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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 Dec ‘25
SGDM icon
1276
Sprott Gold Miners ETF
SGDM
$649M
8 16 8 4.93%
DSP icon
1277
Viant Technology
DSP
$269M
8 24 16 5.65%
SDIV icon
1278
Global X SuperDividend ETF
SDIV
$1.15B
8 18 10 3.12%
EPOL icon
1279
iShares MSCI Poland ETF
EPOL
$804M
8 23 15 22.9%
BSMT icon
1280
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$285M
8 11 3 3.67%
BAUG icon
1281
Innovator US Equity Buffer ETF August
BAUG
$271M
8 15 7 10.4%
MVBF icon
1282
MVB Financial
MVBF
$386M
8 19 11 15.3%
PBT
1283
Permian Basin Royalty Trust
PBT
$1.46B
8 15 7 84.4%
NXP icon
1284
Nuveen Select Tax-Free Income Portfolio
NXP
$839M
8 19 11 5.53%
INFU icon
1285
InfuSystem Holdings
INFU
$255M
8 23 15 42.9%
CCCC icon
1286
C4 Therapeutics
CCCC
$386M
8 24 16 64.4%
PDT
1287
John Hancock Premium Dividend Fund
PDT
$576M
8 18 10 7.8%
PKBK icon
1288
Parke Bancorp
PKBK
$384M
8 13 5 30.5%
MFIN icon
1289
Medallion Financial
MFIN
$274M
8 15 7 15.8%
BCML icon
1290
BayCom
BCML
$337M
8 12 4 5.1%
RELL icon
1291
Richardson Electronics
RELL
$276M
8 15 7 70.6%
IIM icon
1292
Invesco Value Municipal Income Trust
IIM
$504M
8 16 8 13.2%
VFQY icon
1293
Vanguard US Quality Factor ETF
VFQY
$492M
8 14 6 11.9%
EMHC icon
1294
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$301M
8 16 8 6.87%
ZTR
1295
Virtus Total Return Fund
ZTR
$297M
8 16 8 5.56%
USCB icon
1296
USCB Financial Holdings
USCB
$408M
8 13 5 19.8%
MORT icon
1297
VanEck Mortgage REIT Income ETF
MORT
$296M
8 19 11 23.8%
MXI icon
1298
iShares Global Materials ETF
MXI
$424M
8 16 8 9.81%
PSFF icon
1299
Pacer Swan SOS Fund of Funds ETF
PSFF
$611M
8 15 7 8.85%
IGD
1300
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$486M
8 18 10 7.69%
50 51
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