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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
SF
2226
Stifel
SF
$10.6B
18 263 245 4.92%
FLHY icon
2227
Franklin High Yield Corporate ETF
FLHY
$1.22B
18 38 20 3.48%
SGRY icon
2228
Surgery Partners
SGRY
$1.74B
18 66 48 11.7%
GSSC icon
2229
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.05B
18 53 35 16.5%
EIM
2230
Eaton Vance Municipal Bond Fund
EIM
$464M
18 44 26 7.47%
REZ icon
2231
iShares Residential and Multisector Real Estate ETF
REZ
$789M
18 55 37 5.4%
FXF icon
2232
Invesco CurrencyShares Swiss Franc Trust
FXF
$382M
18 32 14 3.79%
IMCB icon
2233
iShares Morningstar Mid-Cap ETF
IMCB
$1.68B
18 70 52 14.8%
UJAN icon
2234
Innovator US Equity Ultra Buffer ETF January
UJAN
$255M
18 44 26 9.6%
UIS icon
2235
Unisys
UIS
$166M
18 58 40 10.1%
SB icon
2236
Safe Bulkers
SB
$1B
18 59 41 39.2%
DEFR
2237
Aptus Deferred Income ETF
DEFR
$147M
18 19 1 2.03%
PRTA icon
2238
Prothena Corp
PRTA
$429M
18 68 50 14%
STRW icon
2239
Strawberry Fields REIT
STRW
$191M
18 35 17 13.4%
WMB icon
2240
Williams Companies
WMB
$86.3B
18 673 655 3.08%
JXI icon
2241
iShares Global Utilities ETF
JXI
$372M
18 33 15 10.3%
FPAG icon
2242
FPA Global Equity ETF
FPAG
$620M
18 23 5 12.5%
BBAX icon
2243
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.55B
18 44 26 3.16%
LFMD icon
2244
LifeMD
LFMD
$132M
18 40 22 24.1%
CBUS icon
2245
Cibus
CBUS
$131M
18 23 5 13.6%
OSPN icon
2246
OneSpan
OSPN
$668M
18 75 57 72.1%
OSCR icon
2247
Oscar Health
OSCR
$9.55B
18 119 101 170%
ARES icon
2248
Ares Management
ARES
$26.7B
18 294 276 7.75%
BORR
2249
Borr Drilling
BORR
$1.21B
18 67 49 32.2%
FTMU
2250
Franklin Municipal Income ETF
FTMU
$439M
18 31 13 5.91%
88 89
90
91 92