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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘25
WAY
201
Waystar Holding Corp
WAY
$4.76B
46 124 78 34.5%
TXNM
202
TXNM Energy Inc
TXNM
$5.92B
46 148 102 1.61%
CBSH icon
203
Commerce Bancshares
CBSH
$8.43B
46 187 141 3.32%
KGS icon
204
Kodiak Gas Services
KGS
$6.12B
46 111 65 63.9%
COHU icon
205
Cohu
COHU
$2.56B
46 99 53 166%
PAGP icon
206
Plains GP Holdings
PAGP
$5.3B
46 133 87 46.9%
UITB icon
207
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.65B
46 71 25 2.9%
FELG icon
208
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.63B
45 85 40 6.2%
CRVL icon
209
CorVel
CRVL
$3.55B
45 129 84 9.31%
TOWN icon
210
Towne Bank
TOWN
$3.47B
45 103 58 8.45%
JAVA icon
211
JPMorgan Active Value ETF
JAVA
$7.11B
45 111 66 19.7%
FEGE
212
First Eagle Global Equity ETF
FEGE
$2.4B
45 52 7 19.1%
TSPA icon
213
T. Rowe Price US Equity Research ETF
TSPA
$4.42B
44 63 19 14.6%
VSGX icon
214
Vanguard ESG International Stock ETF
VSGX
$6.76B
44 160 116 19.4%
GOF icon
215
Guggenheim Strategic Opportunities Fund
GOF
$2.1B
44 84 40 37.1%
DUOL icon
216
Duolingo
DUOL
$6.88B
44 224 180 54.3%
OZK icon
217
Bank OZK
OZK
$5.37B
44 207 163 3.33%
EQWL icon
218
Invesco S&P 100 Equal Weight ETF
EQWL
$2.79B
44 75 31 17%
PCOR icon
219
Procore
PCOR
$9.62B
44 161 117 13.2%
NE icon
220
Noble Corp
NE
$7.5B
43 134 91 66.1%
CPA icon
221
Copa Holdings
CPA
$5.8B
43 104 61 7.97%
SWX icon
222
Southwest Gas
SWX
$6.61B
43 136 93 16.5%
FRDM icon
223
Freedom 100 Emerging Markets ETF
FRDM
$3.4B
43 83 40 53.2%
PL icon
224
Planet Labs
PL
$7.9B
43 107 64 70.8%
SIL icon
225
Global X Silver Miners ETF NEW
SIL
$5.26B
43 91 48 36.1%