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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘24
ISMD icon
2001
Inspire Small/Mid Cap Impact ETF
ISMD
$335M
5 22 17 36.7%
IDUB icon
2002
Aptus International Enhanced Yield ETF
IDUB
$489M
5 10 5 29.7%
HSCS icon
2003
Heart Test Laboratories
HSCS
$8.32M
5 7 2 78.4%
THW
2004
abrdn World Healthcare Fund
THW
$531M
5 22 17 0.53%
HCMT icon
2005
Direxion HCM Tactical Enhanced US ETF
HCMT
$562M
5 12 7 23.2%
HAS icon
2006
Hasbro
HAS
$12.8B
5 204 199 60.3%
GTIP icon
2007
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$292M
5 16 11 2.33%
GQRE icon
2008
FlexShares Global Quality Real Estate Index Fund
GQRE
$431M
5 18 13 16.7%
GNL icon
2009
Global Net Lease
GNL
$1.87B
5 106 101 13.9%
FTK icon
2010
Flotek Industries
FTK
$881M
5 11 6 551%
FSM icon
2011
Fortuna Silver Mines
FSM
$2.59B
5 53 48 129%
OPBK icon
2012
OP Bancorp
OPBK
$232M
5 22 17 55.8%
FDHY icon
2013
Fidelity High Yield Factor ETF
FDHY
$567M
5 23 18 1.85%
FCUS icon
2014
Pinnacle Focused Opportunities ETF
FCUS
$80.1M
5 5 0 27.1%
EHC icon
2015
Encompass Health
EHC
$11.3B
5 155 150 37.9%
DOCS icon
2016
Doximity
DOCS
$3.77B
5 111 106 22%
PCSA icon
2017
Processa Pharmaceuticals
PCSA
$7.17M
5 5 0 95.6%
CTKB icon
2018
Cytek Biosciences
CTKB
$570M
5 42 37 34.3%
CTA icon
2019
Simplify Managed Futures Strategy ETF
CTA
$1.54B
5 20 15 7.37%
INLX icon
2020
Intellinetics
INLX
$24.3M
5 5 0 38.8%
NAC icon
2021
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
5 43 38 6.35%
CALC icon
2022
CalciMedica
CALC
$11.1M
5 6 1 83.1%
BWG
2023
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$129M
5 16 11 9.43%
LDP icon
2024
Cohen & Steers Duration Preferred & Income Fund
LDP
$598M
5 24 19 2.49%
YOLO icon
2025
AdvisorShares Pure Cannabis ETF
YOLO
$30.5M
5 16 11 36.3%