Trading Platforms & Wealthtech This slice is part of the broader FinTech theme.
Trading Platforms & Wealthtech names often move on drivers that differ from the rest of FinTech. Isolating this segment keeps earnings logic and news flow aligned with one part of the value chain.
Membership is based on Next Big Trend classification under FinTech → Trading Platforms & Wealthtech. Save the list as a watchlist to track updates without rebuilding Screener filters.
| Company | |||||||
|---|---|---|---|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc. | $1083.5B | +2.58% | +1.71% | +2.58% | +3.27% | 91 |
| BRK-B | Berkshire Hathaway Inc. New | $1081.4B | +2.54% | +1.66% | +2.54% | +3.12% | 90 |
| JPM | JP Morgan Chase & Co. | $879.4B | +0.18% | -5.82% | +4.81% | +11.08% | 33 |
| V | Visa Inc. | $704.2B | +6.87% | +4.97% | +10.57% | +10.58% | 95 |
| HSBC | HSBC Holdings, plc. | $339.8B | -3.29% | -10.34% | +22.78% | +36.04% | 12 |
| MS | Morgan Stanley | $298.9B | -0.15% | -10.65% | +8.20% | +24.17% | 11 |
| GS | Goldman Sachs Group, Inc. (The) | $266.8B | -0.80% | -12.97% | +3.35% | +15.61% | 8 |
| WFC | Wells Fargo & Company | $248.1B | +3.85% | -6.60% | -9.40% | +6.47% | 26 |
| C | Citigroup, Inc. | $221.6B | +0.87% | -6.40% | +12.77% | +36.89% | 28 |
| AXP | American Express Company | $206.4B | +1.78% | -3.91% | -16.02% | -3.81% | 48 |
| SAN | Banco Santander, S.A. Sponsored ADR (Spain) | $202.8B | +0.97% | -7.79% | +16.42% | +35.08% | 20 |
| BLK | BlackRock, Inc. | $174.4B | +2.15% | +0.97% | +2.79% | -5.21% | 88 |
| SCHW | Charles Schwab Corporation (The) | $167.4B | 0.00% | -9.90% | -2.25% | +4.42% | 12 |
| BBVA | Banco Bilbao Vizcaya Argentaria S.A. | $157.1B | -3.19% | -9.43% | +15.55% | +45.13% | 14 |
| IBKR | Interactive Brokers Group, Inc. | $145.5B | -0.49% | -1.73% | +36.78% | +22.24% | 63 |
| UBS | UBS Group AG | $144.1B | +0.88% | -10.89% | +6.61% | +21.40% | 11 |
| BX | Blackstone Inc. | $140.1B | +2.30% | -8.85% | -23.51% | -26.78% | 16 |
| CB | Chubb Limited | $128.6B | +3.12% | +1.05% | +10.31% | +19.93% | 88 |
| PGR | Progressive Corporation (The) | $123.4B | +3.39% | +0.62% | +1.69% | -4.73% | 86 |
| SPGI | S&P Global Inc. | $116.5B | +5.58% | -0.63% | -16.94% | -9.85% | 70 |
| HOOD | Robinhood Markets, Inc. | $101.1B | -3.30% | -3.80% | -3.61% | -27.74% | 49 |
| ING | ING Group, N.V. | $101.0B | -4.05% | -8.95% | +24.47% | +42.37% | 15 |
| CME | CME Group Inc. | $95.1B | +6.62% | +2.37% | +6.24% | +10.01% | 92 |
| ICE | Intercontinental Exchange Inc. | $85.3B | +4.02% | +0.13% | -2.57% | -2.29% | 79 |
| KKR | KKR & Co. Inc. | $84.3B | +0.73% | -9.83% | -28.39% | -26.69% | 13 |
| BN | Brookfield Corporation Class A Limited Voting Shares | $81.8B | +0.46% | -2.34% | -18.76% | -17.70% | 60 |
| BCS | Barclays PLC | $81.7B | -3.21% | -12.44% | -7.72% | +14.68% | 9 |
| MCO | Moody's Corporation | $77.5B | +5.18% | -0.67% | -8.52% | -4.45% | 69 |
