable0 / 0
Insurance—DiversifiedUnavailable0 / 1
Investment Bankers/Brokers/ServiceUnavailable0 / 29
Investment ManagersUnavailable0 / 38
Life InsuranceUnavailable0 / 16
Major BanksUnavailable0 / 82
Property-Casualty InsurersUnavailable0 / 36
Real EstateUnavailable0 / 18
Real Estate Investment TrustsUnavailable0 / 0
Regional BanksUnavailable0 / 0
Savings InstitutionsUnavailable0 / 6
Specialty InsurersUnavailable0 / 16
Trusts Except Educational Religious and CharitableUnavailable0 / 2

Breadth and contribution

0 same-date companies; equal initial weight Unavailable per covered member.

Contribution data unavailable.

Top-five absolute contribution share: Unavailable. This describes return contributions, not market-cap concentration or money flow.

Highest returns

Unavailable

Lowest returns

Unavailable

Members and visible sources

AB · AllianceBernstein Holding L.P.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:05.162895
Provider classification observation: Unknown
Membership effective date: Unknown

ABCB · Ameris Bancorp

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:05.337487
Provider classification observation: Unknown
Membership effective date: Unknown

ACGL · Arch Capital Group Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:06.222383
Provider classification observation: Unknown
Membership effective date: Unknown

ACT · Enact Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:06.680356
Provider classification observation: Unknown
Membership effective date: Unknown

ADX · Adams Diversified Equity Fund, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:07.345828
Provider classification observation: Unknown
Membership effective date: Unknown

AEG · Aegon Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:07.406721
Provider classification observation: Unknown
Membership effective date: Unknown

AFG · American Financial Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:07.668887
Provider classification observation: Unknown
Membership effective date: Unknown

AFL · Aflac Incorporated

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:07.710855
Provider classification observation: Unknown
Membership effective date: Unknown

AFRM · Affirm Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:07.768220
Provider classification observation: Unknown
Membership effective date: Unknown

AGO · Assured Guaranty Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:08.097724
Provider classification observation: Unknown
Membership effective date: Unknown

AIG · American International Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:08.502144
Provider classification observation: Unknown
Membership effective date: Unknown

AIZ · Assurant, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:08.668976
Provider classification observation: Unknown
Membership effective date: Unknown

AJG · Arthur J. Gallagher & Co.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:08.743306
Provider classification observation: Unknown
Membership effective date: Unknown

ALL · The Allstate Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:09.362823
Provider classification observation: Unknown
Membership effective date: Unknown

ALLY · Ally Financial Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:09.448602
Provider classification observation: Unknown
Membership effective date: Unknown

AMG · Affiliated Managers Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:09.756747
Provider classification observation: Unknown
Membership effective date: Unknown

AMP · Ameriprise Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:09.833104
Provider classification observation: Unknown
Membership effective date: Unknown

AON · Aon plc

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:09.942512
Provider classification observation: Unknown
Membership effective date: Unknown

APAM · Artisan Partners Asset Management Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.024487
Provider classification observation: Unknown
Membership effective date: Unknown

APO · Apollo Global Management, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.141721
Provider classification observation: Unknown
Membership effective date: Unknown

ARCC · Ares Capital Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.215005
Provider classification observation: Unknown
Membership effective date: Unknown

ARES · Ares Management Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.238426
Provider classification observation: Unknown
Membership effective date: Unknown

ARX · Accelerant Holdings

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.355920
Provider classification observation: Unknown
Membership effective date: Unknown

ASB · Associated Banc-Corp

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.413475
Provider classification observation: Unknown
Membership effective date: Unknown

AUB · Atlantic Union Bankshares Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.628674
Provider classification observation: Unknown
Membership effective date: Unknown

AVAL · Grupo Aval Acciones y Valores S.A.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.672163
Provider classification observation: Unknown
Membership effective date: Unknown

AX · Axos Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.792779
Provider classification observation: Unknown
Membership effective date: Unknown

AXP · American Express Company

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.809692
Provider classification observation: Unknown
Membership effective date: Unknown

AXS · AXIS Capital Holdings Limited

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.820320
Provider classification observation: Unknown
Membership effective date: Unknown

BAC · Bank of America Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.934585
Provider classification observation: Unknown
Membership effective date: Unknown

BANC · Banc of California, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.968049
Provider classification observation: Unknown
Membership effective date: Unknown

BANF · BancFirst Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.976367
Provider classification observation: Unknown
Membership effective date: Unknown

BANR · Banner Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.984287
Provider classification observation: Unknown
Membership effective date: Unknown

BAP · Credicorp Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:10.991999
Provider classification observation: Unknown
Membership effective date: Unknown

BBAR · Banco BBVA Argentina S.A.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.023310
Provider classification observation: Unknown
Membership effective date: Unknown

BBD · Banco Bradesco S.A.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.032312
Provider classification observation: Unknown
Membership effective date: Unknown

