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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
Name Net increased
positions 		Increased positions Reduced positions Return since
30 Sep ‘25
AOSL icon
1926
Alpha and Omega Semiconductor
AOSL
$916M
15 65 50 8.15%
AORT icon
1927
Artivion
AORT
$1.09B
15 77 62 47.3%
ANNX icon
1928
Annexon
ANNX
$794M
15 51 36 37.4%
AES icon
1929
AES
AES
$10.6B
15 261 246 13.3%
INMU icon
1930
BlackRock Intermediate Muni Income Bond ETF
INMU
$557M
14 24 10 4.26%
RA
1931
Brookfield Real Assets Income Fund
RA
$642M
14 42 28 13.1%
BKDV
1932
BNY Mellon Dynamic Value ETF
BKDV
$1.97B
14 20 6 21.9%
IGOV icon
1933
iShares International Treasury Bond ETF
IGOV
$1.3B
14 51 37 6.55%
ERC
1934
Allspring Multi-Sector Income Fund
ERC
$238M
14 26 12 11.5%
SPT icon
1935
Sprout Social
SPT
$611M
14 78 64 21.9%
PZA icon
1936
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.03B
14 90 76 7.71%
NBXG
1937
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.26B
14 34 20 3.9%
GRNT icon
1938
Granite Ridge Resources
GRNT
$590M
14 55 41 17.4%
BRBS icon
1939
Blue Ridge Bankshares
BRBS
$352M
14 35 21 7.09%
SRFM icon
1940
Surf Air Mobility
SRFM
$129M
14 19 5 77.3%
WTPI
1941
WisdomTree Equity Premium Income Fund
WTPI
$543M
14 31 17 1.02%
OXLC
1942
Oxford Lane Capital
OXLC
$873M
14 38 24 47.4%
NWE icon
1943
NorthWestern Energy
NWE
$4.26B
14 130 116 18.2%
NMZ icon
1944
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.93B
14 47 33 15.5%
UPSD
1945
Aptus Large Cap Upside ETF
UPSD
$125M
14 16 2 13.2%
TSSI
1946
TSS Inc
TSSI
$289M
14 33 19 43.5%
SEPN
1947
Septerna Inc
SEPN
$1.76B
14 31 17 100%
INVX
1948
Innovex International
INVX
$1.91B
14 68 54 47.3%
NSEP
1949
Innovator Growth-100 Power Buffer ETF - September
NSEP
$82.1M
14 17 3 13.5%
AIOT
1950
PowerFleet Inc
AIOT
$377M
14 64 50 46.4%
76 77
78
79 80