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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘26
SGML icon
3201
Sigma Lithium
SGML
$1.06B
10 36 26 23.9%
SOVF icon
3202
Sovereign's Capital Flourish Fund
SOVF
$84.2M
10 14 4 13%
STRO icon
3203
Sutro Biopharma
STRO
$252M
10 23 13 38.9%
TPIF icon
3204
Timothy Plan International ETF
TPIF
$265M
10 33 23 2.94%
TWIN icon
3205
Twin Disc
TWIN
$423M
10 29 19 92.9%
VYGR icon
3206
Voyager Therapeutics
VYGR
$154M
10 46 36 35.2%
WT icon
3207
WisdomTree
WT
$3.75B
10 111 101 69.9%
XJR icon
3208
iShares ESG Screened S&P Small-Cap ETF
XJR
$207M
10 30 20 13.2%
MBSF icon
3209
Regan Floating Rate MBS ETF
MBSF
$242M
10 23 13 0.51%
GRO
3210
Brazil Potash Corp
GRO
$139M
10 12 2 30.6%
ACTU
3211
Actuate Therapeutics
ACTU
$20.8M
10 20 10 68.4%
LST
3212
Leuthold Select Industries ETF
LST
$202M
10 13 3 17.6%
QCJA
3213
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$60.1M
10 15 5 11.7%
ZMAR
3214
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$112M
10 23 13 4.06%
SPBU
3215
AllianzIM Buffer15 Uncapped Allocation ETF
SPBU
$196M
10 18 8 13.9%
IDEF
3216
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF
IDEF
$4.32B
10 10 0 2.72%
OMDA
3217
Omada Health Inc
OMDA
$1.27B
10 41 31 65.2%
ARKO icon
3218
ARKO Corp
ARKO
$475M
10 53 43 23.9%
FICS icon
3219
First Trust International Developed Capital Strength ETF
FICS
$195M
10 30 20 1.9%
IIM icon
3220
Invesco Value Municipal Income Trust
IIM
$507M
10 28 18 11.5%
ISCB icon
3221
iShares Morningstar Small-Cap ETF
ISCB
$274M
10 33 23 10.8%
KDP icon
3222
Keurig Dr Pepper
KDP
$41.9B
10 314 304 17.1%
LCII icon
3223
LCI Industries
LCII
$2.01B
10 119 109 32.6%
MFM
3224
Aberdeen Municipal Income Fund
MFM
$197M
10 30 20 11.3%
OFIX icon
3225
Orthofix Medical
OFIX
$384M
10 52 42 17.8%