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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘25
ENOV icon
51
Enovis
ENOV
$1.44B
40 123 83 34.7%
MSDL icon
52
Morgan Stanley Direct Lending Fund
MSDL
$1.29B
40 52 12 23.3%
METCB icon
53
Ramaco Resources Class B
METCB
$401M
39 54 15 6.37%
DFIP icon
54
Dimensional Inflation-Protected Securities ETF
DFIP
$1.13B
39 75 36 3.78%
BBAI icon
55
BigBear.ai
BBAI
$1.58B
39 74 35 15%
BIZD icon
56
VanEck BDC Income ETF
BIZD
$1.69B
39 93 54 20.2%
JFR icon
57
Nuveen Floating Rate Income Fund
JFR
$1.25B
39 69 30 8.03%
PHYL icon
58
PGIM Active High Yield Bond ETF
PHYL
$1.4B
39 51 12 0.17%
CATH icon
59
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
38 75 37 36.5%
QLTA icon
60
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
38 82 44 2.27%
FLQM icon
61
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.58B
38 74 36 16.1%
NUV icon
62
Nuveen Municipal Value Fund
NUV
$1.9B
38 83 45 3.19%
DIVB icon
63
iShares Core Dividend ETF
DIVB
$1.78B
38 61 23 39.8%
USA icon
64
Liberty All-Star Equity Fund
USA
$1.87B
37 75 38 7.18%
GDRX icon
65
GoodRx Holdings
GDRX
$1.29B
37 71 34 14.5%
DFSB icon
66
Dimensional Global Sustainability Fixed Income ETF
DFSB
$729M
37 50 13 1.07%
AVRE icon
67
Avantis Real Estate ETF
AVRE
$859M
37 70 33 10.9%
FLBL icon
68
Franklin Senior Loan ETF
FLBL
$857M
37 68 31 4.36%
CGSM icon
69
Capital Group Short Duration Municipal Income ETF
CGSM
$1.57B
37 46 9 1.15%
EFC
70
Ellington Financial
EFC
$1.75B
37 85 48 3.17%
PRTH icon
71
Priority Technology Holdings
PRTH
$433M
36 48 12 23%
ORC
72
Orchid Island Capital
ORC
$1.31B
36 60 24 13%
KFRC icon
73
Kforce
KFRC
$1.04B
36 100 64 18.8%
JBBB icon
74
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
36 82 46 2.71%
BSMT icon
75
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$283M
36 50 14 1.23%