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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘26
RNP icon
1926
Cohen & Steers REIT and Preferred and Income Fund
RNP
$906M
1 38 37 4.45%
IQSM icon
1927
NYLIM Candriam U.S. Mid Cap Equity ETF
IQSM
$359M
1 3 2 11.1%
USDX icon
1928
SGI Enhanced Core ETF
USDX
$296M
1 3 2 0.12%
GBAB
1929
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$347M
1 21 20 13.7%
RCBC
1930
River City Bank
RCBC
$707M
1 1 0 –
HKD
1931
AMTD Digital
HKD
$525M
1 4 3 7.05%
XRX icon
1932
Xerox
XRX
$429M
1 72 71 153%
LRND icon
1933
New York Life Investments ETF Trust NYLIM U.S. Large Cap R&D Leaders ETF
LRND
$458M
1 2 1 28.3%
CORB
1934
AB Core Bond ETF
CORB
$1.09B
1 2 1 5.19%
PHOE
1935
Phoenix Asia Holdings
PHOE
$404M
1 1 0 25.8%
BME icon
1936
BlackRock Health Sciences Trust
BME
$577M
1 25 24 15.9%
VALQ icon
1937
American Century US Quality Value ETF
VALQ
$327M
1 12 11 7.64%
IRD
1938
Opus Genetics
IRD
$413M
1 16 15 9.23%
IA
1939
Innovative Solutions & Support
IA
$338M
1 33 32 8.04%
ALNT icon
1940
Allient
ALNT
$1.93B
1 63 62 92.5%
AMDY icon
1941
YieldMax AMD Option Income Strategy ETF
AMDY
$462M
1 5 4 66.5%
RHLD
1942
Resolute Holdings Management
RHLD
$998M
1 40 39 21.4%
AVIR icon
1943
Atea Pharmaceuticals
AVIR
$416M
1 39 38 3.53%
TITN icon
1944
Titan Machinery
TITN
$559M
1 45 44 42.2%
JDVL
1945
John Hancock Disciplined Value Select ETF
JDVL
$873M
1 1 0 15.3%
PIO icon
1946
Invesco Global Water ETF
PIO
$262M
1 26 25 0.39%
INMD icon
1947
InMode
INMD
$817M
1 63 62 3.73%
NSSC icon
1948
Napco Security Technologies
NSSC
$1.25B
1 96 95 11.2%
TMFG icon
1949
Motley Fool Global Opportunities ETF
TMFG
$335M
1 13 12 6.65%
QEFA icon
1950
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.01B
1 49 48 5.14%