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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 ‘25
OCSL icon
901
Oaktree Specialty Lending
OCSL
$1.05B
10 68 58 12.9%
ATLO icon
902
AMES National
ATLO
$287M
10 27 17 81.7%
GIC icon
903
Global Industrial
GIC
$1.66B
10 53 43 61.5%
DEHP icon
904
Dimensional Emerging Markets High Profitability ETF
DEHP
$465M
10 37 27 49.5%
DEXC
905
Dimensional Emerging Markets ex China Core Equity ETF
DEXC
$310M
10 13 3 49.7%
JCE icon
906
Nuveen Core Equity Alpha Fund
JCE
$286M
10 20 10 8.58%
SPPP
907
Sprott Physical Platinum and Palladium Trust
SPPP
$545M
10 20 10 13.5%
FCPI icon
908
Fidelity Stocks for Inflation ETF
FCPI
$289M
10 19 9 21.4%
PVLA
909
Palvella Therapeutics
PVLA
$1.91B
10 19 9 488%
AZTA icon
910
Azenta
AZTA
$1.7B
10 103 93 25.9%
CLB icon
911
Core Laboratories
CLB
$455M
10 69 59 13.9%
AOK icon
912
iShares Core Conservative Allocation ETF
AOK
$810M
10 59 49 3.2%
CDRE icon
913
Cadre Holdings
CDRE
$1.07B
10 64 54 21.5%
ORRF icon
914
Orrstown Financial Services
ORRF
$820M
10 45 35 30.9%
FQAL icon
915
Fidelity Quality Factor ETF
FQAL
$1.43B
10 48 38 20.2%
DRVN icon
916
Driven Brands
DRVN
$1.93B
10 69 59 33.5%
FLSP icon
917
Franklin Systematic Style Premia ETF
FLSP
$1.12B
10 14 4 19.1%
YELP icon
918
Yelp
YELP
$991M
10 130 120 46.7%
RGNX icon
919
Regenxbio
RGNX
$490M
10 60 50 9.5%
INMU icon
920
BlackRock Intermediate Muni Income Bond ETF
INMU
$557M
10 17 7 2.18%
RUNN icon
921
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$387M
10 26 16 3.43%
OFLX icon
922
Omega Flex
OFLX
$266M
10 42 32 18.7%
STRT icon
923
STRATTEC Security
STRT
$262M
10 28 18 5.77%
CCBG icon
924
Capital City Bank Group
CCBG
$850M
10 40 30 26.2%
VCV icon
925
Invesco California Value Municipal Income Trust
VCV
$441M
10 19 9 13.5%
35 36
37
38 39