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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
REZ icon
601
iShares Residential and Multisector Real Estate ETF
REZ
$815M
24 64 40 3.81%
NGVC icon
602
Vitamin Cottage Natural Grocers
NGVC
$676M
24 63 39 5.42%
FSIG icon
603
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
24 74 50 1.33%
DXUV
604
Dimensional US Vector Equity ETF
DXUV
$581M
24 33 9 2.75%
PLOW icon
605
Douglas Dynamics
PLOW
$923M
24 100 76 25.9%
FTMH
606
Franklin Municipal High Yield ETF
FTMH
$547M
24 40 16 5.81%
FDD icon
607
First Trust STOXX European Select Dividend Income Fund
FDD
$944M
24 60 36 10.5%
CSTL icon
608
Castle Biosciences
CSTL
$1.11B
24 80 56 52.8%
LWAY icon
609
Lifeway Foods
LWAY
$365M
24 37 13 19%
HLF icon
610
Herbalife
HLF
$1.24B
24 96 72 10.3%
BRTR icon
611
BlackRock Total Return ETF
BRTR
$768M
24 40 16 3.14%
CV
612
CapsoVision Inc
CV
$319M
24 31 7 16%
SCL icon
613
Stepan Co
SCL
$1.41B
24 91 67 11.3%
AVSF icon
614
Avantis Short-Term Fixed Income ETF
AVSF
$651M
24 46 22 1.5%
IKT icon
615
Inhibikase Therapeutics
IKT
$320M
24 47 23 12.8%
DCRE icon
616
DoubleLine Commercial Real Estate Debt ETF
DCRE
$462M
24 43 19 1.25%
GSBC icon
617
Great Southern Bancorp
GSBC
$861M
24 58 34 0.79%
CWCO icon
618
Consolidated Water Co
CWCO
$457M
24 66 42 3.25%
TRDA icon
619
Entrada Therapeutics
TRDA
$265M
24 55 31 7.61%
GABC icon
620
German American Bancorp
GABC
$1.85B
24 74 50 3.65%
GQGU
621
GQG US Equity ETF
GQGU
$655M
24 26 2 2.24%
FMBH icon
622
First Mid Bancshares
FMBH
$1.33B
24 68 44 4.22%
AVK
623
Advent Convertible and Income Fund
AVK
$532M
23 44 21 8.02%
AOD
624
abrdn Total Dynamic Dividend Fund
AOD
$1.1B
23 64 41 1.36%
IYM icon
625
iShares US Basic Materials ETF
IYM
$1.19B
23 85 62 2.61%
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