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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net new
positions 		New positions Closed positions Return since
30 Jun ‘25
ASUR icon
801
Asure Software
ASUR
$221M
3 10 7 21.6%
SKIN icon
802
SkinHealth Systems
SKIN
$81.8M
3 17 14 67.1%
FINX icon
803
Global X FinTech ETF
FINX
$158M
3 18 15 27.8%
MFM
804
Aberdeen Municipal Income Fund
MFM
$203M
3 11 8 4.84%
FIRY
805
Firy Inc
FIRY
$207M
3 14 11 82.7%
XJUN icon
806
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$138M
3 11 8 10.4%
BZUN
807
Baozun
BZUN
$178M
3 9 6 22.4%
DHY
808
UBS Asset Management High Yield Credit Fund
DHY
$221M
3 8 5 652%
OTLK icon
809
Outlook Therapeutics
OTLK
$153M
3 20 17 60.8%
ETHO icon
810
Amplify Etho Climate Leadership US ETF
ETHO
$191M
3 7 4 36.9%
SNFCA icon
811
Security National Financial
SNFCA
$229M
3 18 15 1.46%
MRBK icon
812
Meridian
MRBK
$229M
3 17 14 49%
ECF
813
Ellsworth Growth & Income Fund
ECF
$162M
3 5 2 15.9%
ZSEP
814
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$228M
3 6 3 7.53%
ZOCT
815
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$106M
3 6 3 8.27%
XITK icon
816
State Street SPDR FactSet Innovative Technology ETF
XITK
$69M
3 8 5 4.03%
OPP
817
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$174M
3 6 3 18.4%
VEGI icon
818
iShares MSCI Agriculture Producers ETF
VEGI
$165M
3 8 5 13.6%
VTGN icon
819
VistaGen Therapeutics
VTGN
$13.2M
3 6 3 85.2%
WCBR
820
WisdomTree Cybersecurity Fund
WCBR
$171M
3 8 5 43.1%
FBIO icon
821
Fortress Biotech
FBIO
$72.7M
3 11 8 17.2%
ACVF icon
822
American Conservative Values ETF
ACVF
$153M
3 4 1 15.7%
FT
823
Franklin Universal Trust
FT
$178M
3 4 1 6.96%
TYA icon
824
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
$41.2M
3 7 4 18.5%
XBJA icon
825
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$93.7M
3 5 2 15.1%
31 32
33
34 35