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
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Name Net increased
positions 		Increased positions Reduced positions Return since
30 Jun ‘25
101
13 29 16 62%
102
13 17 4 4.82%
103
13 19 6 15.7%
LGI
104
Lazard Global Total Return & Income Fund
LGI
$245M
13 20 7 12.1%
105
13 26 13 10.6%
106
13 16 3 5.82%
107
13 30 17 53.5%
108
13 69 56 37.1%
109
13 18 5 25.1%
110
13 29 16 4.09%
ZFEB
111
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$134M
12 21 9 4.68%
112
12 13 1 40.4%
113
12 25 13 77.6%
114
12 26 14 49.4%
115
12 17 5 53%
116
12 24 12 9.33%
117
12 20 8 26.8%
118
12 28 16 57.8%
119
12 20 8 7.02%
120
12 33 21 5.3%
121
12 21 9 2.46%
122
12 31 19 86.3%
123
12 13 1 0.11%
124
12 14 2 9.29%
125
12 68 56 42%
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