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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘26
TMFG icon
1976
Motley Fool Global Opportunities ETF
TMFG
$361M
1 13 12 13.2%
LSVD
1977
LSV Disciplined Value ETF
LSVD
$674M
1 1 0 24.3%
PBOG
1978
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF
PBOG
$456M
1 1 0 3.1%
DSP icon
1979
Viant Technology
DSP
$275M
1 38 37 16.2%
CORB
1980
AB Core Bond ETF
CORB
$1.12B
1 2 1 1.92%
LRND icon
1981
IQ US Large Cap R&D Leaders ETF
LRND
$419M
1 2 1 26.5%
HVII
1982
Hennessy Capital Investment Corp VII
HVII
$274M
1 11 10 1.64%
WGO icon
1983
Winnebago Industries
WGO
$892M
1 81 80 1.81%
BHRB icon
1984
Burke & Herbert Financial Services Corp
BHRB
$1.48B
1 49 48 17.4%
FLUD icon
1985
Franklin Ultra Short Bond ETF
FLUD
$559M
1 4 3 0.08%
TGRW icon
1986
T. Rowe Price Growth Stock ETF
TGRW
$1.04B
1 10 9 19.1%
RNGT
1987
Range Capital Acquisition Corp II
RNGT
$318M
1 9 8 1.5%
XRX icon
1988
Xerox
XRX
$407M
1 72 71 140%
SLGL icon
1989
Sol-Gel Technologies
SLGL
$277M
1 4 3 6.9%
DBP icon
1990
Invesco DB Precious Metals Fund
DBP
$257M
1 20 19 8.35%
AVBH
1991
Avidbank Holdings
AVBH
$361M
1 23 22 15.4%
PCS
1992
PGIM Corporate Bond 0-5 Year ETF
PCS
$616M
1 1 0 0.38%
MFIC icon
1993
MidCap Financial Investment
MFIC
$803M
1 56 55 13.3%
UTZ icon
1994
Utz Brands
UTZ
$1.26B
1 74 73 78.9%
USDX icon
1995
SGI Enhanced Core ETF
USDX
$302M
1 3 2 0.27%
FFLG icon
1996
Fidelity Fundamental Large Cap Growth ETF
FFLG
$624M
1 21 20 21.4%
AVIR icon
1997
Atea Pharmaceuticals
AVIR
$411M
1 39 38 4.83%
FLXS icon
1998
Flexsteel Industries
FLXS
$301M
1 35 34 64.2%
QVML icon
1999
Invesco S&P 500 QVM Multi-factor ETF
QVML
$1.54B
1 7 6 20.2%
FBRX icon
2000
Forte Biosciences
FBRX
$1.63B
1 21 20 197%