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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
31 Mar ‘26
SPXX icon
1
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$344M
169 173 4 19.2%
SNDA icon
2
Sonida Senior Living
SNDA
$1.88B
163 170 7 21.4%
YSS
3
York Space Systems
YSS
$1.44B
140 140 0 50.7%
LMUB
4
iShares Long-Term National Muni Bond ETF
LMUB
$1.6B
138 139 1 0.02%
MHD icon
5
BlackRock MuniHoldings Fund
MHD
$607M
93 104 11 3.28%
OFRM
6
Once Upon a Farm PBC
OFRM
$734M
93 93 0 6.85%
MQY icon
7
BlackRock MuniYield Quality Fund
MQY
$812M
77 97 20 3.01%
AKTS
8
Aktis Oncology
AKTS
$1.38B
69 69 0 39.4%
SYSB
9
iShares Systematic Bond ETF
SYSB
$1.17B
64 72 8 1.96%
IYE icon
10
iShares US Energy ETF
IYE
$1.82B
62 79 17 1.37%
FET icon
11
Forum Energy Technologies
FET
$960M
62 75 13 45.5%
RCAT icon
12
Red Cat Holdings
RCAT
$1.7B
61 100 39 15%
CTMX icon
13
CytomX Therapeutics
CTMX
$732M
58 77 19 28.5%
MESH
14
Meshflow Acquisition Corp
MESH
$433M
58 58 0 1.52%
CRAN
15
Crane Harbor Acquisition Corp II
CRAN
$476M
58 58 0 2.32%
AEAQ
16
Activate Energy Acquisition Corp
AEAQ
$316M
57 57 0 –
KOS icon
17
Kosmos Energy
KOS
$1.51B
56 87 31 8.63%
ORBS
18
Eightco Holdings
ORBS
$280M
56 72 16 22.6%
USO icon
19
United States Oil Fund
USO
$1.79B
55 83 28 0.51%
SATL icon
20
Satellogic
SATL
$892M
55 69 14 6.62%
FVAV
21
Fortress Value Acquisition Corp V
FVAV
$367M
55 55 0 1.2%
BTGO
22
BitGo Holdings
BTGO
$668M
55 55 0 30%
BKMI
23
BNY Mellon Municipal Intermediate ETF
BKMI
$1.68B
55 55 0 0.27%
WBI
24
WaterBridge Infrastructure LLC
WBI
$1.49B
54 68 14 18.4%
RAAX icon
25
VanEck Inflation Allocation ETF
RAAX
$1.22B
54 63 9 2.01%
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