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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
CTRN icon
3101
Citi Trends
CTRN
$616M
12 54 42 27.8%
ADAM
3102
Adamas Trust
ADAM
$910M
12 63 51 7.89%
RFI
3103
Cohen & Steers Total Return Realty Fund
RFI
$308M
12 26 14 1.68%
VGMS
3104
Vanguard Multi-Sector Income Bond ETF
VGMS
$251M
12 16 4 0.55%
RAFE icon
3105
PIMCO RAFI ESG US ETF
RAFE
$170M
12 22 10 4.76%
VKQ icon
3106
Invesco Municipal Trust
VKQ
$548M
12 31 19 1.39%
TWFG
3107
TWFG Inc
TWFG
$1.45B
12 32 20 11.3%
RMOP
3108
Rockefeller Opportunistic Municipal Bond ETF
RMOP
$445M
12 16 4 1.49%
WLY icon
3109
John Wiley & Sons Class A
WLY
$2.61B
12 84 72 5.94%
GTE icon
3110
Gran Tierra Energy
GTE
$325M
12 27 15 47%
FSTR icon
3111
Foster
FSTR
$408M
12 41 29 14.2%
ZENA
3112
ZenaTech Inc
ZENA
$190M
12 17 5 42.7%
LEMB icon
3113
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$723M
12 46 34 1.46%
DSGR icon
3114
Distribution Solutions Group
DSGR
$1.62B
12 41 29 27.8%
WINN icon
3115
Harbor Long-Term Growers ETF
WINN
$1.2B
12 43 31 5.08%
KDK
3116
Kodiak AI
KDK
$835M
12 24 12 18.1%
KMLM icon
3117
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$418M
12 21 9 5.89%
ONT
3118
Onterris Inc
ONT
$619M
12 59 47 12.8%
SHEN icon
3119
Shenandoah Telecom
SHEN
$735M
12 59 47 12%
VERI icon
3120
Veritone
VERI
$116M
12 26 14 16.1%
BKU icon
3121
Bankunited
BKU
$3.44B
12 114 102 0.23%
RH icon
3122
RH
RH
$3.44B
12 117 105 10.3%
SVCO
3123
Silvaco Group
SVCO
$246M
12 36 24 47.4%
RLTY icon
3124
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$264M
12 21 9 0.44%
DXIV
3125
Dimensional International Vector Equity ETF
DXIV
$216M
12 16 4 6.37%
123 124
125
126 127