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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘23
MORT icon
1101
VanEck Mortgage REIT Income ETF
MORT
$368M
13 20 7 16.8%
BCX icon
1102
BlackRock Resources & Commodities Strategy Trust
BCX
$996M
13 49 36 47.1%
DLTH icon
1103
Duluth Holdings
DLTH
$141M
13 30 17 31.2%
CLMB icon
1104
Climb Global Solutions
CLMB
$542M
13 32 19 112%
BRO icon
1105
Brown & Brown
BRO
$23.9B
13 241 228 0.39%
BELFB
1106
Bel Fuse Inc Class B
BELFB
$3.72B
13 54 41 286%
AVSE icon
1107
Avantis Responsible Emerging Markets Equity ETF
AVSE
$223M
13 16 3 66.2%
APOG icon
1108
Apogee Enterprises
APOG
$848M
13 78 65 23.9%
ALGM icon
1109
Allegro MicroSystems
ALGM
$7.01B
13 108 95 24.2%
VPG icon
1110
Vishay Precision Group
VPG
$882M
13 47 34 94.4%
TPG icon
1111
TPG
TPG
$8.99B
13 55 42 24.9%
MVBF icon
1112
MVB Financial
MVBF
$392M
13 30 17 33.9%
FSBC icon
1113
Five Star Bancorp
FSBC
$1.11B
13 32 19 72.9%
BBHY icon
1114
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$625M
13 41 28 0%
TBLA icon
1115
Taboola.com
TBLA
$1.02B
13 38 25 12.9%
GFL icon
1116
GFL Environmental
GFL
$14.8B
13 84 71 18.9%
BF.B icon
1117
Brown-Forman Class B
BF.B
$12.5B
13 219 206 52.2%
LADR
1118
Ladder Capital
LADR
$1.25B
13 70 57 14.6%
HBT icon
1119
HBT Financial
HBT
$1.3B
13 33 20 69.2%
STGW icon
1120
Stagwell
STGW
$2.17B
13 53 40 33.9%
GAIN icon
1121
Gladstone Investment Corp
GAIN
$653M
13 32 19 15.9%
BCSF icon
1122
Bain Capital Specialty
BCSF
$772M
13 50 37 21%
UAUG icon
1123
Innovator US Equity Ultra Buffer ETF August
UAUG
$185M
13 28 15 40%
GPMT
1124
Granite Point Mortgage Trust
GPMT
$52.1M
13 51 38 81.8%
PUBM icon
1125
PubMatic
PUBM
$745M
13 50 37 0.25%