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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
CRF
1351
Cornerstone Total Return Fund
CRF
$1.04B
7 17 10 11.8%
PCB icon
1352
PCB Bancorp
PCB
$389M
7 13 6 23.3%
KBDC
1353
Kayne Anderson BDC
KBDC
$863M
7 19 12 4.74%
GAU
1354
Galiano Gold
GAU
$518M
7 19 12 21.1%
FOSL icon
1355
Fossil Group
FOSL
$364M
7 20 13 42.9%
BTAL icon
1356
AGF US Market Neutral Anti-Beta Fund
BTAL
$317M
7 19 12 14.2%
FDBC icon
1357
Fidelity D&D Bancorp
FDBC
$320M
7 12 5 27.2%
ESCA icon
1358
Escalade
ESCA
$266M
7 13 6 12.6%
IBTO icon
1359
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$450M
7 15 8 5.7%
XFOR icon
1360
X4 Pharmaceuticals
XFOR
$288M
7 18 11 29.8%
LDP icon
1361
Cohen & Steers Duration Preferred & Income Fund
LDP
$559M
7 14 7 3.66%
WTMF icon
1362
WisdomTree Managed Futures Strategy Fund
WTMF
$279M
7 15 8 6.35%
CFFI icon
1363
C&F Financial
CFFI
$322M
7 11 4 35.9%
OVLY icon
1364
Oak Valley Bancorp
OVLY
$285M
7 9 2 4.53%
JMSB icon
1365
John Marshall Bancorp
JMSB
$323M
7 11 4 12.9%
TPIF icon
1366
Timothy Plan International ETF
TPIF
$267M
7 13 6 3.72%
FPXI icon
1367
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$280M
7 13 6 9.17%
NL icon
1368
NLI Holdings
NL
$346M
7 14 7 21.3%
BUI icon
1369
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$668M
7 16 9 4.55%
ASMB icon
1370
Assembly Biosciences
ASMB
$478M
7 17 10 15.4%
ELVR
1371
Elevra Lithium Ltd
ELVR
$790M
7 17 10 30.5%
CMDY icon
1372
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$699M
7 15 8 6.5%
GREK
1373
Global X MSCI Greece ETF
GREK
$344M
7 17 10 33.6%
DBJP icon
1374
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$715M
7 11 4 14.2%
TMFG icon
1375
Motley Fool Global Opportunities ETF
TMFG
$335M
7 10 3 6.58%
53 54
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56 57