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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘25
ISBA
2526
Isabella Bank
ISBA
$286M
9 11 2 25.1%
JAPN
2527
Horizon Kinetics Japan Owner Operator ETF
JAPN
$25.1M
9 9 0 2.22%
ARAI
2528
Arrive AI Inc
ARAI
$11.3M
9 17 8 91.7%
MUNY
2529
Vanguard New York Tax-Exempt Bond ETF
MUNY
$477M
9 11 2 5.71%
ASIC
2530
Ategrity Specialty Insurance
ASIC
$1.22B
9 30 21 21.6%
LGN
2531
Legence Corp
LGN
$4.13B
9 38 29 24.7%
PPI
2532
AXS Astoria Inflation Sensitive ETF
PPI
$155M
9 18 9 7.3%
SFBS
2533
ServisFirst Bancshares
SFBS
$4.37B
9 119 110 11.4%
SMAX
2534
iShares Large Cap Max Buffer Sep ETF
SMAX
$88.9M
9 11 2 5.64%
FFA
2535
First Trust Enhanced Equity Income Fund
FFA
$445M
9 28 19 1%
MDXH icon
2536
MDxHealth
MDXH
$55.8M
9 18 9 83.6%
QQQJ icon
2537
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.16B
9 52 43 19%
TWFG
2538
TWFG Inc
TWFG
$309M
9 29 20 16.5%
EMBD icon
2539
Global X Emerging Markets Bond ETF
EMBD
$239M
9 17 8 6%
RNTX
2540
Rein Therapeutics
RNTX
$69.4M
9 14 5 30.7%
ONCH
2541
1RT Acquisition Corp
ONCH
$223M
9 9 0 1.27%
DXYZ
2542
Destiny Tech100
DXYZ
$940M
9 17 8 0.72%
ZYME icon
2543
Zymeworks
ZYME
$1.9B
9 71 62 0.61%
CERS icon
2544
Cerus
CERS
$480M
9 61 52 15.5%
CPLS icon
2545
AB Core Plus Bond ETF
CPLS
$197M
9 15 6 5.99%
KIO
2546
KKR Income Opportunities Fund
KIO
$422M
9 37 28 11.1%
YALL icon
2547
Truth Social God Bless America ETF
YALL
$86.9M
9 11 2 2.71%
EWM icon
2548
iShares MSCI Malaysia ETF
EWM
$287M
9 25 16 0.07%
IIM icon
2549
Invesco Value Municipal Income Trust
IIM
$493M
9 28 19 15.1%
TSEP
2550
FT Vest Emerging Market Buffer ETF - September
TSEP
$16.1M
9 9 0 12.8%