| TRV | The Travelers Companies, Inc. | $75.2B | +2.32% | +0.32% | +28.56% | +32.40% | 82 |
| APO | Apollo Global Management, Inc. (New) | $73.4B | +4.06% | -7.24% | -17.01% | -3.35% | 23 |
| BAM | Brookfield Asset Management Inc Class A Limited Voting Shares | $71.2B | +2.30% | -2.88% | -9.73% | -18.32% | 57 |
| NWG | NatWest Group plc American Depositary Shares, (each representing two (2) | $70.0B | -3.06% | -7.00% | +2.09% | +20.96% | 24 |
| NU | Nu Holdings Ltd. | $64.9B | +20.03% | +7.32% | -3.70% | +4.27% | 96 |
| AON | Aon plc | $59.7B | +1.49% | -11.14% | -22.12% | -24.79% | 10 |
| AJG | Arthur J. Gallagher & Co. | $58.9B | +2.91% | -4.36% | -9.26% | -23.30% | 44 |
| AFL | AFLAC Incorporated | $57.8B | +2.69% | +0.06% | +5.49% | +4.50% | 77 |
| ALL | Allstate Corporation (The) | $57.1B | +2.54% | -8.88% | +11.83% | +10.13% | 16 |
| COIN | Coinbase Global, Inc. | $51.5B | -1.97% | +4.13% | -20.67% | -53.68% | 94 |
| NDAQ | Nasdaq, Inc. | $50.5B | +3.68% | +2.13% | -2.60% | +5.58% | 91 |
| STT | State Street Corporation | $47.9B | -0.57% | -8.06% | +38.83% | +53.49% | 19 |
| PYPL | PayPal Holdings, Inc. | $47.1B | +5.17% | +4.16% | -4.04% | -26.25% | 94 |
| ARES | Ares Management Corporation | $40.3B | -0.31% | -9.35% | -24.99% | -18.54% | 14 |
| AIG | American International Group, Inc. New | $39.5B | +2.82% | +3.36% | -8.21% | -6.03% | 94 |
| IX | ORIX Corporation American Depositary Shares | $39.2B | -0.46% | -5.47% | +26.45% | +45.82% | 35 |
| MSCI | MSCI Inc. | $39.0B | +5.44% | +3.20% | -0.40% | +1.11% | 93 |
| BBD | Banco Bradesco Sa American Depositary Shares | $35.8B | +17.81% | +20.11% | +34.88% | +41.69% | 98 |
| RKT | Rocket Companies, Inc. | $32.8B | -1.88% | -12.96% | -40.70% | -29.22% | 8 |
| BBDO | Banco Bradesco Sa American Depositary Shares (each representing one | $32.6B | +24.17% | +23.08% | +42.96% | +47.58% | 99 |
| NTRS | Northern Trust Corporation | $31.4B | -1.86% | -8.92% | +25.00% | +29.69% | 16 |
| BAP | Credicorp Ltd. | $30.4B | +2.12% | +0.47% | +39.10% | +50.94% | 85 |
| PUK | Prudential Public Limited Company | $30.2B | -2.65% | -10.05% | -21.60% | -12.52% | 12 |
| NMR | Nomura Holdings Inc ADR American Depositary Shares | $28.4B | -1.44% | -9.01% | +14.30% | +33.94% | 15 |
| WTW | Willis Towers Watson Public Limited Company | $27.7B | +2.65% | -6.07% | -9.21% | -12.98% | 30 |
| CBOE | Cboe Global Markets, Inc. | $26.9B | +12.13% | +4.21% | +22.07% | +27.19% | 94 |
| WRB | W. R. Berkley Corporation | $26.7B | +4.25% | +2.80% | +3.76% | -5.04% | 93 |
| CRCL | Circle Internet Group, Inc. | $24.3B | +4.01% | -6.43% | +6.57% | -43.83% | 27 |
| TW | Tradeweb Markets Inc. | $23.9B | +8.67% | +8.40% | +3.41% | +3.26% | 96 |
| AFRM | Affirm Holdings, Inc. | $23.0B | +14.03% | +18.69% | +8.42% | +7.24% | 98 |
| TROW | T. Rowe Price Group, Inc. | $22.2B | +0.52% | -2.22% | +5.50% | +3.32% | 61 |
| MKL | Markel Group Inc. | $21.5B | +1.36% | -1.18% | -18.09% | -9.95% | 66 |