BBVA · Banco Bilbao Vizcaya Argentaria, S.A.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.061759
Provider classification observation: Unknown
Membership effective date: Unknown

BCH · Banco de Chile

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.119647
Provider classification observation: Unknown
Membership effective date: Unknown

BCS · Barclays PLC

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.141375
Provider classification observation: Unknown
Membership effective date: Unknown

BEKE · KE Holdings Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.172590
Provider classification observation: Unknown
Membership effective date: Unknown

BEN · Franklin Resources, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.180361
Provider classification observation: Unknown
Membership effective date: Unknown

BGC · BGC Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.234327
Provider classification observation: Unknown
Membership effective date: Unknown

BHF · Brighthouse Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.248569
Provider classification observation: Unknown
Membership effective date: Unknown

BNY · The Bank of New York Mellon Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-20 11:30:09.584416
Provider classification observation: Unknown
Membership effective date: Unknown

BKU · BankUnited, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.369544
Provider classification observation: Unknown
Membership effective date: Unknown

BLK · BlackRock, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.406244
Provider classification observation: Unknown
Membership effective date: Unknown

BMA · Banco Macro S.A.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.430612
Provider classification observation: Unknown
Membership effective date: Unknown

BMNR · Bitmine Immersion Technologies, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.446457
Provider classification observation: Unknown
Membership effective date: Unknown

BMO · Bank of Montreal

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.453828
Provider classification observation: Unknown
Membership effective date: Unknown

BNS · The Bank of Nova Scotia

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.493987
Provider classification observation: Unknown
Membership effective date: Unknown

BNT · Brookfield Wealth Solutions Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.503020
Provider classification observation: Unknown
Membership effective date: Unknown

BOH · Bank of Hawaii Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.518718
Provider classification observation: Unknown
Membership effective date: Unknown

BOKF · BOK Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.526160
Provider classification observation: Unknown
Membership effective date: Unknown

BPOP · Popular, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.555964
Provider classification observation: Unknown
Membership effective date: Unknown

BPYPP · Brookfield Property Partners L.P.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.563146
Provider classification observation: Unknown
Membership effective date: Unknown

BRK-B · Berkshire Hathaway Inc.

Unavailable: missing requested date

legacy catalogue

Raw classification: Financial Services

Classification normalization checked: 2026-10-19 08:34:19.436162
Provider classification observation: Unknown
Membership effective date: Unknown

BRO · Brown & Brown, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.614552
Provider classification observation: Unknown
Membership effective date: Unknown

BSAC · Banco Santander-Chile

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.661184
Provider classification observation: Unknown
Membership effective date: Unknown

BSBR · Banco Santander (Brasil) S.A.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.671233
Provider classification observation: Unknown
Membership effective date: Unknown

BTDR · Bitdeer Technologies Group

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.705575
Provider classification observation: Unknown
Membership effective date: Unknown

BULL · Webull Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.741970
Provider classification observation: Unknown
Membership effective date: Unknown

BUR · Burford Capital Limited

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.749376
Provider classification observation: Unknown
Membership effective date: Unknown

BWIN · The Baldwin Insurance Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.778630
Provider classification observation: Unknown
Membership effective date: Unknown

BX · Blackstone Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.797808
Provider classification observation: Unknown
Membership effective date: Unknown

BXSL · Blackstone Secured Lending Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.817388
Provider classification observation: Unknown
Membership effective date: Unknown

C · Citigroup Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.836944
Provider classification observation: Unknown
Membership effective date: Unknown

CACC · Credit Acceptance Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.850680
Provider classification observation: Unknown
Membership effective date: Unknown

CATY · Cathay General Bancorp

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.972449
Provider classification observation: Unknown
Membership effective date: Unknown

CB · Chubb Limited

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.986484
Provider classification observation: Unknown
Membership effective date: Unknown

CBRE · CBRE Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.993161
Provider classification observation: Unknown
Membership effective date: Unknown

CBSH · Commerce Bancshares, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:11.999803
Provider classification observation: Unknown
Membership effective date: Unknown

CBU · Community Financial System, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.013687
Provider classification observation: Unknown
Membership effective date: Unknown

CFG · Citizens Financial Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.145563
Provider classification observation: Unknown
Membership effective date: Unknown

CFR · Cullen/Frost Bankers, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.157495
Provider classification observation: Unknown
Membership effective date: Unknown

CG · The Carlyle Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.165764
Provider classification observation: Unknown
Membership effective date: Unknown

CHYM · Chime Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.267093
Provider classification observation: Unknown
Membership effective date: Unknown

CIB · Grupo Cibest S.A.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.279177
Provider classification observation: Unknown
Membership effective date: Unknown

CIGI · Colliers International Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.297865
Provider classification observation: Unknown
Membership effective date: Unknown

CINF · Cincinnati Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.304722
Provider classification observation: Unknown
Membership effective date: Unknown

