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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
GIC icon
926
Global Industrial
GIC
$1.66B
10 53 43 61.5%
OAIM icon
927
OneAscent International Equity ETF
OAIM
$387M
10 19 9 25.7%
JCE icon
928
Nuveen Core Equity Alpha Fund
JCE
$286M
10 20 10 8.58%
RGNX icon
929
Regenxbio
RGNX
$490M
10 60 50 9.5%
VCV icon
930
Invesco California Value Municipal Income Trust
VCV
$441M
10 19 9 13.5%
FQAL icon
931
Fidelity Quality Factor ETF
FQAL
$1.43B
10 48 38 20.2%
ZTR
932
Virtus Total Return Fund
ZTR
$299M
10 31 21 3.85%
FDEM icon
933
Fidelity Emerging Markets Multifactor ETF
FDEM
$596M
10 19 9 28.2%
NRP icon
934
Natural Resource Partners
NRP
$1.45B
10 24 14 14.6%
FOF icon
935
Cohen & Steers Closed End Opportunity Fund
FOF
$348M
10 23 13 0.95%
INMU icon
936
BlackRock Intermediate Muni Income Bond ETF
INMU
$557M
10 17 7 2.18%
CCBG icon
937
Capital City Bank Group
CCBG
$850M
10 40 30 26.2%
XSVN icon
938
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$490M
10 16 6 7.02%
PBT
939
Permian Basin Royalty Trust
PBT
$1.47B
10 30 20 153%
TWFG
940
TWFG Inc
TWFG
$317M
10 32 22 29.7%
PBYI icon
941
Puma Biotechnology
PBYI
$491M
10 42 32 177%
DCOM icon
942
Dime Commercial Bancshares
DCOM
$1.76B
10 69 59 48%
RMT
943
Royce Micro-Cap Trust
RMT
$737M
10 38 28 47%
WEYS icon
944
Weyco Group
WEYS
$486M
10 29 19 53.5%
FCPI icon
945
Fidelity Stocks for Inflation ETF
FCPI
$289M
10 19 9 21.4%
AVNM icon
946
Avantis All International Markets Equity ETF
AVNM
$759M
10 15 5 27.7%
VVR icon
947
Invesco Senior Income Trust
VVR
$445M
10 43 33 23.9%
ATLO icon
948
AMES National
ATLO
$287M
10 27 17 81.7%
RBB icon
949
RBB Bancorp
RBB
$443M
10 37 27 52.2%
CDRE icon
950
Cadre Holdings
CDRE
$1.07B
10 64 54 21.5%
36 37
38
39 40