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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 ‘26
BHRB icon
26
Burke & Herbert Financial Services Corp
BHRB
$1.45B
67 94 27 0.07%
QUBT icon
27
Quantum Computing Inc
QUBT
$1.83B
66 127 61 16.6%
VISN
28
Vistance Networks Inc
VISN
$1.52B
66 156 90 48.4%
DMXF icon
29
iShares ESG Advanced MSCI EAFE ETF
DMXF
$948M
65 124 59 0.98%
DFAR icon
30
Dimensional US Real Estate ETF
DFAR
$1.71B
64 144 80 2.79%
CGSM icon
31
Capital Group Short Duration Municipal Income ETF
CGSM
$1.59B
64 91 27 1.21%
ALLW
32
State Street Bridgewater All Weather ETF
ALLW
$1.78B
63 79 16 0.79%
SATL icon
33
Satellogic
SATL
$755M
63 83 20 14.2%
DFSB icon
34
Dimensional Global Sustainability Fixed Income ETF
DFSB
$746M
63 82 19 3.86%
IBTJ icon
35
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.41B
62 109 47 1.43%
FGD icon
36
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.65B
62 102 40 10.9%
FSUN
37
FirstSun Capital Bancorp
FSUN
$1.77B
61 82 21 4%
SOC icon
38
Sable Offshore Corp
SOC
$990M
61 100 39 67.5%
IBDY icon
39
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.16B
61 90 29 3.34%
NTLA icon
40
Intellia Therapeutics
NTLA
$1.69B
60 140 80 28.8%
REAX icon
41
Real REMAX Group Inc. Common Stock
REAX
$445M
60 87 27 12.1%
CTA icon
42
Simplify Managed Futures Strategy ETF
CTA
$1.61B
60 125 65 16.5%
MGTX icon
43
MeiraGTx Holdings
MGTX
$1.26B
59 81 22 3.11%
DGCB icon
44
Dimensional Global Credit ETF
DGCB
$1.11B
59 80 21 4.06%
PJUN icon
45
Innovator US Equity Power Buffer ETF June
PJUN
$878M
59 92 33 1.6%
UTES icon
46
Virtus Reaves Utilities ETF
UTES
$1.18B
58 98 40 10.8%
REPX icon
47
Riley Exploration Permian
REPX
$972M
58 91 33 33.1%
INCM icon
48
Franklin Income Focus ETF
INCM
$1.85B
58 74 16 1.28%
EUSB icon
49
iShares ESG Advanced Universal USD Bond ETF
EUSB
$705M
58 90 32 2.81%
CTO
50
CTO Realty Growth
CTO
$779M
58 100 42 3.44%
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