Week Ending: 10 July 2026

United States US Financial Services Industry

Asset Management

Week ending 10 July 2026 · Index 1301.15 · Weekly return 0.06%. Constituents are ranked by weekly return.

Index value 1301.15

Weekly return 0.06%

Constituents 146

Breadth 78 up / 63 down

Country 🇺🇸 United States · US

Sector Financial Services

Universe NASDAQ, NYSE

Price basis Adjusted weekly close

Weekly return index

Index structure

Index Value with Trend Line, Activity Lines, Fair Value, and Trend Signal.

Index Value Trend Line Fair Value Activity Lines

Momentum

Rate of Change

30-week index momentum. Positive readings show expansion; negative readings show contraction.

Weekly summary

For the week ending 10 July 2026, Asset Management advanced 0.06% with 78 advancing, 63 declining, and 3 unchanged constituents.

Industry constituents

Ticker Company Exchange Open High Low Close Return

OXSQ Oxford Square Capital Corp NASDAQ 1.33 1.52 1.32 1.49 12.03%

AAMI Acadian Asset Management Inc NYSE 73.80 82.50 72.66 81.66 11.73%

DXYZ Destiny Tech100 Inc. NYSE 24.49 29.16 23.98 27.67 11.39%

PS Pershing Square Inc. NYSE 32.99 36.00 32.78 35.03 8.05%

IVZ Invesco Plc NYSE 27.15 29.68 26.54 28.98 7.29%

WT WisdomTree Inc. NYSE 18.19 20.18 18.00 19.22 6.54%

AMG Affiliated Managers Group, Inc. NYSE 345.34 369.94 344.44 366.41 6.33%

GCMG GCM Grosvenor Inc NASDAQ 12.97 13.95 12.94 13.68 5.96%

GAIN Gladstone Investment Corporation NASDAQ 15.60 16.74 15.52 16.46 5.78%

VRTS Virtus Investment Partners, Inc. NYSE 153.52 162.84 151.00 160.21 5.65%

STT State Street Corp NYSE 171.54 183.32 171.34 180.22 5.58%

CYPH Cypherpunk Technologies Inc. NASDAQ 0.66 0.78 0.63 0.70 5.54%

FHI Federated Investors Inc B NYSE 56.52 60.77 56.04 59.54 5.19%

VCTR Victory Capital Holdings Inc NASDAQ 88.23 92.83 85.59 92.24 5.13%

OCCI OFS Credit Company Inc NASDAQ 2.58 2.68 2.55 2.67 5.12%

TGE The Generation Essentials Group NYSE 0.99 1.06 0.92 1.05 5.00%

SLRC SLR Investment Corp NASDAQ 12.41 13.08 12.35 12.97 4.94%

FDUS Fidus Investment Corp NASDAQ 19.33 20.49 19.33 20.21 4.55%

STEP Stepstone Group Inc NASDAQ 41.36 45.10 41.32 42.96 4.45%

SEIC SEI Investments Company NASDAQ 91.20 96.60 91.20 95.45 4.40%

CG Carlyle Group Inc NASDAQ 43.15 45.64 42.50 44.71 4.39%

ARES Ares Management LP NYSE 117.92 125.09 116.50 121.81 4.20%

BLK BlackRock Inc NYSE 998.73 1048.50 982.99 1036.11 4.06%

NTRS Northern Trust Corporation NASDAQ 176.70 185.57 176.70 183.55 3.99%

INV Innventure, Inc. NASDAQ 4.87 5.32 4.34 5.01 3.94%

AMP Ameriprise Financial Inc NYSE 490.37 513.00 487.17 506.76 3.60%

FSK FS KKR Capital Corp NYSE 10.44 10.88 10.30 10.80 3.55%

OWL Blue Owl Capital Inc NYSE 9.07 9.60 9.07 9.36 3.54%

RJF Raymond James Financial Inc. NYSE 163.00 171.62 162.68 168.12 3.36%

SPMC Sound Point Meridian Capital, Inc. NYSE 10.15 10.48 9.90 10.30 3.31%

KKR KKR & Co. Inc. NYSE 94.64 99.22 91.37 96.94 3.30%

AVAT Avalanche Treasury Corporation Class A Common Stock NASDAQ 0.52 0.62 0.49 0.54 3.16%

