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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
PFL
1026
PIMCO Income Strategy Fund
PFL
$385M
10 13 3 3.13%
MUST icon
1027
Columbia Multi-Sector Municipal Income ETF
MUST
$597M
10 14 4 0.68%
PTMC icon
1028
Pacer Trendpilot US Mid Cap ETF
PTMC
$409M
10 16 6 16.5%
BGR icon
1029
BlackRock Energy and Resources Trust
BGR
$430M
10 16 6 2.43%
VFMV icon
1030
Vanguard US Minimum Volatility ETF
VFMV
$447M
10 13 3 10.3%
DFJ icon
1031
WisdomTree Japan SmallCap Dividend Fund
DFJ
$408M
10 16 6 12.6%
LBRX
1032
LB Pharmaceuticals
LBRX
$1.54B
10 20 10 93.7%
GCBC icon
1033
Greene County Bancorp
GCBC
$595M
10 12 2 56%
GDE icon
1034
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$482M
10 16 6 8.03%
GSIT icon
1035
GSI Technology
GSIT
$270M
10 20 10 36.8%
OMAH
1036
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$1,000M
10 18 8 3.11%
FDV icon
1037
Federated Hermes US Strategic Dividend ETF
FDV
$907M
10 13 3 9.42%
EWN icon
1038
iShares MSCI Netherlands ETF
EWN
$738M
10 16 6 24.5%
BRTR icon
1039
BlackRock Total Return ETF
BRTR
$745M
10 14 4 1.33%
CARL
1040
Carlsmed
CARL
$391M
10 21 11 58.2%
AVXC icon
1041
Avantis Emerging Markets ex-China Equity ETF
AVXC
$408M
10 14 4 20.7%
FTNY
1042
Franklin New York Municipal Income ETF
FTNY
$596M
10 16 6 0%
DBO icon
1043
Invesco DB Oil Fund
DBO
$391M
10 18 8 6.35%
PAMT
1044
PAMT Corp
PAMT
$267M
10 12 2 51%
TBN
1045
Tamboran Resources
TBN
$1.28B
10 15 5 26.4%
NPFD icon
1046
Nuveen Variable Rate Preferred & Income Fund
NPFD
$450M
10 14 4 2.53%
CGUI
1047
Capital Group Ultra Short Income ETF
CGUI
$319M
10 13 3 0.24%
CEPU
1048
Central Puerto
CEPU
$1.97B
10 18 8 22%
UMI icon
1049
USCF Midstream Energy Income Fund
UMI
$516M
10 14 4 4.97%
ISBA
1050
Isabella Bank
ISBA
$317M
10 13 3 8.91%
40 41
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43 44