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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 Dec ‘25
BTX
2276
BlackRock Technology and Private Equity Term Trust
BTX
$1.05B
11 34 23 36.3%
SPTB
2277
State Street SPDR Portfolio Treasury ETF
SPTB
$467M
11 15 4 5.29%
TECX
2278
Tectonic Therapeutic
TECX
$449M
11 35 24 10.2%
CAFX
2279
Congress Intermediate Bond ETF
CAFX
$309M
11 17 6 4.48%
SBC
2280
SBC Medical Group
SBC
$511M
11 21 10 15.3%
APOC
2281
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$70.4M
11 17 6 1.37%
VLY icon
2282
Valley National Bancorp
VLY
$6.99B
11 155 144 8.3%
IRD
2283
Opus Genetics
IRD
$423M
11 19 8 153%
MFSG
2284
MFS Active Growth ETF
MFSG
$398M
11 13 2 8.98%
CSPF
2285
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$330M
11 13 2 2.85%
TVAL icon
2286
T. Rowe Price Value ETF
TVAL
$1.04B
11 15 4 20.2%
OMAH
2287
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$1.11B
11 20 9 5.82%
TPC
2288
Tutor Perini Cor
TPC
$4.36B
11 111 100 23.9%
CARL
2289
Carlsmed
CARL
$377M
11 20 9 11.9%
VIA
2290
Via Transportation Inc
VIA
$2.44B
11 27 16 3.24%
UBND icon
2291
Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
$1.99B
11 18 7 6.09%
FLQS icon
2292
Franklin US Small Cap Multifactor Index ETF
FLQS
$44.5M
11 15 4 8.47%
RELY icon
2293
Remitly
RELY
$4.55B
11 99 88 55.9%
SLI
2294
Standard Lithium
SLI
$459M
11 42 31 58.4%
STAG icon
2295
STAG Industrial
STAG
$6.97B
11 194 183 1.63%
MGOV icon
2296
First Trust Intermediate Government Opportunities ETF
MGOV
$98.1M
11 16 5 6.98%
JHMD icon
2297
John Hancock Multifactor Developed International ETF
JHMD
$958M
11 33 22 7.32%
RLAY icon
2298
Relay Therapeutics
RLAY
$3.99B
11 68 57 115%
UPSD
2299
Aptus Large Cap Upside ETF
UPSD
$124M
11 14 3 12.7%
FAX
2300
abrdn Asia-Pacific Income Fund
FAX
$539M
11 36 25 14.9%
90 91
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