Latest news with #FidelityWiseOriginBitcoinFund
Yahoo
a day ago
- Business
- Yahoo
Fidelity's Forever Funds: ETFs Designed for Long-Term Growth
The Fidelity Wise Origin Bitcoin Fund makes it easy to invest in the cryptocurrency. The Fidelity Cloud Computing ETF takes advantage of the growth in cloud infrastructure. These two ETFs give you growth and stability in two promising areas with long-term potential. 10 stocks we like better than Fidelity Wise Origin Bitcoin Fund › Warren Buffett has long preached the virtues of long-term investing. Buying for the long haul provides plenty of advantages, especially when it comes to compounding and minimizing tax implications. Right now, two Fidelity ETFs seem perfectly designed to provide maximum returns over a long time horizon. Most investors don't own any cryptocurrency. And there's good reason for that. Volatility makes most cryptocurrency investments unviable for those seeking safe and reliable returns. Plus, the process of buying and selling cryptocurrencies like Bitcoin can be far too complicated for most people. That's why the Fidelity Wise Origin Bitcoin Fund (NYSEMKT: FBTC) is so attractive. For an expense ratio of just 0.25%, investors can get direct exposure to the crypto without the complex tasks of self-custody and tax tracking. It can take a lot of education to wrap your head around cryptocurrencies and their potential. The industry is rife with misinformation and misleading promises. But Bitcoin, arguably the original cryptocurrency, is a proven and relatively simple asset. Think of it as digital gold. There are only so many bitcoins in circulation at any given time. And while there is some marginal inflation over time, its total supply is capped, just as there is only so much gold in the ground to dig up. To be sure, the crypto has significantly more volatility than gold. But it arguably has more upside as well. Its total market capitalization right now is around $2.2 trillion. Gold's total market cap, meanwhile, is above $23 trillion. So compared to gold, Bitcoin could have 1,000% more upside to go. And that doesn't even include its value as a transactional currency, an advantage gold is fairly limited in. Expect a lot of volatility here, but investing even just 1% of your assets into Bitcoin might boost your portfolio's total upside potential significantly. Fidelity's Wide Origin Bitcoin Fund makes adding that exposure as easy as buying any other exchange-traded fund (ETF). If you're looking for high growth potential with traditional stocks, however, check out the promising new ETF below. Looking to maximize your chances for long-term growth? Consider the Fidelity Cloud Computing ETF (NYSEMKT: FCLD). It's relatively new and shouldn't replace broad market indexes like those that track the S&P 500. But there's no denying that it could add huge long-term potential to any portfolio. As its name suggests, the Fidelity Cloud Computing ETF invests primarily in businesses that operate cloud computing infrastructure, like Oracle and Microsoft. It also invests in cloud software-as-a-service (SaaS) stocks like Salesforce. Cloud computing is perhaps one of the biggest sectors that will benefit from the AI revolution. The United Nations predicts that the market will grow from $189 billion in 2023 to nearly $5 trillion by 2033. Much of that value will accrue to cloud computing businesses. Why? It has everything to do with how AI is trained and deployed. Artificial intelligence requires a lot of computing power. Instead of building this infrastructure themselves, most developers and businesses outsource it to cloud infrastructure businesses like Microsoft's Azure division. And when it comes to using AI features, most of them will be deployed via cloud SaaS like Salesforce. From hardware to software, cloud computing businesses will benefit strongly from rising AI demand, which is expected to increase at more than 30% per year for the next decade or more. Fidelity's Cloud Computing ETF isn't perfect. It does have a relatively high expense ratio of 0.4%. And betting on a single sector isn't for every investor. But if you're looking to build a portfolio with high long-term potential without the complexity of managing individual positions, this ETF looks like a reasonable bet. Before you buy stock in Fidelity Wise Origin Bitcoin Fund, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Fidelity Wise Origin Bitcoin Fund wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $669,517!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $868,615!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Ryan Vanzo has positions in Bitcoin. The Motley Fool has positions in and recommends Bitcoin, Microsoft, Oracle, and Salesforce. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Fidelity's Forever Funds: ETFs Designed for Long-Term Growth was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Bloomberg
28-04-2025
- Business
- Bloomberg
Bitcoin Devotees Plowed $3 Billion Into ETFs Amid Crypto's Surge
Cryptocurrency investors waded back into the market last week, riding a surge in Bitcoin. Exchange-traded funds tracking Bitcoin and Ether attracted more than $3.2 billion last week, with the iShares Bitcoin Trust ETF (ticker IBIT) alone seeing a nearly $1.5 billion inflow — the most this year, data compiled by Bloomberg show. Other Bitcoin-focused funds also saw meaningful infusions, with investors adding more than $620 million to the ARK 21Shares Bitcoin ETF (ARKB) and roughly $574 million into the Fidelity Wise Origin Bitcoin Fund (FBTC).
Yahoo
24-03-2025
- Business
- Yahoo
3 Important Things to Know About the Strategic Bitcoin Reserve
