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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘22
WEYS icon
601
Weyco Group
WEYS
$436M
7 21 14 116%
DOCT
602
FT Vest US Equity Deep Buffer ETF October
DOCT
$389M
7 12 5 52.1%
BTAL icon
603
AGF US Market Neutral Anti-Beta Fund
BTAL
$296M
7 25 18 44.5%
SCD
604
LMP Capital and Income Fund
SCD
$363M
7 16 9 31.6%
AVIG icon
605
Avantis Core Fixed Income ETF
AVIG
$1.96B
7 21 14 0.17%
GWRS icon
606
Global Water Resources
GWRS
$251M
7 26 19 34.2%
MVBF icon
607
MVB Financial
MVBF
$393M
7 26 19 37.8%
OCTW icon
608
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$323M
7 13 6 49.6%
VFMO icon
609
Vanguard US Momentum Factor ETF
VFMO
$1.95B
7 18 11 108%
IQI icon
610
Invesco Quality Municipal Securities
IQI
$539M
7 28 21 8.28%
FMAO icon
611
Farmers & Merchants Bancorp
FMAO
$487M
7 25 18 30.1%
IBHF icon
612
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$790M
7 9 2 0.63%
PALI icon
613
Palisade Bio
PALI
$371M
6 6 0 97.3%
VFMV icon
614
Vanguard US Minimum Volatility ETF
VFMV
$446M
6 11 5 49%
MRAM icon
615
Everspin Technologies
MRAM
$416M
6 19 13 207%
UMI icon
616
USCF Midstream Energy Income Fund
UMI
$510M
6 8 2 81.7%
LDP icon
617
Cohen & Steers Duration Preferred & Income Fund
LDP
$599M
6 25 19 8.36%
RMR icon
618
The RMR Group
RMR
$344M
6 52 46 28.7%
OUSM icon
619
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$887M
6 16 10 49.3%
LMB icon
620
Limbach Holdings
LMB
$533M
6 12 6 330%
NWFL icon
621
Norwood Financial Corp
NWFL
$377M
6 15 9 3.53%
DWAS icon
622
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$452M
6 30 24 63.1%
ADV icon
623
Advantage Solutions
ADV
$428M
6 44 38 35.9%
INMD icon
624
InMode
INMD
$875M
6 96 90 57.4%
PNNT
625
Pennant Park Investment Corp
PNNT
$251M
6 37 31 33%