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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 Mar ‘26
OIH icon
1001
VanEck Oil Services ETF
OIH
$1.88B
12 74 62 5.93%
URG
1002
Ur-Energy
URG
$442M
12 51 39 25.5%
KRT icon
1003
Karat Packaging
KRT
$1.05B
12 55 43 88.7%
WDI
1004
Western Asset Diversified Income Fund
WDI
$613M
12 31 19 12.2%
PDT
1005
John Hancock Premium Dividend Fund
PDT
$576M
12 35 23 10.6%
NRDS icon
1006
NerdWallet
NRDS
$546M
12 59 47 17.7%
TRC icon
1007
Tejon Ranch
TRC
$442M
12 44 32 13.2%
OXM icon
1008
Oxford Industries
OXM
$375M
12 70 58 35.1%
PIE icon
1009
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$256M
12 26 14 31%
TRFM icon
1010
AAM Transformers ETF
TRFM
$284M
12 18 6 27.4%
BH.A icon
1011
Biglari Holdings Class A
BH.A
$1.08B
12 17 5 2.78%
XPER icon
1012
Xperi
XPER
$270M
12 53 41 1.25%
STEW
1013
SRH Total Return Fund
STEW
$1.69B
12 47 35 2.75%
CSMD icon
1014
Congress SMid Growth ETF
CSMD
$473M
12 20 8 10.6%
BHK icon
1015
BlackRock Core Bond Trust
BHK
$599M
12 43 31 9.39%
SRTA
1016
Strata Critical Medical Inc
SRTA
$451M
12 48 36 22%
UHT
1017
Universal Health Realty Income Trust
UHT
$528M
12 66 54 6.08%
OALC icon
1018
OneAscent Large Cap Core ETF
OALC
$265M
12 18 6 20.1%
GPRE icon
1019
Green Plains
GPRE
$1.03B
12 71 59 10.6%
GTN icon
1020
Gray Television
GTN
$464M
12 69 57 3.92%
REPL icon
1021
Replimune Group
REPL
$1.22B
12 61 49 69.9%
RM icon
1022
Regional Management Corp
RM
$282M
12 46 34 5.21%
CAPL icon
1023
CrossAmerica Partners
CAPL
$814M
12 20 8 2.6%
GUT
1024
Gabelli Utility Trust
GUT
$510M
12 34 22 6.45%
TFIN icon
1025
Triumph Financial Inc
TFIN
$1.44B
12 76 64 0.79%
39 40
41
42 43