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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘25
FYEE icon
2301
Fidelity Yield Enhanced Equity ETF
FYEE
$295M
11 13 2 3.97%
PDFS icon
2302
PDF Solutions
PDFS
$2.16B
11 71 60 78.9%
BTX
2303
BlackRock Technology and Private Equity Term Trust
BTX
$1.05B
11 34 23 36.3%
SPTB
2304
State Street SPDR Portfolio Treasury ETF
SPTB
$467M
11 15 4 5.29%
TECX
2305
Tectonic Therapeutic
TECX
$449M
11 35 24 10.2%
CAFX
2306
Congress Intermediate Bond ETF
CAFX
$309M
11 17 6 4.48%
SBC
2307
SBC Medical Group
SBC
$511M
11 21 10 15.3%
APOC
2308
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$70.4M
11 17 6 1.37%
IRD
2309
Opus Genetics
IRD
$423M
11 19 8 153%
MFSG
2310
MFS Active Growth ETF
MFSG
$398M
11 13 2 8.98%
CSPF
2311
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$330M
11 13 2 2.85%
OMAH
2312
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$1.11B
11 20 9 5.82%
TPC
2313
Tutor Perini Cor
TPC
$4.36B
11 111 100 23.9%
MLAB icon
2314
Mesa Laboratories
MLAB
$734M
11 55 44 67%
CARL
2315
Carlsmed
CARL
$377M
11 20 9 11.9%
VIA
2316
Via Transportation Inc
VIA
$2.44B
11 27 16 3.24%
UBND icon
2317
Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
$1.99B
11 18 7 6.09%
JUCY icon
2318
Aptus Enhanced Yield ETF
JUCY
$369M
11 25 14 2.43%
FLQS icon
2319
Franklin US Small Cap Multifactor Index ETF
FLQS
$44.5M
11 15 4 8.47%
RELY icon
2320
Remitly
RELY
$4.55B
11 99 88 55.9%
STAG icon
2321
STAG Industrial
STAG
$6.97B
11 194 183 1.63%
MGOV icon
2322
First Trust Intermediate Government Opportunities ETF
MGOV
$98.1M
11 16 5 6.98%
JHMD icon
2323
John Hancock Multifactor Developed International ETF
JHMD
$958M
11 33 22 7.32%
UPSD
2324
Aptus Large Cap Upside ETF
UPSD
$124M
11 14 3 12.7%
FAX
2325
abrdn Asia-Pacific Income Fund
FAX
$539M
11 36 25 14.9%