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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘24
KURA icon
101
Kura Oncology
KURA
$874M
34 70 36 13.1%
TCBX icon
102
Third Coast Bancshares
TCBX
$737M
33 48 15 30.4%
STXF
103
Strive 500 ETF
STXF
$1.16B
33 47 14 32.1%
REPX icon
104
Riley Exploration Permian
REPX
$802M
33 61 28 13.4%
REGL icon
105
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.8B
33 88 55 17.6%
SMOT icon
106
VanEck Morningstar SMID Moat ETF
SMOT
$337M
33 52 19 18.5%
PDEC icon
107
Innovator US Equity Power Buffer ETF December
PDEC
$997M
33 78 45 21.8%
EFC
108
Ellington Financial
EFC
$1.72B
33 78 45 11.1%
AVGE icon
109
Avantis All Equity Markets ETF
AVGE
$1.15B
33 51 18 40.1%
FIP icon
110
FTAI Infrastructure
FIP
$508M
33 72 39 40.8%
CNXC icon
111
Concentrix
CNXC
$1.56B
33 110 77 41.1%
RLJ icon
112
RLJ Lodging Trust
RLJ
$1.67B
33 85 52 7.64%
INCM icon
113
Franklin Income Focus ETF
INCM
$1.77B
33 35 2 12.9%
HLF icon
114
Herbalife
HLF
$1.21B
33 79 46 72.2%
AMPL icon
115
Amplitude
AMPL
$1.52B
32 58 26 15.5%
OSBC icon
116
Old Second Bancorp
OSBC
$1.29B
32 76 44 42.2%
AGGY icon
117
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$922M
32 76 44 0.56%
PWZ icon
118
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.17B
32 49 17 2.35%
MSDL icon
119
Morgan Stanley Direct Lending Fund
MSDL
$1.28B
32 36 4 26.5%
SG icon
120
Sweetgreen
SG
$649M
31 113 82 83%
IYK icon
121
iShares US Consumer Staples ETF
IYK
$1.43B
31 92 61 13.1%
AMTB icon
122
Amerant Bancorp
AMTB
$1.12B
31 54 23 27.9%
OMCL icon
123
Omnicell
OMCL
$1.7B
31 105 74 16.2%
FLRT icon
124
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$669M
31 46 15 1.66%
EYLD icon
125
Cambria Emerging Shareholder Yield ETF
EYLD
$884M
31 47 16 50.4%