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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
SNFCA icon
176
Security National Financial
SNFCA
$227M
10 23 13 2.58%
SIGA icon
177
SIGA Technologies
SIGA
$241M
10 62 52 48.6%
RVSB icon
178
Riverview Bancorp
RVSB
$119M
10 18 8 8.36%
OXSQ icon
179
Oxford Square Capital
OXSQ
$138M
10 19 9 42.6%
OM icon
180
Outset Medical
OM
$54.3M
10 25 15 85%
NMT icon
181
Nuveen Massachusetts Quality Municipal Income Fund
NMT
$108M
10 12 2 10.5%
MXCT icon
182
MaxCyte
MXCT
$114M
10 45 35 49.5%
MOBX icon
183
Mobix Labs
MOBX
$14.4M
10 11 1 89.5%
MAIA icon
184
MAIA Biotechnology
MAIA
$72.9M
10 10 0 34.4%
JHMB icon
185
John Hancock Mortgage-Backed Securities ETF
JHMB
$191M
10 15 5 5.03%
HCAT icon
186
Health Catalyst
HCAT
$132M
10 55 45 53.6%
FCAL icon
187
First Trust California Municipal High income ETF
FCAL
$211M
10 31 21 3.29%
EXFY icon
188
Expensify
EXFY
$209M
10 35 25 11.6%
EMNT icon
189
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$235M
10 30 20 0.49%
CLPR
190
Clipper Realty
CLPR
$50.6M
10 33 23 14.7%
CIA icon
191
Citizens
CIA
$173M
10 19 9 2.01%
PAAI
192
Paradium.AI, Inc.
PAAI
$60.9M
10 13 3 79.4%
ALEC icon
193
Alector
ALEC
$207M
10 47 37 32.1%
XMAY
194
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May
XMAY
$19.4M
10 13 3 10.8%
FID icon
195
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$165M
10 27 17 15%
COOK icon
196
Traeger
COOK
$135M
9 32 23 43.8%
DH icon
197
Definitive Healthcare
DH
$97.1M
9 46 37 76.7%
UMAR icon
198
Innovator US Equity Ultra Buffer ETF March
UMAR
$143M
9 22 13 14.6%
OWLT icon
199
Owlet
OWLT
$148M
9 15 6 39.6%
OESX icon
200
Orion Energy Systems
OESX
$121M
9 13 4 395%
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