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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
31 Mar ‘26
LDI icon
601
loanDepot
LDI
$303M
19 52 33 36.9%
BDJ icon
602
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.74B
19 67 48 14.4%
DFCA icon
603
Dimensional California Municipal Bond ETF
DFCA
$711M
19 33 14 0.2%
MLAB icon
604
Mesa Laboratories
MLAB
$593M
19 61 42 19.9%
JMSI icon
605
JPMorgan Sustainable Municipal Income ETF
JMSI
$385M
19 35 16 0.3%
BTCI
606
NEOS Bitcoin High Income ETF
BTCI
$1.09B
19 26 7 14.4%
EVV
607
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
19 52 33 3.17%
CPAI icon
608
Counterpoint Quantitative Equity ETF
CPAI
$429M
19 22 3 28.2%
EWW icon
609
iShares MSCI Mexico ETF
EWW
$1.86B
19 89 70 0.29%
CTEV
610
Claritev Corp
CTEV
$646M
19 37 18 133%
FHTX icon
611
Foghorn Therapeutics
FHTX
$372M
19 40 21 31%
ACVA icon
612
ACV Auctions
ACVA
$1.4B
19 94 75 95%
CPER icon
613
United States Copper Index Fund
CPER
$774M
19 39 20 16.2%
ETJ
614
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$569M
19 51 32 3.43%
ISMD icon
615
Inspire Small/Mid Cap Impact ETF
ISMD
$347M
19 40 21 26.8%
MRTN icon
616
Marten Transport
MRTN
$1.24B
19 77 58 15.8%
XRN
617
Chiron Real Estate Inc
XRN
$491M
19 67 48 12.2%
CVIE icon
618
Calvert International Responsible Index ETF
CVIE
$483M
19 34 15 18.6%
BWFG icon
619
Bankwell Financial Group
BWFG
$543M
19 49 30 40.4%
IBND icon
620
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$461M
18 49 31 0.26%
FSUN
621
FirstSun Capital Bancorp
FSUN
$1.81B
18 46 28 12.8%
FXF icon
622
Invesco CurrencyShares Swiss Franc Trust
FXF
$395M
18 32 14 1.88%
BCAX
623
Bicara Therapeutics
BCAX
$1.61B
18 58 40 22.1%
CWBC
624
Community West Bancshares
CWBC
$708M
18 45 27 12.1%
WINN icon
625
Harbor Long-Term Growers ETF
WINN
$1.2B
18 50 32 23%
23 24
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