CLM · Cornerstone Strategic Investment Fund, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.343554
Provider classification observation: Unknown
Membership effective date: Unknown

CLSK · CleanSpark, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.357094
Provider classification observation: Unknown
Membership effective date: Unknown

CM · Canadian Imperial Bank of Commerce

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.379092
Provider classification observation: Unknown
Membership effective date: Unknown

CME · CME Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.404208
Provider classification observation: Unknown
Membership effective date: Unknown

CNA · CNA Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.435989
Provider classification observation: Unknown
Membership effective date: Unknown

CNO · CNO Financial Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.473796
Provider classification observation: Unknown
Membership effective date: Unknown

CNS · Cohen & Steers, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.498414
Provider classification observation: Unknown
Membership effective date: Unknown

COF · Capital One Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.522926
Provider classification observation: Unknown
Membership effective date: Unknown

COIN · Coinbase Global, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.536947
Provider classification observation: Unknown
Membership effective date: Unknown

COLB · Columbia Banking System, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.549102
Provider classification observation: Unknown
Membership effective date: Unknown

COMP · Compass, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.572256
Provider classification observation: Unknown
Membership effective date: Unknown

CORZ · Core Scientific, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.615174
Provider classification observation: Unknown
Membership effective date: Unknown

CRBG · Corebridge Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.733903
Provider classification observation: Unknown
Membership effective date: Unknown

CRCL · Circle Internet Group

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.753372
Provider classification observation: Unknown
Membership effective date: Unknown

CRVL · CorVel Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.930588
Provider classification observation: Unknown
Membership effective date: Unknown

CSGP · CoStar Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:12.992368
Provider classification observation: Unknown
Membership effective date: Unknown

CSQ · Calamos Strategic Total Return Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:13.006300
Provider classification observation: Unknown
Membership effective date: Unknown

CURB · Curbline Properties Corp.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:13.075742
Provider classification observation: Unknown
Membership effective date: Unknown

CVBF · CVB Financial Corp.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:13.098133
Provider classification observation: Unknown
Membership effective date: Unknown

CWK · Cushman & Wakefield plc

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:13.205100
Provider classification observation: Unknown
Membership effective date: Unknown

DAVE · Dave Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:13.337818
Provider classification observation: Unknown
Membership effective date: Unknown

DB · Deutsche Bank Aktiengesellschaft

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:13.358759
Provider classification observation: Unknown
Membership effective date: Unknown

DNP · DNP Select Income Fund Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:13.644454
Provider classification observation: Unknown
Membership effective date: Unknown

EBC · Eastern Bankshares, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:13.892558
Provider classification observation: Unknown
Membership effective date: Unknown

EEFT · Euronet Worldwide, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:13.958228
Provider classification observation: Unknown
Membership effective date: Unknown

EFX · Equifax Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:13.967445
Provider classification observation: Unknown
Membership effective date: Unknown

EG · Everest Group, Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:13.974623
Provider classification observation: Unknown
Membership effective date: Unknown

ENVA · Enova International, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.147767
Provider classification observation: Unknown
Membership effective date: Unknown

EQH · Equitable Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.208014
Provider classification observation: Unknown
Membership effective date: Unknown

ERIE · Erie Indemnity Company

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.257270
Provider classification observation: Unknown
Membership effective date: Unknown

ESNT · Essent Group Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.303216
Provider classification observation: Unknown
Membership effective date: Unknown

ETOR · eToro Group Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.351238
Provider classification observation: Unknown
Membership effective date: Unknown

ETY · Eaton Vance Tax-Managed Diversified Equity Income Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.379823
Provider classification observation: Unknown
Membership effective date: Unknown

EVR · Evercore Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.388077
Provider classification observation: Unknown
Membership effective date: Unknown

EWBC · East West Bancorp, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.417927
Provider classification observation: Unknown
Membership effective date: Unknown

EXG · Eaton Vance Tax-Managed Global Diversified Equity Income Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.453728
Provider classification observation: Unknown
Membership effective date: Unknown

FAF · First American Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.526908
Provider classification observation: Unknown
Membership effective date: Unknown

FBK · FB Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.561685
Provider classification observation: Unknown
Membership effective date: Unknown

FBP · First BanCorp.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.569548
Provider classification observation: Unknown
Membership effective date: Unknown

FCNCA · First Citizens BancShares, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.592759
Provider classification observation: Unknown
Membership effective date: Unknown

FFBC · First Financial Bancorp.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.685285
Provider classification observation: Unknown
Membership effective date: Unknown

FFIN · First Financial Bankshares, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.697665
Provider classification observation: Unknown
Membership effective date: Unknown

FG · F&G Annuities & Life, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.719815
Provider classification observation: Unknown
Membership effective date: Unknown

FHB · First Hawaiian, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.726551
Provider classification observation: Unknown
Membership effective date: Unknown

