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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
ERII icon
2926
Energy Recovery
ERII
$340M
8 72 64 47.8%
CORP icon
2927
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.3B
8 70 62 5.66%
CPAI icon
2928
Counterpoint Quantitative Equity ETF
CPAI
$460M
8 8 0 39%
DFJ icon
2929
WisdomTree Japan SmallCap Dividend Fund
DFJ
$452M
8 19 11 35.3%
EVH icon
2930
Evolent Health
EVH
$395M
8 81 73 69%
OPHC icon
2931
OptimumBank Holdings
OPHC
$110M
8 11 3 95.1%
CII icon
2932
BlackRock Enhanced Captial and Income Fund
CII
$1.05B
8 36 28 12.4%
ECBK icon
2933
ECB Bancorp
ECBK
$177M
8 11 3 31.4%
ELA icon
2934
Envela
ELA
$314M
8 15 7 97.4%
FNWD icon
2935
Finward Bancorp
FNWD
$180M
8 14 6 50.8%
USGO icon
2936
US GoldMining
USGO
$93.5M
8 9 1 18.8%
BKMC icon
2937
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$623M
8 14 6 13.1%
CZWI icon
2938
Citizens Community Bancorp
CZWI
$204M
8 21 13 53%
CSPI icon
2939
CSP Inc
CSPI
$77.1M
8 16 8 40.9%
TCRX icon
2940
TScan Therapeutics
TCRX
$21.3M
8 26 18 78.3%
LDP icon
2941
Cohen & Steers Duration Preferred & Income Fund
LDP
$562M
8 31 23 7.82%
CHCI icon
2942
Comstock Holding Companies
CHCI
$195M
8 9 1 87.6%
MCBS icon
2943
MetroCity Bankshares
MCBS
$987M
8 33 25 19.9%
NBB icon
2944
Nuveen Taxable Municipal Income Fund
NBB
$420M
8 26 18 9.67%
AUID icon
2945
authID Inc
AUID
$6.36M
8 10 2 92.8%
JRS icon
2946
Nuveen Real Estate Income Fund
JRS
$213M
8 25 17 5.14%
RIET icon
2947
Hoya Capital High Dividend Yield ETF
RIET
$101M
8 13 5 10.1%
ALAI icon
2948
Alger AI Enablers & Adopters ETF
ALAI
$1.33B
8 9 1 50.6%
DXUV
2949
U.S. Vector Equity Portfolio ETF Class Shares
DXUV
$577M
8 13 5 23.8%
SION
2950
Sionna Therapeutics
SION
$238M
8 18 10 69.7%
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