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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
PEO
1976
Adams Natural Resources Fund
PEO
$788M
2 14 12 13.8%
BIT icon
1977
BlackRock Multi-Sector Income Trust
BIT
$639M
2 13 11 10.6%
KCE icon
1978
State Street SPDR S&P Capital Markets ETF
KCE
$510M
2 13 11 4.14%
DGT icon
1979
State Street SPDR Global Dow ETF
DGT
$629M
2 11 9 0.77%
CMDB
1980
Costamare Bulkers Holdings
CMDB
$507M
2 10 8 18.8%
EFR
1981
Eaton Vance Senior Floating-Rate Fund
EFR
$305M
2 10 8 2.55%
OAKM
1982
Oakmark U.S. Large Cap ETF
OAKM
$1.11B
2 16 14 4.97%
ZURA icon
1983
Zura Bio
ZURA
$400M
2 26 24 29.3%
JIG icon
1984
JPMorgan International Growth ETF
JIG
$534M
2 10 8 2.39%
CEPV
1985
Cantor Equity Partners V
CEPV
$326M
2 6 4 –
OGG
1986
Osisko Gold Group
OGG
$844M
2 17 15 12.2%
FUNC icon
1987
First United
FUNC
$280M
2 8 6 1.52%
JANW icon
1988
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$358M
2 8 6 2.92%
EVN
1989
Eaton Vance Municipal Income Trust
EVN
$364M
2 9 7 19%
JAJL
1990
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$303M
2 10 8 1.71%
NOAH
1991
Noah Holdings
NOAH
$531M
2 14 12 22.6%
CZFS icon
1992
Citizens Financial Services
CZFS
$380M
2 5 3 8.97%
IBTO icon
1993
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$476M
2 12 10 4.85%
RFI
1994
Cohen & Steers Total Return Realty Fund
RFI
$276M
2 9 7 9.01%
BME icon
1995
BlackRock Health Sciences Trust
BME
$557M
2 10 8 0.26%
FDHY icon
1996
Fidelity High Yield Factor ETF
FDHY
$617M
2 10 8 2.43%
NFLT icon
1997
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$497M
2 8 6 3.4%
SIZE icon
1998
iShares MSCI USA Size Factor ETF
SIZE
$423M
2 7 5 1.08%
QMOM icon
1999
Alpha Architect US Quantitative Momentum ETF
QMOM
$428M
2 9 7 6.6%
DSX icon
2000
Diana Shipping
DSX
$352M
2 14 12 34.8%
78 79
80
81 82