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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 ‘22
ALTG icon
2951
Alta Equipment Group
ALTG
$227M
2 14 12 39.5%
INDY icon
2952
iShares S&P India Nifty 50 Index Fund
INDY
$571M
2 13 11 3.77%
BIBL icon
2953
Inspire 100 ETF
BIBL
$495M
2 14 12 55.9%
FDLO icon
2954
Fidelity Low Volatility Factor ETF
FDLO
$1.46B
2 10 8 46.2%
IBMO icon
2955
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$576M
2 9 7 0.35%
ORRF icon
2956
Orrstown Financial Services
ORRF
$859M
2 8 6 89.1%
OPAL icon
2957
OPAL Fuels
OPAL
$70.1M
2 18 16 75.8%
FRPH icon
2958
FRP Holdings
FRPH
$432M
2 7 5 22.3%
CXAI icon
2959
CXApp
CXAI
$15.6M
2 10 8 98.6%
GWRS icon
2960
Global Water Resources
GWRS
$210M
2 7 5 55.9%
NML
2961
Neuberger Energy Infrastructure and Income Fund Inc
NML
$592M
2 11 9 58.4%
NTSX icon
2962
WisdomTree US Efficient Core Fund
NTSX
$1.4B
2 9 7 48.9%
EUSA icon
2963
iShares MSCI USA Equal Weighted ETF
EUSA
$1.88B
2 9 7 38.7%
GLAD icon
2964
Gladstone Capital
GLAD
$430M
2 9 7 17.9%
PEO
2965
Adams Natural Resources Fund
PEO
$739M
2 10 8 32.2%
CCC
2966
CCC Intelligent Solutions
CCC
$3.71B
2 18 16 42.7%
TLSI icon
2967
TriSalus Life Sciences
TLSI
$292M
2 15 13 51.6%
NOA
2968
North American Construction
NOA
$365M
2 12 10 6.37%
FSBC icon
2969
Five Star Bancorp
FSBC
$1.14B
2 8 6 66%
BIT icon
2970
BlackRock Multi-Sector Income Trust
BIT
$698M
2 10 8 25.7%
BH icon
2971
Biglari Holdings Class B
BH
$1.23B
2 10 8 172%
CZNC icon
2972
Citizens & Northern Corp
CZNC
$454M
2 6 4 4.02%
GRX
2973
Gabelli Healthcare & Wellness Trust
GRX
$143M
2 9 7 24.3%
FQAL icon
2974
Fidelity Quality Factor ETF
FQAL
$1.45B
2 9 7 61.6%
DAUG icon
2975
FT Vest US Equity Deep Buffer ETF August
DAUG
$373M
2 7 5 35.7%
117 118
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