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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
TSBK icon
901
Timberland Bancorp
TSBK
$361M
5 9 4 54%
WTBA icon
902
West Bancorporation
WTBA
$511M
5 10 5 50.5%
LCNB icon
903
LCNB Corp
LCNB
$285M
5 10 5 35.1%
PDT
904
John Hancock Premium Dividend Fund
PDT
$628M
5 10 5 2.37%
GWRS icon
905
Global Water Resources
GWRS
$256M
5 12 7 13.8%
FLDR icon
906
Fidelity Low Duration Bond Factor ETF
FLDR
$1.98B
5 14 9 0.08%
DTH icon
907
WisdomTree International High Dividend Fund
DTH
$661M
5 13 8 37.1%
BSCX icon
908
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
5 9 4 0.14%
CZNC icon
909
Citizens & Northern Corp
CZNC
$466M
5 10 5 29.2%
VABK icon
910
Virginia National Bankshares
VABK
$254M
5 10 5 29.9%
IBHG icon
911
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$515M
5 10 5 1.66%
EMHC icon
912
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$291M
5 14 9 3.73%
QFLR icon
913
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$530M
5 19 14 32.6%
FCCO icon
914
First Community Corp
FCCO
$325M
5 9 4 53.3%
PDLB icon
915
Ponce Financial Group
PDLB
$501M
5 8 3 63.5%
RNAC icon
916
Cartesian Therapeutics
RNAC
$264M
5 12 7 33.8%
BTAL icon
917
AGF US Market Neutral Anti-Beta Fund
BTAL
$297M
5 19 14 43.3%
SGMT icon
918
Sagimet Biosciences
SGMT
$577M
5 18 13 185%
PLBC icon
919
Plumas Bancorp
PLBC
$442M
5 9 4 46.9%
ATLO icon
920
AMES National
ATLO
$281M
5 8 3 81.4%
NC icon
921
NACCO Industries
NC
$316M
5 7 2 24.3%
FENC icon
922
Fennec Pharmaceuticals
FENC
$423M
5 8 3 98%
WTPI
923
WisdomTree Equity Premium Income Fund
WTPI
$504M
5 11 6 7.26%
KWY
924
Kingsway Corp
KWY
$283M
5 8 3 24.7%
NVDY icon
925
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.47B
5 23 18 15.2%
35 36
37
38 39