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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘25
STK
1551
Columbia Seligman Premium Technology Growth Fund
STK
$974M
3 21 18 81%
GMOI
1552
GMO International Value ETF
GMOI
$662M
3 6 3 34.9%
MXI icon
1553
iShares Global Materials ETF
MXI
$431M
3 27 24 26.1%
USCI icon
1554
US Commodity Index
USCI
$409M
3 14 11 48.6%
NKX icon
1555
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$593M
3 20 17 10.5%
SFLO icon
1556
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$804M
3 18 15 43.5%
VUSE icon
1557
Vident US Equity Strategy ETF
VUSE
$679M
3 9 6 15.6%
BLCV icon
1558
BlackRock Large Cap Value ETF
BLCV
$334M
3 5 2 20.9%
ICFI icon
1559
ICF International
ICFI
$1.47B
3 92 89 3.36%
SBH icon
1560
Sally Beauty Holdings
SBH
$1.52B
3 87 84 75.4%
LSGR icon
1561
Natixis Loomis Sayles Focused Growth ETF
LSGR
$919M
3 4 1 8.32%
ABTC
1562
American Bitcoin Corp
ABTC
$620M
3 5 2 87.1%
TMB
1563
Thornburg Multi Sector Bond ETF
TMB
$259M
3 3 0 3.42%
XBB icon
1564
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
$505M
3 5 2 4.39%
NUAI
1565
New Era Energy & Digital Inc
NUAI
$760M
3 4 1 1,178%
ADSE icon
1566
ADS-TEC Energy
ADSE
$796M
3 8 5 23.3%
IDUB icon
1567
Aptus International Enhanced Yield ETF
IDUB
$509M
3 14 11 23.1%
POET icon
1568
POET Technologies
POET
$1.35B
3 15 12 49.5%
AQLT
1569
iShares MSCI Global Quality Factor ETF
AQLT
$335M
3 5 2 26.4%
COPP icon
1570
Sprott Copper Miners ETF
COPP
$285M
3 4 1 84%
BWFG icon
1571
Bankwell Financial Group
BWFG
$531M
3 29 26 85%
BGH
1572
Barings Global Short Duration High Yield Fund
BGH
$264M
3 16 13 14.7%
KARO icon
1573
Karooooo
KARO
$1.85B
3 17 14 22.5%
JPUS
1574
JPMorgan Diversified Return US Equity ETF
JPUS
$453M
3 31 28 16.1%
RFAI
1575
RF Acquisition Corp II
RFAI
$320M
3 6 3 264%