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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘21
EMD
351
Western Asset Emerging Markets Debt Fund
EMD
$610M
10 36 26 20.7%
FDG icon
352
American Century Focused Dynamic Growth ETF
FDG
$425M
10 16 6 80.7%
APEI icon
353
American Public Education
APEI
$839M
10 56 46 28.3%
RGR icon
354
Sturm, Ruger & Co
RGR
$598M
10 76 66 43.3%
TSLX icon
355
Sixth Street Specialty
TSLX
$1.78B
10 61 51 10.8%
OPRA
356
Opera Ltd
OPRA
$1.79B
10 18 8 100%
NBB icon
357
Nuveen Taxable Municipal Income Fund
NBB
$454M
10 26 16 31.6%
MMU
358
Western Asset Managed Municipals Fund
MMU
$552M
10 30 20 22.2%
LODE icon
359
Comstock
LODE
$270M
10 15 5 92.2%
LOB icon
360
Live Oak Bancshares
LOB
$1.98B
10 53 43 37.5%
LEO
361
BNY Mellon Strategic Municipals
LEO
$387M
10 26 16 27.3%
LCTX icon
362
Lineage Cell Therapeutics
LCTX
$283M
10 28 18 52.3%
KTF
363
DWS Municipal Income Trust
KTF
$353M
10 28 18 22.7%
KIDS icon
364
OrthoPediatrics
KIDS
$633M
10 49 39 50.3%
IRWD icon
365
Ironwood Pharmaceuticals
IRWD
$711M
10 75 65 61.5%
INN
366
Summit Hotel Properties
INN
$651M
10 85 75 40.6%
IBMQ icon
367
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$662M
10 17 7 6.11%
IBMP icon
368
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$658M
10 16 6 5.94%
GDOT icon
369
Green Dot
GDOT
$760M
10 89 79 70.7%
CFO icon
370
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$426M
10 31 21 23.3%
BTT icon
371
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
10 39 29 11.1%
BBAG icon
372
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$995M
10 25 15 16%
REZ icon
373
iShares Residential and Multisector Real Estate ETF
REZ
$842M
10 33 23 25.7%
HQH
374
abrdn Healthcare Investors
HQH
$1.34B
10 43 33 4.1%
CHI
375
Calamos Convertible Opportunities and Income Fund
CHI
$1.06B
10 42 32 7.59%