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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
TMCI icon
2751
Treace Medical Concepts
TMCI
$289M
9 49 40 24.5%
EVR icon
2752
Evercore
EVR
$9.9B
9 198 189 4.64%
HDEF icon
2753
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.23B
9 42 33 12.1%
OESX icon
2754
Orion Energy Systems
OESX
$125M
9 13 4 408%
OWLT icon
2755
Owlet
OWLT
$154M
9 15 6 37.4%
UMAR icon
2756
Innovator US Equity Ultra Buffer ETF March
UMAR
$144M
9 22 13 14.8%
DH icon
2757
Definitive Healthcare
DH
$96.6M
9 46 37 76.8%
IRWD icon
2758
Ironwood Pharmaceuticals
IRWD
$656M
9 60 51 454%
WIP icon
2759
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$458M
9 23 14 4.34%
TXUE
2760
Thornburg International Equity ETF
TXUE
$540M
9 9 0 17.5%
CDX icon
2761
Simplify High Yield ETF
CDX
$335M
9 13 4 13.5%
HYFI icon
2762
AB High Yield ETF
HYFI
$332M
9 21 12 3.66%
LCNB icon
2763
LCNB Corp
LCNB
$263M
9 35 26 27.1%
BUI icon
2764
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$662M
9 27 18 3.18%
BWB icon
2765
Bridgewater Bancshares
BWB
$562M
9 43 34 26.8%
FURY
2766
Fury Gold Mines
FURY
$101M
9 11 2 8.16%
SCHI icon
2767
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.9B
9 77 68 5.8%
BFC icon
2768
Bank First Corp
BFC
$1.65B
9 44 35 26.5%
COOK icon
2769
Traeger
COOK
$135M
9 32 23 43.5%
RSSB icon
2770
Return Stacked Global Stocks & Bonds ETF
RSSB
$495M
9 14 5 13.2%
RAPP
2771
Rapport Therapeutics
RAPP
$1.61B
9 28 19 196%
WRD
2772
WeRide Inc
WRD
$1.75B
9 14 5 32.6%
MFSI
2773
MFS Active International ETF
MFSI
$1.22B
9 13 4 14.8%
DUOT icon
2774
Duos Technologies
DUOT
$278M
9 12 3 23.6%
HFSI
2775
Hartford Strategic Income ETF
HFSI
$1.17B
9 10 1 3.84%
109 110
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112 113