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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘26
RSPE icon
3076
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$71.6M
10 14 4 18.7%
THO icon
3077
Thor Industries
THO
$4.04B
10 147 137 2.82%
MMU
3078
Western Asset Managed Municipals Fund
MMU
$558M
10 43 33 0.58%
UNM icon
3079
Unum
UNM
$14.5B
10 258 248 25.3%
AWF
3080
AllianceBernstein Global High Income Fund
AWF
$876M
10 45 35 0.1%
ASEA icon
3081
Global X FTSE Southeast Asia ETF
ASEA
$104M
10 16 6 11.3%
SMBK icon
3082
SmartFinancial
SMBK
$889M
10 56 46 33%
TRFK icon
3083
Pacer Data and Digital Revolution ETF
TRFK
$1.07B
10 38 28 60.6%
SGML icon
3084
Sigma Lithium
SGML
$1.28B
10 36 26 7.37%
MBIN icon
3085
Merchants Bancorp
MBIN
$2.51B
10 56 46 27.1%
BIT icon
3086
BlackRock Multi-Sector Income Trust
BIT
$691M
10 37 27 3.27%
MXL icon
3087
MaxLinear
MXL
$7.69B
10 89 79 387%
LST
3088
Leuthold Select Industries ETF
LST
$174M
10 13 3 19.4%
IIM icon
3089
Invesco Value Municipal Income Trust
IIM
$596M
10 28 18 4.03%
RUSHB icon
3090
Rush Enterprises Class B
RUSHB
$9.37B
10 47 37 24.7%
DOL icon
3091
WisdomTree True Developed International Fund
DOL
$853M
10 39 29 13.1%
DIV icon
3092
Global X SuperDividend US ETF
DIV
$785M
10 44 34 3.92%
JANW icon
3093
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$351M
10 33 23 7.81%
GRDN
3094
Guardian Pharmacy Services
GRDN
$2.41B
10 52 42 0.9%
POWR
3095
iShares U.S. Power Infrastructure ETF
POWR
$468M
10 17 7 3.35%
FEPI icon
3096
REX FANG & Innovation Equity Premium Income ETF
FEPI
$691M
10 20 10 6.43%
FDUS icon
3097
Fidus Investment
FDUS
$739M
10 48 38 11.8%
RMR icon
3098
The RMR Group
RMR
$348M
10 48 38 31.7%
FDS icon
3099
Factset
FDS
$9.84B
10 266 256 27.5%
FCFS icon
3100
FirstCash
FCFS
$9.38B
10 158 148 15%