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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 ‘25
IAUX
1151
i-80 Gold Corp
IAUX
$1.4B
4 51 47 171%
TH icon
1152
Target Hospitality
TH
$1.84B
4 26 22 165%
OOMA icon
1153
Ooma
OOMA
$574M
4 14 10 61.2%
ORRF icon
1154
Orrstown Financial Services
ORRF
$820M
4 22 18 30.9%
FVAL icon
1155
Fidelity Value Factor ETF
FVAL
$1.36B
4 19 15 27.6%
NUDM icon
1156
Nuveen ESG International Developed Markets Equity ETF
NUDM
$734M
4 9 5 11.7%
NRC icon
1157
NRC Health Common Stock
NRC
$450M
4 23 19 21.1%
ARKO icon
1158
ARKO Corp
ARKO
$468M
4 24 20 1.42%
ACIC icon
1159
American Coastal Insurance
ACIC
$441M
4 17 13 16.1%
DIV icon
1160
Global X SuperDividend US ETF
DIV
$764M
4 10 6 8.08%
FCBC icon
1161
First Community Bankshares
FCBC
$900M
4 17 13 22.5%
TYRA icon
1162
Tyra Biosciences
TYRA
$1.4B
4 18 14 113%
RWK icon
1163
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.29B
4 13 9 21.3%
BBN icon
1164
BlackRock Taxable Municipal Bond Trust
BBN
$891M
4 12 8 10.5%
CCBG icon
1165
Capital City Bank Group
CCBG
$850M
4 15 11 26.2%
MMU
1166
Western Asset Managed Municipals Fund
MMU
$491M
4 9 5 8.79%
STEW
1167
SRH Total Return Fund
STEW
$1.69B
4 10 6 0.62%
CRD.A icon
1168
Crawford & Co Class A
CRD.A
$603M
4 20 16 19.8%
DC icon
1169
Dakota Gold
DC
$794M
4 17 13 60.4%
FPF
1170
First Trust Intermediate Duration Preferred & Income Fund
FPF
$957M
4 16 12 15.7%
WLFC icon
1171
Willis Lease Finance
WLFC
$966M
4 22 18 4.03%
TASK icon
1172
TaskUs
TASK
$739M
4 32 28 51.9%
SCHQ
1173
Schwab Long-Term US Treasury ETF
SCHQ
$882M
4 20 16 11.2%
GJAN icon
1174
FT Vest US Equity Moderate Buffer ETF January
GJAN
$444M
4 10 6 15.7%
VCEB icon
1175
Vanguard ESG US Corporate Bond ETF
VCEB
$1.17B
4 11 7 6.39%
45 46
47
48 49