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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 ‘26
NC icon
1001
NACCO Industries
NC
$291M
16 36 20 22.9%
IIM icon
1002
Invesco Value Municipal Income Trust
IIM
$561M
16 32 16 6.52%
MQY icon
1003
BlackRock MuniYield Quality Fund
MQY
$744M
16 64 48 10.7%
SPT icon
1004
Sprout Social
SPT
$683M
16 73 57 49.3%
OBK icon
1005
Origin Bancorp
OBK
$1.65B
16 77 61 4.71%
SLVM icon
1006
Sylvamo
SLVM
$1.43B
16 106 90 4.81%
RNP icon
1007
Cohen & Steers REIT and Preferred and Income Fund
RNP
$931M
16 45 29 4.43%
QQA
1008
Invesco QQQ Income Advantage ETF
QQA
$852M
16 33 17 3.56%
CEFS icon
1009
Saba Opportunistically Hedged Closed-End Funds ETF
CEFS
$430M
16 38 22 4.25%
JRI icon
1010
Nuveen Real Asset Income & Growth Fund
JRI
$416M
16 34 18 11.3%
ARCT icon
1011
Arcturus Therapeutics
ARCT
$443M
16 56 40 132%
BCYC
1012
Bicycle Therapeutics
BCYC
$255M
16 34 18 14.2%
ISHG icon
1013
iShares 1-3 Year International Treasury Bond ETF
ISHG
$865M
16 41 25 0.9%
BUFP
1014
PGIM Laddered S&P 500 Buffer 12 ETF
BUFP
$254M
16 21 5 1.59%
TXUE
1015
Thornburg International Equity ETF
TXUE
$550M
16 27 11 2.32%
GEVO icon
1016
Gevo
GEVO
$376M
16 56 40 1.33%
RSPU icon
1017
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$498M
16 51 35 9.6%
LWLG icon
1018
Lightwave Logic
LWLG
$745M
16 46 30 48.9%
VELO
1019
Velo3D Inc
VELO
$321M
16 32 16 43.1%
RARE icon
1020
Ultragenyx Pharmaceutical
RARE
$1.27B
16 115 99 61.4%
TKNO icon
1021
Alpha Teknova
TKNO
$382M
16 35 19 25.2%
AMRC icon
1022
Ameresco
AMRC
$1.21B
16 73 57 17.2%
BGT icon
1023
BlackRock Floating Rate Income Trust
BGT
$319M
16 33 17 0.38%
FLXS icon
1024
Flexsteel Industries
FLXS
$334M
16 47 31 9.49%
CVLG icon
1025
Covenant Logistics
CVLG
$873M
16 67 51 22.2%
39 40
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