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Name Net new
positions
New positions Closed positions Return since
31 Dec ‘25
BKKT icon
1401
Bakkt Inc
BKKT
$347M
7 32 25 23.2%
BTX
1402
BlackRock Technology and Private Equity Term Trust
BTX
$1.07B
7 25 18 39%
UNG icon
1403
United States Natural Gas Fund
UNG
$515M
7 26 19 17.1%
XBIL icon
1404
US Treasury 6 Month Bill ETF
XBIL
$754M
7 17 10 0.14%
NGNE icon
1405
Neurogene
NGNE
$531M
7 14 7 28.9%
DAPR icon
1406
FT Vest US Equity Deep Buffer ETF April
DAPR
$323M
7 13 6 6.07%
TUA icon
1407
Simplify Short Term Treasury Futures Strategy ETF
TUA
$453M
7 21 14 12.1%
TNGY
1408
Tortoise Energy ETF
TNGY
$554M
7 10 3 19.6%
PCB icon
1409
PCB Bancorp
PCB
$391M
7 11 4 28.5%
NCDL icon
1410
Nuveen Churchill Direct Lending
NCDL
$552M
7 20 13 16.2%
FOSL icon
1411
Fossil Group
FOSL
$402M
7 22 15 80.9%
OVID icon
1412
Ovid Therapeutics
OVID
$475M
7 20 13 49.1%
PESI icon
1413
Perma-Fix Environmental Services
PESI
$327M
7 14 7 22.4%
VFMF icon
1414
Vanguard US Multifactor ETF
VFMF
$951M
7 12 5 19.7%
SID icon
1415
Companhia Siderúrgica Nacional
SID
$1.49B
7 18 11 30%
CCU icon
1416
Compañía de Cervecerías Unidas
CCU
$1.91B
7 16 9 19%
LDP icon
1417
Cohen & Steers Duration Preferred & Income Fund
LDP
$564M
7 14 7 8.31%
SVOL icon
1418
Simplify Volatility Premium ETF
SVOL
$513M
7 21 14 6.78%
NOA
1419
North American Construction
NOA
$326M
7 22 15 15.7%
KORP icon
1420
American Century Diversified Corporate Bond ETF
KORP
$937M
7 17 10 5.99%
JULW icon
1421
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$254M
7 16 9 6.14%
AIO
1422
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$866M
7 13 6 15.7%
AVSU icon
1423
Avantis Responsible US Equity ETF
AVSU
$486M
7 10 3 15.8%
KTF
1424
DWS Municipal Income Trust
KTF
$317M
7 14 7 10.9%
WDI
1425
Western Asset Diversified Income Fund
WDI
$613M
7 15 8 14.6%