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Name Net new
positions
New positions Closed positions Return since
31 Mar ‘26
SLI
2051
Standard Lithium
SLI
$587M
1 28 27 30.2%
IXG icon
2052
iShares Global Financials ETF
IXG
$702M
1 20 19 18.5%
UNTY icon
2053
Unity Bancorp
UNTY
$621M
1 15 14 19.3%
CIVB icon
2054
Civista Bancshares
CIVB
$593M
1 14 13 25.1%
STEW
2055
SRH Total Return Fund
STEW
$1.79B
1 11 10 8.42%
CLW icon
2056
Clearwater Paper
CLW
$345M
1 21 20 49%
WTAI icon
2057
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$692M
1 13 12 52.6%
REM icon
2058
iShares Mortgage Real Estate ETF
REM
$546M
1 20 19 3.03%
GJUN icon
2059
FT Vest US Equity Moderate Buffer ETF June
GJUN
$536M
1 10 9 6.7%
PACK icon
2060
Ranpak Holdings
PACK
$478M
1 21 20 56%
EWH icon
2061
iShares MSCI Hong Kong ETF
EWH
$1.21B
1 27 26 3.03%
GNE icon
2062
Genie Energy
GNE
$383M
1 15 14 2.83%
FXD icon
2063
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$273M
1 12 11 10.7%
BRBS icon
2064
Blue Ridge Bankshares
BRBS
$331M
1 13 12 12.1%
SMOT icon
2065
VanEck Morningstar SMID Moat ETF
SMOT
$340M
1 13 12 17.3%
GOCT icon
2066
FT Vest US Equity Moderate Buffer ETF October
GOCT
$266M
1 9 8 9.6%
GNOV icon
2067
FT Vest US Equity Moderate Buffer ETF November
GNOV
$300M
1 6 5 9.3%
ELMD icon
2068
Electromed
ELMD
$341M
1 20 19 76.1%
REFI
2069
Chicago Atlantic Real Estate Finance
REFI
$260M
1 20 19 10.3%
LCTD icon
2070
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$295M
1 13 12 9.53%
BTQ
2071
BTQ Technologies Corp
BTQ
$597M
1 16 15 52.1%
SMLV icon
2072
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$263M
1 9 8 18.3%
KIO
2073
KKR Income Opportunities Fund
KIO
$456M
1 14 13 1.09%
VFVA icon
2074
Vanguard US Value Factor ETF
VFVA
$945M
1 10 9 20.7%
PMM
2075
Franklin Managed Municipal Income Trust
PMM
$271M
1 9 8 2.76%