President Trump followed through on a popular campaign promise this month. After laying the groundwork for a strategic reserve of cryptocurrency holdings in earlier commitments, the March 6 signing of Executive Order 14233 seeks to establish an official Strategic Bitcoin Reserve and a separate Digital Asset Stockpile. Many crypto investors had been hoping for a truly game-changing strategic reserve, paving the way to massive federal purchases of Bitcoin (CRYPTO: BTC) and other digital assets. The executive order didn't exactly deliver on those bullish hopes, and the immediate market reaction was largely negative. On the other hand, this two-pronged digital asset strategy may turn out to have some value-boosting power after all. Here are three important details about Executive Order 14233 that probably didn't jump out at you from reading the headlines -- and perhaps not even after taking a quick look at the order. Bitcoin investors should pay more attention than others, but it's also substantial news to Ethereum (CRYPTO: ETH) and XRP (CRYPTO: XRP) holders. The idea of mirroring the U.S. gold reserve in Bitcoin (and perhaps other digital assets) sounds like a big deal. However, the gold holdings in Fort Knox and elsewhere are not that large. According to the Treasury's own data, the total value of all gold under federal ownership was about $11 billion in February. To put that gold figure into context, there are currently three Bitcoin-based exchange-traded funds (ETFs) with more than $11 billion of Bitcoin in each portfolio: Bitcoin ETF Assets Under Management (AUM) 3-Month Fund Flows iShares Bitcoin Trust ETF (NASDAQ: IBIT) $48.2 billion 8% Fidelity Wise Origin Bitcoin Fund (NYSEMKT: FBTC) $16.5 billion (5.2%) Grayscale Bitcoin Trust (NYSEMKT: GBTC) $16.3 billion (8.1%) Data collected from on March 21, 2025. Gold reserves would be larger if the American dollar were directly based on the value of its gold holdings, but that's not how the dollar works anymore. The country started to cut loose from the gold standard in 1933, completing the journey to a fiat currency in 1973. Since then, the dollar hasn't been tied to any physical assets, becoming a fiat currency with more direct government control over its effective value. So, the gold reserve has nothing to do with the value of American dollars. It's also a pretty small portion of the global gold reserve, currently worth about $20 trillion, according to several sources. ETFs already manage 5.5% of the cryptocurrency's market value, making $11 billion a drop in the golden ocean. In other words, it may be misguided to expect a price-changing impact from any version of the Strategic Bitcoin Reserve. These reserves aren't that huge. The private investments flowing through ETFs seem to have stronger price-moving effects on Bitcoin than any government effort ever could. Cryptocurrencies not named Bitcoin are in the domain of the distinct Digital Asset Stockpile. This portfolio is tasked to collect the non-Bitcoin crypto coins currently held by any part of the Treasury, adding more only as the result of legal proceedings. To be clear, the Treasury will manage its altcoins in one central portfolio but will not actively buy any more Ethereum, Litecoin (CRYPTO: LTC), XRP, Solana, or stablecoins. Any additions to this Stockpile will come from criminal or civil court cases. Solana and XRP investors were expecting a more active purchasing program, and their coin prices drooped sharply as soon as Trump signed the executive order. I don't have any bullish insights to share about the Digital Asset Stockpile, but the Strategic Bitcoin Reserve might have some price-boosting power in the end. If Bitcoin continues to rise in value over the long term, the Treasury could reallocate many forms of monetary holdings to this newfangled asset class. Selling off some gold is one option, though I already talked about the limited scale of that resource. The Treasury also has about $24.1 billion of euros and euro-denominated securities, along with $13.7 billion in similar assets measured in Japanese yen. Together, that's approximately $36.8 billion of foreign currency reserves that could be moved into the Bitcoin bucket. It also manages $27.2 billion of reserves in the International Monetary Fund (IMF), not to mention a staggering $170.7 billion of special drawing rights (SDRs) against the IMF's basket of major international currencies. These money baskets are similar to savings accounts on the scale of global finance. You've heard of other asset reserves, but those are often outside the Treasury Department's control and, therefore, not a serious part of the Strategic Bitcoin Reserve discussion. The Department of Energy had about 396 million barrels of oil in the Strategic Petroleum Reserve on March 14. That's worth about $27 billion at recent oil prices, but it's not a Treasury-owned asset. Likewise, fabled 1.4 billion pounds of surplus cheese in long-term cold cave storage could be worth $7.8 billion on the open market. Flooding the market with massive amounts of extra oil or literal government cheese would drive prices way down, but you get my drift. The U.S. Department of Agriculture (USDA) owns the cheese caves, and the USDA is not mentioned in Executive Order 14233. And pulling huge portions of America's monetary reserves out of the IMF could result in a global economic crisis, even if the Treasury is moving the funds into a promising new asset class like Bitcoin. So, any Bitcoin-buying program on a market-moving scale would have to be done with great care over a long period, and I don't expect any massive overnight price jumps. But there is some potential for a price-boosting slow burn here -- even if dipping into the national oil and cheese reserves isn't an option. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $305,226!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $41,382!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $517,876!* Right now, we're issuing 'Double Down' alerts for three incredible companies, and there may not be another chance like this anytime soon.*Stock Advisor returns as of March 18, 2025 Anders Bylund has positions in Bitcoin, Ethereum, Grayscale Bitcoin Trust (BTC), and XRP. The Motley Fool has positions in and recommends Bitcoin, Ethereum, and XRP. The Motley Fool has a disclosure policy. 3 Important Things to Know About the Strategic Bitcoin Reserve was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
12-03-2025
- Business
- Yahoo
Crypto ETFs Plunge as Growth Scare Hits Market