| L | Loews Corporation | $21.5B | +0.62% | -2.19% | +1.48% | +3.77% | 61 |
| KEY | KeyCorp | $21.4B | -0.55% | -8.10% | -0.38% | +14.93% | 19 |
| BCH | Banco De Chile ADS | $21.0B | +1.04% | -7.10% | +8.57% | +32.92% | 24 |
| SOFI | SoFi Technologies, Inc. | $20.2B | +0.19% | -8.19% | -39.65% | -43.61% | 19 |
| BRO | Brown & Brown, Inc. | $20.2B | +4.96% | -5.49% | -20.51% | -33.55% | 35 |
| BR | Broadridge Financial Solutions, Inc. | $18.8B | +5.43% | -1.66% | -24.49% | -28.47% | 43 |
| TPG | TPG Inc. | $17.4B | +1.32% | -3.56% | -26.44% | -18.19% | 52 |
| BMNR | BitMine Immersion Technologies, Inc. | $16.9B | -8.53% | -0.70% | -11.49% | -59.94% | 69 |
| BEN | Franklin Templeton, Inc. | $16.5B | -2.47% | -4.93% | +37.27% | +40.92% | 38 |
| IREN | IREN Limited | $16.1B | -15.73% | -19.36% | -6.83% | -41.44% | 4 |
| BSAC | Banco Santander - Chile ADS | $15.9B | +0.72% | -8.65% | +8.72% | +26.25% | 17 |
| FUTU | Futu Holdings Limited | $15.8B | +11.29% | +0.18% | -29.64% | -35.33% | 79 |
| XP | XP Inc. | $15.3B | +49.86% | +61.34% | +99.37% | +103.37% | 99 |
| UNM | Unum Group | $14.7B | +3.50% | -2.80% | +20.41% | +19.42% | 58 |
| EQH | Equitable Holdings, Inc. | $14.3B | +0.53% | +1.59% | +13.36% | +6.61% | 90 |
| CG | The Carlyle Group Inc. | $14.3B | -3.52% | -10.80% | -34.10% | -35.24% | 11 |
| EG | Everest Group, Ltd. | $14.2B | +0.03% | -0.72% | +10.48% | +4.14% | 69 |
| GLXY | Galaxy Digital Inc. | $13.6B | -11.84% | -15.75% | -9.08% | -50.88% | 6 |
| RNR | RenaissanceRe Holdings Ltd. | $13.5B | +1.80% | +1.61% | +18.34% | +26.92% | 90 |
| FICO | Fair Isaac Corporation | $13.3B | +0.96% | -30.51% | -60.51% | -60.61% | 7 |
| IVZ | Invesco Ltd | $13.3B | -3.75% | -7.58% | +14.89% | +26.87% | 21 |
| AIZ | Assurant, Inc. | $13.2B | -0.31% | -5.15% | +11.82% | +23.31% | 37 |
| AEG | Aegon Ltd. New York Registry Shares | $12.9B | -2.49% | -8.95% | +13.02% | +13.02% | 15 |
| SEIC | SEI Investments Company | $12.3B | +2.22% | -1.94% | +28.40% | +25.25% | 62 |
| TRU | TransUnion | $12.0B | +3.22% | -14.91% | -23.26% | -16.85% | 7 |
| ERIE | Erie Indemnity Company | $11.6B | +0.43% | -7.64% | -21.69% | -31.50% | 21 |
| FHN | First Horizon Corporation | $10.9B | -1.45% | -6.14% | -1.34% | +2.90% | 30 |
| FRHC | Freedom Holding Corp. | $10.8B | -1.94% | +4.44% | +39.42% | -0.27% | 94 |
| HUT | Hut 8 Corp. | $10.6B | -5.98% | -6.99% | +83.43% | +88.95% | 24 |
| BPOP | Popular, Inc. | $10.2B | -1.17% | -4.68% | +26.87% | +26.37% | 41 |
| EVR | Evercore Inc. | $10.1B | +3.89% | -4.15% | -19.44% | -13.58% | 46 |
| BNT | Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares | $10.0B | +0.38% | -2.35% | -18.94% | -17.91% | 60 |
| RYAN | Ryan Specialty Holdings, Inc. | $9.8B | -1.75% | -4.29% | -27.56% | -35.70% | 44 |
| AMG | Affiliated Managers Group, Inc. | $9.5B | +4.26% | +8.83% | +34.35% | +61.41% | 97 |
| FCFS | FirstCash Holdings, Inc. | $9.4B | +1.59% | -6.02% | +34.64% | +38.00% | 31 |
