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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
31 Dec ‘25
ISBA
1001
Isabella Bank
ISBA
$291M
9 11 2 23.8%
DWLD icon
1002
Davis Select Worldwide ETF
DWLD
$567M
9 25 16 4.46%
WINA icon
1003
Winmark
WINA
$1.07B
9 82 73 26.5%
HNRG icon
1004
Hallador Energy
HNRG
$636M
9 53 44 29.1%
TBLA icon
1005
Taboola.com
TBLA
$873M
9 59 50 29.9%
MUNY
1006
Vanguard New York Tax-Exempt Bond ETF
MUNY
$476M
9 11 2 5.94%
UYG icon
1007
ProShares Ultra Financials
UYG
$706M
9 21 12 8.56%
FSEP icon
1008
FT Vest US Equity Buffer ETF September
FSEP
$1.39B
9 53 44 11.4%
DWAS icon
1009
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$411M
9 34 25 12.8%
IIM icon
1010
Invesco Value Municipal Income Trust
IIM
$514M
9 28 19 11.4%
GUG
1011
Guggenheim Active Allocation Fund
GUG
$458M
9 22 13 9.33%
EWM icon
1012
iShares MSCI Malaysia ETF
EWM
$284M
9 25 16 1.1%
PDT
1013
John Hancock Premium Dividend Fund
PDT
$579M
9 31 22 7.24%
MLP icon
1014
Maui Land & Pineapple Co
MLP
$312M
9 27 18 7.26%
IAUX
1015
i-80 Gold Corp
IAUX
$1.4B
9 38 29 11%
OPFI icon
1016
OppFi
OPFI
$509M
9 53 44 42.9%
SPXX icon
1017
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$337M
9 20 11 3.88%
PIE icon
1018
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$261M
9 24 15 47.1%
FNOV icon
1019
FT Vest US Equity Buffer ETF November
FNOV
$1.26B
9 56 47 10.2%
DSX icon
1020
Diana Shipping
DSX
$356M
8 22 14 72.3%
BWX icon
1021
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.29B
8 59 51 6.13%
ORRF icon
1022
Orrstown Financial Services
ORRF
$820M
8 52 44 17.6%
SVIA
1023
Silvia, Inc. Common Stock
SVIA
$378M
8 19 11 21.2%
STRT icon
1024
STRATTEC Security
STRT
$262M
8 44 36 13.6%
ONEY icon
1025
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$616M
8 41 33 9.1%
39 40
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