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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
ETO
1251
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$496M
5 27 22 9.8%
IVVW icon
1252
iShares S&P 500 BuyWrite ETF
IVVW
$347M
5 7 2 3.46%
QDEF icon
1253
Northern Trust Quality Dividend Defensive ETF
QDEF
$552M
5 32 27 13.2%
BUI icon
1254
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$669M
5 24 19 3.71%
VRTS icon
1255
Virtus Investment Partners
VRTS
$867M
5 82 77 31.1%
GSSC icon
1256
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.07B
5 40 35 16.6%
USPH icon
1257
US Physical Therapy
USPH
$1.25B
5 89 84 1.02%
ARDX icon
1258
Ardelyx
ARDX
$855M
5 78 73 39.9%
CLFD icon
1259
Clearfield
CLFD
$458M
5 45 40 2.01%
FBRT
1260
Franklin BSP Realty Trust
FBRT
$516M
5 73 68 42.8%
CMRC
1261
Commerce.com Inc Series 1
CMRC
$271M
5 54 49 34.5%
IPI icon
1262
Intrepid Potash
IPI
$457M
5 49 44 11.1%
PESI icon
1263
Perma-Fix Environmental Services
PESI
$332M
5 26 21 55%
CGUI
1264
Capital Group Ultra Short Income ETF
CGUI
$338M
5 12 7 0.32%
VVR icon
1265
Invesco Senior Income Trust
VVR
$445M
5 37 32 16.5%
XMAX
1266
XMAX Inc
XMAX
$566M
5 5 0 58.4%
FLCA icon
1267
Franklin FTSE Canada ETF
FLCA
$836M
5 17 12 16.5%
TSME icon
1268
Thrivent Small-Mid Cap ESG ETF
TSME
$910M
5 8 3 14.8%
BLKB icon
1269
Blackbaud
BLKB
$1.97B
5 112 107 32.4%
GOVZ icon
1270
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$315M
5 13 8 21.2%
CWCO icon
1271
Consolidated Water Co
CWCO
$492M
5 48 43 13%
SLSR
1272
Solaris Resources
SLSR
$1.21B
5 18 13 13.3%
EOD
1273
Allspring Global Dividend Opportunity Fund
EOD
$277M
5 18 13 12.8%
ABTC
1274
American Bitcoin Corp
ABTC
$626M
5 8 3 91.5%
DDLS icon
1275
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$418M
5 15 10 7.77%
49 50
51
52 53