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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
HSTM icon
1001
HealthStream
HSTM
$910M
10 41 31 43.6%
QGRO icon
1002
American Century US Quality Growth ETF
QGRO
$1.98B
10 26 16 11.8%
LQDT icon
1003
Liquidity Services
LQDT
$1.36B
10 31 21 41.7%
PRSU
1004
Pursuit Attractions and Hospitality Inc
PRSU
$1.37B
10 27 17 36.8%
AMAL icon
1005
Amalgamated Financial
AMAL
$1.4B
10 32 22 20.5%
IMCV icon
1006
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.12B
10 18 8 9.02%
CLDT
1007
Chatham Lodging
CLDT
$628M
10 23 13 71.3%
ABAT icon
1008
American Battery Technology Co
ABAT
$312M
10 34 24 21.5%
CSWC icon
1009
Capital Southwest
CSWC
$1.49B
10 32 22 5.43%
ESQ icon
1010
Esquire Financial Holdings
ESQ
$1.43B
10 25 15 9.6%
BSCW icon
1011
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.49B
10 21 11 4.86%
EEMA icon
1012
iShares MSCI Emerging Markets Asia ETF
EEMA
$903M
10 25 15 22.5%
GRNT icon
1013
Granite Ridge Resources
GRNT
$566M
10 37 27 26.9%
WOLF icon
1014
Wolfspeed
WOLF
$1.49B
10 42 32 72.4%
AMTB icon
1015
Amerant Bancorp
AMTB
$1.14B
10 28 18 32.2%
IQDG icon
1016
WisdomTree International Quality Dividend Growth Fund
IQDG
$691M
10 17 7 6.58%
BSJS icon
1017
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$768M
10 17 7 1.15%
FCEL icon
1018
FuelCell Energy
FCEL
$1.35B
10 31 21 159%
STRZ
1019
Starz Entertainment Corp
STRZ
$380M
10 30 20 92.9%
EQBK icon
1020
Equity Bancshares
EQBK
$977M
10 25 15 6.87%
SPHB icon
1021
Invesco S&P 500 High Beta ETF
SPHB
$950M
10 31 21 30.9%
GLIBA
1022
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$916M
10 24 14 37.7%
FMAT icon
1023
Fidelity MSCI Materials Index ETF
FMAT
$573M
10 24 14 2.5%
KJAN icon
1024
Innovator US Small Cap Power Buffer ETF January
KJAN
$318M
10 19 9 9.18%
KRT icon
1025
Karat Packaging
KRT
$1.05B
10 20 10 88.7%
39 40
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