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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
BFS
1176
Saul Centers
BFS
$860M
8 31 23 6.81%
OEC icon
1177
Orion
OEC
$364M
8 35 27 0.92%
ILCB icon
1178
iShares Morningstar US Equity ETF
ILCB
$1.32B
8 19 11 19.8%
WEAV icon
1179
Weave Communications
WEAV
$437M
8 43 35 18.2%
BAR icon
1180
GraniteShares Gold Shares
BAR
$1.47B
8 20 12 6.59%
QQQJ icon
1181
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.19B
8 25 17 28.8%
KREF
1182
KKR Real Estate Finance Trust
KREF
$490M
8 46 38 24.5%
SDOG icon
1183
ALPS Sector Dividend Dogs ETF
SDOG
$1.46B
8 20 12 13.5%
EUSB icon
1184
iShares ESG Advanced Universal USD Bond ETF
EUSB
$711M
8 14 6 1.52%
CASS icon
1185
Cass Information Systems
CASS
$748M
8 26 18 32.7%
ISCG icon
1186
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.03B
8 23 15 21.1%
ILPT
1187
Industrial Logistics Properties Trust
ILPT
$595M
8 25 17 57%
ALRS icon
1188
Alerus Financial
ALRS
$838M
8 18 10 42%
HY icon
1189
Hyster-Yale Materials Handling
HY
$618M
8 24 16 5.94%
BCAX
1190
Bicara Therapeutics
BCAX
$1.61B
8 29 21 22.1%
OPFI icon
1191
OppFi
OPFI
$610M
8 29 21 7.13%
AROW icon
1192
Arrow Financial
AROW
$727M
8 24 16 16.9%
HTB
1193
HomeTrust Bancshares
HTB
$834M
8 22 14 17.2%
AVNW icon
1194
Aviat Networks
AVNW
$287M
8 20 12 2.03%
PFM icon
1195
Invesco Dividend Achievers ETF
PFM
$810M
8 15 7 13.2%
DWM icon
1196
WisdomTree International Equity Fund
DWM
$694M
8 14 6 9.7%
NAC icon
1197
Nuveen California Quality Municipal Income Fund
NAC
$1.86B
8 18 10 1.97%
FRBA icon
1198
First Bank
FRBA
$471M
8 16 8 18.9%
RHLD
1199
Resolute Holdings Management
RHLD
$1.1B
8 32 24 17.8%
JSMD icon
1200
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.11B
8 14 6 23.2%
46 47
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49 50