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
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Name Net increased
positions 		Increased positions Reduced positions Return since
31 Mar ‘25
3601
4 30 26 6.14%
3602
4 5 1 56.9%
3603
4 5 1 2.19%
FFWM icon
3604
First Foundation Inc
FFWM
$521M
4 50 46 21.2%
3605
4 13 9 37.3%
3606
4 15 11 41%
3607
4 51 47 19%
3608
4 115 111 40.5%
3609
4 29 25 62.3%
3610
4 9 5 24.7%
EQTY icon
3611
Kovitz Core Equity ETF
EQTY
$1.36B
4 5 1 20.7%
3612
4 4 0 64.8%
3613
4 132 128 82.5%
3614
4 9 5 34.1%
3615
4 25 21 22.7%
3616
4 4 0 46.2%
3617
4 8 4 1.33%
3618
4 11 7 10.1%
3619
4 180 176 50.2%
3620
4 16 12 34.7%
3621
4 64 60 64.4%
3622
4 4 0 12.4%
3623
4 31 27 1.9%
3624
4 4 0 15.3%
3625
4 4 0 19.1%
143 144
145
146 147