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Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net increased
positions 		Increased positions Reduced positions Return since
30 Jun ‘25
PREF icon
2701
Principal Spectrum Preferred Securities Active ETF
PREF
$1.86B
9 48 39 3.22%
TMCI icon
2702
Treace Medical Concepts
TMCI
$293M
9 49 40 23.3%
EVR icon
2703
Evercore
EVR
$9.95B
9 198 189 4.15%
HDEF icon
2704
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.23B
9 42 33 12.2%
OESX icon
2705
Orion Energy Systems
OESX
$126M
9 13 4 414%
OWLT icon
2706
Owlet
OWLT
$156M
9 15 6 36.4%
UMAR icon
2707
Innovator US Equity Ultra Buffer ETF March
UMAR
$144M
9 22 13 15%
DH icon
2708
Definitive Healthcare
DH
$99.4M
9 46 37 76.1%
WIP icon
2709
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$458M
9 23 14 4.24%
RZLV
2710
Rezolve AI
RZLV
$913M
9 13 4 28.9%
TXUE
2711
Thornburg International Equity ETF
TXUE
$541M
9 9 0 17.6%
CDX icon
2712
Simplify High Yield ETF
CDX
$335M
9 13 4 13.6%
LCNB icon
2713
LCNB Corp
LCNB
$262M
9 35 26 26.6%
XDTE icon
2714
Roundhill S&P 500 0DTE Covered Call Strategy ETF
XDTE
$336M
9 10 1 13.2%
BUI icon
2715
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$665M
9 27 18 2.76%
BWB icon
2716
Bridgewater Bancshares
BWB
$561M
9 43 34 26.5%
SCHI icon
2717
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.9B
9 77 68 5.89%
VLGEA icon
2718
Village Super Market
VLGEA
$669M
9 50 41 17.4%
BFC icon
2719
Bank First Corp
BFC
$1.64B
9 44 35 26%
COOK icon
2720
Traeger
COOK
$135M
9 32 23 43.4%
RSSB icon
2721
Return Stacked Global Stocks & Bonds ETF
RSSB
$496M
9 14 5 13.5%
RAPP
2722
Rapport Therapeutics
RAPP
$1.61B
9 28 19 195%
WRD
2723
WeRide Inc
WRD
$1.76B
9 14 5 32.2%
MFSI
2724
MFS Active International ETF
MFSI
$1.22B
9 13 4 14.9%
HFSI
2725
Hartford Strategic Income ETF
HFSI
$1.17B
9 10 1 3.89%
107 108
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110 111