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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘25
TBUX icon
1876
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.7B
15 34 19 0.44%
SEVN
1877
Seven Hills Realty Trust
SEVN
$153M
15 28 13 34.5%
SCM icon
1878
Stellus Capital Investment Corp
SCM
$211M
15 26 11 43.3%
SAMT icon
1879
Strategas Macro Thematic Opportunities ETF
SAMT
$796M
15 22 7 13.3%
RSPN icon
1880
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$735M
15 57 42 4.87%
RSP icon
1881
Invesco S&P 500 Equal Weight ETF
RSP
$95.9B
15 753 738 10.6%
PWV icon
1882
Invesco Large Cap Value ETF
PWV
$1.8B
15 53 38 17.6%
PDT
1883
John Hancock Premium Dividend Fund
PDT
$579M
15 32 17 11.7%
OSEA icon
1884
Harbor International Compounders ETF
OSEA
$401M
15 31 16 0.95%
ONEY icon
1885
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$616M
15 44 29 9.48%
NULV icon
1886
Nuveen ESG Large-Cap Value ETF
NULV
$2.52B
15 95 80 21.4%
NFGC
1887
New Found Gold
NFGC
$623M
15 21 6 31.6%
NAD icon
1888
Nuveen Quality Municipal Income Fund
NAD
$2.4B
15 87 72 12.1%
MUC icon
1889
BlackRock MuniHoldings California Quality Fund
MUC
$917M
15 37 22 10.2%
MSOS icon
1890
AdvisorShares Pure US Cannabis ETF
MSOS
$880M
15 45 30 6.68%
MGEE icon
1891
MGE Energy Inc
MGEE
$2.67B
15 112 97 15.9%
MEOH icon
1892
Methanex
MEOH
$4.52B
15 71 56 47%
MEC icon
1893
Mayville Engineering Co
MEC
$419M
15 44 29 19.5%
KULR icon
1894
KULR Technology Group
KULR
$123M
15 27 12 36.3%
JOUT icon
1895
Johnson Outdoors
JOUT
$471M
15 50 35 11.2%
JHX icon
1896
James Hardie Industries
JHX
$14.5B
15 68 53 30.1%
JBHT icon
1897
JB Hunt Transport Services
JBHT
$22B
15 233 218 74.6%
INVA icon
1898
Innoviva
INVA
$1.48B
15 100 85 12.3%
INTR icon
1899
Inter&Co
INTR
$2.42B
15 44 29 40.6%
INOD icon
1900
Innodata
INOD
$2.41B
15 82 67 9.08%