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Name Net new
positions
New positions Closed positions Return since
31 Mar ‘26
VFMV icon
1051
Vanguard US Minimum Volatility ETF
VFMV
$447M
10 13 3 6.54%
DFJ icon
1052
WisdomTree Japan SmallCap Dividend Fund
DFJ
$449M
10 16 6 12.8%
BKIE icon
1053
BNY Mellon International Equity ETF
BKIE
$1.33B
10 18 8 7.68%
LBRX
1054
LB Pharmaceuticals
LBRX
$1.2B
10 20 10 51.2%
GCBC icon
1055
Greene County Bancorp
GCBC
$573M
10 12 2 50.2%
GDE icon
1056
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$458M
10 16 6 1.75%
FDV icon
1057
Federated Hermes US Strategic Dividend ETF
FDV
$882M
10 13 3 2.95%
OMAH
1058
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$1.1B
10 18 8 2.61%
EWN icon
1059
iShares MSCI Netherlands ETF
EWN
$717M
10 16 6 19.2%
BRTR icon
1060
BlackRock Total Return ETF
BRTR
$774M
10 14 4 4.54%
LVWR icon
1061
LiveWire
LVWR
$333M
10 18 8 2.41%
CARL
1062
Carlsmed
CARL
$385M
10 21 11 55.7%
AVXC icon
1063
Avantis Emerging Markets ex-China Equity ETF
AVXC
$465M
10 14 4 22.7%
FTNY
1064
Franklin New York Municipal Income ETF
FTNY
$554M
10 16 6 7.05%
DBO icon
1065
Invesco DB Oil Fund
DBO
$282M
10 18 8 18.9%
PAMT
1066
PAMT Corp
PAMT
$252M
10 12 2 42.2%
TBN
1067
Tamboran Resources
TBN
$1.15B
10 15 5 33.9%
NPFD icon
1068
Nuveen Variable Rate Preferred & Income Fund
NPFD
$417M
10 14 4 4.9%
CGUI
1069
Capital Group Ultra Short Income ETF
CGUI
$338M
10 13 3 0.36%
CEPU
1070
Central Puerto
CEPU
$1.79B
10 18 8 29.2%
UMI icon
1071
USCF Midstream Energy Income Fund
UMI
$500M
10 14 4 2.77%
IBTQ
1072
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$253M
10 12 2 6.4%
ISBA
1073
Isabella Bank
ISBA
$290M
10 13 3 16.7%
CSPF
1074
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$331M
10 13 3 1.6%
FSCC
1075
Federated Hermes MDT Small Cap Core ETF
FSCC
$422M
10 13 3 13.6%