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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘25
NBTB icon
251
NBT Bancorp
NBTB
$2.68B
41 104 63 24.1%
BBT
252
Beacon Financial Corp
BBT
$2.65B
41 100 59 26.5%
FRDM icon
253
Freedom 100 Emerging Markets ETF
FRDM
$3.47B
41 79 38 71.6%
DFGP icon
254
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.49B
41 68 27 1.85%
VLY icon
255
Valley National Bancorp
VLY
$7.81B
41 156 115 58.2%
PBF icon
256
PBF Energy
PBF
$8.11B
41 131 90 216%
DIVI icon
257
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.77B
40 71 31 25.1%
JPIB icon
258
JPMorgan International Bond Opportunities ETF
JPIB
$2.16B
40 74 34 1.32%
MAIN icon
259
Main Street Capital
MAIN
$5.47B
40 147 107 0.95%
ISTB icon
260
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.09B
40 165 125 1.13%
URTH icon
261
iShares MSCI World ETF
URTH
$8.24B
40 92 52 23.5%
VWOB icon
262
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.25B
40 165 125 1.29%
QYLD icon
263
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
40 176 136 8.49%
FRSH icon
264
Freshworks
FRSH
$3.35B
40 126 86 13.8%
VKTX icon
265
Viking Therapeutics
VKTX
$4B
40 149 109 29.3%
DUSB icon
266
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.24B
40 69 29 0.04%
RH icon
267
RH
RH
$2.78B
40 149 109 22.3%
SFNC icon
268
Simmons First National
SFNC
$3.3B
39 123 84 20.5%
TARS icon
269
Tarsus Pharmaceuticals
TARS
$3.1B
39 88 49 74.3%
UWMC icon
270
UWM Holdings
UWMC
$2.33B
39 92 53 65%
MAC icon
271
Macerich
MAC
$6.9B
39 126 87 50.4%
REYN icon
272
Reynolds Consumer Products
REYN
$5.21B
39 100 61 15.4%
UFPT icon
273
UFP Technologies
UFPT
$2.33B
39 122 83 23.4%
TOTL icon
274
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
39 156 117 2.97%
SYRE icon
275
Spyre Therapeutics
SYRE
$8.18B
39 64 25 519%