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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
HVT icon
2676
Haverty Furniture Companies
HVT
$429M
12 27 15 29.8%
LXFR icon
2677
Luxfer Holdings
LXFR
$466M
12 26 14 41.8%
CLM icon
2678
Cornerstone Strategic Value Fund
CLM
$1.99B
12 23 11 12.4%
BSTZ icon
2679
BlackRock Science and Technology Term Trust
BSTZ
$2.12B
12 21 9 39.4%
EFIV icon
2680
State Street SPDR S&P 500 ESG ETF
EFIV
$1.02B
12 19 7 18.5%
HBCP icon
2681
Home Bancorp
HBCP
$532M
12 23 11 11.5%
FSBC icon
2682
Five Star Bancorp
FSBC
$1.07B
12 21 9 15.7%
IBTA icon
2683
Ibotta
IBTA
$838M
12 31 19 38.8%
RODM icon
2684
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.61B
12 18 6 3.5%
LCTX icon
2685
Lineage Cell Therapeutics
LCTX
$235M
12 24 12 41.1%
LE icon
2686
Lands' End
LE
$304M
12 30 18 8.45%
GRSD
2687
Grandstand Ltd
GRSD
$53.8M
12 31 19 61.1%
RSPU icon
2688
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$477M
12 20 8 12.8%
ALTG icon
2689
Alta Equipment Group
ALTG
$212M
12 24 12 20.7%
FTXO icon
2690
First Trust Nasdaq Bank ETF
FTXO
$276M
12 25 13 7.66%
DCGO icon
2691
DocGo
DCGO
$36.6M
12 31 19 41.3%
CBNK icon
2692
Capital Bancorp
CBNK
$659M
12 20 8 36%
SLVP icon
2693
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$896M
12 29 17 0.93%
HMOP icon
2694
Hartford Municipal Opportunities ETF
HMOP
$754M
12 16 4 4.59%
IBDZ
2695
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$846M
12 19 7 5.91%
ZVIA icon
2696
Zevia
ZVIA
$87.3M
12 33 21 3.42%
LVHD icon
2697
Franklin US Low Volatility High Dividend Index ETF
LVHD
$591M
12 18 6 2.63%
BDYN
2698
iShares Dynamic Equity Active ETF
BDYN
$3.09B
12 20 8 15.3%
STXS icon
2699
Stereotaxis
STXS
$118M
12 24 12 35.9%
JPME icon
2700
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$458M
12 18 6 5.19%
106 107
108
109 110