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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
30 Jun ‘26
DNL icon
1726
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$502M
4 9 5 1.54%
WNEB icon
1727
Western New England Bancorp
WNEB
$276M
4 11 7 3.78%
PPT
1728
Franklin Premier Income Trust
PPT
$329M
4 11 7 1.43%
HEZU icon
1729
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$581M
4 13 9 0.6%
BSVN icon
1730
Bank7 Corp
BSVN
$494M
4 12 8 5.88%
USCB icon
1731
USCB Financial Holdings
USCB
$415M
4 8 4 9.68%
AIRO
1732
AIRO Group Holdings
AIRO
$271M
4 20 16 16.4%
HTD
1733
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$890M
4 11 7 1.41%
ICLO icon
1734
Invesco AAA CLO Floating Rate Note ETF
ICLO
$537M
4 13 9 0.27%
JUST icon
1735
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$573M
4 13 9 3.26%
DRSK icon
1736
Aptus Defined Risk ETF
DRSK
$1.51B
4 13 9 1.25%
WRN
1737
Western Copper and Gold
WRN
$572M
4 14 10 12.9%
FUNC icon
1738
First United
FUNC
$277M
4 9 5 2.65%
BIDD
1739
iShares International Dividend Active ETF
BIDD
$424M
4 12 8 3.26%
TNGY
1740
Tortoise Energy ETF
TNGY
$585M
4 7 3 14.8%
FDBC icon
1741
Fidelity D&D Bancorp
FDBC
$312M
4 9 5 4.3%
XFOR icon
1742
X4 Pharmaceuticals
XFOR
$401M
4 31 27 13.5%
RSPD icon
1743
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$322M
4 12 8 2.43%
TDTF icon
1744
Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
$1.05B
4 14 10 1.81%
NKX icon
1745
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$649M
4 13 9 3.03%
WTMF icon
1746
WisdomTree Managed Futures Strategy Fund
WTMF
$260M
4 11 7 2.57%
WEYS icon
1747
Weyco Group
WEYS
$428M
4 10 6 14%
MNA icon
1748
IQ ARB Merger Arbitrage ETF
MNA
$254M
4 12 8 1.1%
JXI icon
1749
iShares Global Utilities ETF
JXI
$302M
4 11 7 4.07%
TKNO icon
1750
Alpha Teknova
TKNO
$395M
4 12 8 29.6%
68 69
70
71 72