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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘23
GAIN icon
1151
Gladstone Investment Corp
GAIN
$659M
13 32 19 16.9%
BBCP icon
1152
Concrete Pumping Holdings
BBCP
$541M
13 36 23 30.9%
HGTY icon
1153
Hagerty
HGTY
$1.25B
13 29 16 57.1%
BF.B icon
1154
Brown-Forman Class B
BF.B
$12.2B
13 219 206 53.3%
BAB icon
1155
Invesco Taxable Municipal Bond ETF
BAB
$1.03B
13 69 56 1%
YINN icon
1156
Direxion Daily FTSE China Bull 3X ETF
YINN
$603M
13 16 3 22.1%
LTRX icon
1157
Lantronix
LTRX
$239M
13 25 12 8.7%
JSMD icon
1158
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.08B
13 29 16 46.4%
EVLV icon
1159
Evolv Technologies
EVLV
$1.06B
13 60 47 25.4%
ESQ icon
1160
Esquire Financial Holdings
ESQ
$1.01B
13 42 29 133%
DFNM icon
1161
Dimensional National Municipal Bond ETF
DFNM
$2.24B
13 65 52 0.58%
ZTR
1162
Virtus Total Return Fund
ZTR
$341M
12 34 22 24%
UTG icon
1163
Reaves Utility Income Fund
UTG
$3.73B
12 52 40 52.6%
UTI icon
1164
Universal Technical Institute
UTI
$2.63B
12 44 32 282%
SKIL icon
1165
Skillsoft
SKIL
$65.6M
12 26 14 58.4%
SEVN
1166
Seven Hills Realty Trust
SEVN
$191M
12 19 7 34.6%
RLY icon
1167
State Street Multi-Asset Real Return ETF
RLY
$1.19B
12 42 30 29.3%
LNAI
1168
Lunai Bioworks
LNAI
$12.6M
12 15 3 98.9%
NMFC icon
1169
New Mountain Finance
NMFC
$669M
12 58 46 44.3%
NFE icon
1170
New Fortress Energy
NFE
$106M
12 94 82 99%
MYN icon
1171
BlackRock MuniYield New York Quality Fund
MYN
$386M
12 23 11 2.42%
IMTX icon
1172
Immatics
IMTX
$1.27B
12 33 21 11.7%
HUT
1173
Hut 8
HUT
$11.3B
12 38 26 651%
VTHR icon
1174
Vanguard Russell 3000 ETF
VTHR
$4.72B
12 47 35 56.4%
HLLY icon
1175
Holley
HLLY
$311M
12 42 30 47%