Bitcoin and ethereum exchange-traded funds swooned on Monday as trade wars and recession fears added fresh uncertainty to markets, pushing investors away from high-risk trades and toward safer investments like bond and dividend funds. The world's biggest crypto ETF, the $50.9 billion iShares Bitcoin Trust (IBIT), fell 7.8%, continuing a slide that began the day after President Donald Trump was sworn in on Jan. 20. While inflows are positive for the year, investors have pulled a net $1.4 billion from the fund since Feb. 21. Other spot crypto funds dropped as the price of bitcoin briefly fell beneath $79,500, according to CoinMarketCap data. Crypto and equities have dipped in response to President Trump's efforts to reshape the global economy with nationalist policies like tariffs, and his declining this weekend to rule out a recession in the near future further rattled stock markets. Meanwhile, bond funds like the iShares 20+ Year Treasury Bond ETF (TLT) jumped along with dividend ETFs like the Schwab U.S. Dividend Equity ETF (SCHD). 'Cryptocurrencies are highly volatile, and investors may choose to scale back exposure when recession fears arise,' Morningstar's director of passive strategies research Bryan Armour said in an email. 'Bitcoin tends to rise along risk appetite and fall when markets go risk-off.' Other spot crypto ETFs slid: The $17.8 billion Fidelity Wise Origin Bitcoin Fund (FBTC) lost 8.3%, and the leveraged ProShares Ultra Bitcoin ETF (BITU), with $957.3 million in assets, plummeted 18%. Funds trading in spot ethereum also continued their decline, with the $1.1 billion Grayscale Ethereum Mini Trust (ETH) losing 6.6%. That fund has lost 42% over the past three months. Those declines come as issuers file dozens of applications for exchange-traded funds that hold smaller cryptocurrencies, from XRP to Hedera to Solana. Those applications flooded the Securities and Exchange Commission after Trump signaled a more open approach to crypto and Gary Gensler, who advocated a cautionary approach to crypto ETFs, stepped down. Spot bitcoin ETF investors haven't responded enthusiastically to the president's stance on crypto. Since Jan. 21, the day after Trump was sworn in, IBIT has dropped 24% amid Trump's promises to be the 'crypto president.'Permalink | © Copyright 2025 All rights reserved Sign in to access your portfolio
Yahoo
05-03-2025
- Business
- Yahoo
February 2025 ETF Flows: Record Highs and Sharp Selloffs
February was a month of mixed emotions in the markets. The S&P 500 reached an all-time high on Feb. 19, driven by optimism over strong earnings growth and the potential for new tax cuts and deregulation under the new Trump administration. But the rally was short-lived. Stocks sold off in the final days of the month as concerns about trade wars, tariffs and slowing economic growth rattled investors. Still, despite the volatility, ETF flows saw another strong month: $110.8 billion in net inflows, bringing year-to-date flows to $217.5 billion. U.S. equity ETFs continued to dominate, pulling in $52.2 billion during the month. Investors remained committed to large-cap stocks, while small-caps struggled as risk appetite waned. International equity ETFs also saw steady demand, with $15.4 billion in inflows, while fixed-income ETFs were another bright spot, bringing in $30.8 billion. On the other side, currency ETFs experienced $2.7 billion in outflows, while leveraged ETFs lost $2.3 billion as traders backed away from high-risk plays amid growing uncertainty. The SPDR S&P 500 ETF (SPY) was the top asset gatherer in February, adding $14.6 billion in the month. That helped SPY maintain its lead over the Vanguard S&P 500 ETF (VOO) in total AUM, though Vanguard's S&P 500 ETF briefly surpassed SPY mid-month before falling back. While SPY won the month, VOO remains the top ETF for 2025 so far, with $28.5 billion in year-to-date inflows. Gold ETFs were another major winner last month. The SPDR Gold Trust (GLD) saw $3.8 billion in inflows as investors sought safety amid the late-month stock selloff and gold prices surged toward $3,000 per ounce. But the demand for safety extended beyond gold, with investors pouring money into fixed-income ETFs like the iShares 0-3 Month Treasury Bond ETF (SGOV) and the Janus Detroit Street AAA CLO ETF (JAAA), both of which saw strong inflows as investors sought yield without interest rate risk On the outflows side, the iShares Russell 2000 ETF (IWM) was hit hardest, losing $3.9 billion, as small-caps underperformed large-caps in the volatile market environment. Long-duration bonds also struggled, with the iShares 20+ Year Treasury Bond ETF (TLT) seeing $2.9 billion in outflows, though recent price action suggests that TLT has started climbing again as economic concerns mount. Bitcoin ETFs took a hit as well, with the Fidelity Wise Origin Bitcoin Fund (FBTC) losing $1.4 billion amid a broad sell-off in cryptocurrency. Bitcoin prices dropped sharply in February as investors adopted a more risk-off stance and uncertainty loomed over U.S. crypto reserve policies. Another notable ETF in the outflows category was Direxion Daily Semiconductor Bull 3x Shares (SOXL). The semiconductor sector, which has been one of the hottest areas of the market over the past year, saw a sharp reversal after Nvidia Corp.'s (NVDA) earnings failed to meet Wall Street's sky-high expectations, leading to a significant sell-off. For a full list of the top inflows and outflows for February and 2025 as a whole, see the tables below: Ticker Name Issuer Net Flows ($, mm) AUM ($, mm) % of AUM YTD 2025 Net Flows($,M) SPY SPDR S&P 500 ETF Trust State Street 14,564.05 624,130.08 2.33 0.00% VOO Vanguard S&P 500 ETF Vanguard 7,296.41 610,814.36 1.19 0.00% QQQ Invesco QQQ Trust Series I Invesco 4,568.20 318,574.02 1.43 0.00% GLD SPDR Gold Shares World Gold Council 3,754.72 83,739.72 4.48 0.00% SGOV iShares 0-3 Month Treasury Bond ETF BlackRock, Inc. 3,444.96 35,719.23 9.64 0.00% AGG iShares Core U.S. Aggregate Bond ETF BlackRock, Inc. 2,312.44 125,033.88 1.85 0.00% TLH iShares 10-20 Year Treasury Bond ETF BlackRock, Inc. 2,197.51 9,537.61 23.04 0.00% VTI Vanguard Total Stock Market ETF Vanguard 2,074.37 460,557.86 0.45 0.00% OEF iShares S&P 100 ETF BlackRock, Inc. 2,044.97 16,748.41 12.21 0.00% JAAA Janus Detroit Street Trust Janus Henderson AAA CLO ETF Janus Henderson 2,008.37 21,872.52 9.18 0.00%Ticker Name Issuer Net Flows ($, mm) AUM ($, mm) % of AUM February 2025 Net Flows($,M) VOO Vanguard S&P 500 ETF Vanguard 28,508.49 610,814.36 4.67 0.00% QQQ Invesco QQQ Trust Series I Invesco 6,789.10 318,574.02 2.13 0.00% VTI Vanguard Total Stock Market ETF Vanguard 6,247.69 