KCE additions & removals
Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.
Additions
| Ticker | Issuer | Observed date | Change |
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| Piper Sandler Cos | Piper Sandler Cos | 2026-03-31 | Added / first present |
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| Oppenheimer Holdings Inc | Oppenheimer Holdings Inc | 2025-12-31 | Added / first present |
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| Miami International Holdings Inc | Miami International Holdings Inc | 2025-12-31 | Added / first present |
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| Galaxy Digital Inc | Galaxy Digital Inc | 2025-09-30 | Added / first present |
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| GCM Grosvenor Inc | GCM Grosvenor Inc | 2025-03-31 | Added / first present |
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| Blackrock Inc | Blackrock Inc | 2024-12-31 | Added / first present |
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| DigitalBridge Group Inc | DigitalBridge Group Inc | 2024-09-30 | Added / first present |
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| Lazard Inc | Lazard Inc | 2024-03-31 | Added / first present |
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| BGC Group Inc | BGC Group Inc | 2023-09-30 | Added / first present |
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| Robinhood Markets Inc | Robinhood Markets Inc | 2022-12-31 | Added / first present |
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| Perella Weinberg Partners | Perella Weinberg Partners | 2022-12-31 | Added / first present |
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| P10 Inc | P10 Inc | 2022-09-30 | Added / first present |
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| TPG Inc | TPG Inc | 2022-06-30 | Added / first present |
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| Blue Owl Capital Inc | Blue Owl Capital Inc | 2022-03-31 | Added / first present |
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| Bridge Investment Group Holdings Inc | Bridge Investment Group Holdings Inc | 2021-12-31 | Added / first present |
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| Perella Weinberg Partners | Perella Weinberg Partners | 2021-12-31 | Added / first present |
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| Victory Capital Holdings Inc | Victory Capital Holdings Inc | 2021-09-30 | Added / first present |
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| Sculptor Capital Management Inc | Sculptor Capital Management Inc | 2021-09-30 | Added / first present |
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| State Street Global Advisors | State Street Global Advisors | 2021-06-30 | Added / first present |
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| Jefferies Financial Group Inc | Jefferies Financial Group Inc | 2021-06-30 | Added / first present |
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| Oppenheimer Holdings Inc | Oppenheimer Holdings Inc | 2021-06-30 | Added / first present |
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| Coinbase Global Inc | Coinbase Global Inc | 2021-06-30 | Added / first present |
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| Donnelley Financial Solutions Inc | Donnelley Financial Solutions Inc | 2021-03-31 | Added / first present |
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| StepStone Group Inc | StepStone Group Inc | 2021-03-31 | Added / first present |
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| B Riley Financial Inc | B Riley Financial Inc | 2020-12-31 | Added / first present |
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| Assetmark Financial Holdings Inc | Assetmark Financial Holdings Inc | 2020-12-31 | Added / first present |
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| Open Lending Corp | Open Lending Corp | 2020-12-31 | Added / first present |
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| Carlyle Group Inc/The | Carlyle Group Inc/The | 2020-09-30 | Added / first present |
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| StoneX Group Inc | StoneX Group Inc | 2020-09-30 | Added / first present |
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| Apollo Global Management Inc | Apollo Global Management Inc | 2020-06-30 | Added / first present |
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| BRIGHTSPHERE INVESTMENT GROU COMMON STOCK USD.001 | BRIGHTSPHERE INVESTMENT GROU COMMON STOCK USD.001 | 2019-12-31 | Added / first present |
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| Blackstone Group Inc/The | Blackstone Group Inc/The | 2019-12-31 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
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| Bridge Investment Group Holdings Inc | Bridge Investment Group Holdings Inc | 2023-06-30 | Removed / first absent |
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| Perella Weinberg Partners | Perella Weinberg Partners | 2022-06-30 | Removed / first absent |
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| Sculptor Capital Management Inc | Sculptor Capital Management Inc | 2022-03-31 | Removed / first absent |
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| Oppenheimer Holdings Inc | Oppenheimer Holdings Inc | 2022-09-30 | Removed / first absent |
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| B Riley Financial Inc | B Riley Financial Inc | 2024-09-30 | Removed / first absent |
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| Assetmark Financial Holdings Inc | Assetmark Financial Holdings Inc | 2024-09-30 | Removed / first absent |
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| Open Lending Corp | Open Lending Corp | 2025-06-30 | Removed / first absent |
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| Apollo Global Management Inc | Apollo Global Management Inc | 2022-03-31 | Removed / first absent |
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| Eaton Vance Corp | Eaton Vance Corp | 2021-03-31 | Removed / first absent |
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| BlackRock Inc | BlackRock Inc | 2024-12-31 | Removed / first absent |
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| TD Ameritrade Holding Corp | TD Ameritrade Holding Corp | 2020-12-31 | Removed / first absent |
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| State Street Global Advisors | State Street Global Advisors | 2020-12-31 | Removed / first absent |
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| E*TRADE Financial Corp | E*TRADE Financial Corp | 2020-12-31 | Removed / first absent |
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| State Street Global Advisors | State Street Global Advisors | 2024-09-30 | Removed / first absent |
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| Waddell & Reed Financial Inc | Waddell & Reed Financial Inc | 2021-06-30 | Removed / first absent |
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| Legg Mason Inc | Legg Mason Inc | 2020-09-30 | Removed / first absent |
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| Piper Jaffray Companies | Piper Jaffray Companies | 2026-03-31 | Removed / first absent |
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| Diamond Hill Investment Group | Diamond Hill Investment Group | 2025-12-31 | Removed / first absent |
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| BGC Partners Inc | BGC Partners Inc | 2023-09-30 | Removed / first absent |
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| Blucora Inc | Blucora Inc | 2023-12-31 | Removed / first absent |
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| INTL. FCStone Inc | INTL. FCStone Inc | 2020-09-30 | Removed / first absent |
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| Donnelley Financial Solutions | Donnelley Financial Solutions | 2020-06-30 | Removed / first absent |
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| Cowen Inc | Cowen Inc | 2023-03-31 | Removed / first absent |
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| Focus Financial Partners Inc | Focus Financial Partners Inc | 2023-09-30 | Removed / first absent |
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