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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 Jun ‘25
AP icon
126
Ampco-Pittsburgh
AP
$181M
12 16 4 196%
AMPY icon
127
Amplify Energy
AMPY
$175M
12 43 31 32.2%
ACVF icon
128
American Conservative Values ETF
ACVF
$153M
12 20 8 16%
XTRE icon
129
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$161M
11 16 5 3.78%
UNB icon
130
Union Bankshares
UNB
$114M
11 16 5 13.6%
STXT icon
131
Strive Total Return Bond ETF
STXT
$114M
11 15 4 6.05%
HYXF icon
132
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$188M
11 30 19 5.75%
QMMY
133
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$156M
11 16 5 15.5%
FINW icon
134
FinWise Bancorp
FINW
$153M
11 16 5 26.7%
RMBI icon
135
Richmond Mutual Bancorp
RMBI
$236M
11 15 4 6.74%
ZFEB
136
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$151M
11 21 10 8.16%
ESUM
137
Eventide US Market ETF
ESUM
$194M
11 13 2 16.5%
AIFC
138
AI Financial Corp
AIFC
$69.2M
11 15 4 93.2%
ARQ icon
139
Arq
ARQ
$85.2M
11 32 21 63.7%
SRFM icon
140
Surf Air Mobility
SRFM
$159M
11 12 1 67.5%
SBFG icon
141
SB Financial Group
SBFG
$179M
11 20 9 49.9%
OVBC icon
142
Ohio Valley Banc Corp
OVBC
$206M
11 14 3 35.9%
OGI
143
Organigram Holdings
OGI
$144M
11 20 9 25.9%
MKTW icon
144
MarketWise
MKTW
$55.3M
11 21 10 0%
LOVE
145
LoveSac
LOVE
$215M
11 43 32 18%
JHPI icon
146
John Hancock Preferred Income ETF
JHPI
$215M
11 18 7 3.9%
IDE
147
Voya Infrastructure, Industrials and Materials Fund
IDE
$183M
11 17 6 3.17%
EMMF icon
148
WisdomTree Emerging Markets Multifactor Fund
EMMF
$181M
11 13 2 30.7%
CODA icon
149
Coda Octopus Group
CODA
$120M
11 14 3 29.8%
CFBK icon
150
CF Bankshares
CFBK
$219M
11 16 5 40.9%
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