| FDS | FactSet Research Systems Inc. | $9.2B | +7.96% | +9.22% | +0.34% | +3.86% | 97 |
| ORI | Old Republic International Corporation | $9.1B | +0.29% | -6.51% | -9.42% | -3.73% | 27 |
| HLI | Houlihan Lokey, Inc. | $8.8B | +3.00% | -4.27% | -24.23% | -30.77% | 44 |
| PRI | Primerica, Inc. | $8.6B | -0.05% | -4.76% | +7.94% | +3.77% | 40 |
| CBC | Central Bancompany, Inc. | $7.7B | +1.22% | +0.93% | +36.14% | — | 88 |
| LNC | Lincoln National Corporation | $7.6B | -0.17% | -7.64% | -6.46% | +5.64% | 21 |
| SNEX | StoneX Group Inc. | $7.4B | -6.95% | -12.23% | -3.45% | -6.24% | 9 |
| RIOT | Riot Platforms, Inc. | $7.1B | -14.42% | -19.40% | +33.27% | -23.22% | 4 |
| MAAS | Maase Inc. | $7.0B | -15.62% | -26.23% | +114.07% | +272.90% | 9 |
| MORN | Morningstar, Inc. | $6.9B | +11.39% | +5.85% | -5.42% | -9.95% | 95 |
| WULF | TeraWulf Inc. | $6.8B | -11.10% | -14.68% | +19.84% | +11.95% | 7 |
| PDI | PIMCO Dynamic Income Fund | $6.8B | -0.28% | -4.65% | -11.43% | -18.35% | 41 |
| FAF | First American Corporation (New) | $6.6B | -2.06% | -13.22% | +2.20% | +4.20% | 8 |
| FIGR | Figure Technology Solutions, Inc. | $6.6B | +0.04% | -21.96% | -30.12% | -41.96% | 3 |
| ACT | Enact Holdings, Inc. | $6.6B | +1.57% | -7.13% | +17.21% | +29.59% | 23 |
| OMF | OneMain Holdings, Inc. | $6.5B | +0.09% | -9.65% | -12.41% | +10.17% | 13 |
| GGAL | Grupo Financiero Galicia S.A. - American Depositary Shares, Class B Shares underlying | $6.3B | +2.56% | -17.69% | -29.76% | +34.60% | 5 |
| FNB | F.N.B. Corporation | $6.2B | -2.23% | -6.57% | +1.96% | +8.74% | 26 |
| BLSH | Bullish | $6.0B | -4.79% | -3.81% | -13.94% | -51.65% | 38 |
| PJT | PJT Partners Inc. | $5.9B | -1.02% | -20.07% | -17.51% | -19.20% | 3 |
| HLNE | Hamilton Lane Incorporated | $5.8B | -1.57% | -10.56% | -35.40% | -27.28% | 11 |
| BGC | BGC Group, Inc. | $5.8B | -2.55% | -6.06% | +29.06% | +26.67% | 31 |
| HWC | Hancock Whitney Corporation | $5.8B | -0.94% | -2.69% | +15.39% | +17.79% | 58 |
| MKTX | MarketAxess Holdings, Inc. | $5.8B | +0.27% | +0.91% | -8.29% | -3.01% | 88 |
| STEP | StepStone Group Inc. | $5.7B | -2.58% | -10.62% | -29.55% | -27.88% | 11 |
| ESNT | Essent Group Ltd. | $5.7B | +3.77% | -8.56% | -2.20% | +6.65% | 17 |
| MCY | Mercury General Corporation | $5.6B | +0.47% | +0.10% | +10.32% | +22.19% | 78 |
| MTG | MGIC Investment Corporation | $5.5B | +1.78% | -11.06% | -4.53% | +3.95% | 10 |
| ASB | Associated Banc-Corp | $5.4B | -1.21% | -5.57% | +14.11% | +13.66% | 34 |
| MRX | Marex Group Limited | $5.2B | -1.14% | -2.93% | +88.83% | +130.67% | 57 |
| RLI | RLI Corp. | $5.1B | -0.41% | -7.83% | -8.59% | -7.37% | 20 |
| KLAR | Klarna Group plc | $4.7B | +12.39% | +1.88% | -51.37% | -66.61% | 91 |
| PIPR | Piper Sandler Companies | $4.6B | -0.12% | -14.23% | -21.26% | -21.01% | 7 |
| HGTY | Hagerty, Inc. | $4.6B | +4.41% | +5.34% | +5.73% | +17.34% | 95 |
| BMA | Banco Macro S.A. ADR (representing Ten | $4.5B | +0.64% | -17.59% | -25.13% | +53.83% | 5 |
