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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
GLIBA
1001
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$1.08B
10 24 14 26.5%
FMAT icon
1002
Fidelity MSCI Materials Index ETF
FMAT
$614M
10 24 14 4.41%
KRT icon
1003
Karat Packaging
KRT
$955M
10 20 10 71.6%
ATS icon
1004
ATS Corp
ATS
$1.99B
10 24 14 28%
BSMS icon
1005
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$316M
10 18 8 0.13%
HQH
1006
abrdn Healthcare Investors
HQH
$1.33B
10 21 11 31.1%
NATH icon
1007
Nathan's Famous
NATH
$397M
10 40 30 3.73%
CBLL
1008
CeriBell Inc
CBLL
$895M
10 25 15 27.3%
BOE icon
1009
BlackRock Enhanced Global Dividend Trust
BOE
$692M
10 17 7 13.6%
RFG icon
1010
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$364M
10 13 3 17%
BSMT icon
1011
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$284M
10 16 6 0.17%
BSJT icon
1012
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$578M
10 15 5 0.71%
DTH icon
1013
WisdomTree International High Dividend Fund
DTH
$662M
10 16 6 7.84%
TSBK icon
1014
Timberland Bancorp
TSBK
$358M
10 16 6 16.8%
JHML icon
1015
John Hancock Multifactor Large Cap ETF
JHML
$1.2B
10 14 4 17.9%
SDVD icon
1016
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$940M
10 14 4 10.6%
OBT icon
1017
Orange County Bancorp
OBT
$525M
10 19 9 22.5%
WLTH
1018
Wealthfront Corp
WLTH
$1.37B
10 49 39 1.19%
OBE
1019
Obsidian Energy
OBE
$712M
10 25 15 12.7%
FDMO icon
1020
Fidelity Momentum Factor ETF
FDMO
$940M
10 17 7 21%
EAD
1021
Allspring Income Opportunities Fund
EAD
$377M
10 18 8 1.54%
AREC icon
1022
American Resources Corp
AREC
$308M
10 29 19 19%
AVLC icon
1023
Avantis US Large Cap Equity ETF
AVLC
$1.44B
10 14 4 19.8%
BPRN icon
1024
Princeton Bancorp
BPRN
$296M
10 15 5 28.7%
GPRK icon
1025
GeoPark
GPRK
$615M
10 25 15 0.32%
39 40
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