460,557.86 1.36 0.00% SGOV iShares 0-3 Month Treasury Bond ETF BlackRock, Inc. 5,986.20 35,719.23 16.76 0.00% JAAA Janus Detroit Street Trust Janus Henderson AAA CLO ETF Janus Henderson 5,199.95 21,872.52 23.77 0.00% SPLG SPDR Portfolio S&P 500 ETF State Street 4,414.24 57,738.25 7.65 0.00% QQQM Invesco NASDAQ 100 ETF Invesco 4,041.01 42,066.33 9.61 0.00% BND Vanguard Total Bond Market ETF Vanguard 3,338.37 126,767.26 2.63 0.00% GLD SPDR Gold Shares World Gold Council 3,096.71 83,739.72 3.70 0.00% XLF Financial Select Sector SPDR Fund State Street 2,918.17 53,982.13 5.41 0.00%Ticker Name Issuer Net Flows ($, mm) AUM ($, mm) % of AUM YTD 2025 Net Flows($,M) IWM iShares Russell 2000 ETF BlackRock, Inc. -3,850.99 66,656.88 -5.78 0.00% TLT iShares 20+ Year Treasury Bond ETF BlackRock, Inc. -2,887.13 52,620.64 -5.49 0.00% FBTC Fidelity Wise Origin Bitcoin Fund Fidelity -1,409.96 16,476.52 -8.56 0.00% SOXL Direxion Daily Semiconductor Bull 3x Shares Rafferty Asset Management -1,232.00 7,142.76 -17.25 0.00% HIMU iShares High Yield Muni Active ETF BlackRock, Inc. -1,041.89 1,779.34 -58.55 0.00% GDX VanEck Gold Miners ETF VanEck -1,037.15 13,145.70 -7.89 0.00% SPYD SPDR Portfolio S&P 500 High Dividend ETF State Street -1,010.03 6,897.88 -14.64 0.00% VGT Vanguard Information Technology ETF Vanguard -958.18 82,093.41 -1.17 0.00% XLP Consumer Staples Select Sector SPDR Fund State Street -859.15 16,406.26 -5.24 0.00% VYM Vanguard High Dividend Yield Index ETF Vanguard -832.39 60,672.06 -1.37 0.00%Ticker Name Issuer Net Flows ($, mm) AUM ($, mm) % of AUM February 2025 Net Flows($,M) IWD iShares Russell 1000 Value ETF BlackRock, Inc. -3,509.80 61,728.19 -5.69 0.00% IWM iShares Russell 2000 ETF BlackRock, Inc. -2,741.24 66,656.88 -4.11 0.00% XLE Energy Select Sector SPDR Fund State Street -2,582.34 32,463.58 -7.95 0.00% IWF iShares Russell 1000 Growth ETF BlackRock, Inc. -1,743.86 101,095.00 -1.72 0.00% GDX VanEck Gold Miners ETF VanEck -1,641.43 13,145.70 -12.49 0.00% IWB iShares Russell 1000 ETF BlackRock, Inc. -1,460.36 38,593.96 -3.78 0.00% TQQQ ProShares UltraPro QQQ ProShare Advisors LLC -1,273.18 21,368.24 -5.96 0.00% SOXX iShares Semiconductor ETF BlackRock, Inc. -1,242.79 11,974.67 -10.38 0.00% VYM Vanguard High Dividend Yield Index ETF Vanguard -1,165.94 60,672.06 -1.92 0.00% CALF Pacer US Small Cap Cash Cows 100 ETF Pacer Advisors -1,125.73 6,211.75 -18.12 0.00% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 428.98 9,891.56 0.00% Asset Allocation 420.12 23,187.50 0.00% Commodities ETFs 6,740.41 180,263.29 0.00% Currency -2,709.17 107,316.77 0.00% International Equity 15,360.82 1,627,154.91 0.00% International Fixed Income 9,045.17 278,544.63 0.00% Inverse 788.93 13,149.37 0.00% Leveraged -2,267.89 117,387.46 0.00% US Equity 52,231.87 6,683,067.49 0.00% US Fixed Income 30,753.68 1,621,723.92 0.00% Total: 110,792.92 10,661,686.91 1.04% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 886.15 9,891.56 0.00% Asset Allocation 336.31 23,187.50 0.00% Commodities ETFs 6,056.93 180,263.29 0.00% Currency 2,500.87 107,316.77 0.00% International Equity 21,883.66 1,627,154.91 0.00% International Fixed Income 19,127.54 278,544.63 0.00% Inverse 1,091.00 13,149.37 0.00% Leveraged -1,702.05 117,387.46 0.00% US Equity 108,363.04 6,683,067.49 0.00% US Fixed Income 58,971.73 1,621,723.92 0.00% Total: 217,515.18 10,661,686.91 2.04%Brand AUM ($, mm) Net Flows ($, mm) % of AUM YTD 2025 Net Flows($,M) SPDR 38,184.17 25,088.66 65.70% 21,290.66 Vanguard 21,903.12 24,283.17 110.87% 62,061.49 Janus Henderson 21,872.52 2,520.64 11.52% 6,263.23 Alerian 10,570.33 220.47 2.09% 411.75 Schwab 8,991.10 3,053.24 33.96% 5,454.16 Avantis 5,802.35 1,405.57 24.22% 3,091.71 Fidelity 3,904.27 498.43 12.77% 7,608.53 Grayscale 3,316.63 -735.93 -22.19% -967.27 Morgan Stanley 2,761.02 2.31 0.08% 26.31 iShares 2,569.69 16,338.37 635.81% 28,951.44 Eagle 2,368.55 -8.48 -0.36% 83.83 Xtrackers 2,305.93 -54.64 -2.37% -214.20 Volatility Shares 2,215.85 198.63 8.96% 190.51 BNY Mellon 1,985.23 65.28 3.29% 184.10 Capital Group 1,757.28 3,071.14 174.77% 6,272.29 Aptus 1,709.85 103.33 6.04% 276.73 iM 1,387.14 55.73 4.02% 138.90 Dimensional 1,351.32 4,387.25 324.66% 7,757.61 Motley Fool 1,258.16 -3.77 -0.30% 41.18 Kovitz 1,209.87 2.66 0.22% 4.31 REX Microsectors 1,153.40 39.54 3.43% 88.71 Goldman Sachs 1,106.97 323.59 29.23% 727.21 Brown Advisory 1,061.67 29.26 2.76% 60.47 Invesco 977.45 7,162.59 732.78% 17,351.89 CCM 957.07 4.58 0.48% 13.43 WisdomTree 893.25 378.26 42.35% 1,368.36 JPMorgan 890.13 7,198.70 808.73% 13,209.11 Invesco DB 890.05 -6.03 -0.68% 1.82 Freedom 887.24 0.33 0.04% -30.27 Fundstrat 883.41 113.53 12.85% 266.16 AB Funds 773.03 445.54 57.64% 676.45 ActivePassive 768.94 13.98 1.82% 83.74 FCF Advisors 738.91 124.34 16.83% 130.66 BlackRock 734.08 -85.84 -11.69% -113.33 PIMCO 729.29 1,659.89 227.60% 3,096.87 Rockefeller Capital Management 669.36 -36.59 -5.47% -27.85 Bahl & Gaynor 667.37 73.20 10.97% 118.82 Main Funds 625.03 44.42 7.11% 81.14 CoinShares 600.70 -154.73 -25.76% -162.65 ProShares 588.02 -763.60 -129.86% -1,524.05 iPath 581.68 -55.48 -9.54% 62.26 Wahed 571.02 0.00 0.00% 9.45 RPAR 546.97 8.36 1.53% -14.02 Gotham 532.77 3.57 0.67% 22.08 Oak Funds 531.68 99.29 18.67% 99.29 Barclays 528.87 13.85 2.62% 19.28 Opus Capital Management 508.23 25.78 5.07% 43.66 SoFi 500.97 4.62 0.92% -544.26 SMI Funds 497.53 -10.95 -2.20% 108.04 HCM 449.05 9.57 2.13% 28.87 InfraCap 447.88 4.40 0.98% 13.56 Longview 439.84 -0.10 -0.02% -0.10 Quadratic 435.20 -26.05 -5.99% -26.43 Vert 433.47 3.00 0.69% 6.71 Bushido 416.30 10.59 2.54% 16.63 Swan 372.66 16.62 4.46% 37.33 EMQQ 369.29 -11.25 -3.05% -16.46 Elm 364.80 5.65 1.55% 5.65 ERShares 317.32 46.73 14.73% 134.83 Meridian 316.95 17.57 5.54% 36.35 Adaptive 315.58 0.23 0.07% 1.91 Burney 314.76 13.70 4.35% 23.10 Inspire 311.92 54.52 17.48% 53.36 T. Rowe Price 310.87 972.38 312.79% 1,560.04 DoubleLine 310.46 46.49 14.98% 9.64 The Brinsmere Funds 305.16 22.75 7.45% 32.07 AGF 304.21 28.75 9.45% -55.11 CastleArk 302.72 -28.42 -9.39% -28.48 ROC 298.84 19.15 6.41% 35.82 REX 280.55 83.02 29.59% 177.03 US Benchmark Series 278.49 187.89 67.47% 358.90 PlanRock 276.29 -23.50 -8.50% -35.13 Simplify 270.91 400.94 148.00% 663.52 Davis 261.31 30.14 11.53% 71.89 Convergence 260.37 13.94 5.36% 33.04 Saba 251.37 7.76 3.09% 8.77 