FHI · Federated Hermes, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.733537
Provider classification observation: Unknown
Membership effective date: Unknown

FHN · First Horizon Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.740148
Provider classification observation: Unknown
Membership effective date: Unknown

FIBK · First Interstate BancSystem, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.753890
Provider classification observation: Unknown
Membership effective date: Unknown

FINV · FinVolution Group

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.779682
Provider classification observation: Unknown
Membership effective date: Unknown

FITB · Fifth Third Bancorp

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.797716
Provider classification observation: Unknown
Membership effective date: Unknown

FLG · Flagstar Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.849580
Provider classification observation: Unknown
Membership effective date: Unknown

FNB · F.N.B. Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.920174
Provider classification observation: Unknown
Membership effective date: Unknown

FNF · Fidelity National Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.934504
Provider classification observation: Unknown
Membership effective date: Unknown

FRHC · Freedom Holding Corp.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.982095
Provider classification observation: Unknown
Membership effective date: Unknown

FRME · First Merchants Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:14.988501
Provider classification observation: Unknown
Membership effective date: Unknown

FSK · FS KKR Capital Corp.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.029729
Provider classification observation: Unknown
Membership effective date: Unknown

FSV · FirstService Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.065381
Provider classification observation: Unknown
Membership effective date: Unknown

FULT · Fulton Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.116839
Provider classification observation: Unknown
Membership effective date: Unknown

FUTU · Futu Holdings Limited

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.129519
Provider classification observation: Unknown
Membership effective date: Unknown

GBCI · Glacier Bancorp, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.164683
Provider classification observation: Unknown
Membership effective date: Unknown

GBDC · Golub Capital BDC, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.171919
Provider classification observation: Unknown
Membership effective date: Unknown

GCMG · GCM Grosvenor Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.189017
Provider classification observation: Unknown
Membership effective date: Unknown

GDV · The Gabelli Dividend & Income Trust

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.216152
Provider classification observation: Unknown
Membership effective date: Unknown

GGAL · Grupo Financiero Galicia S.A.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.308107
Provider classification observation: Unknown
Membership effective date: Unknown

GL · Globe Life Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.380791
Provider classification observation: Unknown
Membership effective date: Unknown

GLXY · Galaxy Digital

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.429451
Provider classification observation: Unknown
Membership effective date: Unknown

GNW · Genworth Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.488628
Provider classification observation: Unknown
Membership effective date: Unknown

GOF · Guggenheim Strategic Opportunities Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.494967
Provider classification observation: Unknown
Membership effective date: Unknown

GS · The Goldman Sachs Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.593642
Provider classification observation: Unknown
Membership effective date: Unknown

GSHD · Goosehead Insurance, Inc

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.606858
Provider classification observation: Unknown
Membership effective date: Unknown

HASI · HA Sustainable Infrastructure Capital, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.733567
Provider classification observation: Unknown
Membership effective date: Unknown

HBAN · Huntington Bancshares Incorporated

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.746409
Provider classification observation: Unknown
Membership effective date: Unknown

HDB · HDFC Bank Limited

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.786552
Provider classification observation: Unknown
Membership effective date: Unknown

HG · Hamilton Insurance Group, Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.807008
Provider classification observation: Unknown
Membership effective date: Unknown

HGTY · Hagerty, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.813699
Provider classification observation: Unknown
Membership effective date: Unknown

HIG · The Hartford Insurance Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.832567
Provider classification observation: Unknown
Membership effective date: Unknown

HLI · Houlihan Lokey, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.869860
Provider classification observation: Unknown
Membership effective date: Unknown

HLNE · Hamilton Lane Incorporated

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.893922
Provider classification observation: Unknown
Membership effective date: Unknown

HOMB · Home Bancshares, Inc. (Conway, AR)

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.959037
Provider classification observation: Unknown
Membership effective date: Unknown

HOOD · Robinhood Markets, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:15.974611
Provider classification observation: Unknown
Membership effective date: Unknown

HSBC · HSBC Holdings plc

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.040301
Provider classification observation: Unknown
Membership effective date: Unknown

HTGC · Hercules Capital, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.072432
Provider classification observation: Unknown
Membership effective date: Unknown

HUT · Hut 8 Corp.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.124814
Provider classification observation: Unknown
Membership effective date: Unknown

HWC · Hancock Whitney Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.131831
Provider classification observation: Unknown
Membership effective date: Unknown

IBKR · Interactive Brokers Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.179838
Provider classification observation: Unknown
Membership effective date: Unknown

IBN · ICICI Bank Limited

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.196081
Provider classification observation: Unknown
Membership effective date: Unknown

IBOC · International Bancshares Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.203146
Provider classification observation: Unknown
Membership effective date: Unknown

ICE · Intercontinental Exchange, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.223029
Provider classification observation: Unknown
Membership effective date: Unknown

