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Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net increased
positions 		Increased positions Reduced positions Return since
30 Sep ‘25
LFT
326
Lument Finance Trust
LFT
$31.5M
7 22 15 70.3%
OXSQ icon
327
Oxford Square Capital
OXSQ
$153M
7 20 13 10.7%
PGHY icon
328
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$227M
7 24 17 1.4%
PBJL
329
PGIM US Large-Cap Buffer 20 ETF - July
PBJL
$70.3M
7 8 1 8.27%
SWZ
330
Swiss Helvetia Fund
SWZ
$77.2M
7 13 6 2.47%
VGAS icon
331
Verde Clean Fuels
VGAS
$30.2M
6 17 11 55.1%
STXG icon
332
Strive 1000 Growth ETF
STXG
$153M
6 17 11 13.7%
STXK icon
333
EA Series Trust Strive Small-Cap ETF
STXK
$88.7M
6 13 7 19%
SNES icon
334
SenesTech
SNES
$6.56M
6 6 0 72.4%
SOCL icon
335
Global X Social Media ETF
SOCL
$91M
6 18 12 24.7%
REIT icon
336
ALPS Active REIT ETF
REIT
$57.4M
6 8 2 14.2%
PNI
337
PIMCO New York Municipal Income Fund II
PNI
$78M
6 6 0 1.44%
DFNS
338
T3 Defense Inc
DFNS
$31.3M
6 7 1 96.5%
NCPL icon
339
Netcapital
NCPL
$2.51M
6 6 0 86.7%
MRKR icon
340
Marker Therapeutics
MRKR
$19M
6 9 3 30%
MNTS icon
341
Momentus
MNTS
$88.3M
6 7 1 80.1%
KITT icon
342
Nauticus Robotics
KITT
$6.52M
6 7 1 95.9%
XTWO icon
343
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$220M
6 18 12 1.39%
XRMI icon
344
Global X S&P 500 Risk Managed Income ETF
XRMI
$49.8M
6 9 3 1.41%
IGA
345
Voya Global Advantage and Premium Opportunity Fund
IGA
$159M
6 14 8 5.95%
ICCM icon
346
IceCure Medical
ICCM
$9.66M
6 7 1 90.8%
JRVR icon
347
James River Group Holdings
JRVR
$193M
6 40 34 27.6%
UONE icon
348
Urban One Class A
UONE
$23.3M
6 9 3 63.7%
TPST icon
349
Tempest Therapeutics
TPST
$18.1M
6 7 1 89%
FLC
350
Flaherty & Crumrine Total Return Fund
FLC
$176M
6 18 12 5.72%
12 13
14
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