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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘26
ELM
1951
Elm Market Navigator ETF
ELM
$594M
3 5 2 0.38%
TCI icon
1952
Transcontinental Realty Investors
TCI
$345M
3 15 12 14.4%
RFMZ
1953
RiverNorth Flexible Municipal Income Fund II
RFMZ
$305M
3 18 15 8.22%
NEGG icon
1954
Newegg Commerce
NEGG
$302M
3 6 3 12%
JGH icon
1955
Nuveen Global High Income Fund
JGH
$343M
3 19 16 4.24%
AFRI icon
1956
Forafric Global
AFRI
$299M
3 19 16 10.1%
MRSK icon
1957
Toews Agility Shares Managed Risk ETF
MRSK
$319M
3 16 13 1.53%
PLTY
1958
YieldMax PLTR Option Income Strategy ETF
PLTY
$385M
3 9 6 23.4%
GENC icon
1959
Gencor Industries
GENC
$254M
3 36 33 16.2%
VBNK
1960
VersaBank
VBNK
$744M
3 17 14 1.16%
CAMP icon
1961
CAMP4 Therapeutics
CAMP
$267M
3 15 12 2.75%
MLN icon
1962
VanEck Long Muni ETF
MLN
$657M
3 55 52 6.19%
DIVN
1963
Horizon Dividend Income ETF
DIVN
$308M
3 5 2 3.64%
UIVM icon
1964
VictoryShares International Value Momentum ETF
UIVM
$347M
3 8 5 7.23%
BBN icon
1965
BlackRock Taxable Municipal Bond Trust
BBN
$937M
3 42 39 6.25%
HCKT icon
1966
Hackett Group
HCKT
$286M
3 58 55 6.69%
LSGR icon
1967
Natixis Loomis Sayles Focused Growth ETF
LSGR
$912M
3 18 15 7%
PTA icon
1968
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$974M
3 23 20 8.13%
AFOS
1969
ARS Focused Opportunity Strategy ETF
AFOS
$298M
3 6 3 4.31%
FLV icon
1970
American Century Focused Large Cap Value ETF
FLV
$376M
3 19 16 4.9%
AMRN
1971
Amarin Corp
AMRN
$296M
3 16 13 12.2%
CGBD icon
1972
Carlyle Secured Lending
CGBD
$782M
3 43 40 7.98%
FFLG icon
1973
Fidelity Fundamental Large Cap Growth ETF
FFLG
$612M
3 20 17 5.65%
BUSA icon
1974
Brandes US Value ETF
BUSA
$324M
3 9 6 5.58%
DIVZ icon
1975
Polen Dividend Income ETF
DIVZ
$308M
3 8 5 2.14%