IFS · Intercorp Financial Services Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.319512
Provider classification observation: Unknown
Membership effective date: Unknown

INDB · Independent Bank Corp.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.372210
Provider classification observation: Unknown
Membership effective date: Unknown

ING · ING Groep N.V.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.399731
Provider classification observation: Unknown
Membership effective date: Unknown

INTR · Inter & Co, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.463676
Provider classification observation: Unknown
Membership effective date: Unknown

INVH · Invitation Homes Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.478114
Provider classification observation: Unknown
Membership effective date: Unknown

IREN · IREN Limited

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.556868
Provider classification observation: Unknown
Membership effective date: Unknown

ITUB · Itaú Unibanco Holding S.A.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.624884
Provider classification observation: Unknown
Membership effective date: Unknown

IVZ · Invesco Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.660401
Provider classification observation: Unknown
Membership effective date: Unknown

IX · ORIX Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.670688
Provider classification observation: Unknown
Membership effective date: Unknown

JEF · Jefferies Financial Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.743625
Provider classification observation: Unknown
Membership effective date: Unknown

JLL · Jones Lang LaSalle Incorporated

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.782621
Provider classification observation: Unknown
Membership effective date: Unknown

JPC · Nuveen Preferred & Income Opportunities Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.846318
Provider classification observation: Unknown
Membership effective date: Unknown

JPM · JPMorgan Chase & Co.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.863564
Provider classification observation: Unknown
Membership effective date: Unknown

JXN · Jackson Financial Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.875995
Provider classification observation: Unknown
Membership effective date: Unknown

KB · KB Financial Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.912570
Provider classification observation: Unknown
Membership effective date: Unknown

KEY · KeyCorp

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:16.980160
Provider classification observation: Unknown
Membership effective date: Unknown

KKR · KKR & Co. Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.034709
Provider classification observation: Unknown
Membership effective date: Unknown

KMPR · Kemper Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.068006
Provider classification observation: Unknown
Membership effective date: Unknown

KNSL · Kinsale Capital Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.100169
Provider classification observation: Unknown
Membership effective date: Unknown

KSPI · Joint Stock Company Kaspi.kz

Unavailable: missing requested date

legacy catalogue

Raw classification: Finance

Classification normalization checked: 2026-10-19 08:34:24.013846
Provider classification observation: Unknown
Membership effective date: Unknown

KYN · Kayne Anderson Energy Infrastructure Fund, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.229462
Provider classification observation: Unknown
Membership effective date: Unknown

L · Loews Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.236962
Provider classification observation: Unknown
Membership effective date: Unknown

LAZ · Lazard, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.271275
Provider classification observation: Unknown
Membership effective date: Unknown

LMND · Lemonade, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.487365
Provider classification observation: Unknown
Membership effective date: Unknown

LNC · Lincoln National Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.500306
Provider classification observation: Unknown
Membership effective date: Unknown

LPLA · LPL Financial Holdings Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.567889
Provider classification observation: Unknown
Membership effective date: Unknown

LU · Lufax Holding Ltd

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.625865
Provider classification observation: Unknown
Membership effective date: Unknown

LYG · Lloyds Banking Group plc

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.690310
Provider classification observation: Unknown
Membership effective date: Unknown

MAIN · Main Street Capital CORP

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.736832
Provider classification observation: Unknown
Membership effective date: Unknown

MARA · MARA Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.761633
Provider classification observation: Unknown
Membership effective date: Unknown

MC · Moelis & Company

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.799235
Provider classification observation: Unknown
Membership effective date: Unknown

MCO · Moody's Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.826374
Provider classification observation: Unknown
Membership effective date: Unknown

MCY · Mercury General Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.833159
Provider classification observation: Unknown
Membership effective date: Unknown

MET · MetLife, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.904370
Provider classification observation: Unknown
Membership effective date: Unknown

MFC · Manulife Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.917439
Provider classification observation: Unknown
Membership effective date: Unknown

MFG · Mizuho Financial Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:17.924180
Provider classification observation: Unknown
Membership effective date: Unknown

MKL · Markel Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.016806
Provider classification observation: Unknown
Membership effective date: Unknown

MKTX · MarketAxess Holdings Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.030836
Provider classification observation: Unknown
Membership effective date: Unknown

MRSH · Marsh & McLennan Companies, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-20 11:30:16.232720
Provider classification observation: Unknown
Membership effective date: Unknown

MORN · Morningstar, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.176977
Provider classification observation: Unknown
Membership effective date: Unknown

MRP · Millrose Properties, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.248748
Provider classification observation: Unknown
Membership effective date: Unknown

MRX · Marex Group plc

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.268453
Provider classification observation: Unknown
Membership effective date: Unknown

MS · Morgan Stanley

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.274981
Provider classification observation: Unknown
Membership effective date: Unknown

MTB · M&T Bank Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.348156
Provider classification observation: Unknown
Membership effective date: Unknown

