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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
USSE icon
2101
Segall Bryant & Hamill Select Equity ETF
USSE
$359M
2 4 2 0.05%
PABD icon
2102
iShares Paris-Aligned Climate Optimized MSCI World ex USA ETF
PABD
$340M
2 2 0 3.03%
PBEU
2103
Portfolio Building Block European Banks Index ETF
PBEU
$465M
2 5 3 8.75%
OWLS
2104
OBOOK Holdings
OWLS
$497M
2 2 0 0.35%
JDVL
2105
John Hancock Disciplined Value Select ETF
JDVL
$905M
2 3 1 2.62%
OIO
2106
OIO Group
OIO
$675M
2 3 1 14.9%
GARY
2107
Mango Growth ETF
GARY
$295M
2 2 0 3.14%
GTOC
2108
Invesco Core Fixed Income ETF
GTOC
$353M
2 2 0 1.32%
NPFE
2109
NPF Core Equity ETF
NPFE
$673M
2 2 0 3.49%
TAOZ
2110
Thornburg American Opportunities Fund ETF
TAOZ
$510M
2 2 0 7.94%
TILC
2111
Thrivent International Large Cap ETF
TILC
$866M
2 2 0 2.84%
GFUZ
2112
General Fusion Group
GFUZ
$565M
2 2 0 –
HE icon
2113
Hawaiian Electric Industries
HE
$1.99B
1 39 38 15%
IYE icon
2114
iShares US Energy ETF
IYE
$1.87B
1 43 42 19%
VYX icon
2115
NCR Voyix
VYX
$1.09B
1 61 60 3.18%
GLOB icon
2116
Globant
GLOB
$1.71B
1 60 59 36.9%
POCT icon
2117
Innovator US Equity Power Buffer ETF October
POCT
$968M
1 18 17 1.9%
AHCO icon
2118
AdaptHealth
AHCO
$751M
1 27 26 46%
VRTS icon
2119
Virtus Investment Partners
VRTS
$1.12B
1 31 30 16.4%
REX icon
2120
REX American Resources
REX
$1.47B
1 29 28 1.06%
FXO icon
2121
First Trust Financials AlphaDEX Fund
FXO
$1.12B
1 22 21 5.3%
BDJ icon
2122
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.73B
1 15 14 2.3%
SAFE
2123
Safehold
SAFE
$1.09B
1 30 29 2.1%
JBSS icon
2124
John B. Sanfilippo & Son
JBSS
$862M
1 27 26 14.3%
CIM
2125
Chimera Investment
CIM
$964M
1 32 31 13.6%
83 84
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86 87