| RDN | Radian Group Inc. | $4.5B | +4.18% | -6.32% | -3.60% | +1.64% | 29 |
| NNI | Nelnet, Inc. | $4.4B | +1.12% | -0.41% | -5.06% | -1.79% | 72 |
| MARA | MARA Holdings, Inc. | $4.3B | -14.07% | -15.57% | +7.46% | -52.23% | 7 |
| FHI | Federated Hermes, Inc. | $4.3B | +0.80% | -7.33% | +10.69% | +10.77% | 22 |
| ARX | Accelerant Holdings | $4.3B | +0.35% | -0.20% | +21.10% | +32.18% | 74 |
| SLM | SLM Corporation | $4.2B | -0.99% | -11.96% | -16.22% | -14.31% | 10 |
| ENVA | Enova International, Inc. | $4.2B | +3.00% | -20.17% | +13.28% | +64.56% | 3 |
| MC | Moelis & Company | $4.2B | +1.35% | -12.71% | -14.46% | -11.07% | 9 |
| BULL | Webull Corporation | $3.8B | -14.03% | -32.15% | -18.79% | -50.16% | 6 |
| CNS | Cohen & Steers Inc | $3.8B | -5.12% | -9.65% | +13.42% | +8.44% | 13 |
| SEZL | Sezzle Inc. | $3.8B | +19.77% | +8.64% | +102.66% | +57.80% | 96 |
| CRVL | CorVel Corp. | $3.8B | +2.24% | +13.99% | +14.02% | +5.17% | 98 |
| DNP | DNP Select Income Fund, Inc. | $3.7B | +3.34% | -7.22% | +3.96% | +5.98% | 23 |
| LMND | Lemonade, Inc. | $3.6B | -0.06% | -6.35% | -34.73% | -16.29% | 29 |
| BANF | BancFirst Corporation | $3.6B | -1.76% | -4.20% | +1.05% | -13.98% | 45 |
| RNST | Renasant Corporation | $3.6B | -2.28% | -3.18% | +12.78% | +9.32% | 55 |
| LAZ | Lazard, Inc. | $3.6B | +1.89% | -12.23% | -21.92% | -22.00% | 9 |
| CLSK | CleanSpark, Inc. | $3.6B | -17.62% | -18.01% | +3.71% | -44.70% | 5 |
| WSBC | WesBanco, Inc. | $3.5B | -3.99% | -9.09% | +12.53% | +12.38% | 15 |
| WT | WisdomTree, Inc. | $3.4B | -7.26% | -6.80% | +86.38% | +66.86% | 25 |
| FIBK | First Interstate BancSystem, Inc. | $3.4B | -4.11% | -6.40% | +2.31% | +13.23% | 28 |
| PLMR | Palomar Holdings, Inc. | $3.4B | +3.38% | -1.63% | -2.97% | +9.94% | 64 |
| MIAX | Miami International Holdings, Inc. | $3.3B | -6.97% | -27.81% | -30.80% | -31.25% | 1 |
| UTG | Reaves Utility Income Fund | $3.3B | +3.15% | -3.76% | +2.97% | -5.52% | 50 |
| CSQ | Calamos Strategic Total Return Fund - Closed End Fund | $3.3B | +0.98% | +0.34% | +11.91% | +13.82% | 83 |
| PRK | Park National Corporation | $3.3B | -3.63% | -6.00% | +18.13% | +14.18% | 31 |
| SFNC | Simmons First National Corporation | $3.3B | -3.14% | -3.21% | +21.29% | +20.45% | 55 |
| AAMI | Acadian Asset Management Inc. | $3.2B | -0.49% | +1.91% | +100.26% | +113.13% | 91 |
| ADX | Adams Diversified Equity Fund Inc. | $3.2B | +1.47% | +2.59% | +19.07% | +24.95% | 92 |
| PURR | Hyperliquid Strategies Inc | $3.1B | -6.56% | +0.91% | +212.08% | — | 88 |
| SII | Sprott Inc. | $3.1B | -0.47% | -8.37% | +19.29% | +31.91% | 18 |
| NEA | Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 | $3.0B | -0.79% | -6.72% | -9.21% | -5.64% | 26 |
| AGO | Assured Guaranty Ltd. | $3.0B | +2.28% | -4.16% | -20.94% | -13.87% | 46 |
| FHB | First Hawaiian, Inc. | $3.0B | -2.26% | -3.82% | -0.45% | +3.87% | 49 |
