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5Y Price (Market Cap Weighted)

All Stocks (8)

Company Market Cap Price
LPLA LPL Financial Holdings Inc.
Shareholder services support investor communications and record-keeping for funds and accounts.
$30.18B
$377.07
+11.40%
BR Broadridge Financial Solutions, Inc.
Shareholder Services including investor communications and proxy processing.
$25.89B
$220.44
-0.25%
SSNC SS&C Technologies Holdings, Inc.
SS&C provides shareholder services, fund administration, and investor communications as part of its services.
$20.74B
$84.94
+1.56%
FHI Federated Hermes, Inc.
Provides shareholder services for fund investors, aligning with fund administration and distributions.
$3.76B
$48.48
+2.48%
DHIL Diamond Hill Investment Group, Inc.
Shareholder Services — DHIL provides services related to fund shareholder records and investor communications.
$349.77M
$128.05
+1.39%
WHG Westwood Holdings Group, Inc.
The company provides shareholder/investor services for funds (shareholder services).
$157.59M
$16.46
+1.23%
HNNA Hennessy Advisors, Inc.
Shareholder services are provided to fund investors, forming a key revenue/operational area.
$76.38M
$9.56
-2.45%
GROW U.S. Global Investors, Inc.
Provides shareholder services related to fund ownership, accounts, and investor communications.
$32.73M
$2.49
-1.58%

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FHI Federated Hermes, Inc.

Federated Hermes Reports Q3 2025 Earnings: Record AUM and Strong Revenue Growth

Oct 31, 2025
LPLA LPL Financial Holdings Inc.

LPL Financial Lowers Fees and Simplifies Pricing Across Advisory Platforms

Oct 31, 2025
DHIL Diamond Hill Investment Group, Inc.

Diamond Hill Investment Group Reports Q3 2025 Earnings, Declares Regular and Special Dividends

Oct 30, 2025
LPLA LPL Financial Holdings Inc.

LPL Financial Reports Q3 2025 Loss, Strong Revenue Growth, and Adjusted Earnings Beat

Oct 30, 2025
WHG Westwood Holdings Group, Inc.

Westwood Holdings Group Reports Strong Q3 2025 Results, MDST ETF Surpasses $150M

Oct 30, 2025
LPLA LPL Financial Holdings Inc.

LPL Financial Adds Edge Wealth Advisory Group, Bringing $200M in Assets

Oct 28, 2025
WHG Westwood Holdings Group, Inc.

WEBs Investments Announces Immediate Name Changes for Defined Volatility ETFs

Oct 27, 2025
FHI Federated Hermes, Inc.

Federated Hermes to Acquire 80% Stake in U.S. Real‑Estate Manager FCP Fund Manager

Oct 24, 2025
SSNC SS&C Technologies Holdings, Inc.

SS&C Technologies Reports Record Q3 2025 Earnings, Exceeds Estimates

Oct 24, 2025
LPLA LPL Financial Holdings Inc.

LPL Financial Welcomes Gentle Family Wealth Partners, Adding $280 Million in Assets

Oct 23, 2025
LPLA LPL Financial Holdings Inc.

LPL Financial Welcomes Paddock and Pine Wealth Partners to Linsco Channel, Adding $330M in Assets

Oct 14, 2025
SSNC SS&C Technologies Holdings, Inc.

SS&C Technologies Completes Acquisition of Calastone

Oct 14, 2025
BR Broadridge Financial Solutions, Inc.

Broadridge's Distributed Ledger Repo Platform Processes $339 Billion in Average Daily Trade Volumes in September

Oct 13, 2025
FHI Federated Hermes, Inc.

Federated Hermes Launches MDT Market Neutral ETF to Expand Product Lineup

Sep 25, 2025
GROW U.S. Global Investors, Inc.

U.S. Global Investors Maintains Monthly Dividends as GOAU Gold Mining ETF Reaches New Record High

Sep 22, 2025
GROW U.S. Global Investors, Inc.

U.S. Global Investors Reports Fiscal Year 2025 Net Loss Amid Revenue Decline, Expands International ETF Listings

Sep 08, 2025
GROW U.S. Global Investors, Inc.

U.S. Global Investors Launches SEA ETF on Mexican Stock Exchange

Aug 08, 2025
HNNA Hennessy Advisors, Inc.