MTG · MGIC Investment Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.376955
Provider classification observation: Unknown
Membership effective date: Unknown

MUFG · Mitsubishi UFJ Financial Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.433251
Provider classification observation: Unknown
Membership effective date: Unknown

NAD · Nuveen Quality Municipal Income Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.474960
Provider classification observation: Unknown
Membership effective date: Unknown

NBTB · NBT Bancorp Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.509398
Provider classification observation: Unknown
Membership effective date: Unknown

NDAQ · Nasdaq, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.532733
Provider classification observation: Unknown
Membership effective date: Unknown

NEA · Nuveen AMT-Free Quality Municipal Income Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.555350
Provider classification observation: Unknown
Membership effective date: Unknown

NMIH · NMI Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.693863
Provider classification observation: Unknown
Membership effective date: Unknown

NMR · Nomura Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.700649
Provider classification observation: Unknown
Membership effective date: Unknown

NMRK · Newmark Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.708498
Provider classification observation: Unknown
Membership effective date: Unknown

NNI · Nelnet, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.721789
Provider classification observation: Unknown
Membership effective date: Unknown

NTRS · Northern Trust Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.870170
Provider classification observation: Unknown
Membership effective date: Unknown

NU · Nu Holdings Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.878217
Provider classification observation: Unknown
Membership effective date: Unknown

NVG · Nuveen AMT-Free Municipal Credit Income Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.904280
Provider classification observation: Unknown
Membership effective date: Unknown

NWG · NatWest Group plc

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:18.964980
Provider classification observation: Unknown
Membership effective date: Unknown

NZF · Nuveen Municipal Credit Income Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.027540
Provider classification observation: Unknown
Membership effective date: Unknown

OBDC · Blue Owl Capital Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.044084
Provider classification observation: Unknown
Membership effective date: Unknown

OMF · OneMain Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.191423
Provider classification observation: Unknown
Membership effective date: Unknown

ONB · Old National Bancorp

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.208345
Provider classification observation: Unknown
Membership effective date: Unknown

ORI · Old Republic International Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.271078
Provider classification observation: Unknown
Membership effective date: Unknown

OWL · Blue Owl Capital Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.373344
Provider classification observation: Unknown
Membership effective date: Unknown

OZK · Bank OZK

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.392893
Provider classification observation: Unknown
Membership effective date: Unknown

PAX · Patria Investments Limited

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.506756
Provider classification observation: Unknown
Membership effective date: Unknown

PB · Prosperity Bancshares, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.542507
Provider classification observation: Unknown
Membership effective date: Unknown

PDI · PIMCO Dynamic Income Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.641172
Provider classification observation: Unknown
Membership effective date: Unknown

PFG · Principal Financial Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.699561
Provider classification observation: Unknown
Membership effective date: Unknown

PFS · Provident Financial Services, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.712885
Provider classification observation: Unknown
Membership effective date: Unknown

PFSI · PennyMac Financial Services, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.719340
Provider classification observation: Unknown
Membership effective date: Unknown

PGR · The Progressive Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.732259
Provider classification observation: Unknown
Membership effective date: Unknown

PGY · Pagaya Technologies Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.738602
Provider classification observation: Unknown
Membership effective date: Unknown

PIPR · Piper Sandler Companies

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.799977
Provider classification observation: Unknown
Membership effective date: Unknown

PJT · PJT Partners Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.806401
Provider classification observation: Unknown
Membership effective date: Unknown

PLMR · Palomar Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.843355
Provider classification observation: Unknown
Membership effective date: Unknown

PNC · The PNC Financial Services Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.880303
Provider classification observation: Unknown
Membership effective date: Unknown

PNFP · Pinnacle Financial Partners, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:19.888333
Provider classification observation: Unknown
Membership effective date: Unknown

PRI · Primerica, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.004024
Provider classification observation: Unknown
Membership effective date: Unknown

PRK · Park National Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.018131
Provider classification observation: Unknown
Membership effective date: Unknown

PRU · Prudential Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.045454
Provider classification observation: Unknown
Membership effective date: Unknown

PTY · PIMCO Corporate & Income Opportunity Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.176898
Provider classification observation: Unknown
Membership effective date: Unknown

PUK · Prudential plc

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.185439
Provider classification observation: Unknown
Membership effective date: Unknown

QFIN · Qfin Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.240340
Provider classification observation: Unknown
Membership effective date: Unknown

RDN · Radian Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.425855
Provider classification observation: Unknown
Membership effective date: Unknown

RF · Regions Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.503709
Provider classification observation: Unknown
Membership effective date: Unknown

RGA · Reinsurance Group of America, Incorporated

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.511073
Provider classification observation: Unknown
Membership effective date: Unknown

RIOT · Riot Platforms, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.580533
Provider classification observation: Unknown
Membership effective date: Unknown

RJF · Raymond James Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.598228
Provider classification observation: Unknown
Membership effective date: Unknown

