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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 ‘25
PNRG icon
476
PrimeEnergy Resources
PNRG
$323M
10 13 3 12.3%
COFS icon
477
Choiceone Financial
COFS
$514M
10 21 11 19.5%
LDP icon
478
Cohen & Steers Duration Preferred & Income Fund
LDP
$599M
10 14 4 1.13%
IEZ icon
479
iShares US Oil Equipment & Services ETF
IEZ
$385M
10 15 5 52.3%
HEGD icon
480
Swan Hedged Equity US Large Cap ETF
HEGD
$735M
10 16 6 24.4%
USAS
481
Americas Gold and Silver
USAS
$1.75B
10 16 6 293%
FDG icon
482
American Century Focused Dynamic Growth ETF
FDG
$425M
10 15 5 47.2%
NANC icon
483
Subversive Congressional Democrats Trading ETF
NANC
$291M
10 16 6 45.2%
IMSR
484
Terrestrial Energy
IMSR
$615M
10 18 8 44.8%
AVLC icon
485
Avantis US Large Cap Equity ETF
AVLC
$1.43B
10 14 4 43.9%
SBXD
486
SilverBox Corp IV
SBXD
$275M
10 12 2 6.29%
MRLN
487
Merlin Inc
MRLN
$402M
10 17 7 58.4%
ILDR icon
488
First Trust Innovation Leaders ETF
ILDR
$322M
10 11 1 70.4%
CLOX icon
489
Panagram AAA CLO ETF
CLOX
$323M
10 17 7 0.08%
INV
490
Innventure Inc
INV
$296M
10 12 2 54.3%
AZ icon
491
A2Z Smart Technologies
AZ
$288M
10 14 4 8.36%
DXUV
492
Dimensional US Vector Equity ETF
DXUV
$567M
10 12 2 39.4%
ONEZ
493
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$347M
10 10 0 19.1%
TXUE
494
Thornburg International Equity ETF
TXUE
$553M
10 10 0 38.6%
WKC icon
495
World Kinect Corp
WKC
$1.89B
9 38 29 30.3%
EVTC icon
496
Evertec
EVTC
$1.82B
9 36 27 17.3%
UMH
497
UMH Properties
UMH
$1.39B
9 30 21 12.9%
PAR icon
498
PAR Technology
PAR
$741M
9 41 32 70.8%
LOB icon
499
Live Oak Bancshares
LOB
$1.98B
9 42 33 60.4%
RWT
500
Redwood Trust
RWT
$592M
9 24 15 22.4%
18 19
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