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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘25
JAPN
2551
Horizon Kinetics Japan Owner Operator ETF
JAPN
$25.1M
9 9 0 2.22%
ARAI
2552
Arrive AI Inc
ARAI
$11.3M
9 17 8 91.7%
MUNY
2553
Vanguard New York Tax-Exempt Bond ETF
MUNY
$477M
9 11 2 5.71%
TENX icon
2554
Tenax Therapeutics
TENX
$70.7M
9 12 3 84.5%
ASIC
2555
Ategrity Specialty Insurance
ASIC
$1.22B
9 30 21 21.6%
LGN
2556
Legence Corp
LGN
$4.13B
9 38 29 24.7%
PPI
2557
AXS Astoria Inflation Sensitive ETF
PPI
$155M
9 18 9 7.3%
SPXX icon
2558
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$332M
9 20 11 2.49%
SFBS
2559
ServisFirst Bancshares
SFBS
$4.37B
9 119 110 11.4%
FFA
2560
First Trust Enhanced Equity Income Fund
FFA
$445M
9 28 19 1%
MDXH icon
2561
MDxHealth
MDXH
$55.8M
9 18 9 83.6%
QQQJ icon
2562
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.16B
9 52 43 19%
EMBD icon
2563
Global X Emerging Markets Bond ETF
EMBD
$239M
9 17 8 6%
RNTX
2564
Rein Therapeutics
RNTX
$69.4M
9 14 5 30.7%
ONCH
2565
1RT Acquisition Corp
ONCH
$223M
9 9 0 1.27%
ZYME icon
2566
Zymeworks
ZYME
$1.9B
9 71 62 0.61%
CERS icon
2567
Cerus
CERS
$480M
9 61 52 15.5%
CPLS icon
2568
AB Core Plus Bond ETF
CPLS
$197M
9 15 6 5.99%
KIO
2569
KKR Income Opportunities Fund
KIO
$422M
9 37 28 11.1%
PMO
2570
Franklin Municipal Opportunities Trust
PMO
$250M
9 29 20 14.6%
YALL icon
2571
Truth Social God Bless America ETF
YALL
$86.9M
9 11 2 2.71%
EWM icon
2572
iShares MSCI Malaysia ETF
EWM
$287M
9 25 16 0.07%
IIM icon
2573
Invesco Value Municipal Income Trust
IIM
$493M
9 28 19 15.1%
PDI icon
2574
PIMCO Dynamic Income Fund
PDI
$6.69B
9 125 116 20.8%
TSEP
2575
FT Vest Emerging Market Buffer ETF - September
TSEP
$16.1M
9 9 0 12.8%