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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘26
DBND icon
1951
DoubleLine Opportunistic Bond ETF
DBND
$746M
21 47 26 5.41%
SETM icon
1952
Sprott Energy Transition Materials ETF
SETM
$533M
21 33 12 11.6%
PREF icon
1953
Principal Spectrum Preferred Securities Active ETF
PREF
$1.85B
21 58 37 2.87%
NML
1954
Neuberger Energy Infrastructure and Income Fund Inc
NML
$568M
21 37 16 4.57%
LSGR icon
1955
Natixis Loomis Sayles Focused Growth ETF
LSGR
$919M
21 27 6 15%
KGC icon
1956
Kinross Gold
KGC
$28.5B
21 236 215 21.2%
IMTM icon
1957
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.3B
21 89 68 10.5%
HTLD icon
1958
Heartland Express
HTLD
$920M
21 69 48 14.4%
MNTN
1959
MNTN Inc
MNTN
$740M
21 38 17 12.4%
SBAR
1960
Simplify Barrier Income ETF
SBAR
$421M
21 29 8 3.46%
SMA
1961
SmartStop Self Storage REIT
SMA
$1.8B
21 96 75 7.36%
EDGF
1962
3EDGE Dynamic Fixed Income ETF
EDGF
$566M
21 24 3 1.7%
UFOX
1963
Defiance Space and Connective Tech ETF
UFOX
$912M
21 59 38 29.2%
PDYN icon
1964
Palladyne AI
PDYN
$263M
21 40 19 12.2%
CNEQ icon
1965
Alger Concentrated Equity ETF
CNEQ
$3.18B
21 32 11 31.8%
ZUMZ icon
1966
Zumiez
ZUMZ
$204M
21 54 33 40%
WTI icon
1967
W&T Offshore
WTI
$537M
21 63 42 4.4%
WRLD icon
1968
World Acceptance Corp
WRLD
$813M
21 69 48 29.2%
WINA icon
1969
Winmark
WINA
$1.07B
21 88 67 30.4%
VIST icon
1970
Vista Energy
VIST
$7.11B
21 62 41 14.9%
UFCS icon
1971
United Fire Group
UFCS
$1.4B
21 84 63 47.4%
TS icon
1972
Tenaris
TS
$28.3B
21 87 66 3.76%
TRP icon
1973
TC Energy
TRP
$61.5B
21 239 218 5.64%
TENX icon
1974
Tenax Therapeutics
TENX
$74.1M
21 26 5 87.6%
SNDA icon
1975
Sonida Senior Living
SNDA
$1.81B
21 34 13 16.9%