| NMIH | NMI Holdings Inc | $2.9B | +3.04% | -9.46% | -1.91% | +11.17% | 14 |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest | $2.9B | +0.85% | -1.08% | +6.08% | +11.68% | 66 |
| UTF | Cohen & Steers Infrastructure Fund, Inc | $2.9B | +2.26% | -0.69% | +12.78% | +12.34% | 69 |
| SPNT | SiriusPoint Ltd. | $2.9B | +2.21% | +2.46% | +14.02% | +36.32% | 92 |
| ASST | Strive, Inc. | $2.8B | -7.43% | +3.35% | +88.35% | -30.15% | 93 |
| BANC | Banc of California, Inc. | $2.8B | -2.48% | -5.36% | -8.54% | +0.13% | 36 |
| BBAR | Banco BBVA Argentina S.A. ADS | $2.8B | +2.18% | -17.54% | -28.73% | +54.79% | 5 |
| TRMK | Trustmark Corporation | $2.6B | -3.74% | -6.83% | +14.15% | +13.26% | 25 |
| APAM | Artisan Partners Asset Management Inc. | $2.5B | -4.13% | -15.77% | -11.37% | -15.90% | 6 |
| BUSE | First Busey Corporation | $2.5B | -2.69% | -4.77% | +24.06% | +27.67% | 40 |
| GDV | Gabelli Dividend & Income Trust Common Shares of Beneficial Interest | $2.5B | +0.74% | -2.79% | +7.26% | +10.97% | 58 |
| NAD | Nuveen Quality Municipal Income Fund | $2.4B | -0.78% | -6.16% | -10.43% | -6.65% | 30 |
| PTY | Pimco Corporate & Income Opportunity Fund | $2.4B | -0.63% | -4.45% | -7.16% | -15.39% | 43 |
| INTR | Inter & Co. Inc. | $2.4B | +40.15% | +32.87% | -8.29% | -9.88% | 99 |
| BANR | Banner Corporation | $2.3B | -2.14% | -6.20% | +7.73% | +6.48% | 30 |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $2.3B | +2.44% | -3.52% | +21.71% | +25.40% | 52 |
| UPST | Upstart Holdings, Inc. | $2.3B | +5.66% | -3.98% | -44.89% | -53.44% | 47 |
| NVG | Nuveen AMT-Free Municipal Credit Income Fund | $2.3B | 0.00% | -6.88% | -10.50% | -6.96% | 25 |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest, | $2.2B | +0.99% | +1.91% | -0.79% | -2.25% | 91 |
| WAFD | WaFd, Inc. | $2.2B | -4.45% | -13.70% | -6.64% | +3.43% | 8 |
| HCI | HCI Group, Inc. | $2.2B | +4.04% | +2.73% | +0.74% | -0.60% | 92 |
| HTH | Hilltop Holdings Inc. | $2.2B | -5.38% | -6.48% | +8.92% | +12.81% | 27 |
| RVT | Royce Small-Cap Trust, Inc. | $2.1B | -1.68% | -4.80% | +11.33% | +14.58% | 39 |
| NZF | Nuveen Municipal Credit Income Fund | $2.1B | -0.91% | -4.90% | -8.54% | -6.41% | 39 |
| EVT | Eaton Vance Tax Advantaged Dividend Income Fund Common Shares of Beneficial Interest | $2.1B | +1.22% | -1.18% | +18.06% | +22.92% | 66 |
| SBET | Sharplink, Inc. | $2.1B | -8.13% | +1.90% | -3.91% | -51.11% | 91 |
| ETOR | eToro Group Ltd. | $2.1B | +1.89% | -13.72% | -26.27% | -36.72% | 8 |
| BLX | Bladex, Inc. | $2.0B | -1.42% | -2.93% | +25.86% | +26.45% | 57 |
| SRCE | 1st Source Corporation | $2.0B | -3.40% | -3.22% | +35.85% | +41.29% | 54 |
| BSTZ | BlackRock Science and Technology Term Trust Common Shares of Beneficial Interest | $2.0B | -2.53% | +3.28% | +47.86% | +51.34% | 93 |
| CLM | Cornerstone Strategic Investment Fund, Inc. | $2.0B | +3.29% | +2.22% | -8.81% | -6.04% | 91 |
| CHCO | City Holding Company | $2.0B | -2.00% | -2.56% | +19.07% | +16.99% | 59 |