Stone Ridge 249.96 1.54 0.62% 260.61 Timothy 247.50 17.04 6.88% -5.68 Segall Bryant & Hamill 243.90 -5.77 -2.36% -0.75 Bridgeway 239.22 24.71 10.33% 61.54 Applied Finance 234.30 2.82 1.20% 8.31 Strive 222.34 28.11 12.64% 92.54 Adasina 219.41 5.64 2.57% 9.24 Fairlead 219.22 0.61 0.28% 0.35 TCW 212.61 258.38 121.53% 399.73 Congress 210.35 18.84 8.96% 46.52 SEI 207.99 3.91 1.88% 35.21 Toews 205.06 11.74 5.73% 20.90 CornerCap 197.18 -1.28 -0.65% -2.59 First Trust 193.17 1,433.52 742.11% 3,648.22 Putnam 191.11 368.09 192.61% 644.17 FPA 188.29 2.32 1.23% 10.04 STF 186.55 2.50 1.34% 2.24 Brandes 176.23 2.05 1.17% 30.98 Allspring 172.28 19.83 11.51% 480.76 Oneascent 166.51 8.58 5.15% 14.06 FundX 165.27 -5.52 -3.34% -3.21 BeeHive 162.69 -1.72 -1.06% -1.77 Nicholas 161.69 7.48 4.63% 13.65 SRH 161.65 -0.02 -0.01% 0.01 Euclidean 161.04 -4.90 -3.04% -5.89 Optimize 159.66 0.58 0.37% 1.15 Ballast 156.55 1.04 0.67% 2.11 SP Funds 155.63 62.74 40.31% 161.72 Gadsden 154.90 -35.25 -22.76% 3.02 Humankind 154.71 0.05 0.03% 1.64 Tremblant 153.43 1.34 0.88% 2.85 Oakmark 152.97 20.93 13.68% 107.20 SoundWatch Capital 150.69 1.50 0.99% 1.50 Regan 149.58 1.27 0.85% 15.93 Little Harbor Advisors 149.15 4.36 2.92% 4.31 ClearShares 148.79 0.00 0.00% 6.71 Pacer 147.25 -33.48 -22.74% -567.86 Renaissance 145.48 -0.02 -0.01% -0.65 Parametric 143.86 21.73 15.10% 41.49 CoRe 143.24 34.10 23.80% 34.10 3Edge 140.07 13.72 9.79% 23.70 Natixis 137.84 20.02 14.52% 36.57 DB 137.68 0.00 0.00% 0.00 Beyond 133.82 17.25 12.89% 62.85 AXS Investments 131.53 -0.98 -0.74% -69.86 Cabana 129.75 -16.80 -12.95% -26.26 ACV 123.67 3.37 2.73% 6.72 Monarch 123.53 19.38 15.69% 56.44 Adaptiv 119.17 16.64 13.96% 28.76 Angel Oak 117.89 58.39 49.53% 165.99 Principal 114.21 556.80 487.52% 675.80 BrandywineGLOBAL 112.43 0.00 0.00% -0.71 MarketDesk 110.19 0.82 0.75% -1.62 Amplify 108.14 190.58 176.23% 399.10 Panagram 107.30 199.91 186.30% 439.56 Alexis 105.39 1.23 1.17% 3.37 McElhenny Sheffield 103.76 13.73 13.23% 33.67 Sovereign's 103.64 4.80 4.63% 11.02 Hilton 103.27 4.44 4.30% 5.10 Conductor Fund 103.15 0.00 0.00% -1.89 Argent 102.47 2.81 2.74% 7.33 First Manhattan 101.19 0.00 0.00% 0.65 Hennessy 99.12 -0.63 -0.64% -1.31 Tidal ETFs 95.77 -10.77 -11.24% -10.19 ALPS 94.51 229.42 242.74% 340.79 Distillate 94.41 -115.94 -122.80% -102.81 Kensington 94.09 15.85 16.85% 27.48 US Global 93.05 -87.23 -93.75% -119.09 Absolute 92.74 2.47 2.66% 2.47 Jensen 92.15 3.73 4.05% 8.96 US Commodity Funds 91.04 -423.69 -465.41% -630.51 First Eagle 88.45 35.05 39.63% 100.56 Eventide 88.15 13.51 15.33% 52.85 SWP 85.39 -1.59 -1.87% -0.58 UBS 84.43 0.00 0.00% 0.00 Essential 40 83.66 0.31 0.37% 0.53 Keating 83.19 1.31 1.57% 1.31 Hull 82.35 10.17 12.34% 16.85 Nuveen 81.71 238.18 291.48% 238.12 Faith Investor Services 81.06 2.85 3.52% 45.86 Altshares 80.27 0.00 0.00% -1.37 Neos 80.15 606.07 756.21% 1,008.81 Leuthold 75.75 0.93 1.22% 2.67 Logan 74.82 0.77 1.04% 0.51 Academy 74.64 0.00 0.00% 0.49 Defiance 73.95 242.50 327.93% 941.62 Core Alternative 71.62 -1.56 -2.18% -34.85 Aberdeen 71.33 0.00 0.00% 0.00 River1 70.65 -6.46 -9.14% 9.87 Matrix 69.65 0.09 0.13% 0.09 Procure 68.44 12.73 18.60% 18.74 Summit Global Investments 67.57 39.10 57.87% 143.06 Miller 67.47 3.58 5.31% 6.86 Tema 66.94 92.27 137.85% 167.43 ETRACS 65.67 0.00 0.00% -39.94 Innovator 65.61 522.99 797.18% 1,101.25 Counterpoint 64.99 23.82 36.65% 31.45 LeaderShares 63.92 -1.04 -1.63% -152.76 Vident 62.28 45.31 72.75% 38.05 VictoryShares 62.14 738.89 1,189.00% 1,988.25 Global X 61.63 342.21 555.30% 2,517.56 OPAL 60.93 23.72 38.94% 58.64 Breakwave 60.48 9.55 15.79% 25.67 Cambiar Funds 59.69 -0.30 -0.51% -0.34 FM 59.36 -3.92 -6.61% -5.70 Select 59.25 56.14 94.74% 57.15 India 58.30 0.03 0.06% 7.40 Impact Shares 57.11 0.00 0.00% -0.01 Astoria 56.91 16.56 29.10% 33.82 Subversive 55.05 16.24 29.50% 40.02 Regents Park 53.28 -1.31 -2.45% -0.78 Tortoise 52.20 1.67 3.20% -26.65 Q3 51.41 -5.18 -10.07% -1.28 Emerald 51.23 0.43 0.84% 1.40 Even Herd 50.95 -0.44 -0.86% 0.24 Siren 50.45 -0.65 -1.28% -5.31 Texas Capital 50.11 0.72 1.44% 8.24 F/m 50.01 51.07 102.11% 69.23 Madison 49.63 -0.87 -1.74% -1.99 AOT 48.63 0.01 0.02% 0.92 Discipline Funds 48.20 1.60 3.32% 2.49 Anfield 47.50 16.20 34.11% 34.79 ROBO Global 47.18 15.99 33.89% 23.10 Spear 46.46 2.09 4.50% 2.09 Overlay Shares 46.41 -0.77 -1.66% 10.31 ArrowShares 46.25 0.00 0.00% -1.18 American Beacon 46.20 18.33 39.69% 32.48 Gabelli 45.77 2.21 4.83% 5.87 UVA 45.27 -1.09 -2.41% -1.09 Cambria 44.69 -42.18 -94.38% -37.69 Clough 44.51 2.01 4.52% 4.60 WealthTrust 43.20 0.62 1.43% 3.02 VanEck 42.59 -1,766.67 -4,147.80% -2,514.35 North Shore 42.59 0.34 0.79% -0.02 Alternative Access 42.49 10.01 23.55% 15.02 Allianz 40.61 112.01 275.83% 255.08 DWS 40.48 4.63 11.43% 13.54 Strategas 40.47 10.93 27.00% 28.73 Brookstone 40.47 2.82 6.98% 15.87 RAM 40.22 0.01 0.01% 0.01 MFS 39.96 71.47 178.87% 140.93 Pinnacle 39.63 -0.68 -1.72% 0.09 QRAFT 39.23 -3.09 -7.89% 2.25 Acquirers Fund 39.16 -3.70 -9.44% -4.69 Hoya 39.02 0.37 0.95% -9.06 RAFI Indices 38.71 2.03 5.23% 4.35 Mohr Funds 38.56 -15.90 -41.23% -16.26 Anydrus 38.39 0.00 0.00% -1.25 NETL 37.97 0.00 0.00% -4.11 Affinity 37.85 4.70 12.41% 6.21 Bridges 36.96 4.20 11.35% 6.13 Touchstone 36.30 23.74 65.39% 64.27 The Future Fund 36.23 -1.14 -3.15% 55.08 Twin Oak 35.92 24.91 69.35% 24.91 THOR 34.56 11.26 32.58% 15.80 Guru 34.51 -0.01 -0.03% -1.00 Sterling Capital 34.09 -1.56 -4.59% -3.10 YieldMax 33.76 1,566.94 4,641.68% 3,244.05 Leatherback 33.42 0.00 0.00% -2.42 Bancreek 33.33 32.83 98.50% 48.84 Day Hagan 33.19 13.86 41.76% 11.47 SonicShares 33.18 0.00 0.00% 0.00 PMV 33.12 3.34 10.08% 4.95 Sound Income Strategies 32.51 1.30 4.00% 1.30 Alger 32.50 21.55 66.32% 48.45 AdvisorShares 31.70 30.40 95.91% 29.18 Cultivar 31.14 0.25 0.80% 0.25 Direxion 30.97 -422.22 -1,363.35% -770.01 WBI Shares 30.83 -2.70 -8.76% -2.70 Tactical Funds 30.80 0.21 0.69% 1.48 IDX 30.78 0.00 0.00% -4.70 Point Bridge Capital 30.57 -0.01 -0.02% 3.72 CrossingBridge Funds 30.29 -30.57 -100.94% -34.72 Martin Currie 29.12 0.00 0.00% 1.31 John Hancock 28.60 -65.57 -229.28% -93.66 ETC 28.07 0.00 0.00% 5.82 FMQQ 28.02 0.01 0.04% 0.02 Harbor 27.86 118.68 425.92% 350.26 JLens 27.84 0.00 0.00% 0.00 Aztlan 26.97 0.00 0.00% 0.00 Obra 26.33 0.00 0.00% 0.00 ZEGA 26.18 0.52 2.00% 1.02 StockSnips 26.13 -1.70 -6.49% 2.75 TrueShares 25.61 67.86 265.02% 83.03 Meet Kevin 25.24 -9.13 -36.15% -9.13 Palmer Square 24.90 6.11 24.53% 10.16 Mairs & Power 24.68 0.66 2.67% 1.10 The Nightview 24.65 0.00 0.00% -0.03 Clockwise Capital 24.33 0.00 0.00% 4.64 Validus 23.28 0.00 0.00% 0.00 Stacked 22.72 -0.60 -2.63% 0.81 RiverFront 22.54 0.01 0.04% 5.96 KraneShares 22.28 1,840.65 8,260.59% 1,835.61 REX Shares 22.16 13.25 59.78% 18.03 Innovative Portfolios 21.81 0.00 0.00% 0.26 Indexperts 21.74 26.55 122.10% 48.90 Thrivent 21.52 27.36 127.12% 47.70 Morgan Dempsey 21.32 0.27 1.28% -0.80 Calvert 21.26 3.68 17.29% -6.47 Eaton Vance 21.20 254.84 1,202.29% 630.53 Formidable 21.08 0.00 0.00% 0.00 Peak 20.54 2.82 13.71% 3.36 Relative Sentiment 20.52 0.93 4.51% 2.11 TappAlpha 20.12 5.31 26.40% 6.84 GGM 20.03 0.00 0.00% 0.00 FT Vest 20.01 1,066.69 5,330.92% 1,973.73 DGA 19.53 -0.52 -2.65% -0.52 Alpha Architect 19.00 382.05 2,011.05% 846.60 Rayliant 17.98 -5.77 -32.08% 16.01 Goose Hollow 17.52 -3.61 -20.62% -2.98 Intelligent Investor 17.40 -0.63 -3.65% -0.63 Tradr 17.35 -81.87 -471.81% -93.34 21Shares 16.81 5.19 30.84% 6.36 Stance 16.64 0.00 0.00% -0.49 GraniteShares 16.62 -308.98 -1,859.01% 891.19 Tweedy, Browne Co. 16.53 8.02 48.48% 15.92 American Century 16.46 173.97 1,056.59% 254.75 Strategy Shares 16.26 -18.24 -112.15% -25.73 Westwood 15.96 7.05 44.15% 11.19 Parnassus Investments 15.91 7.43 46.69% 17.91 Return Stacked 15.82 21.94 138.69% 56.22 Carbon Collective 15.74 0.00 0.00% 0.00 Atlas 15.35 2.57 16.74% 8.15 Virtus 15.34 188.62 1,229.94% 386.77 LAFFER TENGLER 15.13 0.94 6.22% 1.25 Western Asset 15.04 -1.00 -6.63% -4.91 Performance Trust 14.71 1.01 6.88% 1.01 Cullen 14.30 1.95 13.61% 3.24 Horizons 14.05 22.58 160.75% 24.59 Sprott 13.78 27.17 197.18% 57.77 Zacks 13.70 22.10 161.26% 46.01 ARK 13.43 -226.80 -1,689.11% -57.70 Brendan Wood 13.36 0.00 0.00% 2.35 Hashdex 13.27 18.18 137.02% 18.18 NestYield 13.08 6.91 52.84% 16.79 Horizon 13.06 29.88 228.73% 34.06 BondBloxx 12.75 349.15 2,738.57% 617.99 FolioBeyond 12.54 0.50 4.02% 12.53 Draco 12.53 0.00 0.00% 0.24 Teucrium 12.44 -0.62 -4.94% -10.96 Grizzle 12.34 0.00 0.00% -1.78 Vesper 12.14 -10.69 -88.02% -10.69 Ionic 12.13 0.00 0.00% 0.00 Frontier 11.18 -6.01 -53.74% -4.97 Franklin 11.17 287.42 2,574.03% 1,176.60 North Square 11.06 0.00 0.00% 0.75 Peerless 10.76 0.50 4.60% 0.98 Alpha 10.61 0.00 0.00% -0.30 Hartford 10.31 76.23 739.15% 124.06 Federated Hermes 9.42 29.87 317.13% 103.55 iMGP 9.24 0.30 3.22% 0.01 Democracy 9.13 0.00 0.00% 0.00 Otter Creek 9.10 0.04 0.40% 0.82 ClearBridge 9.08 7.63 83.96% 9.03 Range 8.83 46.18 523.19% 119.22 CoreValues Alpha 8.58 0.00 0.00% 0.00 Sparkline 8.34 0.00 -0.05% 5.21 Ocean Park 8.07 2.56 31.68% 7.99 EA Series Trust 7.91 7.05 89.05% 18.17 MKAM 7.90 0.00 0.00% 0.00 abrdn 7.89 71.71 909.35% -62.08 Honeytree 7.86 0.00 -0.04% 0.65 GMO 7.86 147.49 1,877.67% 250.18 Armada ETF Advisors 7.77 0.00 0.00% -0.18 FlexShares 7.70 141.61 1,839.11% 15.65 Robinson 7.63 0.00 0.00% 0.00 Neuberger Berman 7.15 19.26 269.34% 37.90 T-Rex 7.05 39.78 564.52% 374.13 ETFB 6.92 0.00 0.00% 0.00 Build 6.82 0.00 0.00% 0.00 WHITEWOLF 6.57 -0.30 -4.54% 3.51 PGIM 6.38 1,093.16 17,138.52% 2,413.92 Bitwise 6.26 -296.97 -4,744.62% -155.56 Altrius 6.15 0.00 0.00% 0.00 SmartETFs 6.02 0.09 1.56% -0.48 Calamos 5.63 67.91 1,206.99% 157.83 VegTech 5.45 0.00 0.00% 0.00 New York Life Investments 5.36 23.69 442.03% 179.18 Onefund 5.22 0.00 0.00% 2.07 iREIT 5.06 0.00 0.00% 0.00 Thornburg 5.02 22.96 457.26% 101.31 VistaShares 4.85 1.90 39.07% 4.42 Macquarie 4.78 17.20 359.72% 25.36 MRBL 4.68 0.40 8.59% 4.82 X-Square 4.61 0.00 0.00% 0.64 Reverb ETF 4.57 0.00 0.00% 0.00 Hypatia Capital 4.35 0.29 6.74% 0.29 Mason Capital 4.31 0.00 0.00% 0.00 ICE BofAML 4.30 0.00 0.00% 0.00 Kurv 4.30 28.07 653.50% 52.69 Acruence 4.22 -0.54 -12.75% -0.54 RiverNorth 3.91 0.00 0.00% 0.00 UWP 3.63 0.00 0.00% 0.00 AAM 3.42 7.78 227.44% 48.22 Akros 3.30 0.00 0.00% 0.00 Columbia 3.29 46.44 1,410.11% 251.90 Matthews 3.26 -15.35 -471.07% -19.42 CRIT 3.17 0.00 -0.01% 0.00 ATAC 3.03 0.00 0.00% 0.00 Donoghue Forlines 2.89 0.00 0.00% -1.88 PLUS 2.88 2.69 93.58% 2.69 Langar 2.84 0.44 15.47% 0.75 Ned Davis Research 2.76 0.60 21.66% 1.40 Sarmaya Partners 2.75 2.06 74.81% 2.81 Leverage Shares 2.61 14.07 539.82% 31.45 Vest 2.38 0.00 0.00% 0.00 Rareview Funds 2.30 3.68 159.70% 11.92 Foundations 2.22 0.04 1.60% 4.88 2.19 26.28 1,199.60% 42.35 LSV 1.95 1.00 51.36% 1.00 Kingsbarn 1.90 0.54 28.17% 0.54 Battleshares 1.65 3.17 192.50% 3.17 Coastal 1.54 0.00 0.00% 0.00 Polen 1.54 23.55 1,527.37% 26.52 KP Funds 1.53 0.00 0.00% 0.00 TradersAI 1.48 0.51 34.36% 0.51 Roundhill 1.45 -63.12 -4,351.40% 511.67 Cboe Vest 1.31 0.00 0.00% 0.00 USCF 1.29 0.00 0.00% 0.00 SanJac Alpha 1.25 0.75 59.75% 0.75 Max 1.24 0.00 0.00% 0.42 Fire Funds 1.06 0.00 0.00% 0.30 Abacus 0.93 0.00 0.00% 0.00 Octane 0.85 0.00 0.00% 0.00 Genter Capital 0.64 0.20 31.85% 1.33 USCF Advisers 0.55 12.27 2,214.40% 75.66 Themes 0.54 19.77 3,665.86% 27.58 Tuttle 0.25 0.79 316.20% 0.79 Pacific Funds 0.00 0.00 0.00% 0.00 Arch Indices 0.00 0.00 0.00% 0.00 ADRhedged 0.00 0.00 0.00% 0.00 AlphaMark 0.00 0.00 0.00% 0.00 Trajan 0.00 0.00 0.00% 0.00 Newday 0.00 0.00 0.00% 0.00 Dynamic 0.00 0.00 0.00% 0.00 Jacob 0.00 0.00 0.00% 0.00 Cohen & Steers 0.00 0.00 0.00% 0.00Issuer AUM ($, mm) Net Flows ($, mm) % of AUM YTD 2025 Net Flows($,M) World Gold Council 83,739.72 4,407.40 5.26% 3,886.06 State Street 38,184.17 20,681.26 54.16% 17,404.60 Vanguard 21,903.12 24,283.17 110.87% 62,061.49 Janus Henderson 21,872.52 2,520.64 11.52% 6,263.23 Digital Currency Group, Inc. 16,413.04 -399.30 -2.43% -768.10 Charles Schwab 8,991.10 2,957.41 32.89% 5,358.33 Fidelity 3,904.27 498.43 12.77% 7,608.53 Grayscale Investments LLC 3,316.63 -336.64 -10.15% -199.17 BlackRock, Inc. 2,569.69 16,252.53 632.47% 28,838.11 Eagle Capital Management LLC 2,368.55 -8.48 -0.36% 83.83 Deutsche Bank AG 2,305.93 -50.01 -2.17% -200.66 Volatility Shares LLC 2,215.85 197.13 8.90% 189.01 BNY Mellon 1,985.23 65.28 3.29% 184.10 The Capital Group Companies 1,757.28 3,071.14 174.77% 6,272.29 Aptus Capital Advisors 1,709.85 135.62 7.93% 323.42 Dimensional 1,351.32 4,387.25 324.66% 7,757.61 The Motley Fool 1,258.16 -3.77 -0.30% 41.18 Focus Financial Partners, Inc 1,209.87 2.56 0.21% 4.22 BMO 1,153.40 39.54 3.43% 89.13 Goldman Sachs 