Hennessy Advisors Reports Q3 Fiscal 2025 Earnings with Revenue and Net Income Growth

Aug 06, 2025
FHI Federated Hermes, Inc.

Federated Hermes Reports Strong Q2 2025 Earnings, Record AUM, and New Buyback Program

Jul 31, 2025
FHI Federated Hermes, Inc.

Goldman Sachs and BNY Mellon Launch Tokenized Money Market Funds, Signaling Industry Shift

Jul 23, 2025
HNNA Hennessy Advisors, Inc.

Hennessy Advisors Added to Russell 3000E Growth and Russell Microcap Growth Indices

Jun 30, 2025
GROW U.S. Global Investors, Inc.

U.S. Global Investors Maintains Monthly Dividends, Continues Bitcoin Exposure Growth

Jun 25, 2025
GROW U.S. Global Investors, Inc.

U.S. Global Investors Lists GOAU Gold Mining ETF on Colombia Securities Exchange

May 21, 2025
HNNA Hennessy Advisors, Inc.

Hennessy Stance ESG ETF Transitions to Fully Transparent Structure and Renamed Hennessy Sustainable ETF

May 12, 2025
GROW U.S. Global Investors, Inc.

U.S. Global Investors Reports Q3 Fiscal 2025 Results, Initiates Bitcoin Ecosystem Investment Strategy

May 08, 2025
HNNA Hennessy Advisors, Inc.

Hennessy Advisors Reports 65% Increase in Q2 Fiscal 2025 Earnings Per Share

May 07, 2025
FHI Federated Hermes, Inc.

Federated Hermes Reports Record AUM and Increased Dividend in Q1 2025 Earnings

Apr 24, 2025
FHI Federated Hermes, Inc.

Federated Hermes Acquires Majority Stake in Rivington Energy Management

Apr 09, 2025
GROW U.S. Global Investors, Inc.

U.S. Global Investors Continues Monthly Dividends as Gold Surpasses $3,000 Mark

Mar 17, 2025
HNNA Hennessy Advisors, Inc.

Hennessy Advisors to Acquire STF Management ETFs, Expanding ETF Offerings

Mar 14, 2025
HNNA Hennessy Advisors, Inc.

Hennessy Advisors Reports 125% Surge in Q1 Fiscal 2025 Earnings Per Share

Feb 13, 2025
GROW U.S. Global Investors, Inc.

U.S. Global Investors Reports Net Loss in Second Quarter Fiscal Year 2025 Amid AUM Decline

Feb 12, 2025
FHI Federated Hermes, Inc.

Federated Hermes Announces Leadership Changes in Fixed-Income Team

Feb 04, 2025
FHI Federated Hermes, Inc.

Federated Hermes Achieves Record AUM in Q4 and Full-Year 2024 Earnings Report

Jan 30, 2025
GROW U.S. Global Investors, Inc.

U.S. Global Investors Appoints Bobby Duncan to Board of Directors

Jan 28, 2025
FHI Federated Hermes, Inc.

Federated Hermes Explores Hong Kong Office for Asia-Pacific Expansion

Jan 23, 2025
GROW U.S. Global Investors, Inc.

U.S. Global Investors Highlights Strong 2024 Performance for Thematic ETFs

Jan 13, 2025
GROW U.S. Global Investors, Inc.

U.S. Global Investors Launches Actively Managed WAR ETF on NYSE

Dec 30, 2024
GROW U.S. Global Investors, Inc.

U.S. Global Investors Continues Monthly Dividends, Reports Strong Shareholder Yield

Dec 17, 2024
HNNA Hennessy Advisors, Inc.

Hennessy Advisors Reports Strong Fiscal Year 2024 Results with 46% EPS Increase

Dec 11, 2024
HNNA Hennessy Advisors, Inc.

Hennessy Stance ESG ETF Transfers Listing to Nasdaq

Nov 25, 2024
GROW U.S. Global Investors, Inc.

U.S. Global Investors Reports Profitability for First Quarter Fiscal Year 2025

Nov 07, 2024
FHI Federated Hermes, Inc.

Federated Hermes Reports Strong Q3 2024 Earnings, Record AUM, and Increased Dividend

Oct 24, 2024
FHI Federated Hermes, Inc.

Federated Hermes MDT Advisers Enhances Quantitative Model with 'Economic Moat' Factor

Oct 18, 2024

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