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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
XRN
1051
Chiron Real Estate Inc
XRN
$492M
10 32 22 0.93%
BSCW icon
1052
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.56B
10 22 12 1.9%
WBI
1053
WaterBridge Infrastructure LLC
WBI
$1.82B
10 45 35 4.44%
SLDB icon
1054
Solid Biosciences
SLDB
$1.06B
10 36 26 0.6%
BIOA
1055
BioAge Labs
BIOA
$431M
10 29 19 61.7%
UPB
1056
Upstream Bio Inc
UPB
$339M
10 38 28 10.5%
DIN icon
1057
Dine Brands
DIN
$391M
10 29 19 14%
SHYM
1058
iShares Short Duration High Yield Muni Active ETF
SHYM
$821M
10 21 11 2.49%
AROW icon
1059
Arrow Financial
AROW
$724M
10 25 15 4.64%
VTC icon
1060
Vanguard Total Corporate Bond ETF
VTC
$1.69B
10 22 12 2.7%
AWF
1061
AllianceBernstein Global High Income Fund
AWF
$867M
10 22 12 2.33%
MLN icon
1062
VanEck Long Muni ETF
MLN
$669M
10 19 9 4.5%
EFIV icon
1063
State Street SPDR S&P 500 ESG ETF
EFIV
$1.03B
10 15 5 2.59%
TDVG icon
1064
T. Rowe Price Dividend Growth ETF
TDVG
$1.44B
10 14 4 0.8%
CRBN icon
1065
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
10 15 5 2.38%
MG icon
1066
Mistras Group
MG
$619M
10 26 16 11.2%
CGNT icon
1067
Cognyte Software
CGNT
$608M
10 28 18 6.26%
OPRT icon
1068
Oportun Financial
OPRT
$367M
10 23 13 39.9%
SHE icon
1069
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$332M
10 19 9 2.48%
TRDA icon
1070
Entrada Therapeutics
TRDA
$293M
10 26 16 2.17%
COFS icon
1071
Choiceone Financial
COFS
$506M
10 25 15 0.56%
BWFG icon
1072
Bankwell Financial Group
BWFG
$527M
10 19 9 12.6%
RNP icon
1073
Cohen & Steers REIT and Preferred and Income Fund
RNP
$955M
10 19 9 2.02%
GJAN icon
1074
FT Vest US Equity Moderate Buffer ETF January
GJAN
$439M
10 16 6 2.09%
MCBS icon
1075
MetroCity Bankshares
MCBS
$1.02B
10 20 10 1.42%
41 42
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44 45