APAM Artisan Partners Asset Management Inc NYSE 35.55 37.21 35.35 36.49 3.05%

EQH Axa Equitable Holdings Inc NYSE 46.08 48.28 45.37 47.00 3.05%

OFS OFS Capital Corp NASDAQ 3.66 3.94 3.57 3.72 3.05%

TPG TPG Inc NASDAQ 41.74 43.58 41.17 42.67 2.99%

CRBG Corebridge Financial Inc. NYSE 29.61 31.28 29.60 30.55 2.65%

AB AllianceBernstein Holding L.P. NYSE 36.49 37.51 36.05 37.16 2.34%

BCAT BlackRock Capital Allocation Trust NYSE 15.85 16.15 15.77 16.12 2.28%

MAIN Main Street Capital Corporation NYSE 52.21 53.20 50.96 52.84 2.22%

RPC Ridgepost Capital, Inc NYSE 7.88 8.06 7.30 8.00 2.17%

AMTD AMTD IDEA Group NYSE 0.94 0.99 0.94 0.96 2.17%

FUND Sprott Focus Trust NASDAQ 9.56 9.75 9.48 9.71 2.00%

BAM Brookfield Asset Management Ltd. NYSE 46.37 47.39 44.98 46.72 1.85%

BCSF Bain Capital Specialty Finance Inc NYSE 12.68 12.92 12.54 12.86 1.74%

SAMG Silvercrest Asset Management Group Inc NASDAQ 10.53 10.77 10.10 10.71 1.71%

HLNE Hamilton Lane Inc NASDAQ 79.77 83.41 78.58 81.09 1.67%

BCIC BCP Investment Corp. NASDAQ 7.32 7.63 7.20 7.37 1.66%

MSIF MSC Income Fund, Inc. NYSE 11.53 12.01 11.29 11.71 1.65%

EARN Ellington Residential Mortgage NYSE 4.35 4.44 4.29 4.43 1.61%

HNNA Hennessy Ad NASDAQ 10.15 10.27 9.99 10.15 1.60%

NCDL Nuveen Churchill Direct Lending Corp. NYSE 12.70 12.95 12.51 12.88 1.58%

EIC Eagle Point Income Company Inc NYSE 10.21 10.40 10.18 10.36 1.47%

APO Apollo Global Management LLC Class A NYSE 119.00 123.02 117.00 120.34 1.46%

BANX Arrowmark Financial Corp NASDAQ 19.90 20.24 19.65 20.00 1.42%

CPZ Calamos LongShort Equity & Dynamic Income Trust NASDAQ 13.01 13.44 13.01 13.19 1.31%

OBDC Blue Owl Capital Corporation NYSE 10.86 11.10 10.67 10.96 1.29%

PFG Principal Financial Group Inc NASDAQ 111.00 113.86 110.18 112.23 1.23%

MSDL Morgan Stanley Direct Lending Fund NYSE 15.40 15.70 15.10 15.57 1.10%

KBDC Kayne Anderson BDC, Inc. NYSE 13.59 13.88 13.49 13.74 1.10%

GLAD Gladstone Capital Corporation NASDAQ 19.78 19.99 19.11 19.75 1.07%

OXLCO Oxford Lane Capital Corp Corp Pref 9 NASDAQ 23.79 24.10 23.79 24.10 1.05%

VINP Vinci Partners Investments Ltd NASDAQ 10.16 10.25 9.61 10.01 0.96%

PSEC Prospect Capital Corporation NASDAQ 2.24 2.27 2.18 2.26 0.89%

OXLCM Oxford Lane Capital Corp. Preferred Stock Shares, 8.25% Series 2031 NASDAQ 24.99 25.21 24.93 25.14 0.79%

