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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 Sep ‘25
DEC
351
Diversified Energy Company
DEC
$940M
21 61 40 2.86%
PTRB icon
352
PGIM Total Return Bond ETF
PTRB
$1.13B
21 37 16 6.66%
CXM icon
353
Sprinklr
CXM
$1.21B
21 98 77 32.3%
MMI icon
354
Marcus & Millichap
MMI
$1.08B
21 70 49 2.49%
HYBL icon
355
State Street Blackstone High Income ETF
HYBL
$570M
21 42 21 4.15%
HRTG icon
356
Heritage Insurance Holdings
HRTG
$1.01B
21 74 53 35%
TAFI icon
357
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.36B
21 38 17 2.76%
TDUP icon
358
ThredUp
TDUP
$285M
21 65 44 77%
DC icon
359
Dakota Gold
DC
$796M
21 52 31 30.3%
SGML icon
360
Sigma Lithium
SGML
$1.08B
21 40 19 49.1%
FMHI icon
361
First Trust Municipal High Income ETF
FMHI
$1.01B
21 77 56 5.49%
NGVC icon
362
Vitamin Cottage Natural Grocers
NGVC
$695M
20 66 46 24.6%
PRCH icon
363
Porch Group
PRCH
$1.97B
20 70 50 3.4%
POET icon
364
POET Technologies
POET
$1.35B
20 25 5 41%
PICB icon
365
Invesco International Corporate Bond ETF
PICB
$340M
20 28 8 7.01%
VSDM
366
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$918M
20 23 3 3.02%
BWFG icon
367
Bankwell Financial Group
BWFG
$527M
20 39 19 49.5%
FDEM icon
368
Fidelity Emerging Markets Multifactor ETF
FDEM
$602M
20 27 7 20.6%
JPEM icon
369
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$380M
20 52 32 9.22%
PEBO icon
370
Peoples Bancorp
PEBO
$1.33B
20 78 58 23.7%
FRBA icon
371
First Bank
FRBA
$438M
20 45 25 8.59%
FSCO
372
FS Credit Opportunities Corp
FSCO
$1.03B
20 98 78 26.6%
IBTO icon
373
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$475M
20 35 15 7.1%
GTN icon
374
Gray Television
GTN
$477M
20 74 54 19.9%
TRFK icon
375
Pacer Data and Digital Revolution ETF
TRFK
$1.23B
20 23 3 54.6%
13 14
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