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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘26
NCNO icon
2326
nCino
NCNO
$1.89B
19 105 86 9.11%
PTRN
2327
Pattern Group Inc
PTRN
$3B
19 41 22 32.8%
OPTU
2328
Optimum Communications Inc
OPTU
$385M
19 67 48 30.3%
ACTG icon
2329
Acacia Research
ACTG
$422M
19 48 29 7.3%
MCN
2330
Madison Covered Call & Equity Strategy Fund
MCN
$110M
19 26 7 5.25%
CPAI icon
2331
Counterpoint Quantitative Equity ETF
CPAI
$458M
19 22 3 0.94%
GUT
2332
Gabelli Utility Trust
GUT
$524M
19 36 17 11.7%
LFMD icon
2333
LifeMD
LFMD
$138M
19 44 25 30.5%
LASR icon
2334
nLIGHT
LASR
$2.25B
19 138 119 44.1%
MGY icon
2335
Magnolia Oil & Gas
MGY
$6.3B
19 161 142 8.48%
NCA icon
2336
Nuveen California Municipal Value Fund
NCA
$277M
19 26 7 10.3%
QAI icon
2337
NYLIM Hedge Multi-Strategy Tracker ETF
QAI
$1,000M
19 44 25 1.37%
PRFZ icon
2338
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.69B
19 111 92 6.26%
SLP icon
2339
Simulations Plus
SLP
$374M
19 63 44 0.93%
URI icon
2340
United Rentals
URI
$62.5B
19 561 542 11.4%
ETJ
2341
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$549M
19 47 28 1.45%
GO icon
2342
Grocery Outlet
GO
$1.07B
19 86 67 8.12%
CHCT
2343
Community Healthcare Trust
CHCT
$413M
19 67 48 21.1%
FAF icon
2344
First American
FAF
$6.5B
19 165 146 7.19%
DXYZ
2345
Destiny Tech100
DXYZ
$936M
19 41 22 19.3%
FDHY icon
2346
Fidelity High Yield Factor ETF
FDHY
$609M
19 35 16 2.92%
GRNB icon
2347
VanEck Green Bond ETF
GRNB
$189M
19 36 17 3.52%
STPZ icon
2348
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
19 46 27 2.83%
ICLO icon
2349
Invesco AAA CLO Floating Rate Note ETF
ICLO
$582M
19 43 24 0.04%
PIZ icon
2350
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$663M
19 53 34 4.7%