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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 Sep ‘25
NAN icon
1201
Nuveen New York Quality Municipal Income Fund
NAN
$328M
6 16 10 14.6%
STRT icon
1202
STRATTEC Security
STRT
$263M
6 35 29 3.06%
ADV icon
1203
Advantage Solutions
ADV
$351M
6 34 28 28.5%
REVS icon
1204
Columbia Research Enhanced Value ETF
REVS
$349M
6 10 4 19%
OUSM icon
1205
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$792M
6 48 42 5.07%
RIGL icon
1206
Rigel Pharmaceuticals
RIGL
$876M
6 52 46 65.5%
HBT icon
1207
HBT Financial
HBT
$1.32B
6 41 35 44.3%
YMAG icon
1208
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$299M
6 11 5 26.4%
HELE icon
1209
Helen of Troy
HELE
$601M
6 71 65 2.34%
RHLD
1210
Resolute Holdings Management
RHLD
$904M
6 31 25 60.2%
ARDC
1211
Are Dynamic Credit Allocation Fund
ARDC
$273M
6 23 17 19.1%
MMU
1212
Western Asset Managed Municipals Fund
MMU
$487M
6 40 34 13.3%
TVAL icon
1213
T. Rowe Price Value ETF
TVAL
$1.06B
6 10 4 25%
PWZ icon
1214
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.15B
6 42 36 6.44%
GUT
1215
Gabelli Utility Trust
GUT
$528M
6 27 21 3.29%
SBC
1216
SBC Medical Group
SBC
$557M
6 14 8 24.9%
EEMS icon
1217
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$395M
6 33 27 14%
KOPN icon
1218
Kopin
KOPN
$922M
6 42 36 104%
EIDO icon
1219
iShares MSCI Indonesia ETF
EIDO
$425M
6 19 13 31.9%
ZECP icon
1220
Zacks Earnings Consistent Portfolio ETF
ZECP
$378M
6 23 17 12.5%
YORW icon
1221
York Water
YORW
$499M
6 54 48 1.02%
JAJL
1222
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$303M
6 28 22 6.32%
NWFL icon
1223
Norwood Financial Corp
NWFL
$372M
6 28 22 34.3%
ALMS
1224
Alumis Inc
ALMS
$879M
6 37 31 70.2%
PBP icon
1225
Invesco S&P 500 BuyWrite ETF
PBP
$391M
6 17 11 6.19%
47 48
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