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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
31 Mar ‘26
AGL icon
1976
Agilon Health
AGL
$1.63B
21 45 24 1,124%
DOCN icon
1977
DigitalOcean
DOCN
$15.3B
21 146 125 51.2%
PK icon
1978
Park Hotels & Resorts
PK
$2.92B
21 139 118 37.8%
BRCC icon
1979
BRC Inc
BRCC
$216M
21 45 24 11.3%
IAG icon
1980
IAMGOLD
IAG
$10.5B
21 111 90 2.07%
EWX icon
1981
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$694M
21 71 50 8.21%
DDD icon
1982
3D Systems Corp
DDD
$611M
21 63 42 95.7%
LQTI
1983
FT Vest Investment Grade & Target Income ETF
LQTI
$271M
21 28 7 4.6%
IBTG icon
1984
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
21 127 106 0.35%
ETV
1985
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.77B
21 69 48 10.7%
SMA
1986
SmartStop Self Storage REIT
SMA
$1.88B
21 96 75 12.3%
AGGH icon
1987
Simplify Aggregate Bond ETF
AGGH
$603M
21 43 22 2.46%
SNDA icon
1988
Sonida Senior Living
SNDA
$1.99B
21 34 13 30.2%
RWK icon
1989
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.34B
21 56 35 17.6%
NBBK icon
1990
NB Bancorp
NBBK
$989M
21 65 44 7.17%
MCHB
1991
Mechanics Bancorp
MCHB
$3.7B
21 56 35 13.3%
HALO icon
1992
Halozyme
HALO
$12.2B
21 235 214 58.8%
IEX icon
1993
IDEX
IEX
$17.2B
21 230 209 23.1%
EXK
1994
Endeavour Silver
EXK
$3.03B
21 74 53 9.99%
AFB
1995
AllianceBernstein National Municipal Income Fund
AFB
$316M
21 37 16 2.9%
JGLO icon
1996
JPMorgan Global Select Equity ETF
JGLO
$6.82B
20 48 28 13.9%
TBBB icon
1997
BBB Foods
TBBB
$4.9B
20 50 30 14.9%
NJAN icon
1998
Innovator Growth-100 Power Buffer ETF January
NJAN
$354M
20 42 22 11.5%
SMTH icon
1999
ALPS Smith Core Plus Bond ETF
SMTH
$2.98B
20 39 19 1.55%
LFT
2000
Lument Finance Trust
LFT
$35.9M
20 32 12 45.6%
78 79
80
81 82