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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘26
MFSB
3001
MFS Active Core Plus Bond ETF
MFSB
$530M
12 20 8 1.16%
YLD icon
3002
Principal Active High Yield ETF
YLD
$584M
12 31 19 0.63%
GLSI icon
3003
Greenwich LifeSciences
GLSI
$247M
12 24 12 28.4%
SEG
3004
Seaport Entertainment Group
SEG
$355M
12 35 23 4.17%
LRGF icon
3005
iShares US Equity Factor ETF
LRGF
$3.74B
12 84 72 4.76%
HTRB icon
3006
Hartford Total Return Bond ETF
HTRB
$2.22B
12 53 41 1.3%
PSCE icon
3007
Invesco S&P SmallCap Energy ETF
PSCE
$106M
12 19 7 13.2%
GPI icon
3008
Group 1 Automotive
GPI
$3.15B
12 130 118 9.35%
DCO icon
3009
Ducommun
DCO
$3.13B
12 87 75 11.8%
YUM icon
3010
Yum! Brands
YUM
$40.4B
12 467 455 7.35%
VCV icon
3011
Invesco California Value Municipal Income Trust
VCV
$528M
12 20 8 0.28%
AGD
3012
abrdn Global Dynamic Dividend Fund
AGD
$326M
12 24 12 2.97%
ENVX icon
3013
Enovix
ENVX
$963M
12 104 92 27.7%
UMMA icon
3014
Wahed Dow Jones Islamic World ETF
UMMA
$294M
12 18 6 4.58%
ASPN icon
3015
Aspen Aerogels
ASPN
$485M
12 54 42 7.73%
DYN icon
3016
Dyne Therapeutics
DYN
$4.8B
12 82 70 15.7%
ISHG icon
3017
iShares 1-3 Year International Treasury Bond ETF
ISHG
$828M
12 37 25 1.86%
UBCP icon
3018
United Bancorp
UBCP
$88.6M
12 15 3 2.71%
AGGY icon
3019
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$923M
12 69 57 1.7%
AES icon
3020
AES
AES
$10.5B
12 246 234 0.48%
HODL icon
3021
VanEck Bitcoin Trust
HODL
$1.05B
12 43 31 7.1%
MCS icon
3022
Marcus Corp
MCS
$925M
12 44 32 27.9%
GH icon
3023
Guardant Health
GH
$21.1B
12 182 170 4.79%
NKTX icon
3024
Nkarta
NKTX
$167M
12 46 34 17.7%
LOVE
3025
LoveSac
LOVE
$253M
12 42 30 3.6%