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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
TCPC icon
3151
BlackRock TCP Capital
TCPC
$342M
12 36 24 21.4%
FHEQ icon
3152
Fidelity Hedged Equity ETF
FHEQ
$983M
12 26 14 2.19%
AGD
3153
abrdn Global Dynamic Dividend Fund
AGD
$307M
12 25 13 3.14%
BNDC icon
3154
Northern Trust Core Bond ETF
BNDC
$165M
12 19 7 4.71%
EMD
3155
Western Asset Emerging Markets Debt Fund
EMD
$548M
12 39 27 12.3%
MNTK icon
3156
Montauk Renewables
MNTK
$416M
12 38 26 87.2%
UBCP icon
3157
United Bancorp
UBCP
$84.6M
12 15 3 7.12%
OSCV icon
3158
Opus Small Cap Value ETF
OSCV
$622M
12 35 23 6.54%
EDD
3159
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$355M
12 28 16 6.46%
NVEC icon
3160
NVE Corp
NVEC
$533M
12 43 31 5.35%
LDP icon
3161
Cohen & Steers Duration Preferred & Income Fund
LDP
$557M
12 34 22 9.55%
ADCT icon
3162
ADC Therapeutics
ADCT
$158M
12 42 30 15.9%
ABND
3163
American Century Core Plus Income ETF
ABND
$261M
12 16 4 4.64%
RBKB icon
3164
Rhinebeck Bancorp
RBKB
$199M
12 21 9 26.5%
TXT icon
3165
Textron
TXT
$13.3B
11 279 268 15.8%
VSLU icon
3166
Applied Finance Valuation Large Cap ETF
VSLU
$565M
11 23 12 5.32%
KLAR
3167
Klarna Group
KLAR
$4.68B
11 58 47 39%
CRSP icon
3168
CRISPR Therapeutics
CRSP
$5.43B
11 154 143 3.03%
EFOR
3169
Everforth Inc
EFOR
$1.35B
11 75 64 83.6%
CVGI icon
3170
Commercial Vehicle Group
CVGI
$121M
11 31 20 35.5%
TMB
3171
Thornburg Multi Sector Bond ETF
TMB
$259M
11 17 6 3%
POWR
3172
iShares U.S. Power Infrastructure ETF
POWR
$437M
11 23 12 13%
IAF
3173
abrdn Australia Equity Fund
IAF
$120M
11 16 5 1.37%
LSBK icon
3174
Lake Shore Bancorp
LSBK
$144M
11 14 3 2.75%
TAYD icon
3175
Taylor Devices
TAYD
$203M
11 25 14 7.34%
125 126
127
128 129