1,106.97 323.59 29.23% 727.21 Brown Advisory Management LLC 1,061.67 29.26 2.76% 60.47 ARK Investment Management LP 1,027.89 -224.25 -21.82% -55.83 Invesco 977.45 7,156.57 732.17% 17,353.70 WisdomTree 893.25 378.26 42.35% 1,368.36 JPMorgan Chase 890.13 7,198.70 808.73% 13,209.11 Equitable 773.03 445.54 57.64% 676.45 Envestnet 768.94 13.98 1.82% 83.74 FCF Advisors 738.91 124.34 16.83% 128.78 Bahl & Gaynor, Inc. 667.37 73.20 10.97% 118.82 Main Management 625.03 44.42 7.11% 81.14 Coinshares International Ltd. 600.70 -154.73 -25.76% -162.65 ProShare Advisors LLC 588.02 -763.60 -129.86% -1,524.05 Wahed 571.02 0.00 0.00% 9.45 Barclays 528.87 -41.63 -7.87% 81.54 Marathon Partners LLC 497.53 -71.76 -14.42% 47.23 Howard Capital Management Inc. 449.05 9.57 2.13% 28.87 Virtus Investment Partners 447.88 190.99 42.64% 389.93 Vert Asset Management LLC 433.47 3.00 0.69% 6.71 Swan Global Investments 372.66 16.62 4.46% 37.33 Cygnet Capital LLC 364.80 5.65 1.55% 5.65 Capital Impact Advisors 317.32 46.73 14.73% 134.83 Adaptive Investments 315.58 0.23 0.07% 1.91 Inspire Impact Group LLC 311.92 54.52 17.48% 53.36 T. Rowe Price Group, Inc. 310.87 972.38 312.79% 1,560.04 Doubleline ETF Holdings LP 310.46 46.49 14.98% 9.64 Estate Counselors LLC 305.16 22.75 7.45% 32.07 AGF 304.21 28.75 9.45% -55.11 CastleArk Management LLC 302.72 -28.42 -9.39% -28.48 Running Oak Capital LLC 298.84 19.15 6.41% 35.82 Rex Advisers LLC 280.55 57.05 20.34% 118.71 PlanRock Wealth Management LLC 276.29 -23.50 -8.50% -35.13 Simplify 270.91 400.94 148.00% 663.52 Davis Advisers 261.31 30.14 11.53% 71.89 Convergence Investment Partners, LLC 260.37 13.94 5.36% 33.04 Stone Ridge Holdings Group LP 249.96 1.54 0.62% 260.61 Timothy Plan 247.50 17.04 6.88% -5.68 CI Financial 243.90 -11.28 -4.63% -3.96 Applied Finance Group 234.30 2.82 1.20% 8.31 Cary Street Partners Financial LLC /VA/ 219.22 0.61 0.28% 0.35 Aptus Holdings LLC 216.41 7.22 3.34% 30.65 The TCW Group, Inc. 212.61 258.38 121.53% 399.73 Lagan Holding Co. Trust 210.35 18.84 8.96% 46.52 Toews Corp. 205.06 11.74 5.73% 20.90 CornerCap Investment Counsel, Inc. 197.18 -1.28 -0.65% -2.59 First Trust 193.17 2,500.21 1,294.32% 5,621.95 Power Corporation of Canada 191.11 355.83 186.20% 605.32 First Pacific Advisors LP 188.29 2.32 1.23% 10.04 Stf Management LP 186.55 2.50 1.34% 2.24 Brandes Worldwide Holdings 176.23 2.05 1.17% 30.98 Allspring Group Holdings LLC 172.28 19.83 11.51% 480.76 Oneascent Holdings LLC 166.51 8.58 5.15% 14.06 Paralel Technologies LLC 161.65 -0.02 -0.01% 0.01 Optimize Financial Inc. 159.66 0.58 0.37% 1.15 Inverdale Capital Management LLC 156.55 1.04 0.67% 2.11 Humankind USA LLC 154.71 0.05 0.03% 1.64 Tremblant Capital 153.43 1.34 0.88% 2.85 Soundwatch Capital LLC 150.69 1.50 0.99% 1.50 Regan Capital, LLC 149.58 1.27 0.85% 15.93 Little Harbor Advisors 149.15 4.36 2.92% 4.31 ClearShares LLC 148.79 0.00 0.00% 6.71 Pacer Advisors 147.25 -33.48 -22.74% -567.86 Renaissance Capital 145.48 -0.02 -0.01% -0.65 3EDGE Asset Management LP 140.07 13.72 9.79% 23.70 Groupe BPCE 137.84 40.94 29.70% 143.77 Community Capital Management, Inc. 132.65 1.69 1.27% 4.20 AXS Investments 131.53 -82.84 -62.98% -163.20 Ridgeline Research LLC 123.67 3.37 2.73% 6.72 Kingsview Partners LLC 123.53 19.38 15.69% 56.44 Client First Investment Management LLC 119.17 16.64 13.96% 28.76 Angel Oak Cos. LLC 117.89 58.39 49.53% 165.99 Principal 114.21 556.80 487.52% 675.80 Beyond Investing 111.23 5.52 4.97% 5.52 Amplify Investments 108.14 190.58 176.23% 399.10 NZC Capital LLC 107.30 199.91 186.30% 439.56 Alexis Investment Partners LLC 105.39 1.23 1.17% 3.37 Sovereign's Capital Management LLC 103.64 4.80 4.63% 11.02 IronHorse Holdings 103.15 0.00 0.00% -1.89 First Manhattan Co. 101.19 0.00 0.00% 0.65 Hennessy Advisors 99.12 -0.63 -0.64% -1.31 The Charles Schwab Corp. 96.63 95.83 99.17% 95.83 Tidal Investments LLC 95.77 1,527.38 1,594.77% 2,657.49 SS&C 94.51 449.90 476.02% 758.49 Distillate Capital 94.41 -115.94 -122.80% -102.81 Kensington Asset Management LLC 94.09 15.85 16.85% 27.48 US Global Investors 93.05 -87.23 -93.75% -119.09 Absolute Investment Advisers LLC 92.74 2.47 2.66% 2.47 Jensen Investment Management, Inc. 92.15 3.73 4.05% 8.96 Marygold 91.04 -411.41 -451.93% -555.35 Thor Analytics LLC 90.66 7.70 8.49% 8.52 BCP CC Holdings LP 88.45 35.05 39.63% 100.56 Eventide Asset Management, LLC 88.15 13.51 15.33% 52.85 SWP Investment Management LLC 85.39 -1.59 -1.87% -0.58 Killir Kapital Management LLC 83.66 0.31 0.37% 0.53 Hull Investments LLC 82.35 10.17 12.34% 16.85 TIAA Board of Governors 81.71 238.18 291.48% 238.12 Faith Investor Services LLC 81.06 2.85 3.52% 45.86 Water Island Capital 80.27 0.00 0.00% -1.37 Neos Investments LLC 80.15 606.07 756.21% 1,008.81 The Leuthold Group LLC 75.75 0.93 1.22% 2.67 Logan Capital Management Inc. 74.82 0.77 1.04% 0.51 Core Alternative Capital 71.62 -1.56 -2.18% -34.85 Sound Capital Solutions LLC 70.65 -6.46 -9.14% 9.87 ProcureAM 68.44 12.73 18.60% 18.74 Summit Global LLC 67.57 39.10 57.87% 143.06 Miller Value Partners LLC 67.47 3.58 5.31% 6.86 Dawn Global Topco Ltd. 66.94 92.27 137.85% 167.43 UBS 65.67 0.00 0.00% -39.94 Milliman, Inc. 65.61 -3.33 -5.08% -4.67 Counterpoint Mutual Funds LLC 64.99 23.82 36.65% 31.45 Redwood 63.92 -1.04 -1.63% -152.76 MM VAM LLC 62.28 45.31 72.75% 38.05 Victory Capital 62.14 738.89 1,189.00% 1,988.25 Mirae Asset Global Investments Co., Ltd. 61.63 341.96 554.89% 2,517.31 ETFMG 60.48 9.55 15.79% 25.67 3Fourteen & SMI Advisory Services LLC 60.39 60.81 100.70% 60.81 Cambiar Holdings 59.69 -0.30 -0.51% -0.34 FMC Group Holdings LP 59.36 -3.92 -6.61% -5.70 Impact Shares 57.11 0.00 0.00% -0.01 Astoria Portfolio Advisors LLC 56.91 4.24 7.46% 26.39 Tortoise 52.20 1.67 3.20% -26.65 Q3 Asset Management Corp. 51.41 -5.18 -10.07% -1.28 1251 Capital Group Inc. 51.23 239.39 467.27% 429.54 Innovator 50.86 526.33 1,034.81% 1,105.91 SRN Advisors 50.45 -0.65 -1.28% -5.31 ShariaPortfolio, Inc. 50.40 5.37 10.66% 15.77 Texas Capital Bancshares, Inc. 50.11 0.72 1.44% 8.24 Madison Investment Holdings, Inc. 49.63 -0.87 -1.74% -1.99 Anfield Group 47.50 19.63 41.32% 45.11 Spear Advisors LLC 46.46 2.09 4.50% 2.09 Liquid Strategies 46.41 -0.77 -1.66% 10.31 Arrow Funds 46.25 0.00 0.00% -1.18 Resolute Investment Managers, Inc. 46.20 18.33 39.69% 32.50 GAMCO Investors, Inc. 45.77 