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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 Mar ‘26
ELMD icon
2051
Electromed
ELMD
$237M
1 20 19 21%
INO icon
2052
Inovio Pharmaceuticals
INO
$115M
1 16 15 36.2%
GWRS icon
2053
Global Water Resources
GWRS
$230M
1 14 13 5.14%
KLTR icon
2054
Kaltura
KLTR
$201M
1 22 21 8.2%
VERI icon
2055
Veritone
VERI
$133M
1 22 21 33%
KOCT icon
2056
Innovator US Small Cap Power Buffer ETF October
KOCT
$129M
1 9 8 11.3%
SMLV icon
2057
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$245M
1 9 8 10.1%
NRDY icon
2058
Nerdy
NRDY
$72.3M
1 21 20 30.6%
PMM
2059
Franklin Managed Municipal Income Trust
PMM
$235M
1 9 8 10.9%
AIRS icon
2060
AirSculpt Technologies
AIRS
$130M
1 26 25 36.4%
SJT
2061
San Juan Basin Royalty Trust
SJT
$169M
1 9 8 24.5%
SABA
2062
Saba Capital Income & Opportunities Fund II
SABA
$214M
1 10 9 3.73%
ERTH icon
2063
Invesco MSCI Sustainable Future ETF
ERTH
$123M
1 7 6 10.7%
ZSEP
2064
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$228M
1 6 5 4.19%
METV icon
2065
Roundhill Ball Metaverse ETF
METV
$224M
1 12 11 30.9%
ZNOV
2066
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$106M
1 8 7 5.27%
CLPR
2067
Clipper Realty
CLPR
$52M
1 13 12 6.62%
IPAY icon
2068
Amplify Mobile Payments ETF
IPAY
$148M
1 17 16 9.72%
IDN icon
2069
Intellicheck
IDN
$47.2M
1 21 20 66.7%
NSLR
2070
Neostellar Capital Corp
NSLR
$205M
1 16 15 27.5%
FICS icon
2071
First Trust International Developed Capital Strength ETF
FICS
$198M
1 8 7 3.3%
CRPT icon
2072
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$118M
1 10 9 35.7%
WKHS icon
2073
Workhorse Group
WKHS
$31.7M
1 15 14 3.97%
ETHO icon
2074
Amplify Etho Climate Leadership US ETF
ETHO
$191M
1 7 6 20.6%
DFE icon
2075
WisdomTree Europe SmallCap Dividend Fund
DFE
$164M
1 6 5 3.95%
81 82
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84 85