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Name Net new
positions
New positions Closed positions Return since
31 Mar ‘26
BBN icon
1701
BlackRock Taxable Municipal Bond Trust
BBN
$889M
4 21 17 11%
NUEM icon
1702
Nuveen ESG Emerging Markets Equity ETF
NUEM
$432M
4 12 8 16.5%
DCTH icon
1703
Delcath Systems
DCTH
$550M
4 27 23 70.8%
IVES
1704
Dan IVES Wedbush AI Revolution ETF
IVES
$1.09B
4 26 22 44.1%
GMAR icon
1705
FT Vest US Equity Moderate Buffer ETF March
GMAR
$423M
4 19 15 8.47%
EMO
1706
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.02B
4 20 16 3.77%
BSRR icon
1707
Sierra Bancorp
BSRR
$508M
4 14 10 15.5%
VFF icon
1708
Village Farms International
VFF
$379M
4 23 19 9.15%
BNDW icon
1709
Vanguard Total World Bond ETF
BNDW
$1.85B
4 16 12 3.61%
BBH icon
1710
VanEck Biotech ETF
BBH
$493M
4 16 12 30.6%
AFLG icon
1711
First Trust Active Factor Large Cap ETF
AFLG
$776M
4 17 13 14.6%
KSA icon
1712
iShares MSCI Saudi Arabia ETF
KSA
$588M
4 15 11 8.4%
NTSX icon
1713
WisdomTree US Efficient Core Fund
NTSX
$1.37B
4 15 11 12.3%
KINS icon
1714
Kingstone Companies
KINS
$259M
4 19 15 22.6%
BCML icon
1715
BayCom
BCML
$336M
4 11 7 3.53%
XONE icon
1716
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$860M
4 21 17 0.73%
GALT icon
1717
Galectin Therapeutics
GALT
$394M
4 19 15 40.1%
TRFK icon
1718
Pacer Data and Digital Revolution ETF
TRFK
$1.19B
4 21 17 61.8%
NGNE icon
1719
Neurogene
NGNE
$568M
4 19 15 40.8%
VFQY icon
1720
Vanguard US Quality Factor ETF
VFQY
$490M
4 10 6 14.3%
ISMD icon
1721
Inspire Small/Mid Cap Impact ETF
ISMD
$319M
4 13 9 16.6%
CHMG icon
1722
Chemung Financial Corp
CHMG
$392M
4 9 5 51.1%
PSFF icon
1723
Pacer Swan SOS Fund of Funds ETF
PSFF
$611M
4 13 9 9.8%
AFB
1724
AllianceBernstein National Municipal Income Fund
AFB
$269M
4 16 12 12.3%
HYBL icon
1725
State Street Blackstone High Income ETF
HYBL
$573M
4 16 12 0.83%