RKT · Rocket Companies, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.609860
Provider classification observation: Unknown
Membership effective date: Unknown

RLI · RLI Corp.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.622408
Provider classification observation: Unknown
Membership effective date: Unknown

RNR · RenaissanceRe Holdings Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.665743
Provider classification observation: Unknown
Membership effective date: Unknown

RNST · Renasant Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.672419
Provider classification observation: Unknown
Membership effective date: Unknown

RY · Royal Bank of Canada

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.876296
Provider classification observation: Unknown
Membership effective date: Unknown

RYAN · Ryan Specialty Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.889559
Provider classification observation: Unknown
Membership effective date: Unknown

SAN · Banco Santander, S.A.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.951101
Provider classification observation: Unknown
Membership effective date: Unknown

SBCF · Seacoast Banking Corporation of Florida

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:20.998903
Provider classification observation: Unknown
Membership effective date: Unknown

SCHW · The Charles Schwab Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.061429
Provider classification observation: Unknown
Membership effective date: Unknown

SEIC · SEI Investments Company

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.109489
Provider classification observation: Unknown
Membership effective date: Unknown

SEZL · Sezzle Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.117970
Provider classification observation: Unknown
Membership effective date: Unknown

SF · Stifel Financial Corp.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.125689
Provider classification observation: Unknown
Membership effective date: Unknown

SFBS · ServisFirst Bancshares, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.133981
Provider classification observation: Unknown
Membership effective date: Unknown

SFNC · Simmons First National Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.157292
Provider classification observation: Unknown
Membership effective date: Unknown

SHG · Shinhan Financial Group Co., Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.212528
Provider classification observation: Unknown
Membership effective date: Unknown

SIGI · Selective Insurance Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.242376
Provider classification observation: Unknown
Membership effective date: Unknown

SLDE · Slide Insurance Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.354593
Provider classification observation: Unknown
Membership effective date: Unknown

SLF · Sun Life Financial Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.366467
Provider classification observation: Unknown
Membership effective date: Unknown

SLM · SLM Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.398103
Provider classification observation: Unknown
Membership effective date: Unknown

SMFG · Sumitomo Mitsui Financial Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.439375
Provider classification observation: Unknown
Membership effective date: Unknown

SNEX · StoneX Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.533145
Provider classification observation: Unknown
Membership effective date: Unknown

SOFI · SoFi Technologies, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.615055
Provider classification observation: Unknown
Membership effective date: Unknown

SPGI · S&P Global Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.671131
Provider classification observation: Unknown
Membership effective date: Unknown

SPNT · SiriusPoint Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.678740
Provider classification observation: Unknown
Membership effective date: Unknown

SSB · SouthState Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.757369
Provider classification observation: Unknown
Membership effective date: Unknown

STEP · StepStone Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.820644
Provider classification observation: Unknown
Membership effective date: Unknown

STT · State Street Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:21.888242
Provider classification observation: Unknown
Membership effective date: Unknown

SYBT · Stock Yards Bancorp, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.022466
Provider classification observation: Unknown
Membership effective date: Unknown

SYF · Synchrony Financial

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.030675
Provider classification observation: Unknown
Membership effective date: Unknown

TBBK · The Bancorp, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.133460
Provider classification observation: Unknown
Membership effective date: Unknown

TCBI · Texas Capital Bancshares, Inc.

Unavailable: missing requested date

legacy catalogue

Raw classification: Finance

Classification normalization checked: 2026-10-19 08:34:28.552103
Provider classification observation: Unknown
Membership effective date: Unknown

TD · The Toronto-Dominion Bank

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.161305
Provider classification observation: Unknown
Membership effective date: Unknown

TFC · Truist Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.326689
Provider classification observation: Unknown
Membership effective date: Unknown

TFSL · TFS Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.351733
Provider classification observation: Unknown
Membership effective date: Unknown

THG · The Hanover Insurance Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.422268
Provider classification observation: Unknown
Membership effective date: Unknown

TPG · TPG Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.655059
Provider classification observation: Unknown
Membership effective date: Unknown

TRMK · Trustmark Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.730738
Provider classification observation: Unknown
Membership effective date: Unknown

TRNO · Terreno Realty Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.746472
Provider classification observation: Unknown
Membership effective date: Unknown

TROW · T. Rowe Price Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.753329
Provider classification observation: Unknown
Membership effective date: Unknown

TRU · TransUnion

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.767444
Provider classification observation: Unknown
Membership effective date: Unknown

TRV · The Travelers Companies, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.781668
Provider classification observation: Unknown
Membership effective date: Unknown

TSLX · Sixth Street Specialty Lending, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.834771
Provider classification observation: Unknown
Membership effective date: Unknown

TW · Tradeweb Markets Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:22.942993
Provider classification observation: Unknown
Membership effective date: Unknown

UBS · UBS Group AG

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.052786
Provider classification observation: Unknown
Membership effective date: Unknown

