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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
MNRO icon
901
Monro
MNRO
$359M
11 38 27 28.4%
IBHF icon
902
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$790M
11 19 8 1.96%
FYX icon
903
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.42B
11 25 14 22.4%
HTLD icon
904
Heartland Express
HTLD
$989M
11 29 18 23%
XJH icon
905
iShares ESG Screened S&P Mid-Cap ETF
XJH
$439M
11 19 8 17.2%
DNUT icon
906
Krispy Kreme
DNUT
$578M
11 42 31 1.77%
SMBK icon
907
SmartFinancial
SMBK
$902M
11 24 13 35.1%
SD icon
908
SandRidge Energy
SD
$520M
11 36 25 14%
ABAT icon
909
American Battery Technology Co
ABAT
$340M
11 34 23 10.8%
BHRB icon
910
Burke & Herbert Financial Services Corp
BHRB
$1.48B
11 29 18 17.4%
SVV icon
911
Savers
SVV
$1.63B
11 37 26 43.3%
PBYI icon
912
Puma Biotechnology
PBYI
$456M
11 29 18 38.2%
BCAL icon
913
Southern California Bancorp
BCAL
$697M
11 25 14 22.3%
WOLF icon
914
Wolfspeed
WOLF
$1.65B
11 42 31 94.8%
CMCL icon
915
Caledonia Mining Corp
CMCL
$434M
11 26 15 0.53%
SHYM
916
iShares Short Duration High Yield Muni Active ETF
SHYM
$816M
11 28 17 0.73%
BWMN icon
917
Bowman Consulting
BWMN
$733M
11 29 18 48.7%
STRT icon
918
STRATTEC Security
STRT
$348M
11 29 18 6.38%
IBMR icon
919
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$472M
11 19 8 0.24%
AURA icon
920
Aura Biosciences
AURA
$797M
11 23 12 14.9%
RSPU icon
921
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$541M
11 19 8 2.97%
DSP icon
922
Viant Technology
DSP
$275M
11 29 18 16.2%
COFS icon
923
Choiceone Financial
COFS
$514M
11 24 13 22.3%
BWFG icon
924
Bankwell Financial Group
BWFG
$543M
11 18 7 40.4%
SPIR icon
925
Spire Global
SPIR
$567M
11 29 18 10.9%
35 36
37
38 39