17 names are moving together; 65% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| AAMI | Acadian Asset Management Inc. | Financial Services | +2.4% | 3/20 observed active sessions |
| MS | Morgan Stanley | Financial Services | +3.2% | 1/20 observed active sessions |
| CG | The Carlyle Group Inc. | Financial Services | +3.0% | 4/20 observed active sessions |
| IVZ | Invesco Ltd | Financial Services | +1.2% | 2/20 observed active sessions |
| EVR | Evercore Inc. | Financial Services | +2.4% | 2/20 observed active sessions |
| GS | Goldman Sachs Group, Inc. (The) | Financial Services | +9.2% | 1/20 observed active sessions |
| BLK | BlackRock, Inc. | Financial Services | -0.4% | 1/20 observed active sessions |
| LAZ | Lazard, Inc. | Financial Services | +5.5% | 1/20 observed active sessions |
| AMG | Affiliated Managers Group, Inc. | Financial Services | +1.8% | 7/20 observed active sessions |
| SF | Stifel Financial Corporation | Financial Services | +1.5% | 8/20 observed active sessions |
| C | Citigroup, Inc. | Financial Services | -5.3% | 6/20 observed active sessions |
| IBKR | Interactive Brokers Group, Inc. | Financial Services | +2.2% | 1/20 observed active sessions |
| MC | Moelis & Company | Financial Services | +5.0% | 1/20 observed active sessions |
| NTRS | Northern Trust Corporation | Financial Services | +1.5% | 10/20 observed active sessions |
| STT | State Street Corporation | Financial Services | +3.2% | 9/20 observed active sessions |
| JEF | Jefferies Financial Group Inc. | Financial Services | +2.6% | 6/20 observed active sessions |
| SNEX | StoneX Group Inc. | Financial Services | +0.7% | Group member |
Cohort
17 namesParticipation
65% this sessionObserved history
51 daily buildsFiling coverage
17/17 memberscredit / rates affecting interest expense
“Interest expense increased $3.2 million or 2% in 2025 , primarily due to a $14.4 million increase from our 5.50% senior unsecured notes issued in August 2024 (the “2034 senior notes”), a $6.7 million increase from our 6.75% junior subordinated notes issued in March 2024 (the “2064 junior subordinated notes”), and a $3.6 million increase from borrowings under our senior unsecured multicurrency revolving credit facility (the “revolver”).”
AMG 10-K
demand / volume
“The market for highly skilled professionals in the investment management industry is highly competitive, particularly in alternative strategies, and further technological advancements, including with respect to AI, could result in increased demand and competition for individuals with certain specialized skills and technological knowledge.”
AMG 10-K
restructuring
“Discontinued operations attributable to controlling interests and restructuring (2) — (0.2) vii.”
AAMI 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
GSsupplier · Moving with the group now · 115 min observed
Filing receipt · VRSK / GS
“We have a syndicated revolving credit facility ("Syndicated Revolving Credit Facility") with a borrowing capacity of $1,250.0 million with Bank of America N.A., HSBC Ban…”
GS · supplier
GSpartner · Not moving with the group now
Filing receipt · CPER / GS
“As of March 31, 2026, USCI and CPER had the following Authorized Participants: ABN AMRO Clearing USA LLC, BNP Paribas Securities Corp., Citadel Securities LLC, Goldman S…”
GS · partner
MCsupplier · Not moving with the group now
Filing receipt · MSTR / MC
“Wainwright & Co., LLC, Keefe, Bruyette & Woods, Inc., Maxim Group LLC, Mizuho Securities USA LLC, Moelis & Company LLC, Morgan Stanley & Co.”
MC · supplier
MCsupplier · Not moving with the group now
Filing receipt · STRF / MC
“Wainwright & Co., LLC, Keefe, Bruyette & Woods, Inc., Maxim Group LLC, Mizuho Securities USA LLC, Moelis & Company LLC, Morgan Stanley & Co.”
MC · supplier
BLKsupplier · Not moving with the group now
Filing receipt · PFG / BLK
“For CMBS and non-agency RMBS, Blackrock Solutions undertakes the modeling of those NAIC designations.”
BLK · supplier