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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 Sep ‘25
QDEF icon
2701
Northern Trust Quality Dividend Defensive ETF
QDEF
$547M
10 10 0 12.1%
NIE
2702
Virtus Equity & Convertible Income Fund
NIE
$690M
10 14 4 0.88%
RHLD
2703
Resolute Holdings Management
RHLD
$906M
10 22 12 60.7%
MYFW icon
2704
First Western Financial
MYFW
$294M
10 20 10 30.7%
SMHI icon
2705
SEACOR Marine Holdings
SMHI
$224M
10 12 2 27.4%
CXDO icon
2706
Crexendo
CXDO
$197M
10 20 10 8.92%
FFLC icon
2707
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.21B
10 19 9 13.9%
BSMU icon
2708
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$276M
10 14 4 4.52%
FMAO icon
2709
Farmers & Merchants Bancorp
FMAO
$489M
10 19 9 41.9%
EGAN icon
2710
eGain
EGAN
$154M
10 19 9 32.6%
GLAD icon
2711
Gladstone Capital
GLAD
$433M
10 16 6 12.4%
OPBK icon
2712
OP Bancorp
OPBK
$231M
10 18 8 11.2%
NWFL icon
2713
Norwood Financial Corp
NWFL
$367M
10 15 5 32.6%
AISP
2714
Airship AI Holdings
AISP
$73M
10 21 11 59%
JEMA icon
2715
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.78B
10 17 7 32.1%
HAUZ icon
2716
Xtrackers International Real Estate ETF
HAUZ
$988M
10 20 10 11.4%
IPKW icon
2717
Invesco International BuyBack Achievers ETF
IPKW
$542M
10 15 5 11.8%
MTA
2718
Metalla Royalty & Streaming
MTA
$859M
10 19 9 44.7%
IVVD icon
2719
Invivyd
IVVD
$242M
10 26 16 25.3%
USEP icon
2720
Innovator US Equity Ultra Buffer ETF September
USEP
$239M
10 17 7 9.1%
TSLY icon
2721
YieldMax TSLA Option Income Strategy ETF
TSLY
$685M
10 20 10 52.8%
ALTI icon
2722
AlTi Global
ALTI
$335M
10 15 5 18.3%
OPAL icon
2723
OPAL Fuels
OPAL
$52.7M
10 19 9 20.9%
HYXF icon
2724
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$188M
10 16 6 5.54%
DFJ icon
2725
WisdomTree Japan SmallCap Dividend Fund
DFJ
$453M
10 15 5 22.5%
107 108
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