| WU | The Western Union Company | $2.0B | +2.00% | -8.02% | -27.94% | -14.98% | 20 |
| PRCH | Porch Group, Inc. | $2.0B | +1.44% | +7.80% | +92.33% | +13.80% | 96 |
| NMZ | Nuveen Municipal High Income Opportunity Fund Common Stock, $0.01 par value, per share | $1.9B | +1.56% | -4.05% | -5.49% | -7.61% | 47 |
| TOP | TOP Financial Group Limited | $1.9B | -2.93% | -0.13% | +196.92% | +134.96% | 75 |
| GOF | Guggenheim Strategic Opportunities Fund Common Shares of Beneficial Interest | $1.9B | +1.03% | -1.72% | -20.52% | -28.96% | 64 |
| EZPW | EZCORP, Inc. - Class A Non-Voting | $1.9B | +5.83% | -1.57% | +64.57% | +68.65% | 64 |
| TY | Tri-Continental Corporation | $1.8B | +1.40% | -0.21% | +10.94% | +7.05% | 73 |
| HMN | Horace Mann Educators Corporation | $1.8B | +0.66% | -7.34% | +0.97% | +5.59% | 22 |
| USA | Liberty All-Star Equity Fund | $1.8B | +1.72% | +1.20% | +2.47% | +3.20% | 89 |
| GAB | Gabelli Equity Trust, Inc. (The) | $1.8B | -0.57% | -4.18% | -7.49% | -3.78% | 45 |
| PAX | Patria Investments Limited | $1.8B | +14.30% | +8.56% | -24.68% | -14.32% | 96 |
| ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund Common Shares of Beneficial Interest | $1.8B | +0.48% | +0.43% | +5.49% | +14.25% | 84 |
| UWMC | UWM Holdings Corporation | $1.8B | -14.29% | -19.40% | -73.49% | -78.05% | 4 |
| ETV | Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest | $1.7B | +1.54% | +0.65% | +12.24% | +14.45% | 86 |
| NUV | Nuveen Municipal Value Fund, Inc. | $1.7B | +0.60% | -3.66% | -5.00% | -3.31% | 51 |
| PDO | PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest | $1.7B | -0.08% | -2.04% | -4.65% | -4.41% | 62 |
| BDJ | Blackrock Enhanced Equity Dividend Trust | $1.7B | +1.91% | -0.52% | +5.99% | +12.95% | 70 |
| BST | BlackRock Science and Technology Trust Common Shares of Beneficial Interest | $1.7B | -1.54% | +5.87% | +37.48% | +38.96% | 95 |
| STEW | SRH Total Return Fund, Inc. | $1.7B | +0.06% | -2.98% | -1.96% | +1.25% | 56 |
| CET | Central Securities Corporation | $1.7B | -0.57% | +0.67% | +10.83% | +13.64% | 87 |
| QCRH | QCR Holdings, Inc. | $1.6B | -3.70% | -4.63% | +16.97% | +30.23% | 41 |
| NAC | Nuveen California Quality Municipal Income Fund | $1.6B | -0.59% | -5.83% | -9.01% | -6.25% | 33 |
| STC | Stewart Information Services Corporation | $1.5B | -1.65% | -23.20% | -26.05% | -22.64% | 2 |
| HYT | Blackrock Corporate High Yield Fund, Inc. | $1.5B | +1.15% | -1.87% | -3.27% | -7.17% | 62 |
| KMPR | Kemper Corporation | $1.5B | +4.99% | -0.26% | -31.31% | -43.64% | 73 |
| AGBK | AGI Inc | $1.5B | +23.81% | -0.15% | -37.12% | — | 74 |
| GAM | General American Investors, Inc. | $1.5B | +1.49% | -1.13% | +10.18% | +13.31% | 66 |
| QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund - Closed End Fund | $1.5B | +1.37% | +3.19% | +14.22% | +19.79% | 93 |
| PWP | Perella Weinberg Partners | $1.5B | -0.95% | +3.30% | -9.13% | -20.10% | 93 |
