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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
SMBK icon
951
SmartFinancial
SMBK
$876M
11 25 14 9.23%
EIS icon
952
iShares MSCI Israel ETF
EIS
$915M
11 26 15 3.82%
SBGI icon
953
Sinclair Inc
SBGI
$998M
11 32 21 3.16%
PGC icon
954
Peapack-Gladstone Financial
PGC
$814M
11 29 18 2.94%
CRVS icon
955
Corvus Pharmaceuticals
CRVS
$1.17B
11 41 30 6.76%
OMER icon
956
Omeros
OMER
$1.38B
11 36 25 101%
VRIG icon
957
Invesco Variable Rate Investment Grade ETF
VRIG
$1.92B
11 28 17 0%
SLP icon
958
Simulations Plus
SLP
$373M
11 34 23 0.6%
IBDY icon
959
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.17B
11 25 14 2.49%
MSIF
960
MSC Income Fund Inc
MSIF
$570M
11 32 21 8.56%
ISCG icon
961
iShares Morningstar Small-Cap Growth ETF
ISCG
$986M
11 25 14 3.22%
FISI icon
962
Financial Institutions
FISI
$811M
11 27 16 5.62%
LGOV icon
963
First Trust Long Duration Opportunities ETF
LGOV
$626M
11 24 13 3.04%
AVRE icon
964
Avantis Real Estate ETF
AVRE
$875M
11 21 10 1.22%
SHYD icon
965
VanEck Short High Yield Muni ETF
SHYD
$456M
11 22 11 1.75%
BWB icon
966
Bridgewater Bancshares
BWB
$597M
11 20 9 1.76%
EVEX icon
967
Eve Holding
EVEX
$784M
11 28 17 10.4%
EVV
968
Eaton Vance Limited Duration Income Fund
EVV
$1.05B
11 21 10 3.74%
UNTY icon
969
Unity Bancorp
UNTY
$592M
11 20 9 0.48%
OPRA
970
Opera Ltd
OPRA
$1.63B
11 32 21 7.51%
NAC icon
971
Nuveen California Quality Municipal Income Fund
NAC
$1.78B
11 21 10 6.11%
FEP icon
972
First Trust Europe AlphaDEX Fund
FEP
$541M
11 21 10 5.96%
AVR
973
Anteris Technologies
AVR
$840M
11 28 17 12.5%
PHYL icon
974
PGIM Active High Yield Bond ETF
PHYL
$1.42B
11 22 11 1%
IBTL icon
975
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$723M
11 24 13 1.73%
37 38
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40 41