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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 ‘26
SHYL icon
3101
Xtrackers Short Duration High Yield Bond ETF
SHYL
$262M
12 24 12 3.29%
PSCE icon
3102
Invesco S&P SmallCap Energy ETF
PSCE
$102M
12 20 8 4.35%
SIGI icon
3103
Selective Insurance
SIGI
$5.02B
12 133 121 13.2%
SRBK icon
3104
SR Bancorp
SRBK
$138M
12 31 19 3.71%
SUSL icon
3105
iShares ESG MSCI USA Leaders ETF
SUSL
$1.22B
12 67 55 2.55%
TDVG icon
3106
T. Rowe Price Dividend Growth ETF
TDVG
$1.42B
12 59 47 0.96%
UP icon
3107
Wheels Up
UP
$125M
12 23 11 61.5%
VALQ icon
3108
American Century US Quality Value ETF
VALQ
$327M
12 17 5 0.23%
VKQ icon
3109
Invesco Municipal Trust
VKQ
$458M
12 33 21 17.6%
MKTW icon
3110
MarketWise
MKTW
$55.5M
12 23 11 11.5%
TCPC icon
3111
BlackRock TCP Capital
TCPC
$341M
12 36 24 21.1%
FHEQ icon
3112
Fidelity Hedged Equity ETF
FHEQ
$982M
12 26 14 2.16%
AGD
3113
abrdn Global Dynamic Dividend Fund
AGD
$306M
12 25 13 3.47%
KEN icon
3114
Kenon Holdings
KEN
$3.4B
12 27 15 2.44%
BNDC icon
3115
Northern Trust Core Bond ETF
BNDC
$165M
12 19 7 4.71%
EMD
3116
Western Asset Emerging Markets Debt Fund
EMD
$545M
12 39 27 12.7%
MNTK icon
3117
Montauk Renewables
MNTK
$416M
12 38 26 87.2%
INO icon
3118
Inovio Pharmaceuticals
INO
$115M
12 27 15 0.91%
UBCP icon
3119
United Bancorp
UBCP
$84.6M
12 15 3 7.12%
EDD
3120
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$350M
12 28 16 7.65%
NVEC icon
3121
NVE Corp
NVEC
$532M
12 43 31 5.27%
LDP icon
3122
Cohen & Steers Duration Preferred & Income Fund
LDP
$557M
12 34 22 9.5%
ABND
3123
American Century Core Plus Income ETF
ABND
$260M
12 16 4 4.76%
RBKB icon
3124
Rhinebeck Bancorp
RBKB
$199M
12 21 9 26.5%
ZGN icon
3125
Zegna
ZGN
$3.41B
12 51 39 2.61%
123 124
125
126 127