| RQI | Cohen & Steers Quality Income Realty Fund Inc | $1.5B | +1.54% | -4.26% | +4.86% | +0.21% | 45 |
| UFCS | United Fire Group, Inc. | $1.4B | +0.95% | +0.69% | +52.39% | +79.02% | 87 |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest | $1.4B | -3.44% | -3.94% | +20.70% | +21.46% | 48 |
| ECAT | BlackRock ESG Capital Allocation Term Trust Common Shares of Beneficial Interest | $1.4B | +1.00% | -4.27% | +7.98% | +5.26% | 44 |
| ATLC | Atlanticus Holdings Corporation | $1.4B | +2.00% | +0.40% | +40.00% | +69.28% | 84 |
| BTT | BlackRock Municipal 2030 Target Term Trust | $1.4B | -0.68% | -2.61% | -2.76% | -0.72% | 59 |
| OPY | Oppenheimer Holdings, Inc. | $1.3B | -5.15% | -7.99% | +58.55% | +67.87% | 20 |
| NBXG | Neuberger Next Generation Connectivity Fund Inc. | $1.3B | +0.31% | +5.74% | +19.43% | +14.42% | 95 |
| GOLD | Gold.com, Inc. | $1.3B | -3.78% | -9.03% | +23.62% | +55.80% | 15 |
| JFR | Nuveen Floating Rate Income Fund | $1.2B | +0.95% | -1.73% | +4.07% | +3.65% | 63 |
| HQH | abrdn Healthcare Investors Shares of Beneficial Interest | $1.2B | +0.66% | -8.37% | +15.10% | +19.68% | 18 |
| WD | Walker & Dunlop, Inc. | $1.2B | -2.83% | -18.15% | -42.59% | -56.11% | 5 |
| DSL | DoubleLine Income Solutions Fund Common Shares of Beneficial Interests | $1.1B | -0.50% | -5.17% | -4.80% | -10.01% | 37 |
| EOS | Eaton Vance Enhance Equity Income Fund II | $1.1B | +1.12% | +1.71% | -1.91% | -2.20% | 91 |
| BOW | Bowhead Specialty Holdings Inc. | $1.1B | +0.77% | +1.22% | +19.24% | +26.69% | 89 |
| AOD | abrdn Total Dynamic Dividend Fund Common Shares of Beneficial Interest | $1.1B | -0.49% | -3.43% | +12.86% | +17.28% | 53 |
| TRUP | Trupanion, Inc. | $1.1B | +10.52% | +4.24% | -30.26% | -38.42% | 94 |
| GSBD | Goldman Sachs BDC, Inc. | $1.1B | -3.31% | -8.46% | +1.94% | +0.66% | 18 |
| CII | BlackRock Enhanced Large Cap Core Fund, Inc. | $1.1B | +0.83% | +1.89% | +9.80% | +20.24% | 91 |
| CRF | Cornerstone Total Return Fund, Inc. (The) | $1.1B | +1.63% | -1.58% | -13.16% | -11.46% | 64 |
| BMEZ | BlackRock Health Sciences Term Trust Common Shares of Beneficial Interest | $1.1B | +0.30% | +0.44% | +17.26% | +20.27% | 84 |
| BTX | BlackRock Technology and Private Equity Term Trust Common Shares of Beneficial Interest | $1.0B | +1.95% | +7.35% | +51.70% | +47.52% | 96 |
| ASA | ASA Gold and Precious Metals Limited | $1.0B | -0.58% | -6.49% | -5.49% | +16.11% | 27 |
| FSCO | FS Credit Opportunities Corp. | $1.0B | -1.76% | -4.56% | -12.67% | -18.36% | 42 |
| ETW | Eaton Vance Corporation Eaton Vance Tax-Managed Global Buy-Write Opportunites Fund Common Shares of Beneficial Interest | $1.0B | +1.90% | -0.14% | +11.71% | +14.92% | 75 |
Companies classified under the FinTech theme and the Trading Platforms & Wealthtech sub-theme within Next Big Trend's catalog.
Yes. Signed-in users can save the current constituents from this page as a named watchlist.
No. It is a research universe for screening, not a recommendation.