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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
CBL
151
CBL Properties
CBL
$1.82B
38 88 50 52.9%
PWRD
152
TCW Transform Systems ETF
PWRD
$1.44B
37 61 24 11.1%
PTRB icon
153
PGIM Total Return Bond ETF
PTRB
$1.1B
37 54 17 1.98%
NUBD icon
154
Nuveen ESG US Aggregate Bond ETF
NUBD
$463M
37 62 25 2.07%
VCEB icon
155
Vanguard ESG US Corporate Bond ETF
VCEB
$1.17B
37 64 27 2.26%
OAKM
156
Oakmark U.S. Large Cap ETF
OAKM
$1.13B
37 53 16 9.43%
STRA icon
157
Strategic Education
STRA
$1.87B
37 116 79 0.2%
AMPX icon
158
Amprius Technologies
AMPX
$1.36B
36 93 57 43.2%
TDOC icon
159
Teladoc Health
TDOC
$1.23B
36 112 76 23.9%
BSJR icon
160
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$858M
36 80 44 0.13%
FALN icon
161
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
36 128 92 0.79%
DDWM icon
162
WisdomTree Dynamic International Equity Fund
DDWM
$1.48B
36 68 32 6.01%
JSMD icon
163
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.05B
36 64 28 17%
HSTM icon
164
HealthStream
HSTM
$814M
36 82 46 34.5%
GOOD
165
Gladstone Commercial Corp
GOOD
$603M
36 85 49 9.01%
HOPE icon
166
Hope Bancorp
HOPE
$1.79B
36 98 62 25.5%
VFMO icon
167
Vanguard US Momentum Factor ETF
VFMO
$1.78B
36 75 39 13.8%
ANNX icon
168
Annexon
ANNX
$829M
36 86 50 8.66%
IBTM icon
169
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$552M
36 56 20 2.31%
ETW
170
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.03B
36 71 35 8.43%
CARY icon
171
Angel Oak Income ETF
CARY
$1.37B
36 56 20 0.77%
OBK icon
172
Origin Bancorp
OBK
$1.69B
36 78 42 32.3%
NBHC icon
173
National Bank Holdings
NBHC
$1.9B
36 93 57 9.04%
ROBO icon
174
ROBO Global Robotics & Automation Index ETF
ROBO
$1.96B
35 87 52 15.8%
MTBA icon
175
Simplify MBS ETF
MTBA
$1.52B
35 78 43 2.1%
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