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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘26
FJAN icon
1976
FT Vest US Equity Buffer ETF January
FJAN
$1.46B
2 14 12 2.21%
MLAB icon
1977
Mesa Laboratories
MLAB
$698M
2 20 18 25.3%
FATE icon
1978
Fate Therapeutics
FATE
$279M
2 31 29 13.7%
BTZ icon
1979
BlackRock Credit Allocation Income Trust
BTZ
$947M
2 20 18 0.68%
NATR icon
1980
Nature's Sunshine
NATR
$252M
2 17 15 34.2%
GCMG icon
1981
GCM Grosvenor
GCMG
$839M
2 25 23 11.6%
SSYS icon
1982
Stratasys
SSYS
$692M
2 24 22 7.71%
OPFI icon
1983
OppFi
OPFI
$595M
2 30 28 29.7%
SPH icon
1984
Suburban Propane Partners
SPH
$1.18B
2 18 16 3.22%
TIPT icon
1985
Tiptree Inc
TIPT
$675M
2 25 23 1.12%
NUMG icon
1986
Nuveen ESG Mid-Cap Growth ETF
NUMG
$368M
2 13 11 3.24%
BWMN icon
1987
Bowman Consulting
BWMN
$739M
2 19 17 45.9%
RODM icon
1988
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
2 15 13 4.48%
NATH icon
1989
Nathan's Famous
NATH
$404M
2 15 13 2.94%
JSCP icon
1990
JPMorgan Short Duration Core Plus ETF
JSCP
$1.77B
2 11 9 0.51%
SMMV icon
1991
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$293M
2 10 8 3.54%
BJUL icon
1992
Innovator US Equity Buffer ETF July
BJUL
$354M
2 10 8 1.97%
DSP icon
1993
Viant Technology
DSP
$263M
2 19 17 1.66%
NUEM icon
1994
Nuveen ESG Emerging Markets Equity ETF
NUEM
$413M
2 12 10 0.71%
TMCI icon
1995
Treace Medical Concepts
TMCI
$282M
2 31 29 9.05%
EIM
1996
Eaton Vance Municipal Bond Fund
EIM
$492M
2 14 12 3.82%
SEG
1997
Seaport Entertainment Group
SEG
$344M
2 14 12 1.02%
RWX icon
1998
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
2 14 12 3%
NXP icon
1999
Nuveen Select Tax-Free Income Portfolio
NXP
$894M
2 11 9 0.84%
FRPH icon
2000
FRP Holdings
FRPH
$435M
2 14 12 9.24%