We are live on ! Find out more

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
DOL icon
2001
WisdomTree True Developed International Fund
DOL
$857M
2 12 10 3.86%
IDLV icon
2002
Invesco S&P International Developed Low Volatility ETF
IDLV
$347M
2 13 11 4.87%
BHK icon
2003
BlackRock Core Bond Trust
BHK
$644M
2 17 15 2.84%
AII
2004
American Integrity Insurance
AII
$497M
2 14 12 34.6%
KCE icon
2005
State Street SPDR S&P Capital Markets ETF
KCE
$483M
2 13 11 15.2%
VEL icon
2006
Velocity Financial
VEL
$724M
2 16 14 0.65%
DBND icon
2007
DoubleLine Opportunistic Bond ETF
DBND
$754M
2 15 13 1.4%
DGT icon
2008
State Street SPDR Global Dow ETF
DGT
$634M
2 11 9 4%
OAKM
2009
Oakmark U.S. Large Cap ETF
OAKM
$1.18B
2 16 14 12.1%
VABK icon
2010
Virginia National Bankshares
VABK
$253M
2 6 4 5.18%
FYLD icon
2011
Cambria Foreign Shareholder Yield ETF
FYLD
$719M
2 12 10 11.7%
JIG icon
2012
JPMorgan International Growth ETF
JIG
$511M
2 10 8 2.39%
NML
2013
Neuberger Energy Infrastructure and Income Fund Inc
NML
$597M
2 10 8 3.94%
OGG
2014
Osisko Gold Group
OGG
$939M
2 17 15 24.8%
PMO
2015
Franklin Municipal Opportunities Trust
PMO
$282M
2 8 6 2.28%
BMEZ icon
2016
BlackRock Health Sciences Trust II
BMEZ
$1.07B
2 14 12 11%
JAJL
2017
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$280M
2 10 8 1.04%
NOAH
2018
Noah Holdings
NOAH
$604M
2 14 12 11.9%
HEQT icon
2019
Simplify Hedged Equity ETF
HEQT
$302M
2 12 10 2.27%
BNTC icon
2020
Benitec Biopharma
BNTC
$463M
2 12 10 0.75%
FPH icon
2021
Five Point Holdings
FPH
$369M
2 14 12 2.47%
IBTO icon
2022
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$464M
2 12 10 1.49%
FMF icon
2023
First Trust Managed Futures Strategy Fund
FMF
$261M
2 16 14 1.2%
RSVR
2024
Reservoir Media
RSVR
$652M
2 9 7 0%
SPPP
2025
Sprott Physical Platinum and Palladium Trust
SPPP
$648M
2 13 11 19.4%
79 80
81
82 83