UBSI · United Bankshares, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.061752
Provider classification observation: Unknown
Membership effective date: Unknown

UCB · United Community Banks, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.069996
Provider classification observation: Unknown
Membership effective date: Unknown

UE · Urban Edge Properties

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.087639
Provider classification observation: Unknown
Membership effective date: Unknown

UMBF · UMB Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.176368
Provider classification observation: Unknown
Membership effective date: Unknown

UNM · Unum Group

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.206545
Provider classification observation: Unknown
Membership effective date: Unknown

UPST · Upstart Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.229684
Provider classification observation: Unknown
Membership effective date: Unknown

USB · U.S. Bancorp

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.261484
Provider classification observation: Unknown
Membership effective date: Unknown

UTF · Cohen & Steers Infrastructure Fund, Inc

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.296557
Provider classification observation: Unknown
Membership effective date: Unknown

UTG · Reaves Utility Income Fund

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.304293
Provider classification observation: Unknown
Membership effective date: Unknown

UWMC · UWM Holdings Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.343633
Provider classification observation: Unknown
Membership effective date: Unknown

VAC · Marriott Vacations Worldwide Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.365350
Provider classification observation: Unknown
Membership effective date: Unknown

VCTR · Victory Capital Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.399903
Provider classification observation: Unknown
Membership effective date: Unknown

VIRT · Virtu Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.495890
Provider classification observation: Unknown
Membership effective date: Unknown

VLY · Valley National Bancorp

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.550165
Provider classification observation: Unknown
Membership effective date: Unknown

VOYA · Voya Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.623196
Provider classification observation: Unknown
Membership effective date: Unknown

VTMX · Corporación Inmobiliaria Vesta, S.A.B. de C.V.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.728717
Provider classification observation: Unknown
Membership effective date: Unknown

WAFD · WaFd, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.783147
Provider classification observation: Unknown
Membership effective date: Unknown

WAL · Western Alliance Bancorporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.792442
Provider classification observation: Unknown
Membership effective date: Unknown

WD · Walker & Dunlop, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.861006
Provider classification observation: Unknown
Membership effective date: Unknown

WF · Woori Financial Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.929466
Provider classification observation: Unknown
Membership effective date: Unknown

WFC · Wells Fargo & Company

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:23.936707
Provider classification observation: Unknown
Membership effective date: Unknown

WRB · W. R. Berkley Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:24.079531
Provider classification observation: Unknown
Membership effective date: Unknown

WSBC · WesBanco, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:24.104320
Provider classification observation: Unknown
Membership effective date: Unknown

WSFS · WSFS Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:24.121141
Provider classification observation: Unknown
Membership effective date: Unknown

WTFC · Wintrust Financial Corporation

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:24.152807
Provider classification observation: Unknown
Membership effective date: Unknown

WTM · White Mountains Insurance Group, Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:24.159898
Provider classification observation: Unknown
Membership effective date: Unknown

WTW · Willis Towers Watson Public Limited Company

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:24.177870
Provider classification observation: Unknown
Membership effective date: Unknown

XP · XP Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:24.244386
Provider classification observation: Unknown
Membership effective date: Unknown

ZION · Zions Bancorporation, National Association

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:24.353571
Provider classification observation: Unknown
Membership effective date: Unknown

OPEN · Opendoor Technologies Inc.

Unavailable: missing requested date

provider classification

Raw classification: Finance

Classification source

Classification normalization checked: 2026-10-19 12:30:24.407950
Provider classification observation: Unknown
Membership effective date: Unknown

How to read this

Daily, weekly and monthly mean 1, 5 and 21 completed NYSE trading sessions. Returns use Yahoo provider-adjusted closes at both exact endpoints from one accepted retrieval vintage. Missing adjusted prices are unavailable; raw closes and latest snapshots are not substitutes.

Basket return is the mean of covered current members’ returns. The SPY comparison is a difference in percentage points, with the same dates, currency and price basis. SPY is an ETF proxy, not a reconstructed official index.

Volume compares the completed end session with the previous 20 comparable completed sessions for the same usable companies. Missing volumes, split events, mixed retrievals or different session durations make it unavailable. This is not money flow.

Sector names use transparent internal normalization, not licensed GICS. Legacy catalogue classifications have an unknown provider observation date. Primary theme sources describe selected current business roles; their review date is not a membership effective date.

NYSE calendar source · View dated JSON
IMPORTANT FINANCIAL DISCLAIMER: The information provided on this platform is for educational and informational purposes only and should not be construed as investment advice. All investments involve risk, including potential loss of principal. Past performance does not guarantee future results. Take Profits is not a registered investment advisor and does not provide personalized investment advice. Users should conduct their own research and consult with qualified financial professionals before making investment decisions. Market data may be delayed and is provided by third-party sources.

Catalyst evidence

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Supporting sources

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