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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
31 Dec ‘25
MRDN
1601
Meridian Holdings Inc
MRDN
$151M
2 9 7 24.3%
EVF
1602
Eaton Vance Senior Income Trust
EVF
$88.3M
2 8 6 7.78%
HNVR icon
1603
Hanover Bancorp
HNVR
$181M
2 6 4 10.9%
CWS icon
1604
AdvisorShares Focused Equity ETF
CWS
$119M
2 6 4 2.23%
TAYD icon
1605
Taylor Devices
TAYD
$177M
2 8 6 5.97%
EHI
1606
Western Asset Global High Income Fund
EHI
$165M
2 11 9 15%
ECBK icon
1607
ECB Bancorp
ECBK
$179M
2 4 2 17.5%
WIA
1608
Western Asset Inflation-Linked Income Fund
WIA
$178M
2 5 3 7.62%
TDF
1609
Templeton Dragon Fund
TDF
$238M
2 6 4 15.6%
AAPR icon
1610
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$70.8M
2 4 2 5%
MHF
1611
Western Asset Municipal High Income Fund
MHF
$139M
2 9 7 9.01%
DAAQ
1612
Digital Asset Acquisition Corp
DAAQ
$241M
2 6 4 3.05%
XBOC icon
1613
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$64M
2 6 4 9.03%
AGZD icon
1614
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$146M
2 7 5 0.31%
VBF icon
1615
Invesco Bond Fund
VBF
$162M
2 5 3 8.11%
ACVF icon
1616
American Conservative Values ETF
ACVF
$154M
2 6 4 11.6%
TONT
1617
Graf Global Corp
TONT
$154M
2 4 2 1.39%
GLQ
1618
Clough Global Equity Fund
GLQ
$142M
2 5 3 0.78%
SFBC
1619
Sound Financial Bancorp
SFBC
$119M
2 3 1 5.91%
ZJAN
1620
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$109M
2 7 5 4.02%
ALTL icon
1621
Pacer Lunt Large Cap Alternator ETF
ALTL
$84.1M
2 6 4 3.12%
RLYB icon
1622
Rallybio
RLYB
$90.7M
2 4 2 211%
HYI
1623
Western Asset High Yield Opportunity Fund Inc
HYI
$125M
2 15 13 12.4%
ACTU
1624
Actuate Therapeutics
ACTU
$19.7M
2 8 6 86.6%
NSEP
1625
Innovator Growth-100 Power Buffer ETF - September
NSEP
$82.1M
2 9 7 11.3%
63 64
65
66 67