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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
XTL icon
1026
State Street SPDR S&P Telecom ETF
XTL
$559M
11 31 20 17.8%
DWLD icon
1027
Davis Select Worldwide ETF
DWLD
$610M
11 26 15 9.63%
VINP icon
1028
Vinci Compass Investments Ltd
VINP
$626M
11 20 9 9.67%
MATW icon
1029
Matthews International
MATW
$725M
11 62 51 9.95%
TLSI icon
1030
TriSalus Life Sciences
TLSI
$324M
11 25 14 31.8%
UTEN icon
1031
US Treasury 10 Year Note ETF
UTEN
$288M
11 22 11 2.59%
PSNL icon
1032
Personalis
PSNL
$1.5B
11 47 36 120%
SMPL icon
1033
Simply Good Foods
SMPL
$1B
11 99 88 21.2%
HYZD icon
1034
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$260M
11 25 14 2.82%
AVSF icon
1035
Avantis Short-Term Fixed Income ETF
AVSF
$654M
11 35 24 0.9%
MEAR icon
1036
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
11 84 73 0.26%
DLX icon
1037
Deluxe
DLX
$1.1B
11 89 78 12.7%
TFIN icon
1038
Triumph Financial Inc
TFIN
$1.87B
11 75 64 31.1%
BUCK icon
1039
Simplify Stable Income ETF
BUCK
$497M
11 38 27 0.55%
FCOR icon
1040
Fidelity Corporate Bond ETF
FCOR
$352M
11 32 21 1.74%
TRX icon
1041
TRX Gold Corp
TRX
$367M
11 23 12 25.3%
FDRR icon
1042
Fidelity Dividend ETF for Rising Rates
FDRR
$764M
11 44 33 19.2%
IDGT icon
1043
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$549M
11 22 11 26.2%
RZV icon
1044
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$308M
11 25 14 23.1%
ECAT icon
1045
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.54B
11 32 21 14%
RELL icon
1046
Richardson Electronics
RELL
$299M
11 36 25 85.8%
IYE icon
1047
iShares US Energy ETF
IYE
$1.82B
11 94 83 1.37%
FUND
1048
Sprott Focus Trust
FUND
$320M
11 18 7 12.1%
KDK
1049
Kodiak AI
KDK
$835M
11 19 8 40.1%
BLND icon
1050
Blend Labs
BLND
$352M
11 66 55 12.4%
40 41
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43 44