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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘24
GDIV icon
2026
Harbor Dividend Growth Leaders ETF
GDIV
$236M
10 16 6 21.9%
FNX icon
2027
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.38B
10 66 56 22.4%
FHTX icon
2028
Foghorn Therapeutics
FHTX
$285M
10 29 19 47.9%
JSML icon
2029
Janus Henderson Small Cap Growth Alpha ETF
JSML
$366M
10 26 16 33.7%
RXT icon
2030
Rackspace Technology
RXT
$1B
10 34 24 60.8%
RPM icon
2031
RPM International
RPM
$13.7B
10 242 232 11.6%
DRVN icon
2032
Driven Brands
DRVN
$2.25B
10 58 48 4.63%
DMBS icon
2033
DoubleLine Mortgage ETF
DMBS
$697M
10 20 10 4.21%
DEHP icon
2034
Dimensional Emerging Markets High Profitability ETF
DEHP
$418M
10 30 20 45.2%
PLBC icon
2035
Plumas Bancorp
PLBC
$427M
10 24 14 50.4%
PGHY icon
2036
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$221M
10 22 12 3.11%
FT
2037
Franklin Universal Trust
FT
$201M
10 20 10 5.95%
CFR icon
2038
Cullen/Frost Bankers
CFR
$10.3B
10 155 145 46.8%
NNOX icon
2039
Nano X Imaging
NNOX
$62.4M
10 37 27 85.3%
NEWT icon
2040
NewtekOne
NEWT
$417M
10 41 31 15.8%
BKIE icon
2041
BNY Mellon International Equity ETF
BKIE
$425M
10 23 13 25.9%
NABL icon
2042
N-able
NABL
$769M
10 73 63 68.8%
BBAG icon
2043
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
10 42 32 4.48%
KREF
2044
KKR Real Estate Finance Trust
KREF
$472M
10 59 49 40.6%
JILL icon
2045
J. Jill
JILL
$252M
10 39 29 31.7%
JLL icon
2046
Jones Lang LaSalle
JLL
$15.1B
10 179 169 20.6%
INTA icon
2047
Intapp
INTA
$2.12B
10 73 63 42.6%
CMTG icon
2048
Claros Mortgage Trust
CMTG
$306M
10 37 27 70.9%
IMVT icon
2049
Immunovant
IMVT
$8.09B
10 74 64 38.2%
ILMN icon
2050
Illumina
ILMN
$29.4B
10 283 273 48.8%