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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘26
REX icon
1026
REX American Resources
REX
$1.41B
12 79 67 6.54%
MFSG
1027
MFS Active Growth ETF
MFSG
$394M
12 18 6 19.3%
REVS icon
1028
Columbia Research Enhanced Value ETF
REVS
$346M
12 16 4 15.2%
FAX
1029
abrdn Asia-Pacific Income Fund
FAX
$548M
12 34 22 7.98%
BH.A icon
1030
Biglari Holdings Class A
BH.A
$1.08B
12 17 5 2.78%
DIAL icon
1031
Columbia Diversified Fixed Income Allocation ETF
DIAL
$376M
12 22 10 4.65%
EZA icon
1032
iShares MSCI South Africa ETF
EZA
$486M
12 33 21 4.35%
JANX icon
1033
Janux Therapeutics
JANX
$1.04B
12 66 54 21.9%
NWN icon
1034
Northwest Natural Holdings
NWN
$1.98B
12 107 95 11.6%
CSMD icon
1035
Congress SMid Growth ETF
CSMD
$473M
12 20 8 10.6%
OXM icon
1036
Oxford Industries
OXM
$375M
12 70 58 35.1%
GUT
1037
Gabelli Utility Trust
GUT
$510M
12 34 22 6.45%
ARR
1038
Armour Residential REIT
ARR
$1.98B
12 78 66 16%
UHT
1039
Universal Health Realty Income Trust
UHT
$528M
12 66 54 6.08%
PDT
1040
John Hancock Premium Dividend Fund
PDT
$576M
12 35 23 10.6%
TFIN icon
1041
Triumph Financial Inc
TFIN
$1.44B
12 76 64 0.79%
SMPL icon
1042
Simply Good Foods
SMPL
$850M
11 99 88 33%
IDEQ
1043
Lazard International Dynamic Equity ETF
IDEQ
$1.78B
11 14 3 11.5%
FCOR icon
1044
Fidelity Corporate Bond ETF
FCOR
$344M
11 32 21 5.3%
AVUQ
1045
Avantis U.S. Quality ETF
AVUQ
$346M
11 11 0 19.4%
HYZD icon
1046
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$301M
11 25 14 1.36%
IBTQ
1047
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$253M
11 17 6 6.4%
RWT
1048
Redwood Trust
RWT
$484M
11 80 69 31.4%
BLW icon
1049
BlackRock Limited Duration Income Trust
BLW
$456M
11 29 18 7.47%
KOID
1050
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$336M
11 13 2 15.2%