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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
SMA
401
SmartStop Self Storage REIT
SMA
$1.77B
19 58 39 5.61%
ADTN icon
402
Adtran
ADTN
$556M
19 50 31 45.8%
SCL icon
403
Stepan Co
SCL
$1.43B
19 41 22 25.8%
MFA
404
MFA Financial
MFA
$806M
19 45 26 16.8%
NNE
405
Nano Nuclear Energy
NNE
$850M
19 52 33 22.7%
CCO icon
406
Clear Channel Outdoor Holdings
CCO
$1.2B
19 54 35 0.84%
DCOM icon
407
Dime Commercial Bancshares
DCOM
$1.74B
19 33 14 16.3%
TCMD icon
408
Tactile Systems Technology
TCMD
$506M
19 40 21 14.5%
ORIC icon
409
Oric Pharmaceuticals
ORIC
$1.36B
19 41 22 3.31%
QCLN icon
410
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$552M
19 27 8 4.22%
FJAN icon
411
FT Vest US Equity Buffer ETF January
FJAN
$1.48B
19 27 8 12.2%
MPB icon
412
Mid Penn Bancorp
MPB
$901M
19 28 9 10.5%
MLTX icon
413
MoonLake Immunotherapeutics
MLTX
$977M
19 40 21 38.4%
KRUS icon
414
Kura Sushi USA
KRUS
$474M
19 32 13 44.1%
BALI icon
415
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.41B
19 34 15 11.5%
AVBP icon
416
ArriVent BioPharma
AVBP
$1.46B
19 36 17 28%
USNA icon
417
Usana Health Sciences
USNA
$270M
19 29 10 16.3%
ABTC
418
American Bitcoin Corp
ABTC
$634M
19 41 22 37.2%
REI icon
419
Ring Energy
REI
$339M
19 35 16 15%
JSCP icon
420
JPMorgan Short Duration Core Plus ETF
JSCP
$1.83B
19 25 6 2.79%
IDHQ icon
421
Invesco S&P International Developed Quality ETF
IDHQ
$1.05B
19 21 2 22%
IBTM icon
422
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$552M
19 22 3 5.28%
BILZ icon
423
PIMCO Ultra Short Government Active ETF
BILZ
$868M
19 26 7 0.09%
TBUX icon
424
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.69B
19 28 9 0.36%
ITRG
425
Integra Resources
ITRG
$527M
19 34 15 4.76%
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