BN Brookfield Corp NYSE 43.64 44.31 42.49 43.73 0.69%

RMM RiverNorth Managed Duration Municipal Income Fund Inc NYSE 14.94 15.00 14.74 14.97 0.67%

BTX BlackRock Technology and Private Equity Term Trust NYSE 8.65 8.99 8.30 8.65 0.58%

NBXG Neuberger Berman Next Generation Connectivity Fund Inc NYSE 16.05 16.36 15.56 16.13 0.50%

PAXS PIMCO Access Income Fund NYSE 14.62 14.81 14.60 14.74 0.48%

CSWC Capital Southwest Corporation NASDAQ 23.79 24.08 23.27 23.84 0.46%

ECAT BlackRock ESG Capital Allocation Trust NYSE 15.80 15.95 15.50 15.85 0.32%

HTGC Hercules Capital, Inc. NYSE 16.05 16.32 15.59 16.01 0.31%

BSTZ BlackRock Science and Technology Trust II NYSE 29.59 30.22 28.00 29.47 0.27%

ARCC Ares Capital Corporation NASDAQ 18.73 18.89 18.25 18.78 0.27%

BX Blackstone Group Inc NYSE 123.43 125.77 116.80 123.09 0.25%

CION Cion Investment Corp NYSE 6.37 6.53 6.23 6.40 0.16%

FINS Angel Oak Financial Strategies Income Term Trust NYSE 12.87 13.10 12.77 12.83 0.08%

BBDC Barings BDC Inc NYSE 8.57 8.66 8.32 8.57 0.00%

NMAI Nuveen Multi-Asset Income Fund NYSE 14.08 14.08 13.63 13.96 0.00%

TROW T. Rowe Price Group Inc NASDAQ 118.51 121.17 116.11 118.55 0.00%

DBRG Digitalbridge Group Inc NYSE 15.78 15.80 15.72 15.77 -0.06%

WDI Western Asset Diversified Income Fund NYSE 13.77 13.83 13.51 13.66 -0.22%

MEGI MainStay CBRE Global Infrastructure Megatrends Fund NYSE 15.33 15.46 15.17 15.24 -0.26%

CCAP Crescent Capital BDC Inc NASDAQ 11.15 11.24 10.82 11.09 -0.27%

STEW SRH Total Return Fund Inc. NYSE 18.10 18.50 17.91 18.12 -0.28%

PNNT PennantPark Investment Corporation NYSE 3.47 3.54 3.33 3.44 -0.29%

FTHY First Trust High Yield Opportunities 2027 Term Fund NYSE 13.48 13.67 13.42 13.53 -0.44%

PAX Patria Investments Ltd NASDAQ 11.11 11.38 10.92 11.05 -0.45%

TBLD Thornburg Income Builder Opportunities Trust Common Stock NASDAQ 22.16 22.16 21.50 21.85 -0.50%

GUG Guggenheim Active Allocation Fund NYSE 16.00 16.11 15.78 15.88 -0.50%

RMMZ RiverNorth Managed Duration Municipal Income Fund II Inc. NYSE 15.13 15.13 14.85 14.96 -0.53%

GBDC Golub Capital BDC Inc NASDAQ 12.97 13.07 12.64 12.92 -0.54%

TSLX Sixth Street Specialty Lending Inc NYSE 17.28 17.55 16.66 17.19 -0.58%

OCSL Oaktree Specialty Lending Corp NASDAQ 12.20 12.26 11.80 12.12 -0.66%

NPCT Nuveen Core Plus Impact Fund NYSE 10.06 10.10 9.93 9.99 -0.79%

PSBD Palmer Square Capital BDC Inc. NYSE 10.49 10.69 10.17 10.36 -0.96%

TRIN Trinity Capital Inc NASDAQ 17.90 17.98 17.14 17.60 -1.07%

MFIC MidCap Financial Investment Corporation NASDAQ 9.98 10.15 9.59 9.87 -1.10%

NMFC New Mountain Finance Corporation NASDAQ 7.15 7.28 6.85 7.07 -1.12%