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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘21
CLVT icon
51
Clarivate
CLVT
$1.21B
35 120 85 92%
AGL icon
52
Agilon Health
AGL
$1.63B
35 52 17 85.7%
DEA
53
Easterly Government Properties
DEA
$1.13B
35 117 82 58.2%
PRTA icon
54
Prothena Corp
PRTA
$468M
35 72 37 81.5%
BUG icon
55
Global X Cybersecurity ETF
BUG
$1.51B
35 57 22 35.3%
PUBM icon
56
PubMatic
PUBM
$809M
35 56 21 47.8%
BMBL icon
57
Bumble
BMBL
$360M
35 81 46 91.9%
MASS icon
58
908 Devices
MASS
$361M
34 50 16 66%
BOC icon
59
Boston Omaha
BOC
$429M
34 45 11 50.5%
JETS icon
60
US Global Jets ETF
JETS
$821M
34 106 72 49.1%
FMHI icon
61
First Trust Municipal High Income ETF
FMHI
$1.01B
34 55 21 14.8%
DGS icon
62
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
34 82 48 20.7%
FMNB icon
63
Farmers National Banc Corp
FMNB
$931M
34 57 23 15.3%
DDD icon
64
3D Systems Corp
DDD
$611M
33 104 71 82.9%
XIFR
65
XPLR Infrastructure LP
XIFR
$1.07B
33 149 116 86.5%
IBMO icon
66
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$569M
33 41 8 4.65%
HNST icon
67
The Honest Company
HNST
$561M
32 49 17 35.4%
STPZ icon
68
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
32 57 25 4.69%
NUMV icon
69
Nuveen ESG Mid-Cap Value ETF
NUMV
$458M
32 42 10 23.4%
IIPR icon
70
Innovative Industrial Properties
IIPR
$1.66B
32 168 136 78.2%
FPEI icon
71
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
32 49 17 5.98%
FDIS icon
72
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
32 73 41 18.3%
BVS icon
73
Bioventus
BVS
$1.17B
32 41 9 3.66%
AOM icon
74
iShares Core Moderate Allocation ETF
AOM
$1.77B
32 99 67 9.5%
LEG icon
75
Leggett & Platt
LEG
$1.29B
32 176 144 77%