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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 ‘26
NVEC icon
876
NVE Corp
NVEC
$493M
12 33 21 2.47%
ATNI icon
877
ATN International
ATNI
$464M
12 20 8 13.6%
NFJ
878
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.45B
12 23 11 2.9%
AIVL icon
879
WisdomTree US AI Enhanced Value Fund
AIVL
$425M
12 16 4 1.24%
CLPT icon
880
ClearPoint Neuro
CLPT
$429M
12 23 11 21.2%
BSCX icon
881
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
12 20 8 2.18%
VOXR
882
Vox Royalty Corp
VOXR
$398M
12 24 12 21.1%
IBDZ
883
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$855M
12 19 7 2.76%
HGTY icon
884
Hagerty
HGTY
$1.36B
12 21 9 12.2%
BSRR icon
885
Sierra Bancorp
BSRR
$527M
12 17 5 0.17%
FLXS icon
886
Flexsteel Industries
FLXS
$343M
12 24 12 13.1%
RM icon
887
Regional Management Corp
RM
$305M
12 20 8 19.9%
BSMT icon
888
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$289M
12 17 5 1.13%
BTX
889
BlackRock Technology and Private Equity Term Trust
BTX
$1.05B
12 28 16 0.22%
FMAO icon
890
Farmers & Merchants Bancorp
FMAO
$480M
12 21 9 14%
ULST icon
891
State Street Ultra Short Term Bond ETF
ULST
$514M
12 20 8 0.35%
TTGT icon
892
TechTarget
TTGT
$293M
12 26 14 12.5%
HAUZ icon
893
Xtrackers International Real Estate ETF
HAUZ
$1.06B
12 31 19 0.4%
HSHP
894
Himalaya Shipping
HSHP
$856M
12 21 9 35.9%
PDT
895
John Hancock Premium Dividend Fund
PDT
$615M
12 20 8 3.47%
GWRS icon
896
Global Water Resources
GWRS
$254M
12 20 8 21.7%
PLBC icon
897
Plumas Bancorp
PLBC
$435M
12 20 8 6.84%
CHMG icon
898
Chemung Financial Corp
CHMG
$407M
12 20 8 13.2%
FLGB icon
899
Franklin FTSE United Kingdom ETF
FLGB
$907M
12 16 4 5.58%
NBXG
900
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.22B
12 22 10 5.99%
34 35
36
37 38