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US-only, non-exhaustive coverage. Current memberships are not historical index constituents.

Actual observation dates21 sessions2026-09-22 → 2026-10-21
NYSE calendar · USD · provider-adjusted closes

Paired members0 / 38Same-date endpoints. History is unavailable for this selection.

SPY ETF benchmarkUnavailableSame 2026-09-22 → 2026-10-21 dates
Reason: missing requested date

Basket evidence

Group	Return	vs SPY	Coverage	Up / down / flat	Volume ratio
Investment Managersunavailable	Unavailable	Unavailable	0 / 38	0 / 0 / 0	Unavailable 0 usable

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: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:05.195386
Provider classification observation: Unknown
Membership effective date: Unknown

ADX · Adams Diversified Equity Fund, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:07.361825
Provider classification observation: Unknown
Membership effective date: Unknown

AMG · Affiliated Managers Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:09.765349
Provider classification observation: Unknown
Membership effective date: Unknown

AMP · Ameriprise Financial, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:09.837022
Provider classification observation: Unknown
Membership effective date: Unknown

APAM · Artisan Partners Asset Management Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:10.036453
Provider classification observation: Unknown
Membership effective date: Unknown

APO · Apollo Global Management, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:10.146365
Provider classification observation: Unknown
Membership effective date: Unknown

ARES · Ares Management Corporation

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:10.242891
Provider classification observation: Unknown
Membership effective date: Unknown

BEN · Franklin Resources, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:11.184812
Provider classification observation: Unknown
Membership effective date: Unknown

BX · Blackstone Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:11.800655
Provider classification observation: Unknown
Membership effective date: Unknown

CG · The Carlyle Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:12.169064
Provider classification observation: Unknown
Membership effective date: Unknown

CNS · Cohen & Steers, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:12.500977
Provider classification observation: Unknown
Membership effective date: Unknown

DNP · DNP Select Income Fund Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:13.647233
Provider classification observation: Unknown
Membership effective date: Unknown

EVR · Evercore Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:14.391128
Provider classification observation: Unknown
Membership effective date: Unknown

FHI · Federated Hermes, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:14.736130
Provider classification observation: Unknown
Membership effective date: Unknown

FSK · FS KKR Capital Corp.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:15.032834
Provider classification observation: Unknown
Membership effective date: Unknown

GCMG · GCM Grosvenor Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:15.191982
Provider classification observation: Unknown
Membership effective date: Unknown

GDV · The Gabelli Dividend & Income Trust

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:15.218983
Provider classification observation: Unknown
Membership effective date: Unknown

HLI · Houlihan Lokey, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:15.876257
Provider classification observation: Unknown
Membership effective date: Unknown

HLNE · Hamilton Lane Incorporated

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:15.897367
Provider classification observation: Unknown
Membership effective date: Unknown

HTGC · Hercules Capital, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:16.076153
Provider classification observation: Unknown
Membership effective date: Unknown

IVZ · Invesco Ltd.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:16.665094
Provider classification observation: Unknown
Membership effective date: Unknown

JPC · Nuveen Preferred & Income Opportunities Fund

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:16.854590
Provider classification observation: Unknown
Membership effective date: Unknown

KKR · KKR & Co. Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:17.038309
Provider classification observation: Unknown
Membership effective date: Unknown

LAZ · Lazard, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:17.276203
Provider classification observation: Unknown
Membership effective date: Unknown

MC · Moelis & Company

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:17.802581
Provider classification observation: Unknown
Membership effective date: Unknown

MORN · Morningstar, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:18.179980
Provider classification observation: Unknown
Membership effective date: Unknown

NAD · Nuveen Quality Municipal Income Fund

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:18.477921
Provider classification observation: Unknown
Membership effective date: Unknown

NVG · Nuveen AMT-Free Municipal Credit Income Fund

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:18.907127
Provider classification observation: Unknown
Membership effective date: Unknown

OWL · Blue Owl Capital Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:19.377094
Provider classification observation: Unknown
Membership effective date: Unknown

PAX · Patria Investments Limited

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:19.509415
Provider classification observation: Unknown
Membership effective date: Unknown

PJT · PJT Partners Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:19.809737
Provider classification observation: Unknown
Membership effective date: Unknown

PTY · PIMCO Corporate & Income Opportunity Fund

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:20.180489
Provider classification observation: Unknown
Membership effective date: Unknown

STEP · StepStone Group Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:21.824780
Provider classification observation: Unknown
Membership effective date: Unknown

TPG · TPG Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:22.658526
Provider classification observation: Unknown
Membership effective date: Unknown

TROW · T. Rowe Price Group, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:22.756359
Provider classification observation: Unknown
Membership effective date: Unknown

TSLX · Sixth Street Specialty Lending, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:22.839031
Provider classification observation: Unknown
Membership effective date: Unknown

UTG · Reaves Utility Income Fund

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:23.308269
Provider classification observation: Unknown
Membership effective date: Unknown

VCTR · Victory Capital Holdings, Inc.

Unavailable: missing requested date

provider classification

Raw classification: Investment Managers

Classification source

Classification normalization checked: 2026-10-19 12:30:23.403038
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

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