2.21 4.83% 5.87 Mcivy Co. LLC 45.27 -0.89 -1.96% 0.24 Cambria Investment Management LP 44.69 -42.57 -95.26% -38.09 Clough Capital Partners LLC 44.51 2.01 4.52% 4.60 WealthTrust Asset Management LLC 43.20 0.62 1.43% 3.02 VanEck 42.59 -1,766.67 -4,147.80% -2,514.35 Split Rock Private Trading & Wealth Management LLC 42.59 0.34 0.79% -0.02 Alternative Access Funds LLC 42.49 10.01 23.55% 15.02 Allianz 40.61 1,771.90 4,363.48% 3,351.96 Baird Financial Group Inc. 40.47 10.93 27.00% 28.73 AmeriLife 40.47 2.82 6.98% 15.87 Reflection Asset Management, LLC 40.22 0.01 0.01% 0.01 Exchange Traded Concepts 39.23 87.04 221.89% 210.24 Acquirers Funds 39.16 -3.70 -9.44% -4.69 Pettee Investors 39.02 0.37 0.95% -9.06 Retireful LLC 38.56 -15.90 -41.23% -16.26 Belpointe 38.39 0.00 0.00% -1.25 Sparkline Capital LP 37.34 0.00 -0.01% 0.32 Western & Southern Mutual Holding Co. 36.30 23.74 65.39% 64.27 Future Fund Advisors 36.23 -1.14 -3.15% 55.08 Twin Oak Holdings LP 35.92 124.20 345.77% 124.20 Thor Trading Advisors LLC 34.56 3.56 10.29% 7.29 Guardian Capital Group Ltd. 34.09 -1.56 -4.59% -3.10 Toroso Investments Topco LLC 33.76 329.41 975.78% 1,199.36 Donald L. Hagan LLC 33.19 32.75 98.66% 32.75 Day Hagan Asset Management 33.12 -18.89 -57.02% -21.28 PMV Capital LLC 33.12 3.34 10.08% 4.95 Alger 32.50 21.55 66.32% 48.45 AdvisorShares 31.70 30.40 95.91% 29.18 Cultivar Capital, Inc. 31.14 0.25 0.80% 0.25 Sammons Enterprises, Inc. 31.02 0.00 0.00% -0.01 Defiance ETFs 31.00 197.72 637.70% 465.96 Rafferty Asset Management 30.97 -422.22 -1,363.35% -770.01 WBI 30.83 -2.70 -8.76% -2.70 IDX Advisors LLC 30.78 0.00 0.00% -4.70 Point Bridge Capital 30.57 -0.01 -0.02% 3.72 Cohanzick Management 30.29 -30.57 -100.94% -34.72 Manulife 28.60 -65.57 -229.28% -93.66 ORIX 27.86 118.68 425.92% 350.26 Truemark Group LLC 27.30 27.27 99.88% 27.27 Obra Capital, Inc. 26.33 0.00 0.00% 0.00 TrueMark Group 25.61 64.31 251.18% 114.40 Palmer Square Holdings LLC 24.90 6.11 24.53% 10.16 Mairs & Power, Inc. 24.68 0.66 2.67% 1.10 Nightview Capital LLC 24.65 0.00 0.00% -0.03 Clockwise Capital LLC 24.33 0.00 0.00% 4.64 CICC 22.28 1,814.61 8,143.70% 1,809.18 REX Shares LLC 22.16 39.22 176.96% 76.35 Sheaff Brock Capital Management LLC 21.81 0.00 0.00% 0.26 Indexperts LLC 21.74 26.55 122.10% 48.90 Thrivent Financial for Lutherans 21.52 27.36 127.12% 47.70 Morgan Stanley 21.26 282.55 1,328.94% 691.85 Formidable Asset Management 21.08 0.00 0.00% 0.00 Peakshares LLC 20.54 2.82 13.71% 3.36 Tapp Finance, Inc. 20.12 5.31 26.40% 6.84 Grant/GrossMendelsohn LLC 20.03 0.00 0.00% 0.00 Alpha Architect 19.00 506.57 2,666.52% 1,139.21 Rayliant 17.98 -5.77 -32.08% 16.01 Goose Hollow Capital Management LLC 17.52 -3.61 -20.62% -2.98 Hashdex Ltd. 17.10 18.18 106.31% 18.18 Amun Holdings Ltd. 16.81 5.19 30.84% 6.36 GraniteShares 16.62 -308.98 -1,859.01% 891.19 Affiliated Managers Group 16.53 15.44 93.41% 33.83 American Century Investments 16.46 1,579.54 9,593.37% 3,346.46 Rational Advisors Inc. 16.26 -18.24 -112.15% -25.73 Westwood Holdings Group, Inc. 15.96 7.05 44.15% 11.19 Carbon Collective Investing LLC 15.74 0.00 0.00% 0.00 Atlas Capital Team, Inc. 15.35 2.57 16.74% 8.15 Public Trust Advisors LLC 14.71 1.01 6.88% 1.01 Cullen Capital Management LLC 14.30 1.95 13.61% 3.24 Acp Horizon Holdings LP 14.05 22.58 160.75% 24.59 Sprott 13.78 27.17 197.18% 57.77 Zacks 13.70 22.10 161.26% 46.01 Horizon Kinetics 13.06 29.88 228.73% 34.06 Bondbloxx Investment Management Corp. 12.75 349.15 2,738.57% 617.99 Teucrium 12.44 -2.47 -19.82% -8.32 Delaware Management Company Inc 11.86 0.00 0.00% 1.26 Frontier Asset Management LLC 11.18 -6.01 -53.74% -4.97 Franklin Templeton 11.17 306.31 2,743.21% 1,220.17 NSI Holdings, Inc. 11.06 0.00 0.00% 0.75 The Hartford 10.31 76.23 739.15% 124.06 Federated Hermes, Inc. 9.42 29.87 317.13% 103.55 Eurazeo SA 9.24 79.58 861.41% 165.43 Democracy Investment Management LLC 9.13 0.00 0.00% 0.00 Otter Creek Advisors LLC 9.10 0.04 0.40% 0.82 Ocean Park Asset Management LLC 8.07 2.56 31.68% 7.99 Abrdn Plc 7.89 71.71 909.35% -62.08 Grantham, Mayo, Van Otterloo & Co. LLC 7.86 147.49 1,877.67% 250.18 Northern Trust 7.70 141.61 1,839.11% 15.65 Power Financial Corp. 7.56 0.00 0.00% 0.00 Neuberger Berman 7.15 19.26 269.34% 37.90 Tuttle Capital Management LLC 7.05 97.65 1,385.67% 435.67 Build Asset Management LLC 6.82 0.00 0.00% 0.00 Prudential 6.38 1,093.16 17,138.52% 2,413.92 Bitwise Asset Management, Inc. 6.26 -302.76 -4,837.17% -168.87 Guinness Atkinson Asset Management 6.02 0.09 1.56% -0.48 Calamos Family Partners, Inc. 5.63 67.91 1,206.99% 157.83 VegTech LLC 5.45 0.00 0.00% 0.00 New York Life 5.36 23.69 442.03% 179.18 ONEFUND LLC 5.22 0.00 0.00% 2.07 Infrastructure Capital Advisors LLC 5.04 2.03 40.26% 10.41 Thornburg Investment Management 5.02 22.96 457.26% 101.31 Macquarie Group Ltd 4.78 17.20 359.72% 24.10 X-Square Capital 4.61 0.00 0.00% 0.64 Distribution Cognizant LLC 4.57 0.00 0.00% 0.00 Hypatia Capital Group LLC 4.35 0.29 6.74% 0.29 Albert D. Mason, Inc. 4.31 0.00 0.00% 0.00 Kurv Investment Management LLC 4.30 28.07 653.50% 52.69 Sun Life Financial, Inc. 3.42 79.25 2,316.65% 189.15 Ameriprise Financial 3.29 46.44 1,410.11% 251.90 Matthews International Capital Management 3.26 -15.35 -471.07% -19.42 Langar Investment Management LLC 2.84 0.44 15.47% 0.75 Epiris Managers LLP 2.76 0.60 21.66% 1.40 Sarmaya Partners LLC 2.75 2.06 74.81% 2.81 Neil Azous Revocable Trust 2.30 3.68 159.70% 11.92 WEBs Investments, Inc. 2.27 0.00 0.00% 0.00 Teucrium Trading LLC 2.21 1.85 83.72% -2.64 SEI Investments 1.95 4.91 252.17% 36.21 Kingsbarn Capital Management LLC 1.90 0.54 28.17% 0.54 1.76 0.00 0.00% 0.00 Roundhill Investments 1.45 -93.41 -6,439.00% 437.10 Cboe 1.31 0.00 0.00% 0.00 Saracen Energy Advisors LP 1.25 0.75 59.75% 0.75 Corpus Partners LLC 1.22 1.50 123.04% 1.50 Abacus Life, Inc. 0.93 0.00 0.00% 0.00 Themes ETF 0.54 33.84 6,275.35% 59.03 Cohen & Steers, Inc. (New York) 0.00 0.00 0.00% 0.00 AlphaMark Advisors 0.00 0.00 0.00% 0.00 Pacific Investments Ltd. 0.00 0.00 0.00% 0.00 Jacob Asset Management of New York LLC 0.00 0.00 0.00% 0.00 Dynamic Shares LLC 0.00 0.00 0.00% 0.00 Arch Indices Investment Advisors LLC 0.00 0.00 0.00% 0.00 Precidian Investments LLC 0.00 0.00 0.00% 0.00Disclaimer: All data as of 6 a.m. ET the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved
